LLRS-ASAMI-NA C/O CARTER & COMPANY PC (EIN 950165013) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

LEE ZUCKERMAN

Phone

2485240060

Tax Period

2024-07-01 to 2025-06-30

LLRS-ASAMI-NA C/O CARTER & COMPANY PC is a small nonprofit that reported $651K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $191K, a strong 29% operating margin.

Mission

EDUCATION FOR BONE DISORDERS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $513,045

Program Service Revenue $137,272

Investment Income $205

Other Revenue $0

TOTAL REVENUE $650,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $457,544

Other Expenses $459,544

TOTAL EXPENSES $459,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$650,522	$414,942	+0.6%
Expenses	$459,544	$427,225	+0.1%
Net Income	$190,978	$-12,283	-16.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER IOBST	PRES	1.00	Officer	$0	$0	$0
JILL FLANAGAN	VICE PRES	1.00	Officer	$0	$0	$0
MITCHELL BERNSTEIN	VICE PRES	1.00	Officer	$0	$0	$0
PAUL MATUSZEWSKI	SECY	1.00	Officer	$0	$0	$0
LEE ZUCKERMAN	TREAS	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$650,522	$459,544	$1,345,025	$190,978
2024	$414,942	$427,225	$1,154,047	$-12,283
2023	$521,102	$335,581	$1,166,330	$185,521
2022	$448,095	$227,375	$980,809	$220,720
2021	$247,441	$166,360	$760,089	$81,081
2020	$243,883	$193,563	$679,008	$50,320
2019	$335,840	$285,729	$628,599	$50,111
2018	$344,025	$175,663	$578,488	$168,362

LLRS-ASAMI-NA C/O CARTER & COMPANY PC