LENA WARREN SCHAEFER TRUST

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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

Formation Year

1948

Legal Domicile

Principal Officer

NANCY ARMSTRONG

Phone

8437224075

Tax Period

2020-10-01 to 2021-09-30

LENA WARREN SCHAEFER TRUST, founded in 1948, is a small nonprofit that reported $125K in total revenue in fiscal year 2020. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $91K, a strong 73% operating margin.

Mission

TO SUPPORT THE PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF SOUTH CAROLINA

Program Service Accomplishments

Program 1

THE PURPOSE OF THE TRUST IS TO SUPPORT THE PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF SOUTH CAROLINA THROUGH GRANTS. DURING THE FISCAL YEAR, NO GRANTS WERE ISSUED TO THE CHURCH AND INSTEAD WILL BE...

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $124,548

Other Revenue $0

TOTAL REVENUE $124,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $33,370

TOTAL EXPENSES $33,370

Year-over-Year Comparison

	2020	2019	Change
Revenue	$124,548	$322,609	-0.6%
Expenses	$33,370	$29,253	+0.1%
Net Income	$91,178	$293,356	-0.7%

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
KENNY WILSON	TRUSTEE	0.50	Director	$0	$0	$0
ANN WILLIS	TRUSTEE	0.50	Director	$0	$0	$0
ANDREW O'DELL	TRUSTEE	0.50	Director	$0	$0	$0
BOBBY KILGO	TRUSTEE	0.50	Director	$0	$0	$0
RAGS COXE	TRUSTEE	0.50	Director	$0	$0	$0
FRANK GIBSON	TRUSTEE	0.50	Director	$0	$0	$0
DENISE HORRY	TRUSTEE	0.50	Director	$0	$0	$0
BEN HAGOOD	TRUSTEE	0.50	Director	$0	$0	$0
TED DUVALL	TRUSTEE	0.50	Director	$0	$0	$0
MARK JOSEPH LAWRAENCE	PRESIDENT	1.00	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
2021	$124,548	$33,370	$3,408,724	$91,178
2020	$322,609	$29,253	$3,121,224	$293,356