LUCIS TRUST (EIN 131674445) - 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

Formation Year

1922

Legal Domicile

Principal Officer

MICHAEL GALLOWAY

Phone

2122920707

Tax Period

2024-01-01 to 2024-12-31

LUCIS TRUST, founded in 1922, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $384K, a strong 29% operating margin.

Mission

THE ESTABLISHMENT OF RIGHT HUMAN RELATIONS.

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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 $1,010,254

Program Service Revenue $0

Investment Income $311,575

Other Revenue $0

TOTAL REVENUE $1,321,829

Expense Breakdown

Grants Paid $800

Salaries & Benefits $286,738

Fundraising Expenses $0

Program Expenses $799,779

Other Expenses $649,963

TOTAL EXPENSES $937,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,321,829	$1,571,194	-0.2%
Expenses	$937,501	$1,035,098	-0.1%
Net Income	$384,328	$536,096	-0.3%

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

Volunteers

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

$44,710

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE MORGAN	PRESIDENT & CHAIRMAN	5.00	Officer Director	$0	$0	$0
LAURENCE NEWEY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHEN I NATION	BOARD MEMBER	1.00	Director	$0	$0	$0
DEREK FRASER	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER H PEULER	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA VALOCORE	BOARD MEMBER	1.00	Director	$0	$0	$0
MINTZE VAN DER VELDE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL GALLOWAY	SECRETARY & TREASURER	40.00	Officer	$44,710	$0	$44,710

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
2024	No data	No data	No data	No data
2024	$1,321,829	$937,501	$4,320,448	$384,328
2023	$1,571,194	$1,035,098	$4,511,964	$536,096
2022	$731,110	$844,812	$4,139,236	$-113,702
2021	$637,536	$855,235	$4,501,097	$-217,699
2020	$712,629	$884,223	$4,569,196	$-171,594
2019	$782,127	$1,037,114	$4,963,697	$-254,987
2018	$641,236	$957,448	$5,301,487	$-316,212
2018	$641,236	$957,448	$5,301,487	$-316,212

LUCIS TRUST