Julius Edgar Lilienfeld Trust FBO American Physical Society (EIN 133537535) - 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

1989

Legal Domicile

Principal Officer

JANE HOPKINS GOULD

Phone

3012093210

Tax Period

2023-07-01 to 2024-06-30

Julius Edgar Lilienfeld Trust FBO American Physical Society, founded in 1989, is a micro nonprofit that reported $50K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $49K, a strong 97% operating margin.

Mission

To support the APS recognition of the outstanding contributons to physics by an individual who has exceptional skills in lecturing to audiences of non-specialists.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $50,273

Other Revenue $0

TOTAL REVENUE $50,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,665

TOTAL EXPENSES $1,665

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,273	$60,967	-0.2%
Expenses	$1,665	$1,594	+0.0%
Net Income	$48,608	$59,373	-0.2%

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

N/A

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

$634,912

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jane Hopkins Gould	TRUSTEE	0.0	Director	$0	$47,406	$428,895
SANDRA WELDON	Trustee	0.0	Director	$0	$28,220	$206,017

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	No data	No data	No data	No data
2024	$50,273	$1,665	$700,446	$48,608
2023	$60,967	$1,594	$651,838	$59,373
2022	$9,859	$1,741	$592,465	$8,118
2021	$56,215	$1,601	$584,347	$54,614
2020	$25,018	$18,742	$529,733	$6,276
2019	$25,771	$13,997	$523,457	$11,774

Julius Edgar Lilienfeld Trust FBO American Physical Society