LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN TRUST (EIN 133926150) - 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

1997

Legal Domicile

Principal Officer

ANTHONY PETITT

Phone

3367411527

Tax Period

2023-01-01 to 2023-12-31

LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN TRUST, founded in 1997, is a small nonprofit that reported $130K in total revenue in fiscal year 2023. Revenue surged 226% from the prior year, signaling strong growth momentum. The organization ran a surplus of $76K, a strong 59% operating margin.

Mission

ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES THIS TRUST WAS ESTABLISHED TO PROVIDE ELIGIBLE PARTICIPANTS OF LORILLARD TOBACCO COMPANY CERTAIN SURVIVORSHIP BENEFITS PER PLAN AGREEMENT.

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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 $129,736

Other Revenue $0

TOTAL REVENUE $129,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,067

Fundraising Expenses $0

Other Expenses $8,299

TOTAL EXPENSES $53,758

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,736	$39,738	+2.3%
Expenses	$53,758	$47,627	+0.1%
Net Income	$75,978	$-7,889	-10.6%

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
FFI INSTITUTIONAL FUND	BANK TRUSTEE	0.5		$1,067	$0	$1,067

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
2023	$129,736	$53,758	$2,722,798	$75,978
2022	$39,738	$47,627	$2,646,820	$-7,889
2021	$178	$84,498	$2,654,709	$-84,320
2020	$10,355	$103,560	$2,739,029	$-93,205
2019	$57,955	$129,601	$2,832,234	$-71,646
2018	$44,254	$117,585	$2,903,880	$-73,331

LORILLARD TOBACCO COMPANY SURVIVOR'S INCOME PLAN TRUST