LUESTHER T MERTZ CHARITABLE TRUST (EIN 137049014) - 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

1991

Legal Domicile

Principal Officer

GOLDEN BECKNER JR

Phone

2124751137

Tax Period

2023-12-01 to 2024-11-30

LUESTHER T MERTZ CHARITABLE TRUST, founded in 1991, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $21K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $79K exceeded revenue, resulting in a 280% operating deficit.

Mission

SEE MISSION STATEMENT ON PAGE 2, PART III, LINE 1

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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 $20,730

Other Revenue $0

TOTAL REVENUE $20,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,161

Other Expenses $78,716

TOTAL EXPENSES $78,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,730	$200,196	-0.9%
Expenses	$78,716	$1,155,611	-0.9%
Net Income	$-57,986	$-955,415	-0.9%

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
LARRY E CONDON	TRUSTEE	10.00	Director	$0	$0	$0
GOLDEN BECKNER JR	TRUSTEE	10.00	Director	$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
2024	$20,730	$78,716	$395,493	$-57,986
2023	$200,196	$1,155,611	$453,479	$-955,415
2022	$2,295,349	$4,631,145	$1,408,894	$-2,335,796
2021	$2,179,114	$116,070,172	$5,999,424	$-113,891,058
2020	$6,968,264	$32,696,476	$94,333,964	$-25,728,212
2019	$21,228,061	$15,280,140	$117,972,027	$5,947,921
2018	$18,086,418	$15,006,209	$119,535,503	$3,080,209

LUESTHER T MERTZ CHARITABLE TRUST