HELEN AND LEO RICHARDSON CHARITABL… - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

KRISTAL L REINER

Phone

8048244029

Tax Period

2025-01-01 to 2025-12-31

HELEN AND LEO RICHARDSON CHARITABLE TRUST, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $73K in total revenue in fiscal year 2025. Revenue fell 66% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $24K, a strong 33% operating margin.

Mission

Provide support for two local churches and support local public charitable groups

Program Service Accomplishments

Program 1

Expenses: $24,000 Revenue: $36,058

Support for Hermitage Baptist Church, PO Box 190, Churchview, VA 23032

Program 2

Expenses: $24,000 Revenue: $36,058

Support for Urbanna Baptist Church, PO Box 416, Urbanna, VA 23175

Program 3

Expenses: $500 Revenue: $729

Support for Christmas Friends, PO Box 549, Urbanna, VA 23175

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $72,846

Other Revenue $0

TOTAL REVENUE $72,846

Expense Breakdown

Grants Paid $48,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,500

Other Expenses $325

TOTAL EXPENSES $48,825

Year-over-Year Comparison

	2025	2024	Change
Revenue	$72,846	$214,129	-0.7%
Expenses	$48,825	$48,800	+0.0%
Net Income	$24,021	$165,329	-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
KRISTAL L REINER	TRUSTEE	8	Director	$0	$0	$0
JEAN H MARSHALL	TRUSTEE	8	Director	$0	$0	$0
WILLA A HALL	TRUSTEE	8	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
2025	$72,846	$48,825	$1,047,803	$24,021
2024	$214,129	$48,800	$1,023,782	$165,329
2023	$56,788	$50,775	$858,453	$6,013
2022	$53,115	$40,775	$852,440	$12,340
2021	$48,986	$32,775	$840,100	$16,211
2020	$47,579	$100,775	$823,889	$-53,196
2019	$45,931	$36,775	$889,585	$9,156
2018	$41,672	$24,775	$880,429	$16,897

HELEN AND LEO RICHARDSON CHARITABLE TRUST