HELEN AND LEO RICHARDSON CHARITABLE TRUST (EIN 146250253) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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

2024-01-01 to 2024-12-31

HELEN AND LEO RICHARDSON CHARITABLE TRUST, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $42K in total revenue in fiscal year 2018. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 41% operating margin.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $214,129

Other Revenue $0

TOTAL REVENUE $214,129

Expense Breakdown

Grants Paid $48,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,500

Other Expenses $300

TOTAL EXPENSES $48,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,129	$56,788	+2.8%
Expenses	$48,800	$50,775	0.0%
Net Income	$165,329	$6,013	+26.5%

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
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