LGH Charitable Trust Inc (EIN 222586814) - 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

1984

Legal Domicile

Principal Officer

DIANA L RICHARDSON

Phone

9786834000

Tax Period

2023-10-01 to 2024-09-30

LGH Charitable Trust Inc, founded in 1984, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $2.4M left a modest 6% surplus.

Mission

TO PROMOTE AND ENCOURAGE PHILANTHROPIC SUPPORT FOR THE DELIVERY OF COMPREHENSIVE HEALTH CARE TO PATIENTS ACROSS THE MERRIMACK VALLEY REGION (SEE SCH O)

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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 $1,073,962

Program Service Revenue $0

Investment Income $1,448,019

Other Revenue $0

TOTAL REVENUE $2,521,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,003,464

Program Expenses $0

Other Expenses $2,369,017

TOTAL EXPENSES $2,369,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,521,981	$3,546,428	-0.3%
Expenses	$2,369,017	$2,127,886	+0.1%
Net Income	$152,964	$1,418,542	-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

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

$1,399,795

Total Directors

$875,845

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN HYNDS	INTERIM PRES & CEO(UNTIL 1/24)	1.0	Officer Director	$0	$31,338	$563,845
DEBORAH J WILSON	FORMER PRESIDENT & CEO	0.0		$0	$35,320	$546,001
WILLIAM SULLIVAN	CFO/CORP ASS TREAS(UNTIL 6/24)	1.0	Officer	$0	$50,833	$475,066
LISA CRUTCHFIELD	CORP ASST SEC/CHRO HR	1.0	Officer	$0	$29,115	$360,884
EDUARDO HADDAD MD	TRUSTEE	1.0	Director	$0	$0	$312,000
ABHA AGRAWAL	PRES. & CEO (AS OF 01/2024)	1.0	Officer Director	$0	$0	$0
ROSEMARIE DAY	CHAIRMAN (AS OF 12/2023)	1.0	Officer Director	$0	$0	$0
MICHAEL MANCUSO	CHAIRMAN (UNTIL 12/2023)	1.0	Officer Director	$0	$0	$0
DAN RIVERA	VICE CHAIRMAN (AS OF 12/2023)	1.0	Officer Director	$0	$0	$0
LAUREL SWEENEY	TREASURER	1.0	Officer Director	$0	$0	$0
CAROL POWERS	SEC./CLERK (AS OF 12/2023)	1.0	Officer Director	$0	$0	$0
MARK JOHNSON	SEC./CLERK (UNTIL 12/2023)	1.0	Officer Director	$0	$0	$0
LANE GLENN	TRUSTEE (AS OF 12/2023)	1.0	Director	$0	$0	$0
WILLIAM WALL	TRUSTEE (UNTIL 12/2023)	1.0	Director	$0	$0	$0
CYNTHIA FITZGERALD	INTERIM CFO (AS OF 08/2024)	1.0	Officer	$0	$0	$0
ERNEST FUSARO	INTERIM CFO (06/24-08/24)	1.0	Officer	$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	$2,521,981	$2,369,017	$70,576,000	$152,964
2023	$3,546,428	$2,127,886	$64,208,000	$1,418,542
2022	$2,802,837	$2,303,523	$60,348,000	$499,314
2021	$5,706,308	$2,034,370	$63,515,000	$3,671,938
2020	$3,737,344	$2,626,748	$63,734,000	$1,110,596
2019	$1,280,448	$2,621,038	$58,815,000	$-1,340,590
2018	$1,268,070	$2,170,356	$57,562,384	$-902,286

LGH Charitable Trust Inc