ST LUKE'S MEMORIAL TRUST FUND INC

EIN: 223746005 501(c)(3)

NEW KENT, VA

Total Revenue
$55,605
Total Expenses
$266,346
Total Assets
N/A
Net Assets
N/A
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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
2000
Legal Domicile
VA
Principal Officer
KEN DICKSON
Phone
9738506724
Tax Period
2021-01-01 to 2021-12-31

ST LUKE'S MEMORIAL TRUST FUND INC, founded in 2000, is a micro nonprofit that reported $56K in total revenue in fiscal year 2021. Revenue surged 455% from the prior year, signaling strong growth momentum. Expenses of $266K exceeded revenue, resulting in a 379% operating deficit.

Mission

TO PROVIDE CHARITABLE GRANTS AND DONATIONS TO CHARITABLE ORGANIZATIONS

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $55,605
Other Revenue $0
TOTAL REVENUE $55,605

Expense Breakdown

Grants Paid $265,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $266,346
Other Expenses $1,346
TOTAL EXPENSES $266,346

Year-over-Year Comparison

2021 2020 Change
Revenue $55,605 $10,026 +4.5%
Expenses $266,346 $17,160 +14.5%
Net Income $-210,741 $-7,134 +28.5%
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

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
5

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
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KENNETH DICKSON PRES 2.00
Officer
$0 $0 $0
COLLEEN BOTTCHER TRUSTEE 1.00
Director
$0 $0 $0
CAROL LEWIS TRUSTEE 1.00
Director
$0 $0 $0
THERESA DICKSON TRUSTEE 1.00
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
2021 $55,605 $266,346 No data $-210,741
2020 $10,026 $17,160 $246,052 $-7,134
2019 $28,535 $17,437 $253,186 $11,098
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