THE WARREN AND LIZZIE LEAVER MEMORIAL (EIN 256798845) - 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

1993

Legal Domicile

Phone

8443823122

Tax Period

2025-01-01 to 2025-12-31

THE WARREN AND LIZZIE LEAVER MEMORIAL, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $977K in total revenue in fiscal year 2025. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $454K, a strong 46% operating margin.

Mission

INCOME OF TRUST USED TO BENEFIT ST. JOHN'S LUTHERAN CHURCH OF BOYERTOWN.

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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 $976,539

Other Revenue $266

TOTAL REVENUE $976,805

Expense Breakdown

Grants Paid $445,728

Salaries & Benefits $60,236

Fundraising Expenses $0

Program Expenses $475,846

Other Expenses $16,927

TOTAL EXPENSES $522,891

Year-over-Year Comparison

	2025	2024	Change
Revenue	$976,805	$682,810	+0.4%
Expenses	$522,891	$500,256	+0.0%
Net Income	$453,914	$182,554	+1.5%

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

N/A

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
TRUIST BANK	TRUSTEE	5.0		$60,236	$0	$60,236

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	$976,805	$522,891	$9,315,510	$453,914
2024	$682,810	$500,256	$8,861,231	$182,554
2023	$74,881	$478,132	$8,676,289	$-403,251
2022	$77,052	$491,033	$9,079,682	$-413,981
2021	$1,934,768	$475,695	$9,495,569	$1,459,073
2020	$1,337,168	$429,779	$8,038,753	$907,389
2019	$335,284	$612,926	$7,128,482	$-277,642
2018	$964,973	$689,594	$7,407,225	$275,379

THE WARREN AND LIZZIE LEAVER MEMORIAL