LENAPE VALLEY TRUST (EIN 261391900) - 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

2007

Legal Domicile

Principal Officer

GERYL D MCMULLIN

Phone

2678935500

Tax Period

2022-07-01 to 2023-06-30

LENAPE VALLEY TRUST, founded in 2007, is a small nonprofit in the Human Services sector that reported $241K in total revenue in fiscal year 2022. Revenue surged 2005% from the prior year, signaling strong growth momentum. The organization ran a surplus of $197K, a strong 81% operating margin.

Mission

CHARITABLE FUNDRAISING ACTIVITIES TO BENEFIT VARIOUS NONPROFIT CHARITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $66,838

Program Service Revenue $0

Investment Income $72,103

Other Revenue $102,461

TOTAL REVENUE $241,402

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $19,893

TOTAL EXPENSES $44,893

Year-over-Year Comparison

	2022	2021	Change
Revenue	$241,402	$11,468	+20.1%
Expenses	$44,893	$51,778	-0.1%
Net Income	$196,509	$-40,310	-5.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERYL D MCMULLIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTOPHER MAZULLO	SECRETARY	1.00	Officer Director	$0	$0	$0
ALAN J HARTL	INTERIM TREA	1.00	Officer Director	$0	$0	$0
JAY D BRODISH	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER CEVASCO	DIRECTOR	1.00	Director	$0	$0	$0
ENID CORKRAN	DIRECTOR	1.00	Director	$0	$0	$0
SHARON CURRAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF GARTON	DIRECTOR	1.00	Director	$0	$0	$0
KENN WILLIAMS	DIRECTOR	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$241,402	$44,893	$1,912,426	$196,509
2022	$11,468	$51,778	$1,640,187	$-40,310
2021	$50,810	$130,047	$1,857,477	$-79,237
2020	$179,630	$96,535	$2,188,131	$83,095
2019	$716,281	$174,651	$2,142,032	$541,630
2018	$101,629	$73,450	$1,583,106	$28,179

LENAPE VALLEY TRUST