LENDLEASE US COMMUNITY FUND (EIN 261549606) - 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

Please see website below

Phone

6153248800

Tax Period

2022-07-01 to 2023-06-30

LENDLEASE US COMMUNITY FUND, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $684K in total revenue in fiscal year 2022. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $123K, a strong 18% operating margin.

Mission

To address the needs in the communities served by Lendlease; to discover new ways to promote social responsibility and bring positive change to these communities.

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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 $684,491

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $684,491

Expense Breakdown

Grants Paid $561,934

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $561,934

Other Expenses $0

TOTAL EXPENSES $561,934

Year-over-Year Comparison

	2022	2021	Change
Revenue	$684,491	$528,311	+0.3%
Expenses	$561,934	$461,240	+0.2%
Net Income	$122,557	$67,071	+0.8%

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
Phillip Carpenter	Chairman of the Board	1.0	Director	$0	$0	$0
Amanda Bermudez	Board Member	1.0	Director	$0	$0	$0
Jerry Schmitz	Board Member	1.0	Director	$0	$0	$0
John Blakey	Board Member	1.0	Director	$0	$0	$0
Patrick Appleby	Board Member	1.0	Director	$0	$0	$0
Kevin Davis	Board Member	1.0	Director	$0	$0	$0
Leah Granderson	Board Member	1.0	Director	$0	$0	$0
John Carden	Board Member	1.0	Director	$0	$0	$0
Gretchen Turpen	Board Member	1.0	Officer	$0	$0	$0
Matt Garrett	Board Member	1.0	Officer	$0	$0	$0
Tobey Perdue	Board Member	1.0	Officer	$0	$0	$0
Cricket Hedrick	Board Member	1.0	Officer	$0	$0	$0
Meryl Exley	Board Member	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	No data	No data	No data	No data
2023	$684,491	$561,934	$505,521	$122,557
2022	$528,311	$461,240	$381,541	$67,071
2021	$130,202	$157,178	$314,470	$-26,976

LENDLEASE US COMMUNITY FUND