CORONA & FREDERICK LEWIS CHAR TR

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Phone

7275672300

Tax Period

2023-01-01 to 2023-12-31

CORONA & FREDERICK LEWIS CHAR TR, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $65K in total revenue in fiscal year 2023. Revenue surged 113% from the prior year, signaling strong growth momentum. Expenses of $86K exceeded revenue, resulting in a 33% operating deficit.

Mission

CHARITABLE PURPOSE IS PRESERVATION OF NATURE AND WILDLIFE, THE PRESERVATION AND MEMORIALIZATION OF HISTORY AND CHARITABLE ASSISTANCE TO NATIVE AMERICANS.

Program Service Accomplishments

Program 1

DISTRIBUTIONS TO SUPPORTED ORGANIZATIONS NAMED IN TRUST DOCUMENT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $64,866

Other Revenue $0

TOTAL REVENUE $64,866

Expense Breakdown

Grants Paid $64,196

Salaries & Benefits $20,724

Fundraising Expenses $0

Other Expenses $1,324

TOTAL EXPENSES $86,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,866	$30,483	+1.1%
Expenses	$86,244	$105,214	-0.2%
Net Income	$-21,378	$-74,731	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

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
N/A	TRUSTEE	N/A		$20,724	$0	$20,724

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	$64,866	$86,244	$1,331,440	$-21,378
2022	$30,483	$105,214	$1,353,211	$-74,731
2021	$89,600	$106,668	$1,428,645	$-17,068
2020	$143,462	$94,160	$1,437,963	$49,302
2019	$67,809	$85,385	$1,396,197	$-17,576
2018	$312,129	$97,284	$1,414,808	$214,845