THE CIVIC TRUST OF LEBANON ON THE WILLIAM E HARMON FOUNDATION (EIN 310541783) - Form 990 Financial Analysis & Trantor Score

🔒

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

1914

Legal Domicile

Principal Officer

CHRIS JOHNSON

Phone

5136951374

Tax Period

2023-10-01 to 2024-09-30

THE CIVIC TRUST OF LEBANON ON THE WILLIAM E HARMON FOUNDATION, founded in 1914, is a small nonprofit that reported $183K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $78K, a strong 43% operating margin.

Mission

PUBLIC FACILITIES & COMMUNITY BETTERMENT

🔒

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 $115

Program Service Revenue $5,077

Investment Income $178,224

Other Revenue $0

TOTAL REVENUE $183,416

Expense Breakdown

Grants Paid $6,802

Salaries & Benefits $7,895

Fundraising Expenses $0

Program Expenses $89,053

Other Expenses $90,303

TOTAL EXPENSES $105,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$183,416	$164,158	+0.1%
Expenses	$105,000	$175,085	-0.4%
Net Income	$78,416	$-10,927	-8.2%

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

Independent Members

Employees

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

$7,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ZIMKUS	PRESIDENT	2.00	Officer Director	$0	$0	$0
JANIE BICKNELL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRIS JOHNSON	TREASURER	2.00	Officer Director	$0	$0	$0
ZACHARY BURNS	SECRETARY	2.00	Officer Director	$0	$0	$0
KARA NOLAN	TRUSTEE	2.00	Director	$0	$0	$0
TYLER TEPE	TRUSTEE	2.00	Director	$0	$0	$0
BARNEY WRIGHT	TRUSTEE	2.00	Director	$0	$0	$0
JAMES VANDERGRIFT	DIRECTOR	2.00	Officer	$7,200	$0	$7,200

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	$183,416	$105,000	$6,497,638	$78,416
2023	$164,158	$175,085	$5,474,231	$-10,927
2022	$172,835	$104,590	$5,129,313	$68,245
2021	$231,682	$110,080	$6,052,996	$121,602
2020	$136,798	$86,768	$5,308,280	$50,030
2019	$159,443	$94,778	$5,050,255	$64,665
2018	$155,157	$117,394	$4,897,104	$37,763

THE CIVIC TRUST OF LEBANON ON THE WILLIAM E HARMON FOUNDATION