LANDON CARTER TRUST FBO CHARITIES (EIN 326336433) - 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

1999

Legal Domicile

Principal Officer

Truist Bank

Phone

8042737445

Tax Period

2025-01-01 to 2025-12-31

LANDON CARTER TRUST FBO CHARITIES, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $246K in total revenue in fiscal year 2025. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $44K, a strong 18% operating margin.

Mission

PROVIDE SUPPORT TO BOYDTON LIFE STATION, BOYDTON UNITED METHODIST CHURCH & BOYDTON VOLUNTEER FIRE DEPT

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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 $245,534

Other Revenue $0

TOTAL REVENUE $245,534

Expense Breakdown

Grants Paid $175,013

Salaries & Benefits $24,167

Fundraising Expenses $0

Program Expenses $187,097

Other Expenses $2,376

TOTAL EXPENSES $201,556

Year-over-Year Comparison

	2025	2024	Change
Revenue	$245,534	$295,056	-0.2%
Expenses	$201,556	$201,130	+0.0%
Net Income	$43,978	$93,926	-0.5%

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
N/A	TRUSTEE	2.0		$24,167	$0	$24,167

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	$245,534	$201,556	$3,364,798	$43,978
2024	$295,056	$201,130	$3,321,453	$93,926
2023	$836,761	$187,741	$3,227,124	$649,020
2022	$71,673	$173,192	$2,578,872	$-101,519
2021	$172,055	$178,424	$2,681,275	$-6,369
2020	$30,369	$171,833	$2,687,060	$-141,464
2019	$91,697	$164,267	$2,828,915	$-72,570
2018	$185,447	$117,258	$2,897,851	$68,189

LANDON CARTER TRUST FBO CHARITIES