LILLIAN H COREY CHARITABLE TRUST (EIN 330514612) - 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

1991

Legal Domicile

Principal Officer

PAUL H HAGOPIAN

Phone

7145434185

Tax Period

2024-06-01 to 2025-05-31

LILLIAN H COREY CHARITABLE TRUST, founded in 1991, is a small nonprofit that reported $545K in total revenue in fiscal year 2024. Revenue surged 591% from the prior year, signaling strong growth momentum. The organization ran a surplus of $294K, a strong 54% operating margin.

Mission

PROVIDE FOR THE DESIGN, CONSTRUCTION, FURNISHING, EQUIPPING AND MAINTENANCE OF AN ADDITION OR WING TO THE CALIFORNIA HOME FOR THE AGED, INC

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $547,753

Other Revenue $-2,934

TOTAL REVENUE $544,819

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $36,800

Fundraising Expenses $0

Program Expenses $131,510

Other Expenses $134,381

TOTAL EXPENSES $251,181

Year-over-Year Comparison

	2024	2023	Change
Revenue	$544,819	$78,828	+5.9%
Expenses	$251,181	$183,442	+0.4%
Net Income	$293,638	$-104,614	-3.8%

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
KRISTEN ADAMS	TRUSTEE	N/A	Director	$0	$0	$0
PAUL H HAGOPIAN	TRUSTEE	N/A	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	$544,819	$251,181	$2,724,440	$293,638
2024	$78,828	$183,442	$2,371,905	$-104,614
2023	$76,041	$180,655	$2,371,906	$-104,614
2022	$910,898	$110,452	$2,476,520	$800,446
2021	$71,480	$148,951	$1,676,074	$-77,471
2020	$8,562	$143,688	$1,753,545	$-135,126
2019	$139,866	$195,453	$1,888,671	$-55,587

LILLIAN H COREY CHARITABLE TRUST