LORENZ FAMILY CHARITABLE TRUST INC

EIN: 356743938 501(c)(3) Philanthropy & Grantmaking

Nashville, IN

Total Revenue
$71,240
Total Expenses
$72,632
Total Assets
$2,077,495
Net Assets
$2,077,495
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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
2003
Legal Domicile
IN
Phone
8129884852
Tax Period
2024-01-01 to 2024-12-31

LORENZ FAMILY CHARITABLE TRUST INC, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $71K in total revenue in fiscal year 2024. Net assets of $2.1M represent 350 months of operating reserves.

Mission

MAKE GRANTS TO NON-PROFIT ORGANIZATIONS FOR THEIR CHARITABLE PURPOSES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $71,240
Other Revenue $0
TOTAL REVENUE $71,240

Expense Breakdown

Grants Paid $71,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $71,500
Other Expenses $1,132
TOTAL EXPENSES $72,632

Year-over-Year Comparison

2024 2023 Change
Revenue $71,240 $69,190 +0.0%
Expenses $72,632 $74,705 0.0%
Net Income $-1,392 $-5,515 -0.7%
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

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Governance

Voting Members
5
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
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALICE S LORENZ TRUSTEE 1.00
Director
$0 $0 $0
LINDA NORTON TRUSTEE 0.00
Director
$0 $0 $0
HOLLY W SMITH TRUSTEE 0.00
Director
$0 $0 $0
DONNA S JOHNSON TRUSTEE 0.00
Director
$0 $0 $0
MEGAN L CARR TRUSTEE 0.00
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
2024 $71,240 $72,632 $2,077,495 $-1,392
2023 $69,190 $74,705 $1,851,290 $-5,515
2022 $64,174 $65,106 $1,992,024 $-932
2021 $67,056 $64,082 $2,042,933 $2,974
2020 $58,567 $59,498 $1,610,488 $-931
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