LORENZ FAMILY CHARITABLE TRUST INC

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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

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.

Program Service Accomplishments

Program 1

Expenses: $25,000

BROWN COUNTY COMMUNITY FOUNDATION INC GRANT IS TO PROVIDE FUNDS TO DISTRIBUTE TO NON-PROFIT PROGRAMS THE COMMUNITY FOUNDATION SUPPORTS AND FOR THE COMMUNITY FOUNDATIONS OPERATING EXPENSES.

Program 2

Expenses: $16,600

BROWN COUNTY HISTORICAL SOCIETY INC PO BOX 668, NASHVILLE, IN 47448 GRANT IS TO FURTHER THEIR MISSION TO COLLECT, PRESERVE AND PRESENT BROWN COUNTYS HISTORY.

Program 3

Expenses: $10,000

THE ORCHARD SCHOOL FOUNDATION INC GRANT IS TO SUPPORT A PRIVATE AND INDEPENDENT SCHOOL THAT INSPIRES AND EDUCATES CHILDREN FROM AGE 3 TO GRADE 8.

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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 $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

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
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