LOIS FENTON TRUST (EIN 367415928) - 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

2003

Legal Domicile

Principal Officer

BRANDON HUNSLEY

Phone

8125223607

Tax Period

2025-01-01 to 2025-12-31

LOIS FENTON TRUST, founded in 2003, is a micro nonprofit that reported $67K in total revenue in fiscal year 2025. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21K, a strong 30% operating margin.

Mission

THE LOIS FENTON TRUST WAS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE GENERAL CHURCH PURPOSES OF THE ST. PAUL UNITED CHURCH OF CHRIST OF SEYMOUR. IN 2007, ST. PAUL UNITED CHURCH OF CHRIST MERGED WITH PEACE LUTHERAN CHURCH.

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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 $67,389

Other Revenue $0

TOTAL REVENUE $67,389

Expense Breakdown

Grants Paid $29,092

Salaries & Benefits $12,848

Fundraising Expenses $0

Program Expenses $29,092

Other Expenses $4,929

TOTAL EXPENSES $46,869

Year-over-Year Comparison

	2025	2024	Change
Revenue	$67,389	$44,732	+0.5%
Expenses	$46,869	$43,195	+0.1%
Net Income	$20,520	$1,537	+12.4%

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

N/A

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	0.50		$12,848	$0	$12,848

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	$67,389	$46,869	$888,717	$20,520
2024	$44,732	$43,195	$868,197	$1,537
2023	$34,136	$40,198	$866,660	$-6,062
2022	$29,982	$38,096	$872,722	$-8,114
2021	$76,784	$36,587	$880,836	$40,197
2020	$64,476	$37,695	$840,362	$26,781
2019	$53,668	$43,539	$813,581	$10,129
2018	$29,329	$37,310	$804,601	$-7,981

LOIS FENTON TRUST