LENOX COMMUNITY TRUST

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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

1975

Legal Domicile

Principal Officer

JAKE SAMO

Phone

6413334569

Tax Period

2024-01-01 to 2024-12-31

LENOX COMMUNITY TRUST, founded in 1975, is a small nonprofit that reported $102K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $47K, a strong 47% operating margin.

Mission

COMMUNITY SERVICE BY PROVIDING A VEHICLE IN WHICH PEOPLE CAN MAKE A TAX DEDUCTABLE DONATIONS TO SUPPORT THE TOWN, STUDENTS AND VARIOUS PROJECT THAT ARE NOT NORMALLY FUNDED BY PUBLIC SOURCES.

Program Service Accomplishments

Program 1

Expenses: $54,307 Revenue: $101,733

GRANTS FOR HIGH SCHOOL SENIORS GRANTS FOR TOWN PROJECTS EXPENSES TO PROMOTE AND A POCKET PARK EXPENSES TO PROMOTE AND LOCAL GOLF COURSE

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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 $36,725

Program Service Revenue $42,351

Investment Income $22,657

Other Revenue $0

TOTAL REVENUE $101,733

Expense Breakdown

Grants Paid $46,311

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,307

Other Expenses $7,996

TOTAL EXPENSES $54,307

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,733	$114,097	-0.1%
Expenses	$54,307	$86,198	-0.4%
Net Income	$47,426	$27,899	+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

Employees

N/A

Volunteers

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
VERA BRADLEY	TRUSTEE	1.00	Director	$0	$0	$0
TYSEN CHRISTENSEN	PAST PRESIDENT	1.00	Officer	$0	$0	$0
NICKI TROST	SECRETARY	1.00	Officer	$0	$0	$0
JAKE SAMO	PRESIDENT	1.00	Officer	$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	$101,733	$54,307	$798,129	$47,426
2023	$114,097	$86,198	$750,703	$27,899
2022	$71,921	$170,622	$722,804	$-98,701
2021	$122,988	$51,462	$821,505	$71,526
2020	$140,419	$88,991	$749,979	$51,428
2019	$245,344	$169,393	$698,551	$75,951
2018	$64,832	$65,639	$623,588	$-807