FLORENCE LAKE CHARITABLE TRUST 1020000701

EIN: 456081104 501(c)(3)

GRAND FORKS, ND

Total Revenue
$67,619
Total Expenses
$122,154
Total Assets
$3,042,075
Net Assets
$3,042,075
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
ND
Principal Officer
Claire Herland
Phone
7017953212
Tax Period
2023-01-01 to 2023-12-31

FLORENCE LAKE CHARITABLE TRUST 1020000701, founded in 1993, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $122K exceeded revenue, resulting in a 81% operating deficit.

Mission

There is no formal Mission Statement. The Last Will and Testament of Florence Lake created this charitable trust. The Will specifically lists the three organizations that are to receive annually one third of the trust income. The Will further states that the Central Institute for the Deaf and the Community College are to use the funds to establish scholarship fund to help students, The Will states that the amounts paid each year must be distributed annually for scholarships. The Devils Lake Foundation is to use the annual payment for qualified charitable purposes and such funds are to be distributed annually. The Trust holds annual meetings. The meetings are attended by members of the supported organizations. These organizations submit an annual report regarding the use of the funds

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $67,619
Other Revenue $0
TOTAL REVENUE $67,619

Expense Breakdown

Grants Paid $97,561
Salaries & Benefits $17,809
Fundraising Expenses $0
Program Expenses $97,561
Other Expenses $6,784
TOTAL EXPENSES $122,154

Year-over-Year Comparison

2023 2022 Change
Revenue $67,619 $164,375 -0.6%
Expenses $122,154 $126,427 0.0%
Net Income $-54,535 $37,948 -2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Perter Halbach Co-Trustee N/A
Director
$0 $0 $0
Maren Halbach Co-Trustee N/A
Director
$0 $0 $0
Alerus Financial Co-Trustee N/A
$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 No data No data No data No data
2023 $67,619 $122,154 $3,042,075 $-54,535
2022 $164,375 $126,427 $3,096,610 $37,948
2021 $379,817 $114,312 $3,058,662 $265,505
2020 $190,728 $113,418 $2,793,157 $77,310
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