LENELLE PERRY CHARITABLE TRUST UA DATED

EIN: 472384218 501(c)(3) Religion

RALEIGH, NC

Total Revenue
$29,142
Total Expenses
$30,140
Total Assets
$537,747
Net Assets
$537,747
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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
2014
Legal Domicile
NC
Principal Officer
THOMAS F WIGGINS
Phone
9197162015
Tax Period
2025-01-01 to 2025-12-31

LENELLE PERRY CHARITABLE TRUST UA DATED, founded in 2014, is a micro nonprofit in the Religion sector that reported $29K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Net assets of $538K represent 221 months of operating reserves.

Mission

The primary purpose is to provide support to Funston United Methodist Church for the operation & expansion of the music program.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $29,142
Other Revenue $0
TOTAL REVENUE $29,142

Expense Breakdown

Grants Paid $20,484
Salaries & Benefits $8,744
Fundraising Expenses $0
Program Expenses $20,484
Other Expenses $912
TOTAL EXPENSES $30,140

Year-over-Year Comparison

2025 2024 Change
Revenue $29,142 $31,802 -0.1%
Expenses $30,140 $27,186 +0.1%
Net Income $-998 $4,616 -1.2%
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
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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FIRST-CITIZENS BANK TRUST CO TRUSTEE N/A
$8,744 $0 $8,744
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 $29,142 $30,140 $537,747 $-998
2024 No data No data No data No data
2023 $-15,521 $22,985 $533,859 $-38,506
2022 $28,574 $19,052 $572,916 $9,522
2021 $50,640 $20,820 $563,394 $29,820
2020 $36,133 $17,836 $531,039 $18,297
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