THE LULU TREE FOUNDATION

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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

1905

Legal Domicile

Phone

5122178137

Tax Period

2024-01-01 to 2024-12-31

THE LULU TREE FOUNDATION, founded in 1905, is a small nonprofit in the International Affairs sector that reported $456K in total revenue in fiscal year 2024. The organization ran a surplus of $220K, a strong 48% operating margin.

Mission

To prevent tomorrows orphans by equipping todays families through the local church.

Program Service Accomplishments

Program 1

Expenses: $232,899 Revenue: $456,090

Training for tomorrow through education and discipleship training. We assist local pastors who are equipping vulnerable families with education, life skills, hygiene, farming, and discipleship; we...

Training for tomorrow through education and discipleship training. We assist local pastors who are equipping vulnerable families with education, life skills, hygiene, farming, and discipleship; we also equip these pastors with Biblical training and resources to help them better care for their congregations and communites.

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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 $456,090

Program Service Revenue $0

Investment Income $162

Other Revenue $0

TOTAL REVENUE $456,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $232,899

Other Expenses $236,188

TOTAL EXPENSES $236,188

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,252	$456,252	N/A
Expenses	$236,188	$236,188	N/A
Net Income	$220,064	$220,064	N/A

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

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
EMILY WIERENGA	PRESIDENT	30.00	Officer	$0	$0	$0
ERICA HALE	VICE PRESIDENT	2.00	Officer	$0	$0	$0
TRICIA SIMMONS	TRESURER	2.00	Officer	$0	$0	$0
JEANNE DAMOFF	SECRETARY	2.00	Officer	$0	$0	$0
KAYLA NELSON	CREATIVE DIRECTOR	2.00	Officer	$0	$0	$0
SUSIE JACKSON	DIRECTOR OF PARTNER CARE	2.00	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	$456,252	$236,188	$264,036	$220,064
2021	$246,048	$158,018	$90,713	$88,030