THE LULU TREE FOUNDATION

EIN: 474540407 501(c)(3) International Affairs

South Jordan, UT

Total Revenue
$456,252
Total Expenses
$236,188
Total Assets
$264,036
Net Assets
$264,036
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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
UT
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.

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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 (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

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Governance

Voting Members
6
Independent Members
6
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
6
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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