Sego Lily Foundation (EIN 474803890) - Form 990 Financial Analysis & Trantor Score

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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

2015

Legal Domicile

Principal Officer

Brigham R Duncan

Phone

2083124804

Tax Period

2023-01-01 to 2023-12-31

Sego Lily Foundation, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $366K in total revenue in fiscal year 2023. Expenses of $326K left a modest 11% surplus.

Mission

The activities of the Sego Lily Foundation are exclusively for charitable purposes under Section 501(c)(3) of the Internal Revenue Code of 1986. The activities engaged in to achieve this charitable purpose include the personal solicitation of donations in the area of Jackson, Idaho and from the community within the U.S., to provide resources to individuals and other charitable organizations deemed needy by the board of directors. The primary focus will be to provide relief, give hope to the poor and the needy, and to help provide and encourage education to those of lesser means. This may be local to anywhere in the World. Initially efforts will be focused in Zimbabwe Africa, Guatemala, and Brazil.

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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 (2023)

Revenue Breakdown

Contributions & Grants $365,551

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $365,551

Expense Breakdown

Grants Paid $122,158

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $325,334

Other Expenses $203,381

TOTAL EXPENSES $325,539

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,551	N/A	N/A
Expenses	$325,539	N/A	N/A
Net Income	$40,012	N/A	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

N/A

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
Paul H Duncan	Director	2.00	Director	$0	$0	$0
Kathy F Duncan	Director	15.00	Director	$0	$0	$0
Brigham R Duncan	Director	2.00	Director	$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	$365,551	$325,539	$59,770	$40,012
2021	$255,755	$255,750	$14,525	$5
2020	$256,946	$262,610	$14,520	$-5,664
2018	$214,164	$221,111	$10,590	$-6,947

Sego Lily Foundation