LYNN BOWERS CHARITABLE TRUST (EIN 476614285) - 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

2020

Principal Officer

HELEN E LITTLE

Phone

5419159405

Tax Period

2025-01-01 to 2025-12-31

LYNN BOWERS CHARITABLE TRUST, founded in 2020, is a micro nonprofit that reported $28K in total revenue in fiscal year 2025. The organization ran a surplus of $5K, a strong 19% operating margin.

Mission

TO PRESERVE & PROTECT THE LAND & TO CREATE A HUMAN COMMUNITY THAT LIVES IN HARMONY WITH EACH OTHER & OTHER SPECIES MAKING THEIR HOMES HERE, CONSISTENT WITH THE NORTHWEST LAND CONSERVATION TRUST CONSERVATION EASEMENT ON THE LAND, & TO CONDUCT OTHER RELATED & SUPPORTIVE ACTIVITIES CONSISTENT WITH THE CHARITABLE PURPOSES PROMOTED BY THE GRANTORS IN THE TRUST AGREEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,446

Program Service Revenue $25,767

Investment Income $754

Other Revenue $0

TOTAL REVENUE $27,967

Expense Breakdown

Grants Paid $100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,102

Other Expenses $22,486

TOTAL EXPENSES $22,586

Year-over-Year Comparison

	2025	2024	Change
Revenue	$27,967	$29,234	0.0%
Expenses	$22,586	$20,001	+0.1%
Net Income	$5,381	$9,233	-0.4%

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

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
HELEN E LITTLE	SECRETARY/TR	5.00	Officer Director	$0	$0	$0
HEATHER L SHELTON	PRESIDENT	5.00	Officer Director	$0	$0	$0
CAROL GRAY	BOARD MEMBER	1.15	Director	$0	$0	$0
MARY MILO	BOARD MEMBER	1.15	Director	$0	$0	$0
LAUREL TODD	BOARD MEMBER	1.15	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
2025	$27,967	$22,586	$532,145	$5,381
2024	$29,234	$20,001	$530,264	$9,233
2023	$24,689	$22,089	$514,031	$2,600
2022	$22,373	$26,327	$511,431	$-3,954
2021	$20,172	$23,470	$515,385	$-3,298
2020	$61,207	$13,703	$520,116	$47,504

LYNN BOWERS CHARITABLE TRUST