HAROLD J LEHANE LIVING TRUST

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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

1994

Legal Domicile

Principal Officer

COREFIRST BANK TRUST

Phone

7852678782

Tax Period

2023-01-01 to 2023-12-31

HAROLD J LEHANE LIVING TRUST, founded in 1994, is a micro nonprofit in the Human Services sector that reported $33K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $72K exceeded revenue, resulting in a 116% operating deficit.

Mission

PROVIDES FUNDS TO THE VILLAGES, INC., DISTRIBUTIONS TO THE VILLAGES, INC., VACATIONS FOR RESIDENT CHILDREN, AS WELL AS FURNISHINGS, RENOVATIONS AND/OR REPAIRS TO THE CHILDREN'S RESIDENCES. PROVIDES CHILDCARE TRAINING FOR THE HOUSE PARENTS.

Program Service Accomplishments

Program 1

Expenses: $60,139

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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 $0

Program Service Revenue $0

Investment Income $33,410

Other Revenue $0

TOTAL REVENUE $33,410

Expense Breakdown

Grants Paid $60,139

Salaries & Benefits $10,655

Fundraising Expenses $0

Program Expenses $60,139

Other Expenses $1,439

TOTAL EXPENSES $72,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,410	$36,137	-0.1%
Expenses	$72,233	$73,787	0.0%
Net Income	$-38,823	$-37,650	+0.0%

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
N/A	TRUSTEE	3.00		$10,655	$0	$10,655

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	$33,410	$72,233	$997,751	$-38,823
2022	$36,137	$73,787	$1,036,066	$-37,650
2021	$62,119	$77,451	$1,076,218	$-15,332
2020	$40,388	$74,762	$1,091,550	$-34,374
2019	$55,087	$73,624	$1,125,924	$-18,537
2018	$44,194	$75,637	$1,140,746	$-31,443