LIDA F THURMAN TR UW 3401077700 (EIN 526194641) - 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

1965

Legal Domicile

Phone

8592338929

Tax Period

2025-01-01 to 2025-12-31

LIDA F THURMAN TR UW 3401077700, founded in 1965, is a small nonprofit in the Religion sector that reported $358K in total revenue in fiscal year 2025. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 48% operating margin.

Mission

SUPPORT OF THE CHRIST CHURCH EPISCOPAL LEXINGTON, KY.

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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 $0

Program Service Revenue $0

Investment Income $358,244

Other Revenue $0

TOTAL REVENUE $358,244

Expense Breakdown

Grants Paid $158,522

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,826

Other Expenses $28,756

TOTAL EXPENSES $187,278

Year-over-Year Comparison

	2025	2024	Change
Revenue	$358,244	$177,167	+1.0%
Expenses	$187,278	$178,665	+0.0%
Net Income	$170,966	$-1,498	-115.1%

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
CHUCK BALDECCHI	TRUSTEE	N/A	Officer Director	$0	$0	$0
MATT LUTZ	TRUSTEE	N/A	Officer Director	$0	$0	$0
MARC MATTHEWS	TRUSTEE	N/A	Officer Director	$0	$0	$0
BOB MAY	TRUSTEE	N/A	Officer Director	$0	$0	$0
BETH PREWITT	TRUSTEE	N/A	Officer Director	$0	$0	$0
N/A	INSTITUTIONA	N/A		$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	$358,244	$187,278	$3,795,525	$170,966
2024	$177,167	$178,665	$3,504,186	$-1,498
2023	$308,085	$178,672	$3,159,781	$129,413
2022	$136,676	$140,642	$2,864,407	$-3,966
2021	$257,756	$116,658	$3,532,066	$141,098
2020	$117,248	$156,981	$3,162,639	$-39,733
2019	$202,454	$158,611	$2,951,802	$43,843
2018	$112,810	$153,280	$2,570,028	$-40,470

LIDA F THURMAN TR UW 3401077700