Laurel Crest Endowment Trust (EIN 570986260) - 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

1993

Legal Domicile

Tax Period

2021-05-01 to 2021-11-30

Laurel Crest Endowment Trust, founded in 1993, is a small nonprofit that reported $149K in total revenue in fiscal year 2021. Revenue surged 271% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 66% operating margin.

Mission

Support FPCRC Inc and its support of the ministry of First Presbyterian 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%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $148,655

Other Revenue $0

TOTAL REVENUE $148,655

Expense Breakdown

Grants Paid $40,341

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,341

Other Expenses $9,626

TOTAL EXPENSES $49,967

Year-over-Year Comparison

	2021	2020	Change
Revenue	$148,655	$40,037	+2.7%
Expenses	$49,967	$88,906	-0.4%
Net Income	$98,688	$-48,869	-3.0%

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
David G Hodges Jr	Director	0.25	Director	$0	$0	$0
Franklin Fant	Director	0.25	Director	$0	$0	$0
James A Herlong	Treasurer	0.25	Officer Director	$0	$0	$0
Claude Walker Jr	Chairman	0.25	Officer Director	$0	$0	$0
Wilson Farrell	Secretary	0.25	Officer 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
2021	$40,037	$88,906	$3,211,892	$-48,869
2021	$148,655	$49,967	No data	$98,688
2020	$51,165	$69,496	$2,391,570	$-18,331
2019	$94,013	$58,872	$2,528,275	$35,141
2019	$94,013	$58,872	$2,528,275	$35,141

Laurel Crest Endowment Trust