Lost Tree Village Charitable Foundation

EIN: 592104920 501(c)(3)

North Palm Beach, FL

Total Revenue
$7,461,213
Total Expenses
$9,088,995
Total Assets
$17,992,557
Net Assets
$17,329,823
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
FL
Principal Officer
Alan Rappaport
Phone
5616223780
Tax Period
2023-07-01 to 2024-06-30

Lost Tree Village Charitable Foundation, founded in 1981, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $9.1M exceeded revenue, resulting in a 22% operating deficit.

Mission

The Foundation's mission is to work together to strengthen our (continued on Schedule O) surrounding communities by significantly improving the lives of our neighbors in need.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,003,050
Program Service Revenue $0
Investment Income $1,458,163
Other Revenue $0
TOTAL REVENUE $7,461,213

Expense Breakdown

Grants Paid $8,471,007
Salaries & Benefits $438,764
Fundraising Expenses $104,401
Program Expenses $8,918,224
Other Expenses $179,224
TOTAL EXPENSES $9,088,995

Year-over-Year Comparison

2023 2022 Change
Revenue $7,461,213 $9,687,691 -0.2%
Expenses $9,088,995 $6,010,427 +0.5%
Net Income $-1,627,782 $3,677,264 -1.4%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
4
Volunteers
180

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
9
$0
Total Directors
9
$0
Key Employees
1
$229,800
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Scott A Rogers President 10.00
Officer Director
$0 $0 $0
Alan H Rappaport Treasurer 7.00
Officer Director
$0 $0 $0
CE Thomas Cleveland Secretary 7.00
Officer Director
$0 $0 $0
Thomas P Kane Vice President 7.00
Officer Director
$0 $0 $0
C Dean Maglaris Vice President 7.00
Officer Director
$0 $0 $0
Leslie E Bradford Vice President 7.00
Officer Director
$0 $0 $0
Irene Shaw Vice President 7.00
Officer Director
$0 $0 $0
Sue A Conaty Vice President 7.00
Officer Director
$0 $0 $0
Carlene Ziegler Vice President 7.00
Officer Director
$0 $0 $0
Jillian C Vukusich Executive Director 40.00
Key Emp
$210,000 $19,800 $229,800
Kerry Jamieson Community Engagement Manager 32.00
Highest
$104,372 $13,462 $117,834
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 No data No data No data No data
2024 $7,461,213 $9,088,995 $17,992,557 $-1,627,782
2023 $9,687,691 $6,010,427 $19,666,728 $3,677,264
2022 $8,615,852 $4,553,753 $15,307,799 $4,062,099
2021 $4,446,696 $4,101,529 $12,875,425 $345,167
2020 $4,556,690 $3,580,963 $10,839,554 $975,727
2019 $3,365,104 $3,518,119 $10,218,515 $-153,015
2018 $3,756,215 $3,543,315 $10,223,294 $212,900
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