ENDOWMENT TRUST FOR ST JOHN'S UCC OF LEWISBURG PA (EIN 716221263) - 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

2004

Legal Domicile

Principal Officer

WILLIAM C LEDGERWOOD

Phone

5705230162

Tax Period

2024-01-01 to 2024-12-31

ENDOWMENT TRUST FOR ST JOHN'S UCC OF LEWISBURG PA, founded in 2004, is a micro nonprofit in the Religion sector that reported $38K in total revenue in fiscal year 2024. Revenue surged 212% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 59% operating margin.

Mission

PROVIDE FUNDS EXCLUSIVELY FOR THE BENEFIT OF ST JOHN'S UNITED CHURCH OF CHRIST OF LEWISBURG PA

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $38,438

Other Revenue $0

TOTAL REVENUE $38,438

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,000

Other Expenses $3,657

TOTAL EXPENSES $15,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,438	$12,308	+2.1%
Expenses	$15,657	$15,116	+0.0%
Net Income	$22,781	$-2,808	-9.1%

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
DON ADAMS	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM C LEDGERWOOD	TRUSTEE	1.00	Director	$0	$0	$0
DUANE SNAYBERGER	TRUSTEE (JAN - JUNE)	0.50	Director	$0	$0	$0
LISA GRAYBILL	TRUSTEE (JUNE - DEC)	0.50	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
2024	$38,438	$15,657	$497,450	$22,781
2023	$12,308	$15,116	$474,669	$-2,808
2022	$212,431	$577	$477,479	$211,854

ENDOWMENT TRUST FOR ST JOHN'S UCC OF LEWISBURG PA