HAROLD N & THELMA G LENKER CHARITABLE INCOME TRUST (EIN 736333993) - 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

2003

Legal Domicile

Phone

5705168325

Tax Period

2024-01-01 to 2024-12-31

HAROLD N & THELMA G LENKER CHARITABLE INCOME TRUST, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $214K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $249K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROVIDE SUPPORT FOR CHARITABLE ORGANIZATIONS SPECIFIED UNDER WILL

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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 $214,245

Other Revenue $0

TOTAL REVENUE $214,245

Expense Breakdown

Grants Paid $206,354

Salaries & Benefits $40,821

Fundraising Expenses $0

Program Expenses $207,855

Other Expenses $2,026

TOTAL EXPENSES $249,201

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,245	$159,931	+0.3%
Expenses	$249,201	$247,478	+0.0%
Net Income	$-34,956	$-87,547	-0.6%

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

N/A

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	4.00		$40,821	$0	$40,821

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	$214,245	$249,201	$3,676,367	$-34,956
2023	$159,931	$247,478	$3,711,396	$-87,547
2022	$186,259	$247,568	$3,806,739	$-61,309
2021	$205,944	$238,077	$3,868,048	$-32,133
2020	$498,091	$226,789	$3,900,181	$271,302
2019	$287,892	$221,485	$3,628,879	$66,407
2018	$159,720	$215,241	$3,562,472	$-55,521

HAROLD N & THELMA G LENKER CHARITABLE INCOME TRUST