7028 LIFE ENHANCEMENT CHARITABLE TRUST (EIN 800281427) - 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

2008

Legal Domicile

Principal Officer

ALTA LEE DAUEL

Phone

2067693636

Tax Period

2018-07-01 to 2019-06-30

7028 LIFE ENHANCEMENT CHARITABLE TRUST, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $129K in total revenue in fiscal year 2018. The organization ran a surplus of $43K, a strong 33% operating margin.

Mission

ENHANCE THE LIVES OF THE POOR, THE DISTRESSED AND THE UNDERPRIVILEGED IN OUR COMMUNITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $4,134

Program Service Revenue $0

Investment Income $119,358

Other Revenue $5,339

TOTAL REVENUE $128,831

Expense Breakdown

Grants Paid $8,524

Salaries & Benefits $68,608

Fundraising Expenses $0

Program Expenses $62,224

Other Expenses $9,195

TOTAL EXPENSES $86,327

Year-over-Year Comparison

	2018	2017	Change
Revenue	$128,831	N/A	N/A
Expenses	$86,327	N/A	N/A
Net Income	$42,504	N/A	N/A

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

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

$63,250

Total Directors

$63,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALTA LEE DAUEL	President	35.00	Officer Director	$3,000	$0	$3,000
CHRISTIAN E DAUEL	Vice President	35.00	Officer Director	$51,000	$0	$51,000
DIEGO REVELO	Vice President	10.00	Officer Director	$3,000	$0	$3,000
BAKARY JARJU	Vice President	10.00	Officer Director	$3,000	$0	$3,000
FREDA MAE PELLS	Treasurer	15.00	Officer Director	$3,250	$0	$3,250

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
2019	$128,831	$86,327	$2,419,200	$42,504
2018	$11,028	$96,958	$2,382,050	$-85,930

7028 LIFE ENHANCEMENT CHARITABLE TRUST