Peggy Lillis Foundation (EIN 814663562) - 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

2016

Legal Domicile

Principal Officer

Christian John Lillis

Phone

9173644658

Tax Period

2024-01-01 to 2024-12-31

Peggy Lillis Foundation, founded in 2016, is a small nonprofit in the Health Care sector that reported $394K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $357K left a modest 9% surplus.

Mission

Building a nationwide colostridium difficle awareness movement by educating the public empowering advocates and shaping policy

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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 $332,983

Program Service Revenue $0

Investment Income $0

Other Revenue $60,893

TOTAL REVENUE $393,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,053

Fundraising Expenses $56,010

Program Expenses $79,262

Other Expenses $188,894

TOTAL EXPENSES $356,947

Year-over-Year Comparison

	2024	2023	Change
Revenue	$393,876	$415,804	-0.1%
Expenses	$356,947	$396,234	-0.1%
Net Income	$36,929	$19,570	+0.9%

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

$110,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTIAN JOHN LILLIS	Executive Director	40.00	Officer	$110,000	$0	$110,000
VICTORIA NEWMAN	Board Member	5.00	Director	$0	$0	$0
HELEN BEIGEL RN	Board Member	5.00	Director	$0	$0	$0
DAVID SHLAES	Board Member	5.00	Director	$0	$0	$0
PAUL FEUERSTADT MD	Board Member	5.00	Director	$0	$0	$0
DEBORAH TRINKER	Board Member	5.00	Director	$0	$0	$0
KENNETH LAWRENCE PHARMD	Board Member	5.00	Director	$0	$0	$0
BRUCE HIRSCH	Board Member	5.00	Director	$0	$0	$0
CAROL RAYE	Board Member	5.00	Director	$0	$0	$0
VINCENT YOUNG MD	Board Member	5.00	Director	$0	$0	$0
GERARD HONIG PHD	President	4.00	Officer	$0	$0	$0
ALICIA SKOVERA MSW	Treasurer	5.00	Officer	$0	$0	$0
MARYANN WEBB	Secretary	5.00	Officer	$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	$393,876	$356,947	$45,461	$36,929
2023	$415,804	$396,234	$38,141	$19,570
2022	$325,794	$347,144	$8,876	$-21,350
2021	$350,462	$309,619	$24,095	$40,843
2020	$230,895	$230,774	$22,494	$121
2019	$231,531	$238,785	$22,754	$-7,254

Peggy Lillis Foundation