LILIAS TROTTER LEGACY INC (EIN 843403675) - 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

2019

Principal Officer

MIRIAM HUFFMAN ROCKNESS

Tax Period

2023-01-01 to 2023-12-31

LILIAS TROTTER LEGACY INC, founded in 2019, is a micro nonprofit in the Religion sector that reported $63K in total revenue in fiscal year 2023. Expenses of $107K exceeded revenue, resulting in a 68% operating deficit.

Mission

THE ORGANIZATION SHALL GATHER, PRESERVE, AND MAKE ACCESSIBLE THE WRITTEN AND ARTISTIC WORKS OF LILIAS TROTTER; PRESENT TO A GLOBAL AUDIENCE THE THOUGHT, WORKS AND LIFE OF LILIAS TROTTER; AND USE THE ENDURING LEGACY OF LILIAS TROTTER TO CONVEY THE LIGHT AND LOVE OF JESUS TO OTHERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $55,095

Program Service Revenue $0

Investment Income $2

Other Revenue $8,175

TOTAL REVENUE $63,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,189

Fundraising Expenses $0

Program Expenses $91,547

Other Expenses $60,348

TOTAL EXPENSES $106,537

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,272	$65,804	0.0%
Expenses	$106,537	$72,432	+0.5%
Net Income	$-43,265	$-6,628	+5.5%

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

$42,907

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY WOOD	TREASURER	40.00	Officer	$42,907	$0	$42,907
KATHERINE GRABER	DIRECTOR	1.00	Director	$0	$0	$0
DARLENE KIRK HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
CAROL HOLQUIST	DIRECTOR	1.00	Director	$0	$0	$0
ANITA MAXWELL	DIRECTOR	1.00	Director	$0	$0	$0
MARJORIE LAMP MEAD	DIRECTOR	1.00	Director	$0	$0	$0
SALLY OXLEY	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE CAMP PALMQUIST	SECRETARY	N/A	Officer Director	$0	$0	$0
MIRIAM HUFFMAN ROCKNESS	PRESIDENT	N/A	Officer 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	No data	No data	No data	No data
2023	$63,272	$106,537	$440,695	$-43,265
2022	$65,804	$72,432	$483,958	$-6,628
2021	$56,047	$82,369	$490,586	$-26,322
2020	$529,971	$39,050	$516,908	$490,921

LILIAS TROTTER LEGACY INC