Lowenstine Fund Corporation (EIN 851352682) - 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

2020

Legal Domicile

Phone

5748428292

Tax Period

2024-07-01 to 2025-06-30

Lowenstine Fund Corporation, founded in 2020, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Net assets of $19.2M represent 137 months of operating reserves.

Mission

To support educational programming on preservation and conservation while maintaining the Lowenwood property in its natural state.

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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 $1,600,000

Program Service Revenue $0

Investment Income $17,778

Other Revenue $61,350

TOTAL REVENUE $1,679,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,602,893

Other Expenses $1,778,531

TOTAL EXPENSES $1,778,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,679,128	$1,676,021	+0.0%
Expenses	$1,778,531	$1,903,152	-0.1%
Net Income	$-99,403	$-227,131	-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

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

$526,033

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John D Zeglis	President	1.0	Officer Director	$0	$0	$0
Kathryn R Booth	Vice President	1.0	Officer Director	$0	$0	$0
Miles D White	Treasurer/Secretary	1.0	Officer Director	$0	$0	$0
James E Fellowes	Director	1.0	Director	$0	$0	$0
Thomas H Story	Director	1.0	Director	$0	$0	$0
Brian R Baker	Assistant Treasurer	3.0	Officer	$206,026	$50,381	$256,407
Pamela L Christiansen	Assistant Secretary	3.0	Officer	$132,075	$137,551	$269,626

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	$1,679,128	$1,778,531	$19,349,321	$-99,403
2024	$1,676,021	$1,903,152	$19,489,320	$-227,131
2023	$1,648,481	$1,869,214	$19,680,837	$-220,733
2022	$1,585,960	$1,825,679	$19,915,212	$-239,719
2021	$21,955,409	$1,972,602	$20,179,754	$19,982,807

Lowenstine Fund Corporation