THE LEMON TREE TRUST (EIN 861966166) - 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

2021

Legal Domicile

Principal Officer

STEPHANIE HUNT

Phone

2149786559

Tax Period

2023-01-01 to 2023-12-31

THE LEMON TREE TRUST, founded in 2021, is a small nonprofit in the Human Services sector that reported $414K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $383K left a modest 8% surplus.

Mission

THE LEMON TREE TRUST'S (LTT) PURPOSE IS TO INSPIRE, SUPPORT AND COLLABORATE WITH PEOPLE WHO HAVE BEEN FORCIBLY DISPLACED TO CREATE COMMUNITY AND OPPORTUNITY THROUGH GARDENING.

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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 $414,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $414,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $346,529

Other Expenses $382,768

TOTAL EXPENSES $382,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$414,000	$362,030	+0.1%
Expenses	$382,768	$364,571	+0.0%
Net Income	$31,232	$-2,541	-13.3%

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

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
STEPHANIE HUNT	PRESIDENT/CEO/DIRECTOR	1.00	Officer Director	$0	$0	$0
HUNTER HUNT	SENIOR VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
DAVID HERNANDEZ	SENIOR VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
L CHRISTOPHER LANZILLOTTA	VP/SECRETARY/ASSISTANT TREASURER	1.00	Officer	$0	$0	$0
GREG IMHOFF	VP/TREASURER/ASSISTANT SECRETARY	1.00	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	No data	No data	No data	No data
2023	$414,000	$382,768	$37,674	$31,232
2022	$362,030	$364,571	$6,442	$-2,541
2021	$230,000	$221,710	$8,290	$8,290

THE LEMON TREE TRUST