LPM ENDOWMENT FOUNDATION (EIN 912051603) - 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

2001

Legal Domicile

Principal Officer

GORDON PLOTTS

Phone

3603543675

Tax Period

2024-01-01 to 2024-12-31

LPM ENDOWMENT FOUNDATION, founded in 2001, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $89K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 57% operating margin.

Mission

TO PROVIDE LONG-TERM FINANCIAL SUPPORT TO THE LYNDEN PIONEER MUSEUM THROUGH THE ACCUMULATION, INVESTMENT AND MANAGEMENT OF FUNDS IN ORDER TO ENCOURAGE THE PRESERVATION AND DISPLAY OF THE CULTURES OF OUR COMMUNITY'S HISTORY.

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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 $7,008

Program Service Revenue $0

Investment Income $61,923

Other Revenue $20,479

TOTAL REVENUE $89,410

Expense Breakdown

Grants Paid $31,712

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,812

Other Expenses $6,335

TOTAL EXPENSES $38,047

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,410	$66,499	+0.3%
Expenses	$38,047	$44,436	-0.1%
Net Income	$51,363	$22,063	+1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GILLIES	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL D LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
GORDON PLOTTS	CHAIRMAN	3.00	Officer Director	$0	$0	$0
SUSAN THIESEN	DIRECTOR	1.00	Director	$0	$0	$0
MARY COMPTON	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICK KIRBY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
AMY REIDERICH	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD PERRY	DIRECTOR	1.00	Director	$0	$0	$0
TERRENCE SYMONDS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD EDDY	TREASURER	3.00	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	$89,410	$38,047	$2,228,403	$51,363
2023	$66,499	$44,436	$2,055,491	$22,063
2022	$94,107	$49,120	$1,822,798	$44,987
2021	$79,957	$45,426	$2,176,358	$34,531
2020	$333,436	$45,769	$1,986,962	$287,667
2019	$71,960	$35,029	$1,500,731	$36,931
2018	$44,379	$30,131	$1,248,552	$14,248

LPM ENDOWMENT FOUNDATION