ROBERT E AND MARGARET E LYLE TRUST

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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

1996

Legal Domicile

Principal Officer

CAROL BATSON

Phone

9073459377

Tax Period

2024-01-01 to 2024-12-31

ROBERT E AND MARGARET E LYLE TRUST, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $39K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $50K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROVIDE A PERMANENT SOURCE OF INCOME FOR ALL SAINTS' EPISCOPAL CHURCH IN ANCHORAGE, ALASKA.

Program Service Accomplishments

Program 1

Expenses: $45,000

TO ANNUALLY GRANT A DISTRIBUTION OF NET INCOME FROM THE TRUST TO ALL SAINTS' EPISCOPAL CHURCH OF ANCHORAGE, ALASKA. SINCE 1996, WHEN THE TRUST WAS ESTABLISHED, THE VALUE OF THE TRUST HAS INCREASED...

TO ANNUALLY GRANT A DISTRIBUTION OF NET INCOME FROM THE TRUST TO ALL SAINTS' EPISCOPAL CHURCH OF ANCHORAGE, ALASKA. SINCE 1996, WHEN THE TRUST WAS ESTABLISHED, THE VALUE OF THE TRUST HAS INCREASED FROM 497,842 TO 1,943,731. SINCE 1996 THE LYLE TRUST HAS GRANTED GIFTS TO ALL SAINTS' EPISCOPAL CHURCH ANCHORAGE ALASKA IN THE TOTAL AMOUNT OF 683,949.

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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 $0

Program Service Revenue $0

Investment Income $39,164

Other Revenue $0

TOTAL REVENUE $39,164

Expense Breakdown

Grants Paid $45,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,000

Other Expenses $4,523

TOTAL EXPENSES $49,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,164	$27,559	+0.4%
Expenses	$49,523	$43,812	+0.1%
Net Income	$-10,359	$-16,253	-0.4%

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
CAROL BATSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL GERAGHTY	VICE-CHAIRMA	1.00	Officer Director	$0	$0	$0
CRISTA BURSON	TREASURER	1.00	Officer Director	$0	$0	$0
GREG MACDONALD	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK IVERSON	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2024	$39,164	$49,523	$1,943,731	$-10,359
2023	$27,559	$43,812	$1,660,262	$-16,253
2022	$51,622	$43,657	$1,411,668	$7,965
2021	$146,520	$53,699	$1,855,007	$92,821
2020	$72,350	$53,539	$1,663,862	$18,811
2019	$22,446	$69,668	$1,391,119	$-47,222
2018	$52,271	$2,200	$1,186,110	$50,071