LIESER SCHOLARSHIP 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

2024

Legal Domicile

Principal Officer

KEITH GODDARD

Phone

8662305879

Tax Period

2024-05-24 to 2024-12-31

LIESER SCHOLARSHIP TRUST, founded in 2024, is a small nonprofit in the Education sector that reported $298K in total revenue in fiscal year 2024. The organization ran a surplus of $298K, a strong 100% operating margin.

Mission

THE LIESER SCHOLARSHIP TRUST (FUND) PROVIDES A SOURCE OF FUNDS FOR CURRENT AND FUTURE USE BY WESTMINSTER COLLEGE TO SUPPORT SCHOLARSHIPS FOR ITS STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $156 Revenue: $291,976

THE LIESER SCHOLARSHIP TRUST (FUND) PROVIDES A SOURCE OF FUNDS FOR CURRENT AND FUTURE USE BY WESTMINSTER COLLEGE TO SUPPORT SCHOLARSHIPS FOR ITS STUDENTS. THE TRUSTEES FOR THE LIESER SCHOLARSHIP...

THE LIESER SCHOLARSHIP TRUST (FUND) PROVIDES A SOURCE OF FUNDS FOR CURRENT AND FUTURE USE BY WESTMINSTER COLLEGE TO SUPPORT SCHOLARSHIPS FOR ITS STUDENTS. THE TRUSTEES FOR THE LIESER SCHOLARSHIP TRUST ARE RESPONSIBLE FOR ITS OVERSITE. THE FUND WAS ESTABLISHED FROM THE ESTATE OF PATRICIA AND RICHARD LIESER IN 2023. THE FUNDS ASSETS HAVE AN INDEFINITE TIME HORIZON THAT IS EXPECTED TO CONTINUE INTO PERPETUITY. THE FUND WILL BE PRUDENTLY MANAGED CONSISTENT WITH ITS PERPETUAL TIME HORIZON AND SPENDING POLICY. THE TRUSTEES HAVE A FIDUCIARY RESPONSIBILITY TO MANAGE THE FUNDS ASSETS PRUDENTLY AND SEEK TO PRESERVE THE PURCHASING POWER OF THE FUND TO SUPPORT PRESENT AND FUTURE BENEFICIARIES.

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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 $291,976

Program Service Revenue $0

Investment Income $5,786

Other Revenue $0

TOTAL REVENUE $297,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156

Other Expenses $156

TOTAL EXPENSES $156

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,762	N/A	N/A
Expenses	$156	N/A	N/A
Net Income	$297,606	N/A	N/A

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
ELIZABETH GODDARD	TRUSTEE	0.50	Director	$0	$0	$0
KEITH GODDARD	TRUSTEE	0.50	Director	$0	$0	$0
DON LOFE	TRUSTEE	0.50	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	$297,762	$156	$297,606	$297,606