LESTA HOEL MEMORIAL TRUST FUND (EIN 936071709) - 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

1967

Legal Domicile

Principal Officer

RYAN MILLER

Phone

5032264911

Tax Period

2024-01-01 to 2024-12-31

LESTA HOEL MEMORIAL TRUST FUND, founded in 1967, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $341K in total revenue in fiscal year 2024. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $134K, a strong 39% operating margin.

Mission

TO FURNISH AID AND ASSISTANCE TO SENIOR CITIZENS, PRIMARILY THOSE WHO HAVE BECOME MEMBERS OF TERWILLIGER PLAZA.

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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 $74,736

Program Service Revenue $0

Investment Income $265,980

Other Revenue $0

TOTAL REVENUE $340,716

Expense Breakdown

Grants Paid $179,199

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $179,199

Other Expenses $27,985

TOTAL EXPENSES $207,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$340,716	$165,656	+1.1%
Expenses	$207,184	$254,156	-0.2%
Net Income	$133,532	$-88,500	-2.5%

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

$556,298

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN MILLER	PRESIDENT & CEO	2.00	Officer	$0	$40,374	$334,984
JUDY O'DONNELL	VICE PRESIDENT OF FINANCE & CFO	2.00	Officer	$0	$18,398	$221,314
KAY MORAN	CHAIR	1.00	Officer Director	$0	$0	$0
HELEN WESTBROOK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RONALD MABEN	SECRETARY & DIRECTOR	1.00	Officer Director	$0	$0	$0
WILL CARPENTER	SECRETARY (AS OF MARCH 2024)	1.00	Officer Director	$0	$0	$0
VIRGINIA BURGESS	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH DYS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KINGSBURY	DIRECTOR (THROUGH MARCH 2024)	1.00	Director	$0	$0	$0
HARMON LAURIN	DIRECTOR	1.00	Director	$0	$0	$0
HARLEY SPRING	DIRECTOR	1.00	Director	$0	$0	$0
MARY LOU STEWART	DIRECTOR (THROUGH MARCH 2024)	1.00	Director	$0	$0	$0
DICK TEUTSCH	DIRECTOR (AS OF MARCH 2024)	1.00	Director	$0	$0	$0
BERNIE THURBER	DIRECTOR	1.00	Director	$0	$0	$0
ERIC WIELAND	DIRECTOR	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
2024	$340,716	$207,184	$5,411,452	$133,532
2023	$165,656	$254,156	$5,017,659	$-88,500
2022	$-38,871	$358,229	$4,601,500	$-397,100
2021	$914,101	$286,448	$5,704,765	$627,653
2020	$221,221	$201,957	$5,002,979	$19,264
2019	$260,966	$259,149	$4,795,961	$1,817
2018	$263,974	$216,723	$4,276,177	$47,251

LESTA HOEL MEMORIAL TRUST FUND