LULU N UPTON CHARITABLE TRUST (EIN 956022721) - 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

1958

Legal Domicile

Principal Officer

SAME AS 'C' ABOVE

Phone

3126306000

Tax Period

2025-01-01 to 2025-12-31

LULU N UPTON CHARITABLE TRUST, founded in 1958, is a micro nonprofit that reported $10K in total revenue in fiscal year 2019. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $13K exceeded revenue, resulting in a 34% operating deficit.

Mission

TO SUPPORT CORNELL UNIVERSITY - ITHACA, NY

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $12,288

Other Revenue $0

TOTAL REVENUE $12,288

Expense Breakdown

Grants Paid $8,726

Salaries & Benefits $3,447

Fundraising Expenses $0

Program Expenses $12,201

Other Expenses $1,918

TOTAL EXPENSES $14,091

Year-over-Year Comparison

	2025	2024	Change
Revenue	$12,288	$9,421	+0.3%
Expenses	$14,091	$14,630	0.0%
Net Income	$-1,803	$-5,209	-0.7%

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

N/A

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
NORTHERN TRUST N A	TRUSTEE	1.0		$3,447	$0	$3,447

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	$12,288	$14,091	$219,919	$-1,803
2024	$9,421	$14,630	$221,744	$-5,209
2023	$10,769	$13,683	$226,945	$-2,914
2022	$12,191	$14,569	$229,911	$-2,378
2021	$15,897	$12,663	$232,291	$3,234
2020	$11,830	$13,432	$229,055	$-1,602
2019	$9,966	$13,306	$230,654	$-3,340

LULU N UPTON CHARITABLE TRUST