Susan L Lloyd Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Susan L Lloyd Charitable Trust is a 501(c)(3) organization based in E Greenwich, Rhode Island, registered in 1992, with $54,824 in FY2024 revenue. CharityIndex grades it C+.
110 Main St Ste 302, E Greenwich, RI, 02818 EIN 13-3630830 Since 1992
Revenue (FY2024)
$55K
▼ 95.3% vs prior year
Expenses (FY2024)
$2,974
Net assets
$3.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Susan L Lloyd Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating14197 mo reserves · +95% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Susan L Lloyd Charitable Trust: 14197 mo reserves · +95% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Susan L Lloyd Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Susan L Lloyd Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 110 Main St Ste 302, E Greenwich, RI, 02818
- City
- E Greenwich
- State
- Rhode Island
- Category
- —
- Subcategory
- —
Financial trends
Revenue declined from $66K (FY2014) to $55K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $13KNet assets $3.5M
Operating margin
94.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.5M
Total liabilities
$13K
Net assets
$3.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $54,824▼95.3% | $2,974▼99.1% | $3,518,593▲1.5% | $3,531,836▲1.5% | 990PF |
| 2023 | $1,154,826▼46.0% | $328,972▲298% | $3,466,743▲31.3% | $3,479,986▲31.8% | 990PF |
| 2022 | $2,137,448▲11216% | $82,731▲26.3% | $2,640,889▲351% | $2,640,889▲351% | 990PF |
| 2021 | $18,889▲16.8% | $65,480▼0.3% | $586,172▼7.4% | $586,172▼7.4% | 990PF |
| 2020 | $16,174▼97.4% | $65,647▼76.6% | $632,763▼7.3% | $632,763▼7.3% | 990PF |
| 2019 | $619,592▲1396% | $280,262▲423% | $682,236▲99.0% | $682,236▲99.0% | 990PF |
| 2018 | $41,423▼56.3% | $53,602▼16.7% | $342,906▼3.4% | $342,906▼3.4% | 990PF |
| 2017 | $94,828▲226% | $64,345▲28.8% | $355,085▲9.4% | $355,085▲9.4% | 990PF |
| 2016 | $29,068▲5.3% | $49,963▼39.4% | $324,602▼6.0% | $324,602▼6.0% | 990PF |
| 2015 | $27,603▼58.3% | $82,430▲54.6% | $345,497▼13.7% | $345,497▼13.7% | 990PF |
| 2014 | $66,145 | $53,315▲46.3% | $400,324▲0.2% | $400,324▲0.2% | 990PF |
| 2012 | — | $36,433▲202% | $399,610▲8.5% | $399,610▲8.5% | 990PF |
| 2011 | — | $12,062▼91.3% | $368,440▲5.8% | $368,440▲5.8% | 990PF |
| 2010 | — | $138,364▲237% | $348,279▼25.1% | $348,279▼25.1% | 990PF |
| 2009 | — | $41,108 | $464,995 | $464,995 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Susan L Lloyd Charitable Trust a legitimate nonprofit?
- Yes. Susan L Lloyd Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 13-3630830, based in E Greenwich, Rhode Island. Donations are tax-deductible.
- What is Susan L Lloyd Charitable Trust's EIN?
- Susan L Lloyd Charitable Trust's Employer Identification Number (EIN) is 13-3630830.
- How much revenue does Susan L Lloyd Charitable Trust report?
- Susan L Lloyd Charitable Trust reported $54,824 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Susan L Lloyd Charitable Trust have?
- CharityIndex grades Susan L Lloyd Charitable Trust C+, based on financial health (reserves and operating margin).
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Data for Susan L Lloyd Charitable Trust (EIN 13-3630830) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.