THE MURDOCK FUND (EIN 046029917) - 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

1982

Legal Domicile

Principal Officer

KEITH BARROWS

Phone

7748495630

Tax Period

2024-07-01 to 2025-06-30

THE MURDOCK FUND, founded in 1982, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $301K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 27% operating margin.

Mission

THE FUND IS REQUIRED, BY TERMS OF ITS CHARTER, TO DISTRIBUTE ITS CURRENT NET INCOME TO THE TOWN OF WINCHENDON

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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 $301,429

Other Revenue $0

TOTAL REVENUE $301,429

Expense Breakdown

Grants Paid $180,000

Salaries & Benefits $6,300

Fundraising Expenses $0

Other Expenses $34,467

TOTAL EXPENSES $220,767

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,429	$175,959	+0.7%
Expenses	$220,767	$211,797	+0.0%
Net Income	$80,662	$-35,838	-3.3%

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

$6,300

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KEITH BARROWS	TREASURER	Director	$1,500	$0	$1,500
CHRIS CASAVANT	TRUSTEE	Director	$1,200	$0	$1,200
RICHARD J LADEAU	TRUSTEE	Director	$1,200	$0	$1,200
GLENN A HUNT	TRUSTEE	Director	$1,200	$0	$1,200
THOMAS J CONNOR JR	TRUSTEE	Director	$1,200	$0	$1,200

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	$301,429	$220,767	$3,848,485	$80,662
2024	$175,959	$211,797	$3,767,823	$-35,838
2023	$145,500	$212,352	$3,803,661	$-66,852
2022	$119,605	$216,520	$3,870,511	$-96,915
2021	$329,531	$213,642	$3,967,425	$115,889

THE MURDOCK FUND