PAULA A MARKUS FOUNDATION TR (EIN 046164528) - 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

1966

Legal Domicile

Principal Officer

SAME AS ABOVE

Phone

8888663275

Tax Period

2024-01-01 to 2024-12-31

PAULA A MARKUS FOUNDATION TR, founded in 1966, is a small nonprofit that reported $101K in total revenue in fiscal year 2024. Revenue surged 363% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 45% operating margin.

Mission

TRUST OPERATES EXCLUSIVELY FOR CHARITABLE PURPOSES. TRUST PAYS TO AUDOBON SOCIETY TO HELP DEVELOP A CONSERVATION PROJECT FOR RESEARCH AND EDUCATION.

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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 $101,021

Other Revenue $0

TOTAL REVENUE $101,021

Expense Breakdown

Grants Paid $20,192

Salaries & Benefits $29,136

Fundraising Expenses $0

Program Expenses $36,828

Other Expenses $6,616

TOTAL EXPENSES $55,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,021	$21,838	+3.6%
Expenses	$55,944	$46,711	+0.2%
Net Income	$45,077	$-24,873	-2.8%

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

N/A

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
BANK OF AMERICA	TRUSTEE	1.0		$29,136	$0	$29,136

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	$101,021	$55,944	$928,085	$45,077
2023	$21,838	$46,711	$883,532	$-24,873
2022	$-1,777	$44,323	$909,348	$-46,100
2021	$131,984	$49,451	$956,229	$82,533
2020	$148,902	$46,062	$873,093	$102,840
2019	$25,270	$95,607	$770,457	$-70,337

PAULA A MARKUS FOUNDATION TR