ANNIE J MACCOLL CHARITABLE TRUST

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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

1998

Legal Domicile

Principal Officer

BARRY A KEAN

Phone

6178753167

Tax Period

2023-01-01 to 2023-12-31

ANNIE J MACCOLL CHARITABLE TRUST, founded in 1998, is a micro nonprofit in the Education sector that reported $48K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $1.8M represent 459 months of operating reserves.

Mission

PROVIDE FUNDS FOR SCHOLARSHIPS

Program Service Accomplishments

Program 1

Expenses: $22,500

FUNDED SCHOLARSHIP PROGRAM AT THE NEW ENGLAND CONSERVATORY OF MUSIC. SCHOLARSHIPS WERE AWARDED BY THE CONSERVATORY TO SUITABLE STUDENTS CHOSEN BY THE FACULTY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $49,672

Other Revenue $-1,794

TOTAL REVENUE $47,878

Expense Breakdown

Grants Paid $22,500

Salaries & Benefits $25,021

Fundraising Expenses $0

Program Expenses $22,500

Other Expenses $4,919

TOTAL EXPENSES $52,440

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,878	$51,196	-0.1%
Expenses	$52,440	$36,995	+0.4%
Net Income	$-4,562	$14,201	-1.3%

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

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

$25,021

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY A KEAN	TRUSTEE	2.00	Director	$22,519	$0	$22,519
CATHERINE C HORTON	TRUSTEE	0.25	Director	$2,502	$0	$2,502

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	No data	No data	No data	No data
2023	$47,878	$52,440	$1,830,482	$-4,562
2022	$51,196	$36,995	$1,602,492	$14,201
2021	$53,975	$36,541	$1,773,123	$17,434
2020	$68,732	$50,592	$1,639,223	$18,140
2019	$103,272	$50,528	$1,582,091	$52,744
2018	$56,194	$35,214	$1,342,859	$20,980