GILBERT STUART MEMORIAL INC (EIN 050262720) - 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

1932

Legal Domicile

Principal Officer

MICHELLE LEE LEONARD

Phone

4012943001

Tax Period

2024-01-01 to 2024-12-31

GILBERT STUART MEMORIAL INC, founded in 1932, is a small nonprofit that reported $116K in total revenue in fiscal year 2024. Expenses of $162K exceeded revenue, resulting in a 39% operating deficit.

Mission

PROVIDE EDUCATIONAL TOURS FOR THE PUBLIC & FOR AREA SCHOOLS.TO MAKE THE MEMORIAL AVAILABLE TO THE PUBLIC FOR EDUCATION,ENJOYMENT,AND UNDERSTANDING THE HISTORICAL SIGNIFICANCE OF THE MEMORIAL.

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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 $116,431

Program Service Revenue $0

Investment Income $21

Other Revenue $0

TOTAL REVENUE $116,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,613

Fundraising Expenses $0

Program Expenses $156,020

Other Expenses $116,002

TOTAL EXPENSES $161,615

Year-over-Year Comparison

	2024	2023	Change
Revenue	$116,452	$114,078	+0.0%
Expenses	$161,615	$138,295	+0.2%
Net Income	$-45,163	$-24,217	+0.9%

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

Volunteers

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
DAVID WRENN	TRUSTEE	4.00	Director	$0	$0	$0
MARY MASON	TRUSTEE	4.00	Director	$0	$0	$0
JOHN THOMPSON	TRUSTEE	4.00	Director	$0	$0	$0
MICHELLE LEE LEONARD	EXECUTIVE DIRECTOR	25.00	Officer Director	$0	$0	$0
SANDRA MAKIELSKI LINDSTROM	SECRETARY	7.00	Officer Director	$0	$0	$0
JACQUELYN LAMOUREUX	PRESIDENT	4.00	Officer Director	$0	$0	$0
WILLIAM DECAPORALE	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0

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
2024	$116,452	$161,615	$898,391	$-45,163
2023	$114,078	$138,295	$922,598	$-24,217
2022	$107,255	$135,159	$921,882	$-27,904
2021	$172,296	$91,891	$972,400	$80,405
2020	$73,297	$87,584	$917,304	$-14,287
2019	$122,595	$133,719	$852,309	$-11,124
2018	$202,718	$139,775	$844,179	$62,943

GILBERT STUART MEMORIAL INC