ELLA BURR MCMANUS TRUST (EIN 066030990) - 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

1923

Legal Domicile

Principal Officer

LEE C ERDMANN

Phone

8604804844

Tax Period

2023-01-01 to 2023-12-31

ELLA BURR MCMANUS TRUST, founded in 1923, is a small nonprofit that reported $339K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $257K, a strong 76% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE CITY OF HARTFORD FOR THE MAINTENANCE OF BURR MALL

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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 $339,124

Other Revenue $0

TOTAL REVENUE $339,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,272

Other Expenses $82,036

TOTAL EXPENSES $82,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$339,124	$371,654	-0.1%
Expenses	$82,036	$72,897	+0.1%
Net Income	$257,088	$298,757	-0.1%

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

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
LEE C ERDMANN	TRUSTEE	0.30	Director	$0	$0	$0
JACK N HALE	TRUSTEE	0.30	Director	$0	$0	$0
PATRICK PINNELL	TRUSTEE	0.20	Director	$0	$0	$0
JOHN MCCORMICK	TRUSTEE	0.30	Director	$0	$0	$0
LYNN FERRARI	TRUSTEE	0.20	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	No data	No data	No data	No data
2023	$339,124	$82,036	$10,433,803	$257,088
2022	$371,654	$72,897	$8,884,989	$298,757
2021	$432,345	$77,177	$10,344,244	$355,168
2020	$208,662	$70,254	$8,706,224	$138,408
2019	$211,303	$146,996	$7,754,537	$64,307
2018	$173,456	$498,619	$6,434,026	$-325,163

ELLA BURR MCMANUS TRUST