EMMA C WILLIAMS MEMORIAL TR AC 88 (EIN 136967611) - 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

1990

Legal Domicile

Phone

5162942505

Tax Period

2024-04-01 to 2025-03-31

EMMA C WILLIAMS MEMORIAL TR AC 88, founded in 1990, is a micro nonprofit that reported $29K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $7K, a strong 22% operating margin.

Mission

THE EMMA C WILLIAMS MEMORIAL TRUST IS A TYPE III SUPPORTING ORGANIZATION PROVIDING SUPPORT TO THE FOLLOWING ENTITY - COW NECK PENINSULA HISTORICAL SOCIETY

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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 $29,248

Other Revenue $0

TOTAL REVENUE $29,248

Expense Breakdown

Grants Paid $18,625

Salaries & Benefits $3,857

Fundraising Expenses $0

Program Expenses $18,625

Other Expenses $202

TOTAL EXPENSES $22,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,248	$57,096	-0.5%
Expenses	$22,684	$21,615	+0.0%
Net Income	$6,564	$35,481	-0.8%

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
CHRISTOPHER BAIN	CO-TRUSTEE	N/A	Director	$0	$0	$0
HENRY WILLIAMS III	CO-TRUSTEE	N/A	Director	$0	$0	$0
MARION WEIL	CO-TRUSTEE	N/A	Director	$0	$0	$0
PETER BRADLEY	CO-TRUSTEE	N/A	Director	$0	$0	$0
BNY MELLON N A	CO-TRUSTEE	N/A		$3,857	$0	$3,857

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	$29,248	$22,684	$458,514	$6,564
2024	$57,096	$21,615	$452,014	$35,481
2023	$30,847	$21,678	$416,651	$9,169
2022	$63,341	$20,274	$407,652	$43,067
2021	$15,878	$19,366	$364,682	$-3,488
2020	$17,111	$18,649	$368,132	$-1,538

EMMA C WILLIAMS MEMORIAL TR AC 88