Marjorie M & Lawrence R Bradley Endowment Fund (EIN 202953427) - 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

2005

Legal Domicile

Phone

8288595314

Tax Period

2024-01-01 to 2024-12-31

Marjorie M & Lawrence R Bradley Endowment Fund, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $318K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $292K left a modest 8% surplus.

Mission

To give grants in Polk County, NC for charitable, educational, medical and community benefit purposes within the meaning of Section 501(c)(3) and 170(c)(2) of the Internal Revenue Code of 1986 and to support the Polk County Community Foundation.

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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 $3,000

Program Service Revenue $0

Investment Income $315,157

Other Revenue $0

TOTAL REVENUE $318,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,375

Other Expenses $292,017

TOTAL EXPENSES $292,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$318,157	$268,831	+0.2%
Expenses	$292,017	$309,354	-0.1%
Net Income	$26,140	$-40,523	-1.6%

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

$241,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A Thomas Jackson	Treasurer	1.0	Officer Director	$0	$0	$0
Monica E Jones	Secretary	1.0	Officer Director	$0	$0	$0
Peter R Franklin	Vice Chair	1.0	Officer Director	$0	$0	$0
Sherry M Carter	Chair	1.0	Officer Director	$0	$0	$0
Carolyn Gibson	N/A	1.0	Director	$0	$0	$0
Dale L McEntire	N/A	1.0	Director	$0	$0	$0
Frances H Parker	N/A	1.0	Director	$0	$0	$0
Kevin D Burnett	N/A	1.0	Director	$0	$0	$0
Norma W Batchelder	N/A	1.0	Director	$0	$0	$0
Susan S McHugh	N/A	1.0	Director	$0	$0	$0
Sara Barron Bell	President & CEO	1.0	Officer	$0	$40,250	$241,500

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	$318,157	$292,017	$11,539,908	$26,140
2023	$268,831	$309,354	$11,087,417	$-40,523
2022	$130,250	$1,081,750	$10,301,383	$-951,500
2021	$192,426	$660,953	$12,703,939	$-468,527
2020	$161,435	$343,046	$12,388,696	$-181,611
2019	$296,001	$510,500	$11,498,073	$-214,499

Marjorie M & Lawrence R Bradley Endowment Fund