MARY ADELAIDE GARDNER SCHOLARSHIP TRUST (EIN 206123930) - 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

1980

Legal Domicile

Phone

5135345310

Tax Period

2025-01-01 to 2025-12-31

MARY ADELAIDE GARDNER SCHOLARSHIP TRUST, founded in 1980, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $236K in total revenue in fiscal year 2025. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 50% operating margin.

Mission

DISTRIBUTIONS FROM THE TRUST WILL FUND SCHOLARSHIPS TO STUDENTS AT THE MICHIGAN STATE UNIVERSITY SCHOOL OF JOURNALISM.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $236,272

Other Revenue $0

TOTAL REVENUE $236,272

Expense Breakdown

Grants Paid $85,745

Salaries & Benefits $30,699

Fundraising Expenses $0

Program Expenses $93,350

Other Expenses $2,209

TOTAL EXPENSES $118,653

Year-over-Year Comparison

	2025	2024	Change
Revenue	$236,272	$176,182	+0.3%
Expenses	$118,653	$111,590	+0.1%
Net Income	$117,619	$64,592	+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

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
FIFTH THIRD BANK N A	TRUSTEE	1.0		$30,699	$0	$30,699

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	$236,272	$118,653	$1,444,624	$117,619
2024	$176,182	$111,590	$1,329,751	$64,592
2023	$145,755	$100,729	$1,263,801	$45,026
2022	$43,095	$119,802	$1,218,917	$-76,707
2021	$93,920	$110,037	$1,296,119	$-16,117
2020	$42,840	$123,866	$1,312,967	$-81,026
2019	$59,010	$24,911	$1,397,329	$34,099

MARY ADELAIDE GARDNER SCHOLARSHIP TRUST