Mabel and Leo Scott Charitable Trust (EIN 206258982) - 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

1989

Legal Domicile

Principal Officer

Frost Bank

Phone

8174205194

Tax Period

2024-01-01 to 2024-12-31

Mabel and Leo Scott Charitable Trust, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $383K in total revenue in fiscal year 2024. Revenue surged 239% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 37% operating margin.

Mission

The Support of Religious, Charitable, and Educational Programs

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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 $5,082

Other Revenue $378,091

TOTAL REVENUE $383,173

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $940

Fundraising Expenses $0

Program Expenses $150,000

Other Expenses $89,117

TOTAL EXPENSES $240,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$383,173	$113,082	+2.4%
Expenses	$240,057	$136,830	+0.8%
Net Income	$143,116	$-23,748	-7.0%

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

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
N/A	ASST VICE PRESIDENT	001.00	Director	$0	$0	$0
DEBBIE SHARP	TRUSTEE	001.00	Director	$0	$0	$0
TIM TURBEVILLE	TRUSTEE	001.00	Director	$0	$0	$0
CHRISTINE MERIDETH	TRUSTEE	001.00	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
2025	No data	No data	No data	No data
2024	$383,173	$240,057	$977,285	$143,116
2023	$113,082	$136,830	$834,169	$-23,748
2022	$265,968	$256,067	$857,917	$9,901
2021	$316,295	$345,695	$848,016	$-29,400
2020	$347,700	$301,383	$877,416	$46,317

Mabel and Leo Scott Charitable Trust