MARIETTA CHARITABLE TRUST

EIN: 232235684 501(c)(3)

COLUMBIA, PA

Total Revenue
$21,035
Total Expenses
$17,476
Total Assets
$520,161
Net Assets
$518,761
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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
1979
Legal Domicile
PA
Principal Officer
CYNTHIA WISE
Phone
7176848306
Tax Period
2024-06-01 to 2025-05-31

MARIETTA CHARITABLE TRUST, founded in 1979, is a micro nonprofit that reported $21K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4K, a strong 17% operating margin.

Mission

TO DEVOTE AND APPLY THE TRUST FUNDS EXCLUSIVELY FOR THE USE OF THE GENERAL PUBLIC FOR ANY RELIGIOUS, CHARITABLE, EDUCATIONAL OR ELEEMOSYNARY PURPOSE.

Program Service Accomplishments

Program 1
Expenses: $12,600 Revenue: $0

TO DEVOTE AND APPLY THE TRUST FUNDS EXCLUSIVELY FOR THE USE OF THE GENERAL PUBLIC FOR ANY RELIGIOUS, CHARITABLE, EDUCATIONAL OR ELEEMOSYNARY PURPOSE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $21,035
Other Revenue $0
TOTAL REVENUE $21,035

Expense Breakdown

Grants Paid $12,600
Salaries & Benefits $4,776
Fundraising Expenses $0
Program Expenses $12,600
Other Expenses $100
TOTAL EXPENSES $17,476

Year-over-Year Comparison

2024 2023 Change
Revenue $21,035 $17,453 +0.2%
Expenses $17,476 $16,128 +0.1%
Net Income $3,559 $1,325 +1.7%
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

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Governance

Voting Members
8
Independent Members
6
Employees
N/A
Volunteers
8

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
4
$2,388
Total Directors
4
$2,388
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEREK MCCARTY CHAIRMAN 1.00
Officer
$597 $0 $597
HOWARD MCCARTY VICE CHAIRMAN 1.00
Officer
$597 $0 $597
CYNTHIA WISE TREASURER 2.00
Officer
$597 $0 $597
ABBY HOOVER SECRETARY 2.00
Officer
$597 $0 $597
JOHN SPICKLER TRUSTEE 1.00
Director
$597 $0 $597
WILLIAM SLOAD TRUSTEE 1.00
Director
$597 $0 $597
JAMES WISE TRUSTEE 1.00
Director
$597 $0 $597
RICHARD SIPE TRUSTEE 1.00
Director
$597 $0 $597
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 $21,035 $17,476 $520,161 $3,559
2024 $17,453 $16,128 $516,602 $1,325
2023 $1,976 $16,376 $515,277 $-14,400
2022 $2,786 $15,980 $529,677 $-13,194
2021 $6,519 $18,993 $542,872 $-12,474
2020 $8,170 $19,683 $555,345 $-11,513
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