MARIETTA CHARITABLE TRUST (EIN 232235684) - 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

1979

Legal Domicile

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.

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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 $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

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

$2,388

Total Directors

$2,388

Key Employees

Highest Compensated

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

MARIETTA CHARITABLE TRUST