MARTIN TRUEX JR FOUNDATION INC (EIN 260654126) - 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

2007

Legal Domicile

Principal Officer

MARTIN TRUEX JR

Phone

7046641113

Tax Period

2024-01-01 to 2024-12-31

MARTIN TRUEX JR FOUNDATION INC, founded in 2007, is a small nonprofit in the Youth Development sector that reported $672K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $149K, a strong 22% operating margin.

Mission

GRANT MAKING TO RAISE AWARENESS, BOOST ADVOCACY AND GENERATE FINANCIAL SUPPORT FOR UNDERFUNDED CANCER RESEARCH INITIATIVES SPECIFIC TO OVARIAN AND CHILDHOOD CANCERS.

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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 $168,255

Program Service Revenue $0

Investment Income $14,929

Other Revenue $488,508

TOTAL REVENUE $671,692

Expense Breakdown

Grants Paid $144,930

Salaries & Benefits $0

Fundraising Expenses $289,221

Program Expenses $155,654

Other Expenses $377,369

TOTAL EXPENSES $522,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$671,692	$1,049,329	-0.4%
Expenses	$522,299	$992,290	-0.5%
Net Income	$149,393	$57,039	+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

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
LISA BACKER	EXECUTIVE DI	1.00	Officer Director	$0	$0	$0
STOKE CALDWELL	MEMBER	1.00	Director	$0	$0	$0
BROOKE FAW	SECRETARY	1.00	Officer Director	$0	$0	$0
JANET GODFREY	MEMBER	1.00	Director	$0	$0	$0
JOHN HONDROS	TREASURER	1.00	Officer Director	$0	$0	$0
MARTIN TRUEX JR	PRESIDENT &	1.00	Officer Director	$0	$0	$0
JEREMY SCOTT	MEMBER	1.00	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
2024	$671,692	$522,299	$145,132	$149,393
2023	$1,049,329	$992,290	$471,977	$57,039
2022	$1,298,275	$2,195,243	$543,123	$-896,968
2021	$1,058,080	$671,601	$556,933	$386,479
2020	$632,330	$383,917	$591,537	$248,413
2019	$1,151,516	$996,475	$491,551	$155,041
2018	$1,421,466	$1,580,807	$553,517	$-159,341

MARTIN TRUEX JR FOUNDATION INC