Marietta Welfare League (EIN 314425021) - 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

1926

Legal Domicile

Principal Officer

Pat Bateman

Phone

7402368363

Tax Period

2024-03-01 to 2025-02-28

Marietta Welfare League, founded in 1926, is a small nonprofit in the Community Improvement sector that reported $260K in total revenue in fiscal year 2024. Expenses of $241K left a modest 7% surplus.

Mission

The Marietta Welfare League donates money only to local non-profit organizations.

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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 $7,611

Program Service Revenue $0

Investment Income $3,338

Other Revenue $248,574

TOTAL REVENUE $259,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,562

Fundraising Expenses $0

Program Expenses $89,595

Other Expenses $104,007

TOTAL EXPENSES $240,569

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,523	$247,253	+0.0%
Expenses	$240,569	$238,279	+0.0%
Net Income	$18,954	$8,974	+1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cathy Rees	President	4.00	Officer	$0	$0	$0
Rosemary Brown	Vice President	4.00	Officer	$0	$0	$0
Mel Aseltine	Parliamentarian	4.00	Officer	$0	$0	$0
Pat Batman	General Treasurer	4.00	Officer	$0	$0	$0
Betty Decker	Shop Co Treasurer	4.00	Officer	$0	$0	$0
Joyce Danford	Shop Co Treasurer	4.00	Officer	$0	$0	$0
Susan Strauss	Shop/Gift/Emplyee Chair	4.00	Officer	$0	$0	$0
Natalie Mack	Recording Secretary	4.00	Officer	$0	$0	$0
Jean Cech	Corresponding/Sunshine Secretary	4.00	Officer	$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	$259,523	$240,569	$241,538	$18,954
2024	$247,253	$238,279	$217,329	$8,974
2023	$236,313	$210,314	$213,697	$25,999
2022	$215,236	$225,559	$185,296	$-10,323
2021	$143,784	$180,555	$186,225	$-36,771
2020	$242,366	$226,344	$227,621	$16,022
2019	$222,300	$202,381	$209,698	$19,919

Marietta Welfare League