H MALCOLM MACDONALD CHAR TR (EIN 316629597) - 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

1995

Legal Domicile

Phone

2128523049

Tax Period

2024-01-01 to 2024-12-31

H MALCOLM MACDONALD CHAR TR, founded in 1995, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $529K, a strong 44% operating margin.

Mission

DISTRIBUTE INCOME OF TRUST TO CHARITIES DESIGNATED UNDER MR. H. MALCOLM MACDONALD'S WILL.

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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 $1,206,869

Other Revenue $0

TOTAL REVENUE $1,206,869

Expense Breakdown

Grants Paid $526,872

Salaries & Benefits $147,962

Fundraising Expenses $0

Program Expenses $526,872

Other Expenses $3,103

TOTAL EXPENSES $677,937

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,206,869	$700,427	+0.7%
Expenses	$677,937	$677,237	+0.0%
Net Income	$528,932	$23,190	+21.8%

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

N/A

Independent Members

N/A

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
JOE R LONG	TRUSTEE	2.0	Director	$0	$0	$0
BANK OF AMERICA NA	TRUSTEE	2.0		$147,962	$0	$147,962

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	$1,206,869	$677,937	$16,362,256	$528,932
2023	$700,427	$677,237	$15,836,173	$23,190
2022	$-154,885	$839,884	$15,814,473	$-994,769
2021	$1,588,049	$731,971	$16,804,532	$856,078
2020	$779,869	$588,399	$15,896,897	$191,470
2019	$496,146	$636,155	$15,742,220	$-140,009

H MALCOLM MACDONALD CHAR TR