AGNES SMITH MCDOWELL TRUST 103 COURT STREET (EIN 320186585) - 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

2006

Legal Domicile

Principal Officer

JOHN R ARNOLD

Phone

8594894832

Tax Period

2023-01-01 to 2023-12-31

AGNES SMITH MCDOWELL TRUST 103 COURT STREET, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $232K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $300K exceeded revenue, resulting in a 29% operating deficit.

Mission

FUNDS SHOULD BE UTILIZED FOR THE BENEFIT MAINTENANCE AND IMPROVEMENT OF VOAG CLASSES TAUGHT AT HARRISON CO HIGH SCHOOL

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $192,785

Investment Income $29,927

Other Revenue $9,565

TOTAL REVENUE $232,277

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $28,833

Fundraising Expenses $0

Program Expenses $253,406

Other Expenses $240,935

TOTAL EXPENSES $299,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,277	$261,223	-0.1%
Expenses	$299,768	$264,542	+0.1%
Net Income	$-67,491	$-3,319	+19.3%

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

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
JOHN R ARNOLD	Trustee	15.00		$40,275	$0	$40,275

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	No data	No data	No data	No data
2023	$232,277	$299,768	$6,778,738	$-67,491
2022	$261,223	$264,542	$5,307,081	$-3,319
2021	$351,419	$228,345	$5,310,400	$123,074
2020	$265,108	$231,028	$5,187,326	$34,080

AGNES SMITH MCDOWELL TRUST 103 COURT STREET