THE MARY FOUNDATION C/O WILLIAM MACFARLANE (EIN 341711270) - 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

1992

Legal Domicile

Principal Officer

WILLIAM MACFARLANE

Phone

4403339836

Tax Period

2023-01-01 to 2023-12-31

THE MARY FOUNDATION C/O WILLIAM MACFARLANE, founded in 1992, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $280K, a strong 18% operating margin.

Mission

TO PRODUCE AND DISTRIBUTE EDUCATIONAL MATERIALS.

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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 $1,561,012

Program Service Revenue $0

Investment Income $3,757

Other Revenue $966

TOTAL REVENUE $1,565,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $392,038

Fundraising Expenses $0

Program Expenses $1,160,197

Other Expenses $893,940

TOTAL EXPENSES $1,285,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,565,735	$1,134,084	+0.4%
Expenses	$1,285,978	$1,045,931	+0.2%
Net Income	$279,757	$88,153	+2.2%

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

$206,934

Total Directors

$128,162

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM MACFARLANE	PRESIDENT	40.00	Officer Director	$120,000	$8,162	$128,162
XAVIER MACFARLANE	GENERAL MANA	40.00	Officer	$78,772	$0	$78,772
JOHN COMEGNO	DIRECTOR	0.20	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	No data	No data	No data	No data
2023	$1,565,735	$1,285,978	$657,398	$279,757
2022	$1,134,084	$1,045,931	$428,632	$88,153
2021	$870,431	$862,571	$284,909	$7,860
2020	$631,361	$573,258	$296,531	$58,103
2019	$502,282	$492,124	$206,459	$10,158
2018	$527,311	$526,425	$176,905	$886

THE MARY FOUNDATION C/O WILLIAM MACFARLANE