THE WALLACE S MURRAY AND FRANCES R… - Form 990 Financial Data

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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

1973

Legal Domicile

Phone

9373288134

Tax Period

2024-01-01 to 2024-12-31

THE WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL TRUST, founded in 1973, is a micro nonprofit that reported $72K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $66K, a strong 91% operating margin.

Mission

TO PRODUCE INCOME TO BE USED FOR THE CARE OF THE INDIGENT SICK TREATED AT COMMUNITY MERCY HEALTH PARTNERS DBA SPRINGFIELD REGIONAL MEDICAL CENTER.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

INCOME FROM THE TRUST IS USED FOR THE CARE OF THE INDIGENT SICK AT COMMUNITY MERCY HEALTH PARTNERS DBA SPRINGFIELD REGIONAL MEDICAL CENTER.

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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 $72,446

Other Revenue $0

TOTAL REVENUE $72,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $6,490

TOTAL EXPENSES $6,490

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,446	$129,753	-0.4%
Expenses	$6,490	$5,655	+0.1%
Net Income	$65,956	$124,098	-0.5%

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

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

$1,357,043

Total Directors

$1,139,807

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cynthia Barnett	Treasurer	1.0	Officer Director	$0	$0	$0
Dala DeWitt	Secretary (End 12/24)	1.0	Officer Director	$0	$0	$0
Rick Finkbine	Board Chair	1.0	Officer Director	$0	$0	$0
Ryan Gillam	Vice Chair	1.0	Officer Director	$0	$0	$0
Adam Russell	Board Member	1.0	Director	$0	$0	$0
Afsheen Ansari Rizvi MD	Board Member	1.0	Director	$0	$0	$0
Anthony G Scruse	Board Member	1.0	Director	$0	$0	$0
Brian Roberts	Board Member (End 05/24)	1.0	Director	$0	$0	$0
Bud Downing	Board Member	1.0	Director	$0	$0	$0
Chris Meister	Board Member	1.0	Director	$0	$0	$0
Colleen Alexander MD	Board Member, Surgeon	1.0	Director	$0	$42,241	$434,842
Cortney Porter	Board Member	1.0	Director	$0	$0	$0
DANIEL PERSINGER MD	Board Member, Surgeon	1.0	Director	$0	$38,641	$478,112
DONALD B JOHNSON MD	Board Member	1.0	Director	$0	$0	$0
John Maurer	Board Member	1.0	Director	$0	$0	$0
MICHAEL ADAMSON	Board Member, VP Mission - Springfield	1.0	Director	$0	$11,996	$226,853
Patricia Young	Board Member	1.0	Director	$0	$0	$0
Peter Foreman	Board Member	1.0	Director	$0	$0	$0
Philip Teusink	Board Member	1.0	Director	$0	$0	$0
Sandy Chinn	Board Member	1.0	Director	$0	$0	$0
Wade Smith DO	Board Member	1.0	Director	$0	$0	$0
Wendy Doolittle	Board Member	1.0	Director	$0	$0	$0
William H Ray Jr	Board Member	1.0	Director	$0	$0	$0
ADAM GROSHANS	President and CEO - Springfield	1.0	Officer	$0	$213,758	$1,129,104
Kristy Kohl-McCready	President, Executive Director, Community Mercy Foundation	1.0	Officer	$0	$30,341	$227,939
MATTHEW CALDWELL	Former President and CEO - Springfield	0.0		$0	$258,064	$1,398,944

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	$72,446	$6,490	$1,134,640	$65,956
2023	$129,753	$5,655	$1,023,970	$124,098
2022	$86,725	$5,663	$907,644	$81,062
2021	$109,706	$8,537	$1,039,415	$101,169
2020	$29,660	$16,602	$911,986	$13,058
2019	$18,435	$35,099	$803,715	$-16,664
2018	$72,998	$4,721	$697,106	$68,277

THE WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL TRUST