Mary Stimson Trust (EIN 356019767) - 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

1958

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

Mary Stimson Trust, founded in 1958, is a micro nonprofit that reported $28K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $9K, a strong 33% operating margin.

Mission

The net income of the Trust is paid semi-annually to Union Hospital Foundation to be used solely and exclusively by the Orthopedic Department for the use and benefit of crippled or deformed children under the age of eighteen years who are unable to pay for medical and surgical treatment.

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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 $28,174

Other Revenue $0

TOTAL REVENUE $28,174

Expense Breakdown

Grants Paid $9,927

Salaries & Benefits $8,304

Fundraising Expenses $0

Program Expenses $9,927

Other Expenses $517

TOTAL EXPENSES $18,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,174	$34,124	-0.2%
Expenses	$18,748	$16,917	+0.1%
Net Income	$9,426	$17,207	-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

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
N/A	Trustee	2.00		$8,304	$0	$8,304

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	No data	No data	No data	No data
2024	$28,174	$18,748	$720,431	$9,426
2023	$34,124	$16,917	$673,039	$17,207
2022	$16,336	$12,357	$607,520	$3,979
2021	$29,410	$12,740	$723,334	$16,670
2020	$28,944	$15,143	$676,491	$13,801

Mary Stimson Trust