MARY BRADLEY CORPORATION (EIN 362181940) - 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

1996

Legal Domicile

Principal Officer

SCOTT WALLENFELSZ

Phone

4148073456

Tax Period

2024-01-01 to 2024-12-31

MARY BRADLEY CORPORATION, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 419% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 65% operating margin.

Mission

TO PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS, ESPECIALLY THOSE SERVING WOMEN AND CHILDREN.

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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 $98,916

Program Service Revenue $0

Investment Income $1,739,620

Other Revenue $0

TOTAL REVENUE $1,838,536

Expense Breakdown

Grants Paid $585,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $585,000

Other Expenses $52,696

TOTAL EXPENSES $637,696

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,838,536	$354,059	+4.2%
Expenses	$637,696	$641,130	0.0%
Net Income	$1,200,840	$-287,071	-5.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT WALLENFELSZ	SECRETARY/TREASURER	1.50	Officer Director	$0	$0	$0
SEAN FOX	DIRECTOR	1.00	Director	$0	$0	$0
PEG GROTH	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL NORDBY	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA THOMALIA	DIRECTOR	1.00	Director	$0	$0	$0
THERESA SANDOK	PRESIDENT	1.00	Officer	$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	$1,838,536	$637,696	$15,548,138	$1,200,840
2023	$354,059	$641,130	$14,489,345	$-287,071
2022	$470,318	$636,229	$13,577,311	$-165,911
2021	$1,121,342	$694,542	$15,765,997	$426,800
2020	$1,593,382	$570,515	$14,470,878	$1,022,867
2019	$3,319,424	$507,451	$13,436,011	$2,811,973

MARY BRADLEY CORPORATION