GEORGE A MACPHERSON FUND (EIN 416010888) - 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

1956

Legal Domicile

Phone

8882657692

Tax Period

2024-01-01 to 2024-12-31

GEORGE A MACPHERSON FUND, founded in 1956, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $78K in total revenue in fiscal year 2024. Revenue surged 134% from the prior year, signaling strong growth momentum. Expenses of $121K exceeded revenue, resulting in a 54% operating deficit.

Mission

TO SUPPORT THE MINNESOTA HISTORICAL SOCIETY, MACALESTER COLLEGE, SAINT JOHN'S UNIVERSITY, AND THE CHARITABLE ORGANIZATIONS SELECTED BY THE INDIVIDUAL TRUSTEES WHO ARE APPOINTED BY THESE SUPPORTED ORGANIZATIONS

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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 $78,138

Other Revenue $44

TOTAL REVENUE $78,182

Expense Breakdown

Grants Paid $89,533

Salaries & Benefits $27,449

Fundraising Expenses $0

Program Expenses $89,532

Other Expenses $3,803

TOTAL EXPENSES $120,785

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,182	$33,388	+1.3%
Expenses	$120,785	$119,112	+0.0%
Net Income	$-42,603	$-85,724	-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

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
PEGGY INGISON	TRUSTEE	N/A	Director	$0	$0	$0
GARY D MARTIN	TRUSTEE	N/A	Director	$0	$0	$0
JENNIFER MEYER	TRUSTEE	N/A	Director	$0	$0	$0
N/A	TRUSTEE	1.0		$27,449	$0	$27,449

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	$78,182	$120,785	$1,307,311	$-42,603
2023	$33,388	$119,112	$1,349,914	$-85,724
2022	$87,682	$121,661	$1,437,010	$-33,979
2021	$147,313	$127,022	$1,470,513	$20,291
2020	$44,722	$117,069	$1,449,428	$-72,347
2019	$57,780	$115,520	$1,521,974	$-57,740
2018	$68,525	$119,828	$1,579,871	$-51,303

GEORGE A MACPHERSON FUND