MISSOURI FAMILY TRUST DBA MIDWEST SPECIAL NEEDS TRUST (EIN 431554851) - 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

1989

Legal Domicile

Principal Officer

BIANCA FARR

Phone

5732565055

Tax Period

2023-07-01 to 2024-06-30

MISSOURI FAMILY TRUST DBA MIDWEST SPECIAL NEEDS TRUST, founded in 1989, is a community nonprofit in the Health Care sector that reported $1.4M in total revenue in fiscal year 2023. The organization ran a surplus of $534K, a strong 39% operating margin.

Mission

ESTABLISHES AND ADMINISTERS SPECIAL NEEDS TRUSTS FOR PEOPLE WITH DISABILITIES TO PROTECT PUBLIC BENEFITS IN ACCORDANCE WITH SECTIONS 402.199 - 402.208 RSMO.

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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 $0

Program Service Revenue $1,338,269

Investment Income $28,990

Other Revenue $0

TOTAL REVENUE $1,367,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $628,393

Fundraising Expenses $0

Program Expenses $781,028

Other Expenses $205,154

TOTAL EXPENSES $833,547

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,367,259	$1,293,235	+0.1%
Expenses	$833,547	$917,632	-0.1%
Net Income	$533,712	$375,603	+0.4%

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

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

$146,291

Total Directors

$146,291

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BIANCA FARR	EXECUTIVE DI	40.00	Officer Director	$132,641	$13,650	$146,291
CATHY STEELE	PRESIDENT	3.00	Officer Director	$0	$0	$0
SARAH GIBONEY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BIANCA FARR	SECRETARY	1.00	Officer Director	$0	$0	$0
DONALD EDINGER	TREASURER	1.00	Officer Director	$0	$0	$0
GERALD J ZAFFT	BOARD TRUSTE	1.00	Director	$0	$0	$0
LETITIA THOMAS	BOARD TRUSTE	1.00	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
2025	No data	No data	No data	No data
2024	$1,367,259	$833,547	$3,022,610	$533,712
2023	$1,293,235	$917,632	$2,347,966	$375,603
2022	$1,010,265	$921,149	$1,912,970	$89,116
2021	$1,165,958	$954,505	$1,965,891	$211,453
2020	$973,361	$874,744	$1,708,956	$98,617
2019	$981,845	$800,200	$1,635,055	$181,645

MISSOURI FAMILY TRUST DBA MIDWEST SPECIAL NEEDS TRUST