THE MARY ATKINS TRUST (EIN 436037928) - 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

1911

Legal Domicile

Principal Officer

MICHAEL D FIELDSBRUCE E HARTMAN TEE

Phone

8164104600

Tax Period

2024-01-01 to 2024-12-31

THE MARY ATKINS TRUST, founded in 1911, is a micro nonprofit that reported $65K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 44% operating margin.

Mission

PART I, LINE 1. TO OWN AND HOLD OPEN TO THE PUBLIC THE ATKINS MUSEUM OF FINE ARTS IN KANSASCITY MISSOURI AND TO ORGANIZE AND SPONSOR ONE OR MORE ART LECTURES EACH YEAR WHICH ARE HELD IN THE ATKINS AUDITORIUM IN THE ATKINS MUSEUM OF FINE ARTS.

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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 $30,000

Program Service Revenue $5,897

Investment Income $29,180

Other Revenue $145

TOTAL REVENUE $65,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,242

Other Expenses $36,562

TOTAL EXPENSES $36,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,222	$37,468	+0.7%
Expenses	$36,562	$28,329	+0.3%
Net Income	$28,660	$9,139	+2.1%

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
MICHAEL D FIELDS	TRUSTEE	N/A	Director	$0	$0	$0
BRUCE E HARTMAN	TRUSTEE	N/A	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
2024	$65,222	$36,562	$9,037,008	$28,660
2023	$37,468	$28,329	$9,001,019	$9,139
2022	$31,736	$21,995	$8,989,905	$9,741
2021	$36,275	$23,583	$9,005,064	$12,692
2020	$12,926	$25,879	$8,953,241	$-12,953

THE MARY ATKINS TRUST