MARY WELCH MEMORIAL CHARITABLE TRUST 009293 (EIN 436060719) - 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

1965

Legal Domicile

Principal Officer

TIM COUCH

Phone

6606468500

Tax Period

2025-01-01 to 2025-12-31

MARY WELCH MEMORIAL CHARITABLE TRUST 009293, founded in 1965, is a small nonprofit that reported $119K in total revenue in fiscal year 2025. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $112K left a modest 6% surplus.

Mission

THE MARY WELCH MEMORIAL CHARITABLE TRUST WAS SET UP SPECIFICALLY THAT THE NET INCOME IS TO BE PAID TO THE BOARD OF MISSIONS OF THE UNITED METHODIST CHURCH FOR FOREIGN MISSIONS OUTSIDE THE CONTINENTAL UNITED STATES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $119,473

Other Revenue $0

TOTAL REVENUE $119,473

Expense Breakdown

Grants Paid $94,740

Salaries & Benefits $16,456

Fundraising Expenses $0

Other Expenses $588

TOTAL EXPENSES $111,784

Year-over-Year Comparison

	2025	2024	Change
Revenue	$119,473	$618,789	-0.8%
Expenses	$111,784	$119,316	-0.1%
Net Income	$7,689	$499,473	-1.0%

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

N/A

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	N/A		$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	$119,473	$111,784	$2,290,939	$7,689
2024	$618,789	$119,316	$2,294,178	$499,473
2023	$811,412	$115,154	$1,794,695	$696,258
2022	$67,511	$117,578	$1,098,426	$-50,067
2021	$166,271	$130,155	$1,148,499	$36,116
2020	$112,450	$128,292	$1,111,856	$-15,842
2019	$55,648	$123,583	$1,128,209	$-67,935

MARY WELCH MEMORIAL CHARITABLE TRUST 009293