MARGARET T PRYCE CHARITABLE TRUST (EIN 456328656) - 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

2011

Legal Domicile

Principal Officer

RAYMOND JAMES TRUST N A

Phone

7275672300

Tax Period

2025-01-01 to 2025-12-31

MARGARET T PRYCE CHARITABLE TRUST, founded in 2011, is a micro nonprofit that reported $98K in total revenue in fiscal year 2025. Revenue surged 91% from the prior year, signaling strong growth momentum. Expenses of $88K left a modest 10% surplus.

Mission

TO OPERATE AS A TYPE III SUPPORTING ORGANIZATION AS DESCRIBED IN IRCSECTION 509(A)(3), DEVOTED EXCLUSIVELY TO PROVIDING FINANCIAL SUPPORT TO THE FOLLOWING 3 PUBLIC CHARITIES IN THE PHOENIX, AZ, AREA: 1) LURATURNER HOMES, INC, FOR CIVITAN HOUSE 2) ASPIRE PARENT SUPPORT GROUP, INC. AND 3.) SUNDEVIL GYMNASTICS,INC. THE ORGANIZATION WILL ACHIEVETHIS BY DISTRIBUTING ANNUALLY AN AMOUNT EQUAL TO 7.5% OF THE VALUE OFTRUST ASSETS AS OF THE CLOSE OF PRIOR CALENDAR YEAR. IT WILL NOTSOLICIT FUNDS.

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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 $97,234

Other Revenue $346

TOTAL REVENUE $97,580

Expense Breakdown

Grants Paid $71,477

Salaries & Benefits $14,878

Fundraising Expenses $0

Program Expenses $72,024

Other Expenses $1,579

TOTAL EXPENSES $87,934

Year-over-Year Comparison

	2025	2024	Change
Revenue	$97,580	$51,115	+0.9%
Expenses	$87,934	$85,467	+0.0%
Net Income	$9,646	$-34,352	-1.3%

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

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		$14,878	$0	$14,878

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	$97,580	$87,934	$718,915	$9,646
2024	No data	No data	No data	No data
2023	$41,419	$77,739	$743,618	$-36,320
2022	$114,018	$91,464	$779,380	$22,554
2021	$107,718	$88,915	$756,670	$18,803
2020	$97,716	$81,839	$737,950	$15,877
2019	$60,737	$73,292	$718,772	$-12,555

MARGARET T PRYCE CHARITABLE TRUST