WILLIAM CARTER AND MARLYS BURDETT SCHLR TR (EIN 456540849) - 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

1994

Legal Domicile

Phone

9782837079

Tax Period

2024-01-01 to 2024-12-31

WILLIAM CARTER AND MARLYS BURDETT SCHLR TR, founded in 1994, is a micro nonprofit in the Education sector that reported $64K in total revenue in fiscal year 2024. Revenue surged 207% from the prior year, signaling strong growth momentum. Expenses of $73K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROVIDE A STREAM OF INCOME TO FUND SCHOLARSHIPS AND SUPPORT RELATED STUDIES AND/OR TEACHING IN ORDER TO CONTRIBUTE TO BETTER UNDERSTANDING BETWEEN THE UNITED STATES AND TURKEY AND ARAB COUNTRIES.

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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 $63,978

Other Revenue $0

TOTAL REVENUE $63,978

Expense Breakdown

Grants Paid $63,945

Salaries & Benefits $7,533

Fundraising Expenses $0

Other Expenses $1,132

TOTAL EXPENSES $72,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,978	$20,860	+2.1%
Expenses	$72,610	$28,976	+1.5%
Net Income	$-8,632	$-8,116	+0.1%

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

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	1.0		$7,533	$0	$7,533

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	$63,978	$72,610	$1,090,265	$-8,632
2023	$20,860	$28,976	$1,099,433	$-8,116
2022	$38,442	$49,861	$1,107,497	$-11,419
2021	$79,221	$50,506	$1,119,128	$28,715
2020	$63,792	$51,268	$1,090,699	$12,524

WILLIAM CARTER AND MARLYS BURDETT SCHLR TR