MARION WETZEL IRREVOCABLE TRUST FBO LC

EIN: 456744777 501(c)(3) Education

NEWARK, OH

Total Revenue
$578,185
Total Expenses
$238,535
Total Assets
$4,235,101
Net Assets
$4,235,101
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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
2012
Legal Domicile
OH
Phone
7403493772
Tax Period
2025-01-01 to 2025-12-31

MARION WETZEL IRREVOCABLE TRUST FBO LC, founded in 2012, is a small nonprofit in the Education sector that reported $578K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $340K, a strong 59% operating margin.

Mission

Scholarships shall be made to high school graduates which have demonstrated academic excellence and financial need.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $578,185
Other Revenue $0
TOTAL REVENUE $578,185

Expense Breakdown

Grants Paid $183,658
Salaries & Benefits $41,414
Fundraising Expenses $0
Program Expenses $227,310
Other Expenses $13,463
TOTAL EXPENSES $238,535

Year-over-Year Comparison

2025 2024 Change
Revenue $578,185 $623,384 -0.1%
Expenses $238,535 $216,213 +0.1%
Net Income $339,650 $407,171 -0.2%
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

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$41,414 $0 $41,414
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 $578,185 $238,535 $4,235,101 $339,650
2024 No data No data No data No data
2023 $266,521 $183,197 $3,489,580 $83,324
2022 $69,496 $177,180 $3,407,018 $-107,684
2021 $458,392 $202,764 $3,513,692 $255,628
2020 $595,137 $183,476 $3,259,772 $411,661
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