Merlin's Magic Wand Foundation (EIN 460809190) - 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

2012

Legal Domicile

Principal Officer

Brian Shaw

Phone

7607860059

Tax Period

2024-01-01 to 2024-12-31

Merlin's Magic Wand Foundation, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $399K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $357K left a modest 10% surplus.

Mission

The Organization's purpose is to support children facing challenges of serious illness, disability, or adversity. The Organization believes that every child deserves to laugh, enjoy, and cherish memorable experiences and the Organization's mission is to enable them to access the magic of Merlin Entertainments.

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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 $467,848

Program Service Revenue $0

Investment Income $0

Other Revenue $-68,969

TOTAL REVENUE $398,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,168

Fundraising Expenses $36,744

Program Expenses $232,386

Other Expenses $93,280

TOTAL EXPENSES $357,448

Year-over-Year Comparison

	2024	2023	Change
Revenue	$398,879	$444,887	-0.1%
Expenses	$357,448	$513,361	-0.3%
Net Income	$41,431	$-68,474	-1.6%

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

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

$71,322

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Shaw	Treasurer/Board Member	0.25	Officer Director	$0	$0	$0
Scott Maupin	Board Chair	0.25	Officer Director	$0	$0	$0
Kurt Stocks	Board Member	0.25	Director	$0	$0	$0
Kevin Carr	Board Member	0.25	Director	$0	$0	$0
Stephanie Johnson	Board Member	0.25	Director	$0	$0	$0
Alyson Barber	Foundation Manager	40.00	Officer	$60,707	$10,615	$71,322

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	$398,879	$357,448	$1,032,812	$41,431
2023	$444,887	$513,361	$1,025,644	$-68,474
2022	$454,244	$232,319	$902,871	$221,925
2021	$484,598	$192,651	$573,498	$291,947
2019	$269,342	$351,164	$458,975	$-81,822
2018	$343,945	$293,057	$475,196	$50,888

Merlin's Magic Wand Foundation