HAYWARD MEMORIAL TESTAMENTARY TRUST (EIN 466010897) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

MARIT MOBERG

Phone

6053355180

Tax Period

2025-01-01 to 2025-12-31

HAYWARD MEMORIAL TESTAMENTARY TRUST, founded in 1955, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $95K in total revenue in fiscal year 2018. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 50% operating margin.

Mission

PROVIDE GRANTS TO ORGANIZATIONS PROMOTING CHARITABLE, RELIGIOUS OR EDUCATIONAL PURPOSES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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 $63,319

Other Revenue $0

TOTAL REVENUE $63,319

Expense Breakdown

Grants Paid $37,874

Salaries & Benefits $13,218

Fundraising Expenses $0

Program Expenses $37,874

Other Expenses $8,132

TOTAL EXPENSES $59,224

Year-over-Year Comparison

	2025	2024	Change
Revenue	$63,319	$86,274	-0.3%
Expenses	$59,224	$88,515	-0.3%
Net Income	$4,095	$-2,241	-2.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA WELLS	TRUSTEE	1.00	Director	$0	$0	$0
AMBER LANGNER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL VANSURKSUM	TRUSTEE	1.00	Director	$0	$0	$0
JON MAMMENGA	TRUSTEE	1.00	Director	$0	$0	$0
N/A	TRUSTEE	10.00		$13,218	$0	$13,218

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	$63,319	$59,224	$1,148,320	$4,095
2024	$86,274	$88,515	$1,144,225	$-2,241
2023	$33,054	$30,498	$1,146,466	$2,556
2022	$34,580	$48,107	$1,143,910	$-13,527
2021	$107,529	$54,931	$1,157,437	$52,598
2020	$72,239	$60,027	$1,104,839	$12,212
2019	$44,997	$46,388	$1,092,627	$-1,391
2018	$95,445	$47,833	$1,094,018	$47,612

HAYWARD MEMORIAL TESTAMENTARY TRUST