MARIANNA-MCFADDIN PRESERVATION FOUNDATION (EIN 474622441) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Sue Cannon

Phone

3615728031

Tax Period

2019-01-01 to 2019-12-31

MARIANNA-MCFADDIN PRESERVATION FOUNDATION, founded in 2015, is a small nonprofit that reported $330K in total revenue in fiscal year 2019. Revenue surged 158% from the prior year, signaling strong growth momentum. Expenses of $376K exceeded revenue, resulting in a 14% operating deficit.

Mission

To educate the public about the rich cultural history of settlers in South Texas through the restoration and preservation of edifices and properties vital to the continued existence of the Marianna/McFaddin farming and ranching community

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $330,265

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $330,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $376,017

Other Expenses $376,352

TOTAL EXPENSES $376,352

Year-over-Year Comparison

	2019	2018	Change
Revenue	$330,265	$128,224	+1.6%
Expenses	$376,352	N/A	N/A
Net Income	$-46,087	$128,224	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Sue Cannon	President	1	Officer Director	$0	$0	$0
Helen Walker	Treasurer	1	Officer Director	$0	$0	$0
Gary Dunnam	Secretary	1	Officer Director	$0	$0	$0
Rosemary Lara Garza	Director	1	Director	$0	$0	$0
William Womack	Director	1	Director	$0	$0	$0
Sharon Steen	Director	1	Director	$0	$0	$0
Ed Scott	Director	1	Director	$0	$0	$0
James Stofer	Director	1	Director	$0	$0	$0
Catherine McHaney	Director	1	Director	$0	$0	$0
Mickey Pachta	Director	1	Director	$0	$0	$0

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
2019	$330,265	$376,352	$7,158	$-46,087

MARIANNA-MCFADDIN PRESERVATION FOUNDATION