Agnes Brinklum Tr UW 05181933

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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

1936

Legal Domicile

Principal Officer

Robert Cravens

Phone

5128633381

Tax Period

2025-01-01 to 2025-12-31

Agnes Brinklum Tr UW 05181933, founded in 1936, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $347K in total revenue in fiscal year 2025. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $75K, a strong 22% operating margin.

Mission

The primary purpose of the Trust is to maintain, keep clean, and improve the Presbyterian Cemetery in Georgetown, Texas.

Program Service Accomplishments

Program 1

Expenses: $167,224

Maintained, cleaned, and improved the Presbyterian Cemetery in Georgetown, Texas.

Program 2

Expenses: $79,358

Supported First Prebyterian Church.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $346,926

Other Revenue $0

TOTAL REVENUE $346,926

Expense Breakdown

Grants Paid $79,358

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $246,582

Other Expenses $192,797

TOTAL EXPENSES $272,155

Year-over-Year Comparison

	2025	2024	Change
Revenue	$346,926	$289,337	+0.2%
Expenses	$272,155	$251,058	+0.1%
Net Income	$74,771	$38,279	+1.0%

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
Keith Brainard	Trustee	2.00	Officer Director	$0	$0	$0
Robert Cravens	Trustee	2.00	Officer Director	$0	$0	$0
Jana McCown	Trustee	2.00	Officer 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
2025	$346,926	$272,155	$5,272,086	$74,771
2024	$289,337	$251,058	$5,106,792	$38,279
2023	$-266,631	$514,132	$5,098,234	$-780,763
2022	$-29,718	$194,681	$5,210,040	$-224,399
2021	$5,758,535	$36,509	$6,544,831	$5,722,026