MARY W GUENZEL CHARITABLE TRUST DATED FEBRUARY 5 2015 (EIN 476788904) - 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

2015

Legal Domicile

Phone

7196879234

Tax Period

2024-01-01 to 2024-12-31

MARY W GUENZEL CHARITABLE TRUST DATED FEBRUARY 5 2015, founded in 2015, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $990K left a modest 8% surplus.

Mission

PROVIDE CONTINUOUS FINANCIAL SUPPORT OF THE CHARITABLE MISSION OF NUESTRA SENORA DE LA PAZ, A SECTION 501c3 ORGANIZATION TO PROVIDE SPIRITUALLY VIBRANT RETREAT EXPERIENCE AND STRENGTHEN BONDS IN THE ROMAN CATHOLIC CO

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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 $0

Program Service Revenue $0

Investment Income $544,077

Other Revenue $527,145

TOTAL REVENUE $1,071,222

Expense Breakdown

Grants Paid $569,172

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $801,341

Other Expenses $420,812

TOTAL EXPENSES $989,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,071,222	$1,685,962	-0.4%
Expenses	$989,984	$1,095,898	-0.1%
Net Income	$81,238	$590,064	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN ELLEN GUENZEL	TTEE APPOINTMENT COMMITTEE	001.00	Director	$0	$0	$0
BETH PARK	TTEE APPOINTMENT COMMITTEE	001.00	Director	$0	$0	$0
V REV FRANCISCO J QUEZADA	TTEE APPOINTMENT COMMITTEE	001.00	Director	$0	$0	$0
GEORGE THOMPSON	TTEE APPOINTMENT COMMITTEE	001.00	Director	$0	$0	$0
N/A	TRUSTEE	009.00		$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
2024	$1,071,222	$989,984	$22,277,261	$81,238
2023	$1,685,962	$1,095,898	$22,196,023	$590,064
2022	$1,452,757	$866,371	$21,605,959	$586,386
2021	$1,320,860	$822,469	$21,019,573	$498,391
2020	$999,090	$879,505	$20,521,182	$119,585
2019	$4,847,826	$978,263	$20,401,597	$3,869,563
2018	$15,263,643	$749,986	$16,532,034	$14,513,657

MARY W GUENZEL CHARITABLE TRUST DATED FEBRUARY 5 2015