MARGARET WILLIAMS KUNZELMAN MEMORI… - Form 990 Financial Data

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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

1999

Legal Domicile

Phone

4347732287

Tax Period

2023-01-01 to 2023-12-31

MARGARET WILLIAMS KUNZELMAN MEMORIAL FUND, founded in 1999, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $7K in total revenue in fiscal year 2023. Revenue fell 116% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE INCOME DISTRIBUTIONS TO SACRED HEART CATHOLIC CHURCH IN DANVILLE, VIRGINIA.

Program Service Accomplishments

Program 1

Expenses: $42,001

INVEST TRUST ASSETS AND DISTRIBUTE THE NET INCOME QUARTERLY (OR MORE FREQUENTLY) TO SACRED HEART CATHOLIC CHURCH IN DANVILLE, VIRGINIA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-7,318

Other Revenue $0

TOTAL REVENUE $-7,318

Expense Breakdown

Grants Paid $26,961

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,641

Other Expenses $15,680

TOTAL EXPENSES $42,641

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-7,318	$46,236	-1.2%
Expenses	$42,641	$38,415	+0.1%
Net Income	$-49,959	$7,821	-7.4%

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
N/A	TRUSTEE	N/A		$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	No data	No data	No data	No data
2023	$-7,318	$42,641	$1,021,560	$-49,959
2022	$46,236	$38,415	$1,071,519	$7,821
2021	$56,935	$40,897	$1,063,698	$16,038
2020	$-3,773	$44,443	$1,047,660	$-48,216
2019	$65,921	$44,812	$1,095,876	$21,109
2018	$30,390	$43,436	$1,074,767	$-13,046

MARGARET WILLIAMS KUNZELMAN MEMORIAL FUND