MARY ELLEN AND DONALD D STARNES EDUCATIONAL TRUST (EIN 546465210) - 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

1999

Legal Domicile

Principal Officer

RACHEL LOGAN

Phone

5407403159

Tax Period

2025-01-01 to 2025-12-31

MARY ELLEN AND DONALD D STARNES EDUCATIONAL TRUST, founded in 1999, is a small nonprofit in the Education sector that reported $212K in total revenue in fiscal year 2021. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $180K, a strong 85% operating margin.

Mission

THE TRUST PROVIDES SPECIAL FUNDS TO HELP DISADVANTAGED STUDENTS ATTENDING PUBLIC SCHOOLS (GRADES K-12) IN SHENANDOAH COUNTY, VIRGINIA, BY PROVIDING TUTORS AND ADDITIONAL EDUCATIONAL RESOURCES FOR SAID STUDENTS.

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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 $304,424

Other Revenue $0

TOTAL REVENUE $304,424

Expense Breakdown

Grants Paid $206,519

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $238,201

Other Expenses $31,682

TOTAL EXPENSES $238,201

Year-over-Year Comparison

	2025	2024	Change
Revenue	$304,424	$210,734	+0.4%
Expenses	$238,201	$214,043	+0.1%
Net Income	$66,223	$-3,309	-21.0%

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

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
DOUGLAS CLAY ARTHUR JR	TRUSTEE	N/A	Director	$0	$0	$0
RACHEL LOGAN	TRUSTEE	N/A	Director	$0	$0	$0
ANDREW KELLER	TRUSTEE	N/A	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	$304,424	$238,201	$4,457,241	$66,223
2024	No data	No data	No data	No data
2023	$188,106	$194,023	$3,694,584	$-5,917
2022	$433,082	$245,980	$3,375,388	$187,102
2021	$333,893	$153,915	$4,147,046	$179,978
2021	$211,847	$31,859	$4,358,010	$179,988

MARY ELLEN AND DONALD D STARNES EDUCATIONAL TRUST