GWENDOLYN MCFARLAND TRUST (EIN 581594185) - 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

1984

Legal Domicile

Principal Officer

KEVIN LESTER

Phone

6154491573

Tax Period

2024-06-01 to 2025-05-31

GWENDOLYN MCFARLAND TRUST, founded in 1984, is a micro nonprofit in the Education sector that reported $47K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 20% operating margin.

Mission

SUPPORT FRIENDSHIP CHRISTIAN SCHOOL

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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 $46,594

Other Revenue $0

TOTAL REVENUE $46,594

Expense Breakdown

Grants Paid $32,985

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,192

Other Expenses $4,207

TOTAL EXPENSES $37,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,594	$34,140	+0.4%
Expenses	$37,192	$14,398	+1.6%
Net Income	$9,402	$19,742	-0.5%

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

$218,516

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN LESTER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOY MCMURRY	TRUSTEE	1.00	Director	$0	$0	$0
WYNNE BAKER	TRUSTEE	1.00	Director	$0	$0	$0
JON SHOULDERS	TRUSTEE	1.00	Director	$0	$67,468	$218,516
JIMMY MCCULLOCH	TRUSTEE	1.00	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	$46,594	$37,192	$934,575	$9,402
2024	$34,140	$14,398	$919,013	$19,742
2023	$21,653	$18,498	$885,194	$3,155
2022	$31,116	$22,281	$883,916	$8,835
2021	$29,318	$30,778	$892,663	$-1,460
2020	$38,798	$47,647	$879,803	$-8,849
2019	$45,302	$43,802	$886,279	$1,500

GWENDOLYN MCFARLAND TRUST