THE WILBUR MARVIN FOUNDATION (EIN 582019715) - 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

1992

Legal Domicile

Principal Officer

ANDREW MCMAINS

Phone

2259247206

Tax Period

2023-01-01 to 2023-12-31

THE WILBUR MARVIN FOUNDATION, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2023. Net assets of $72.0M represent 240 months of operating reserves.

Mission

FUNDING TAX EXEMPT ORGS. WHICH ARE OPERATED TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES THAT WILL EFFECTIVELTY PROMOTE THE WELL-BEING OF MAN-KIND.

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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 $3,662,948

Other Revenue $-65,193

TOTAL REVENUE $3,597,755

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,281,580

Other Expenses $3,424,083

TOTAL EXPENSES $3,549,083

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,597,755	$-552,459	-7.5%
Expenses	$3,549,083	$2,892,718	+0.2%
Net Income	$48,672	$-3,445,177	-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

$443,280

Total Directors

$731,439

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN G DAVIES	DIRECTOR	5.00	Director	$0	$0	$120,187
CHARLES VALLUZZO	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTEL C SLAUGHTER	CHAIRMAN/DIRECTOR	10.00	Officer Director	$0	$0	$0
KEVIN LYLE	DIRECTOR	5.00	Director	$0	$0	$0
JOHN W BARTON III	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTOPHER J MEYER	DIRECTOR/BRAF PRES/CEO	5.00	Director	$0	$78,164	$521,252
J GERARD JOLLY	VICE PRESIDENT/DIRECTOR	15.00	Officer Director	$0	$0	$90,000
ANDREW TY MCMAINS	ASSISTANT SECRETARY	5.00	Officer	$0	$52,553	$353,280

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	$3,597,755	$3,549,083	$114,807,103	$48,672
2022	$-552,459	$2,892,718	$115,988,687	$-3,445,177
2021	$-1,003,490	$2,450,047	$117,329,503	$-3,453,537
2020	$-286,280	$4,759,158	$138,328,730	$-5,045,438

THE WILBUR MARVIN FOUNDATION