HELEN S MCBURNEY FDN UW TR

EIN: 586029354 501(c)(3)

ORLANDO, FL

Total Revenue
$501,042
Total Expenses
$388,441
Total Assets
$9,549,781
Net Assets
$9,549,781
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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
1954
Legal Domicile
GA
Phone
4045887227
Tax Period
2025-01-01 to 2025-12-31

HELEN S MCBURNEY FDN UW TR, founded in 1954, is a small nonprofit that reported $501K in total revenue in fiscal year 2025. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $113K, a strong 22% operating margin.

Mission

TO SUPPORT THE ST LUKES EPISCOPAL CHURCH AND THE CHURCH OF THE MESSIAH

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $501,042
Other Revenue $0
TOTAL REVENUE $501,042

Expense Breakdown

Grants Paid $323,786
Salaries & Benefits $60,265
Fundraising Expenses $0
Program Expenses $353,919
Other Expenses $4,390
TOTAL EXPENSES $388,441

Year-over-Year Comparison

2025 2024 Change
Revenue $501,042 $1,334,953 -0.6%
Expenses $388,441 $428,666 -0.1%
Net Income $112,601 $906,287 -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

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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$60,265 $0 $60,265
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 $501,042 $388,441 $9,549,781 $112,601
2024 $1,334,953 $428,666 $9,435,505 $906,287
2023 $216,727 $424,116 $8,522,797 $-207,389
2022 $82,275 $425,823 $8,730,473 $-343,548
2021 $628,715 $408,274 $9,076,265 $220,441
2020 $597,604 $397,300 $8,855,867 $200,304
2019 $727,512 $379,258 $8,651,132 $348,254
2018 $797,379 $204,257 $8,303,250 $593,122
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