SUSAN H & WILBUR H MARCY TRUST

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

David A Johnston

Phone

4076449801

Tax Period

2024-02-01 to 2025-01-31

SUSAN H & WILBUR H MARCY TRUST, founded in 1979, is a small nonprofit that reported $831K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Net assets of $17.0M represent 245 months of operating reserves.

Mission

The Trust is a supporting organization for the United Methodist Chuch and churches and other institutions affilitated with it in the Southeastern states of the United States.

Program Service Accomplishments

Program 1

Expenses: $624,084

GRANTS TO THE FIRST UNITED METHODIST CHURCH OF WINTER PARK, FLORIDA Repairs to Reeves Stained Glass Window, 15,000 Repairs to Parsonage Swimming Pool, 28,000 Marcy Singers 2024, 65,000 Student...

GRANTS TO THE FIRST UNITED METHODIST CHURCH OF WINTER PARK, FLORIDA Repairs to Reeves Stained Glass Window, 15,000 Repairs to Parsonage Swimming Pool, 28,000 Marcy Singers 2024, 65,000 Student Ministry, 15,000 Repairs to Front Steps of Sanctuary, 20,000 Festival Gloria 2024, 25,000 Reeves Fall Festival, 5,000 2025 Pilgrimages Half, 40,000 Tuesday Night Table Program, 5,000 Sanctuary Door Replacement, 5,000 Capital Campaign Consultant, 35,000 Student Ministry Pilgrimage, 15,000 Replacement of Electrical Panels, 75,000 Matching Grant for New or Increased Pledges, 200,000 Contemporary Service Worship Equipment, 65,000 Coffee with Pastors, 3,000 Thursday Lunch Fellowship, 8,084.

Program 2

Expenses: $72,000

GRANTS TO THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH Young Adult Leadership, 30,000 Warren Willis Camp Conf. Center, 5,000 Wesley at UCF, 32,000 Wesley Foundation at FAMU, 5,000.

Program 3

Expenses: $87,500

GRANT TO FLORIDA SOUTHERN COLLEGE Mental Health Grant,15,000 GRANT TO THE BROADWAY UNITED METHODIST CHURCH Pastor Compensation, 72,500

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $830,501

Other Revenue $0

TOTAL REVENUE $830,501

Expense Breakdown

Grants Paid $783,584

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $783,584

Other Expenses $107,659

TOTAL EXPENSES $891,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$830,501	$594,991	+0.4%
Expenses	$891,243	$895,745	0.0%
Net Income	$-60,742	$-300,754	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
David A Johnston	Trustee	002.00	Director	$0	$0	$0
Nancy Hanniford	Trustee	002.00	Director	$0	$0	$0
Craig A Smelser	Trustee	002.00	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	$830,501	$891,243	$16,960,809	$-60,742
2025	$830,501	$891,243	$16,960,809	$-60,742
2024	$594,991	$895,745	$15,030,960	$-300,754
2023	$371,192	$769,877	$14,257,045	$-398,685
2022	$1,252,010	$770,618	$15,973,464	$481,392
2021	$973,405	$783,285	$14,739,257	$190,120