SUSAN H & WILBUR H MARCY TRUST (EIN 591932547) - 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

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.

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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 $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

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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
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

SUSAN H & WILBUR H MARCY TRUST