MARIAN CENTER CHARITABLE TRUST (EIN 596878866) - 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

1963

Legal Domicile

Principal Officer

SISTER LIDIA VALLI

Phone

3056258354

Tax Period

2024-10-01 to 2025-09-30

MARIAN CENTER CHARITABLE TRUST, founded in 1963, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 78% operating margin.

Mission

THE ORGANIZATION'S SPECIFIC AND PRIMARY PURPOSE IS TO PROVIDE MEANS FOR INDIVIDUALS, FAMILIES, CORPORATIONS, PRIVATE FOUNDATIONS AND OTHER ORGANIZATIONS TO MAKE PLANNED GIFTS FOR THE BENEFIT OF THE MARIAN CENTER SCHOOL AND SERVICES, INC.

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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 $1,174,784

Program Service Revenue $0

Investment Income $2,602,848

Other Revenue $0

TOTAL REVENUE $3,777,632

Expense Breakdown

Grants Paid $741,263

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $835,524

Other Expenses $101,261

TOTAL EXPENSES $842,524

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,777,632	$2,911,295	+0.3%
Expenses	$842,524	$764,819	+0.1%
Net Income	$2,935,108	$2,146,476	+0.4%

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
SEAN CLANCY	DIRECTOR	N/A	Director	$0	$0	$0
MARIA CONSUEGRA	DIRECTOR	N/A	Director	$0	$0	$0
CHUCK DELVECCHIO	DIRECTOR	N/A	Director	$0	$0	$0
BUD FARREY	DIRECTOR	N/A	Director	$0	$0	$0
MARIA FOGARTY	DIRECTOR	N/A	Director	$0	$0	$0
RUSS HUTCHINGS	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM KENT	DIRECTOR	N/A	Director	$0	$0	$0
DAVID M LONG	DIRECTOR	N/A	Director	$0	$0	$0
SISTER FILOMENA MASTRANGELO	DIRECTOR	N/A	Director	$0	$0	$0
SISTER FAUSTA RONDENA	DIRECTOR	N/A	Director	$0	$0	$0
SISTER LIDIA VALLI	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM WEBB	DIRECTOR	N/A	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	$3,777,632	$842,524	$18,208,607	$2,935,108
2024	$2,911,295	$764,819	$14,210,879	$2,146,476
2024	$1,166,611	$103,991	$15,266,499	$1,062,620
2023	$2,216,368	$281,132	$12,064,403	$1,935,236
2022	$737,631	$1,117,953	$10,128,667	$-380,322
2021	$3,168,514	$607,002	$10,508,989	$2,561,512
2020	$1,255,756	$127,341	$7,947,477	$1,128,415
2019	$1,516,355	$225,613	$6,818,562	$1,290,742

MARIAN CENTER CHARITABLE TRUST