MARIE WOODSON ENDOWMENT (EIN 616106235) - 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

1974

Legal Domicile

Phone

4123956964

Tax Period

2024-08-01 to 2025-07-31

MARIE WOODSON ENDOWMENT, founded in 1974, is a micro nonprofit in the Education sector that reported $55K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $84K exceeded revenue, resulting in a 53% operating deficit.

Mission

INCOME FROM THIS TRUST IS TO BE USED FOR EDUCATIONAL, SCIENTIFIC OR CHARITABLE PURPOSES OPERATED, SUPERVISED AND CONTROLLED BY THE UNIVERSITY OF LOUISVILLE AND THE NORTON CHILDREN'S HOSPITAL

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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 $54,873

Other Revenue $0

TOTAL REVENUE $54,873

Expense Breakdown

Grants Paid $64,482

Salaries & Benefits $19,057

Fundraising Expenses $0

Program Expenses $69,246

Other Expenses $344

TOTAL EXPENSES $83,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,873	$49,510	+0.1%
Expenses	$83,883	$84,716	0.0%
Net Income	$-29,010	$-35,206	-0.2%

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

$1,738,664

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffery M Bumpous	TRUSTEE	1.0	Director	$0	$0	$868,414
Dr Sean Francis	TRUSTEE	1.0	Director	$0	$0	$430,250
Matt Ayers	TRUSTEE	1.0	Director	$0	$0	$440,000
Eddie Nixon	TRUSTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0		$19,058	$0	$19,058

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	$54,873	$83,883	$1,190,235	$-29,010
2024	$49,510	$84,716	$1,219,203	$-35,206
2023	$-76,277	$84,386	$1,255,057	$-160,663
2022	$585,019	$118,658	$1,415,474	$466,361
2021	$48,107	$49,839	$948,519	$-1,732
2020	$44,296	$78,503	$950,809	$-34,207
2019	$57,781	$73,682	$985,016	$-15,901

MARIE WOODSON ENDOWMENT