LOUISE MARSHALL TR UW FBO CABBAGE PATCH SETTLEMENT HOUSE INC (EIN 616128446) - 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

1981

Legal Domicile

Principal Officer

STUART FERGUSON

Phone

5024896110

Tax Period

2024-01-01 to 2024-12-31

LOUISE MARSHALL TR UW FBO CABBAGE PATCH SETTLEMENT HOUSE INC, founded in 1981, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $378K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 39% operating margin.

Mission

TO PROVIDE SUPPORT TO THE CABBAGE PATCH SETTLEMENT HOUSE, INC. FOR ITS CHARITABLE PURPOSES.

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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 $378,422

Other Revenue $0

TOTAL REVENUE $378,422

Expense Breakdown

Grants Paid $208,613

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,613

Other Expenses $22,955

TOTAL EXPENSES $231,568

Year-over-Year Comparison

	2024	2023	Change
Revenue	$378,422	$271,069	+0.4%
Expenses	$231,568	$225,201	+0.0%
Net Income	$146,854	$45,868	+2.2%

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

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
BRIAN CROMER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID A WOMBWELL	TRUSTEE	1.00	Director	$0	$0	$0
STUART FERGUSON	TRUSTEE	1.00	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	No data	No data	No data	No data
2024	$378,422	$231,568	$4,805,629	$146,854
2023	$271,069	$225,201	$4,276,892	$45,868
2022	$152,933	$220,954	$3,816,185	$-68,021
2021	$396,960	$208,495	$4,673,575	$188,465
2020	$186,081	$199,425	$4,139,659	$-13,344
2019	$125,323	$196,305	$3,893,283	$-70,982
2018	$181,147	$193,227	$3,352,413	$-12,080

LOUISE MARSHALL TR UW FBO CABBAGE PATCH SETTLEMENT HOUSE INC