CHARLIE MOZEE MEMORIAL TRUST (EIN 616135285) - 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

1983

Legal Domicile

Phone

2706583557

Tax Period

2024-01-01 to 2024-12-31

CHARLIE MOZEE MEMORIAL TRUST, founded in 1983, is a micro nonprofit that reported $25K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $28K exceeded revenue, resulting in a 13% operating deficit.

Mission

THE MISSION OF THE CHARLIE MOZEE MEMORIAL TRUST IS TO ASSIST IN PREVENTING AND RELIEVING SUFFERING AND DISTRESS AMONG POOR AND UNFORTUNATE PERSONS RESIDING IN GRAVES COUNTY, KENTUCKY, BY PROVIDING TO OR FOR THEM AND THEIR DEPENDANTS, NECESSARY FOOD, RAIMENT

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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 $25,301

Other Revenue $0

TOTAL REVENUE $25,301

Expense Breakdown

Grants Paid $26,269

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,269

Other Expenses $2,229

TOTAL EXPENSES $28,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,301	$22,514	+0.1%
Expenses	$28,498	$18,949	+0.5%
Net Income	$-3,197	$3,565	-1.9%

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
TERRY BROOKS	Trustee	1.00	Officer Director	$0	$0	$0
JOHN GREEN	Trustee	1.00	Officer Director	$0	$0	$0
DAVID GIBSON	Trustee	1.00	Officer 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
2024	$25,301	$28,498	$555,066	$-3,197
2023	$22,514	$18,949	$558,263	$3,565
2022	$21,468	$29,511	$554,698	$-8,043
2021	$26,940	$16,770	$562,741	$10,170
2020	$21,377	$8,065	$552,571	$13,312
2019	$19,531	$19,709	$539,259	$-178
2018	$21,241	$21,534	$539,437	$-293

CHARLIE MOZEE MEMORIAL TRUST