MARTHA O'BRYAN FOUNDATION INC (EIN 621501894) - 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

1951

Legal Domicile

Principal Officer

MARSHA EDWARDS

Phone

6152541791

Tax Period

2022-07-01 to 2023-06-30

MARTHA O'BRYAN FOUNDATION INC, founded in 1951, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2022. Expenses of $110K exceeded revenue, resulting in a 117% operating deficit.

Mission

THE PURPOSES OF THE FOUNDATION ARE THOSE SET FORTH IN ITS CHARTER, AS FROM TIME TO TIME AMENDED. NAMELY, TO ESTABLISH A PERMANENT ENDOWMENT FUND, RECEIVING GIFTS OF MONEY AND PROPERTY, INVESTING AND MANAGING THE FUND, AND USING THE PROCEEDS THEREFROM IN SUCH MANNER FOR THE BENEFIT OF MARTHA O'BRYAN CENTER AS THE TRUSTEES IN THEIR DISCRETION MAY DEEM BEST, GIVING PRIORITY TO THE USE OF ENDOWMENT FUNDS FOR MAJOR MAINTENANCE, MODERNIZATION OR EXPANSION OF BUILDINGS AND FACILITIES, EXTENSIONS OF SERVICES, AND DEVELOPING AND TRAINING PROFESSIONAL LEADERSHIP.

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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 (2022)

Revenue Breakdown

Contributions & Grants $22,329

Program Service Revenue $0

Investment Income $2,232

Other Revenue $26,257

TOTAL REVENUE $50,818

Expense Breakdown

Grants Paid $97,916

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,916

Other Expenses $12,493

TOTAL EXPENSES $110,409

Year-over-Year Comparison

	2022	2021	Change
Revenue	$50,818	N/A	N/A
Expenses	$110,409	N/A	N/A
Net Income	$-59,591	$0	N/A

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

N/A

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

$256,517

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR R BOOTH CHAPMAN	DIRECTOR	1.00	Director	$0	$0	$0
MR JAMES A DUENSING	DIRECTOR	1.00	Director	$0	$0	$0
MR DAVID C WOOD	DIRECTOR	1.00	Director	$0	$0	$0
MR FRANCIS M BASS II	DIRECTOR	1.00	Director	$0	$0	$0
MR THOMAS F MCDOW III	DIRECTOR	1.00	Director	$0	$0	$0
MR R TIMOTHY SINKS	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA EDWARDS	CEO	5.00	Officer	$0	$20,575	$256,517

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	No data	No data	No data	No data
2023	$50,818	$110,409	$1,818,411	$-59,591

MARTHA O'BRYAN FOUNDATION INC