MAGDALEN MCDOWELL EVANS TRUST UW F… - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

JOANNE M BILLIE

Phone

4127622758

Tax Period

2025-01-01 to 2025-12-31

MAGDALEN MCDOWELL EVANS TRUST UW FBO, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $154K in total revenue in fiscal year 2025. Expenses of $133K left a modest 14% surplus.

Mission

TO BENEFIT THE FIRST CHRISTIAN CHURCH AND AID IN ITS CHARITABLE AND EDUCATIONAL PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $109,980

INCOME IS PAID FOR THE BENEFIT OF THE FIRST CHRISTIAN CHURCH TO AID IN ITS CHARITABLE AND EDUCATIONAL 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $154,106

Other Revenue $0

TOTAL REVENUE $154,106

Expense Breakdown

Grants Paid $104,549

Salaries & Benefits $27,154

Fundraising Expenses $0

Program Expenses $109,980

Other Expenses $1,028

TOTAL EXPENSES $132,731

Year-over-Year Comparison

	2025	2024	Change
Revenue	$154,106	$143,543	+0.1%
Expenses	$132,731	$124,149	+0.1%
Net Income	$21,375	$19,394	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$27,154	$0	$27,154

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	$154,106	$132,731	$1,974,210	$21,375
2024	No data	No data	No data	No data
2023	$6,445	$128,426	$1,932,202	$-121,981
2022	$43,935	$119,525	$2,051,724	$-75,590
2021	$214,943	$116,042	$2,129,441	$98,901
2020	$-18,099	$112,134	$2,031,489	$-130,233
2019	$74,292	$120,503	$2,164,053	$-46,211

MAGDALEN MCDOWELL EVANS TRUST UW FBO