JOHN J GARBARINO & ADRIENNE HOUSSIERE GARBARINO MEMORIAL TR 4 (EIN 726200541) - 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

1999

Legal Domicile

Principal Officer

HANCOCK WHITNEY BANK

Phone

3378040880

Tax Period

2023-01-01 to 2023-12-31

JOHN J GARBARINO & ADRIENNE HOUSSIERE GARBARINO MEMORIAL TR 4, founded in 1999, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $51K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $78K exceeded revenue, resulting in a 53% operating deficit.

Mission

THE JOHN & ADRIENNE GARBARINO TRUST #4 IS A CHARITABLE TRUST UNDER LOUISIANA LAW. THE PURPOSE OF THE TRUST IS TO HOLD AND INVEST ASSETS CONTRIBUTED TO THE ORGANIZATION AND TO DISTRIBUTE THE ANNUAL EARNINGS TO THE JENNINGS CARNEGIE LIBRARY, A TAX-EXEMPT ORGANIZATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $33,219

Other Revenue $18,058

TOTAL REVENUE $51,277

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,626

Other Expenses $18,498

TOTAL EXPENSES $78,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,277	$46,473	+0.1%
Expenses	$78,498	$74,083	+0.1%
Net Income	$-27,221	$-27,610	0.0%

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
ROBERT L COLE	TRUSTEE	3.00	Director	$0	$0	$0
N/A	TRUSTEE	5.00		$11,937	$0	$47,750

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	$51,277	$78,498	$1,021,393	$-27,221
2022	$46,473	$74,083	$1,047,550	$-27,610
2021	$152,060	$80,602	$1,075,810	$71,458
2020	$77,623	$111,194	$1,003,784	$-33,571
2018	$99,647	$42,915	$1,090,029	$56,732

JOHN J GARBARINO & ADRIENNE HOUSSIERE GARBARINO MEMORIAL TR 4