MARY MILLER GOERTZ MEMORIAL TRUST … - 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

2001

Legal Domicile

Phone

8004962583

Tax Period

2024-01-01 to 2024-12-31

MARY MILLER GOERTZ MEMORIAL TRUST XXXXX3002, founded in 2001, is a micro nonprofit in the Human Services sector that reported $93K in total revenue in fiscal year 2024. Revenue surged 141% from the prior year, signaling strong growth momentum. Expenses of $145K exceeded revenue, resulting in a 56% operating deficit.

Mission

FUNDS UPBRING PER ORDER OF THE WILL. THIS INCOME IS EQUALLY DIVIDED AMONG ST. JOHN LUTHERAN HOME, BETHLEHEM CHILDREN'S TREATMENT CENTER, AND LUTHERAN TOWERS.

Program Service Accomplishments

Program 1

Expenses: $125,519

ALL NET INCOME DISTRIBUTED TO UPBRING.

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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 $92,805

Other Revenue $0

TOTAL REVENUE $92,805

Expense Breakdown

Grants Paid $112,254

Salaries & Benefits $31,354

Fundraising Expenses $0

Program Expenses $125,519

Other Expenses $1,219

TOTAL EXPENSES $144,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,805	$38,527	+1.4%
Expenses	$144,827	$128,390	+0.1%
Net Income	$-52,022	$-89,863	-0.4%

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	5.0		$31,354	$0	$31,354

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	$92,805	$144,827	$1,782,142	$-52,022
2023	$38,527	$128,390	$1,839,314	$-89,863
2022	$50,480	$157,064	$1,928,980	$-106,584
2021	$178,943	$161,457	$2,035,333	$17,486
2020	$110,642	$134,798	$2,017,423	$-24,156
2019	$96,129	$135,640	$2,040,469	$-39,511

MARY MILLER GOERTZ MEMORIAL TRUST XXXXX3002