MARGARET SMITH WEEKS & MARIE STUART SMITH MEMORIAL CHARITABLE TRUST (EIN 736242611) - 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

1988

Legal Domicile

Principal Officer

JOHN VEAZEY

Phone

5802231111

Tax Period

2024-01-01 to 2024-12-31

MARGARET SMITH WEEKS & MARIE STUART SMITH MEMORIAL CHARITABLE TRUST, founded in 1988, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. The organization ran a surplus of $311K, a strong 20% operating margin.

Mission

FINANCIAL SUPPORT OF 501(C) (3) ORGANIZATION, CROSS TIMBERS HOSPICE, ARDMORE OK 73401

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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 $313,718

Other Revenue $1,269,950

TOTAL REVENUE $1,583,668

Expense Breakdown

Grants Paid $1,173,679

Salaries & Benefits $163,149

Fundraising Expenses $0

Program Expenses $1,173,679

Other Expenses $-63,985

TOTAL EXPENSES $1,272,843

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,583,668	$1,621,328	0.0%
Expenses	$1,272,843	$1,455,244	-0.1%
Net Income	$310,825	$166,084	+0.9%

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

N/A

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	40.00		$163,149	$0	$163,149

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	$1,583,668	$1,272,843	$6,073,627	$310,825
2023	$1,621,328	$1,455,244	$5,762,802	$166,084
2022	$2,923,962	$2,366,598	$5,596,718	$557,364
2021	$1,318,490	$843,442	$5,039,354	$475,048
2020	$644,372	$714,691	$4,536,683	$-70,319
2019	$1,226,820	$956,415	$4,607,002	$270,405
2018	$1,484,966	$1,149,270	$4,336,597	$335,696

MARGARET SMITH WEEKS & MARIE STUART SMITH MEMORIAL CHARITABLE TRUST