JS & WL MULLEN MEMORIAL CHARITABLE TRUST

EIN: 736265839 501(c)(3)

ARDMORE, OK

Total Revenue
$1,679,959
Total Expenses
$851,681
Total Assets
$18,763,091
Net Assets
$18,763,091
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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
1993
Legal Domicile
OK
Phone
5802202753
Tax Period
2025-01-01 to 2025-12-31

JS & WL MULLEN MEMORIAL CHARITABLE TRUST, founded in 1993, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2025. The organization ran a surplus of $828K, a strong 49% operating margin.

Mission

HOLD, MANAGE, AND INVEST TRUST ASSETS FOR THE BENEFIT OF TEN 501C3 ORGANIZATIONS IDENTIFIED BY THE DONOR IN HIS WILL.

Program Service Accomplishments

Program 1
Expenses: $759,836

SUPPORTED TEN 501C3 ORGANIZATIONS NAMED IN THE DONOR'S TRUST AND WILL.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $1,337,534
Other Revenue $342,425
TOTAL REVENUE $1,679,959

Expense Breakdown

Grants Paid $759,836
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $759,836
Other Expenses $91,845
TOTAL EXPENSES $851,681

Year-over-Year Comparison

2025 2024 Change
Revenue $1,679,959 $1,697,570 0.0%
Expenses $851,681 $917,530 -0.1%
Net Income $828,278 $780,040 +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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$0 $0 $0
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 $1,679,959 $851,681 $18,763,091 $828,278
2024 $1,697,570 $917,530 $17,930,626 $780,040
2023 $1,201,600 $976,518 $17,112,014 $225,082
2022 $1,340,704 $1,118,988 $16,925,772 $221,716
2021 $3,021,888 $489,024 $16,708,848 $2,532,864
2020 $864,045 $407,557 $14,175,984 $456,488
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