MARIA HALL BRANTLEY AND GEORGE HALL BRANTLEY ENDOWMENT TRUST (EIN 736291005) - 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

1995

Legal Domicile

Principal Officer

JOHN S VEAZEY

Phone

5802211104

Tax Period

2024-01-01 to 2024-12-31

MARIA HALL BRANTLEY AND GEORGE HALL BRANTLEY ENDOWMENT TRUST, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $136K in total revenue in fiscal year 2024. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $79K, a strong 58% operating margin.

Mission

PROVIDES FINANCIAL SUPPORT TO THE FIRST PRESBYTERIAN CHURCH OF ARDMORE, OKLAHOMA, AND TO SUPPORT THE CHRISTIAN EDUCATION ENDEAVORS OF THE FIRST PRESBYTERIAN CHURCH.

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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 $128,582

Other Revenue $7,800

TOTAL REVENUE $136,382

Expense Breakdown

Grants Paid $46,625

Salaries & Benefits $8,189

Fundraising Expenses $0

Program Expenses $46,625

Other Expenses $2,800

TOTAL EXPENSES $57,614

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,382	$57,246	+1.4%
Expenses	$57,614	$59,066	0.0%
Net Income	$78,768	$-1,820	-44.3%

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	4.00		$8,189	$0	$8,189

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	$136,382	$57,614	$990,671	$78,768
2023	$57,246	$59,066	$911,903	$-1,820
2022	$26,118	$75,610	$913,723	$-49,492
2021	$28,161	$38,780	$963,215	$-10,619
2020	$63,893	$48,542	$973,834	$15,351
2019	$41,893	$50,973	$958,483	$-9,080
2018	$43,945	$47,888	$967,563	$-3,943

MARIA HALL BRANTLEY AND GEORGE HALL BRANTLEY ENDOWMENT TRUST