ALVINA E MCKENNA CHARITABLE TRUST #2409 (EIN 746191561) - 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

1973

Legal Domicile

Principal Officer

FROST BANK

Phone

2102204438

Tax Period

2024-01-01 to 2024-12-31

ALVINA E MCKENNA CHARITABLE TRUST #2409, founded in 1973, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $53K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $77K exceeded revenue, resulting in a 46% operating deficit.

Mission

THE ALVINA E. MCKENNA CHARITABLE TRUST WILL DISTRIBUTE 5% OF THE FAIR MARKET VALUE OF THE TRUST TO THE MCKENNA FOUNDATION, AS LONG AS THE FOUNDATION REMAINS A 501(C)(3) ORG.

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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 $52,676

Other Revenue $0

TOTAL REVENUE $52,676

Expense Breakdown

Grants Paid $65,061

Salaries & Benefits $4,136

Fundraising Expenses $0

Program Expenses $70,754

Other Expenses $7,594

TOTAL EXPENSES $76,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,676	$36,016	+0.5%
Expenses	$76,791	$71,952	+0.1%
Net Income	$-24,115	$-35,936	-0.3%

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

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
FROST BANK TRUSTEE	DEBBIE BROEMSEN, ADMINISTRATOR	40.0		$4,136	$0	$4,136

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	$52,676	$76,791	$869,108	$-24,115
2023	$36,016	$71,952	$893,223	$-35,936
2022	$62,175	$85,065	$929,159	$-22,890
2021	$74,571	$80,552	$952,048	$-5,981
2020	$40,678	$73,350	$958,029	$-32,672

ALVINA E MCKENNA CHARITABLE TRUST #2409