MRS S I MUNGER ENDOWMENT TRUST

EIN: 756006635

DALLAS, TX

Total Revenue
$21,607
Total Expenses
$20,277
Total Assets
$2,165,587
Net Assets
$2,165,587
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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
1925
Legal Domicile
TX
Principal Officer
Brenda Berry
Phone
2143035620
Tax Period
2023-01-01 to 2023-12-31

MRS S I MUNGER ENDOWMENT TRUST, founded in 1925, is a micro nonprofit that reported $22K in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $20K left a modest 6% surplus.

Mission

ENDOWMENT FUND FOR THE DALLAS MUSEUM OF ART.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $21,607
Other Revenue $0
TOTAL REVENUE $21,607

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $20,277
TOTAL EXPENSES $20,277

Year-over-Year Comparison

2023 2022 Change
Revenue $21,607 $47,077 -0.5%
Expenses $20,277 $15,097 +0.3%
Net Income $1,330 $31,980 -1.0%
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
Dallas Museum of Art TRUSTEE 1.0
$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
2024 No data No data No data No data
2023 $21,607 $20,277 $2,165,587 $1,330
2022 $47,077 $15,097 $2,003,784 $31,980
2021 $72,863 $20,466 $2,251,625 $52,397
2020 $41,488 $22,144 $2,088,733 $19,344
2019 $837,923 $84,623 $1,914,204 $753,300
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