JUANITA MORRIS TESTAMENTARY TRUST FBO THE METHODIST CHILDREN'S HOME WACO TX (EIN 756445680) - 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

1993

Legal Domicile

Principal Officer

GRANT CUNNINGHAM

Phone

3256277000

Tax Period

2023-01-01 to 2023-12-31

JUANITA MORRIS TESTAMENTARY TRUST FBO THE METHODIST CHILDREN'S HOME WACO TX, founded in 1993, is a micro nonprofit that reported $38K in total revenue in fiscal year 2023. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $82K exceeded revenue, resulting in a 117% operating deficit.

Mission

SUPPORT OF CHURCH ORPHANAGE

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $37,506

Other Revenue $0

TOTAL REVENUE $37,506

Expense Breakdown

Grants Paid $63,543

Salaries & Benefits $14,107

Fundraising Expenses $0

Program Expenses $63,543

Other Expenses $3,897

TOTAL EXPENSES $81,547

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,506	$122,400	-0.7%
Expenses	$81,547	$82,380	0.0%
Net Income	$-44,041	$40,020	-2.1%

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

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
N/A	TRUSTEE	1.00		$14,107	$0	$14,107

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	No data	No data	No data	No data
2023	$37,506	$81,547	$1,429,939	$-44,041
2022	$122,400	$82,380	$1,473,980	$40,020
2021	$285,547	$73,163	$1,433,960	$212,384
2020	$82,700	$69,704	$1,221,576	$12,996
2019	$60,963	$66,474	$1,211,145	$-5,511
2018	$71,843	$64,577	$1,214,091	$7,266

JUANITA MORRIS TESTAMENTARY TRUST FBO THE METHODIST CHILDREN'S HOME WACO TX