JAMES W MCLAURIN TESTAMENTARY TRUST (EIN 756579744) - 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

1989

Legal Domicile

Principal Officer

BRETT FURR

Phone

2253870617

Tax Period

2024-01-01 to 2024-12-31

JAMES W MCLAURIN TESTAMENTARY TRUST, founded in 1989, is a small nonprofit in the Religion sector that reported $501K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $459K, a strong 92% operating margin.

Mission

TO SUPPORT THE FIRST PRESBYTERIAN CHURCH OF THE CITY OF BATON ROUGE'S OUTREACH PROGRAMS.

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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 $500,991

Other Revenue $105

TOTAL REVENUE $501,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,331

Other Expenses $42,331

TOTAL EXPENSES $42,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$501,096	$305,878	+0.6%
Expenses	$42,331	$38,685	+0.1%
Net Income	$458,765	$267,193	+0.7%

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

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
BRETT P FURR	TRUSTEE, CHAIRMAN	2.00	Officer Director	$0	$0	$0
KRIS KIRKPATRICK	TRUSTEE	2.00	Director	$0	$0	$0
DJ DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
PAT KERR	TRUSTEE	2.00	Director	$0	$0	$0
CARTER R STONE	TRUSTEE	2.00	Director	$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	$501,096	$42,331	$8,205,772	$458,765
2023	$305,878	$38,685	$7,254,032	$267,193
2022	$267,875	$38,719	$6,333,178	$229,156
2021	$328,631	$70,283	$7,378,269	$258,348
2020	$219,766	$233,087	$6,464,901	$-13,321
2019	$309,804	$228,613	$6,045,171	$81,191
2018	$177,800	$152,922	$5,253,308	$24,878

JAMES W MCLAURIN TESTAMENTARY TRUST