MARY D FUND INC (EIN 811997910) - 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

2017

Legal Domicile

Principal Officer

MARGUERITE DONNELLY

Phone

4014662332

Tax Period

2023-01-01 to 2023-12-31

MARY D FUND INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $287K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $277K left a modest 3% surplus.

Mission

TO PROVIDE EMERGENCY ASSISTANCE TO LOW INCOME INDIVIDUALS & ORGANIZATIONSTO ALSO PROVIDE EDUCATIONAL SCHOLARSHIPS TO YOUTH.

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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 $252,989

Program Service Revenue $0

Investment Income $52,608

Other Revenue $-18,336

TOTAL REVENUE $287,261

Expense Breakdown

Grants Paid $271,389

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,389

Other Expenses $6,070

TOTAL EXPENSES $277,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$287,261	$182,115	+0.6%
Expenses	$277,459	$332,038	-0.2%
Net Income	$9,802	$-149,923	-1.1%

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

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
MARY DONNELLY	PRESIDENT	20.00	Officer Director	$0	$0	$0
MARGUERITE DONNELLY	TREASURER	20.00	Officer Director	$0	$0	$0
DONNA COREY	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
ANN HALL	SECRETARY	0.00	Officer Director	$0	$0	$0
SUSAN HAGADORN	DIRECTOR	0.00	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	No data	No data	No data	No data
2023	$287,261	$277,459	$938,630	$9,802
2022	$182,115	$332,038	$947,556	$-149,923
2021	$218,868	$356,944	$1,291,035	$-138,076
2020	$420,527	$195,465	$1,318,913	$225,062
2019	$327,306	$150,311	$1,034,352	$176,995

MARY D FUND INC