KAY E MCFARLAND CHARITABLE TRUST (EIN 816309397) - 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

2016

Legal Domicile

Principal Officer

ELAINE L SCHWARTZ

Phone

7852730688

Tax Period

2022-01-01 to 2022-12-31

KAY E MCFARLAND CHARITABLE TRUST, founded in 2016, is a micro nonprofit in the Animal-Related sector that reported $79K in total revenue in fiscal year 2022. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $828K exceeded revenue, resulting in a 950% operating deficit.

Mission

THE TRUST IS CREATED AND OPERATED EXCLUSIVELY FOR THE EDUCATIONAL PURPOSES WHICH BENEFIT THE TOPEKA COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE TO THE TOPEKA ZOOLOGICAL PARK.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $78,878

Other Revenue $0

TOTAL REVENUE $78,878

Expense Breakdown

Grants Paid $811,650

Salaries & Benefits $0

Fundraising Expenses $6,979

Program Expenses $811,650

Other Expenses $16,275

TOTAL EXPENSES $827,925

Year-over-Year Comparison

	2022	2021	Change
Revenue	$78,878	$698,751	-0.9%
Expenses	$827,925	$461,611	+0.8%
Net Income	$-749,047	$237,140	-4.2%

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
ELAINE L SCHWARTZ	Trustee	20.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2022	$78,878	$827,925	$4,700,859	$-749,047
2021	$698,751	$461,611	$5,443,437	$237,140
2020	$214,488	$421,557	$5,191,437	$-207,069
2019	$250,904	$360,853	$5,890,530	$-109,949
2018	$5,910,310	$83,354	$6,000,479	$5,826,956

KAY E MCFARLAND CHARITABLE TRUST