JM & VB MACATEE TR A CU TR AGMT OF JM & VB MACATEE TR

EIN: 826614625 501(c)(3) Philanthropy & Grantmaking

GRANBURY, TX

Total Revenue
$189,357
Total Expenses
$96,667
Total Assets
$3,023,792
Net Assets
$3,023,792
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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
2022
Legal Domicile
TX
Principal Officer
MAURICE WALTON
Phone
8172194682
Tax Period
2024-01-01 to 2024-12-31

JM & VB MACATEE TR A CU TR AGMT OF JM & VB MACATEE TR, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $189K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 49% operating margin.

Mission

DEDICATED TO THE OBJECTIVE OF COLLECTING, PRESERVING AND INTERPRETING THE LIFE STORIES OF THE PEOPLE OF GRANBURY AND HOOD COUNTY, TEXAS AND EXAMINING HOW THEY ILLUMINATE THE HISTORY OF AMERICA BY SUPPORTING THE BRIDGE STREET HISTORY CENTER, AN IRC SECTION 501(C)(3) PUBLICLY SUPPORTED CHARITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $189,357
Other Revenue $0
TOTAL REVENUE $189,357

Expense Breakdown

Grants Paid $72,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $96,667
Other Expenses $24,667
TOTAL EXPENSES $96,667

Year-over-Year Comparison

2024 2023 Change
Revenue $189,357 $149,589 +0.3%
Expenses $96,667 $94,802 +0.0%
Net Income $92,690 $54,787 +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

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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
12
Independent Members
12
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
4
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOEL CAMPBELL DIRECTOR 2.00
Director
$0 $0 $0
JAKE CARAWAY DIRECTOR 2.00
Director
$0 $0 $0
ROGER ENLOW DIRECTOR 2.00
Director
$0 $0 $0
BRIAN GAFFIN DIRECTOR 2.00
Director
$0 $0 $0
THOMAS HAMILTON DIRECTOR 2.00
Director
$0 $0 $0
CODY MARTIN PRESIDENT EL 2.00
Officer Director
$0 $0 $0
CINDY PETERS DIRECTOR 2.00
Director
$0 $0 $0
STEVE REID DIRECTOR 2.00
Director
$0 $0 $0
TRISHA THOMAS TREASURER 2.00
Officer Director
$0 $0 $0
BILL WALTERS DIRECTOR 2.00
Director
$0 $0 $0
MAURICE WALTON PAST PRESIDE 2.00
Officer Director
$0 $0 $0
SCOTT YOUNG PRESIDENT 2.00
Officer 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 $189,357 $96,667 $3,023,792 $92,690
2023 $149,589 $94,802 $2,931,102 $54,787
2022 $107,317 $56,381 $2,815,788 $50,936
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