The Margaret Kincheloe Holbrook Charitable Trust (EIN 912083728) - 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

2000

Legal Domicile

Phone

2706861776

Tax Period

2024-01-01 to 2024-12-31

The Margaret Kincheloe Holbrook Charitable Trust, founded in 2000, is a small nonprofit that reported $160K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $149K, a strong 93% operating margin.

Mission

Trust was created to memorialize Margaret Kincheloe Holbrook by contributing the net income produced annually by the trust to the following 501(c)(3) charitable organizations: River Park Center, Inc EIN: 61-1147338 Owensboro Symphony Orchestra, Inc EIN: 61-6055994 Good Fellows Club of Owensboro, Inc EIN: 61-1155143

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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 $159,665

Other Revenue $0

TOTAL REVENUE $159,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,200

Fundraising Expenses $0

Other Expenses $1,424

TOTAL EXPENSES $10,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,665	$119,193	+0.3%
Expenses	$10,624	$12,306	-0.1%
Net Income	$149,041	$106,887	+0.4%

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
Truist Trust Dept Trustee	Trustee	1.00		$9,200	$0	$9,200

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	$159,665	$10,624	$1,072,385	$149,041
2023	$119,193	$12,306	$989,368	$106,887
2022	$20,438	$10,007	$918,168	$10,431
2021	$91,768	$11,430	$943,070	$80,338
2020	$48,685	$11,560	$898,065	$37,125
2019	$50,675	$10,845	$895,304	$39,830
2018	$40,937	$10,466	$880,316	$30,471

The Margaret Kincheloe Holbrook Charitable Trust