PEJEPSCOT ENDOWMENT TRUST (EIN 016068679) - 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

1981

Legal Domicile

Principal Officer

JOHN MCKEON

Phone

2077296606

Tax Period

2024-04-01 to 2025-03-31

PEJEPSCOT ENDOWMENT TRUST, founded in 1981, is a small nonprofit in the Arts, Culture & Humanities sector that reported $134K in total revenue in fiscal year 2024. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 43% operating margin.

Mission

THE PRIMARY PURPOSE IS TO FUND THE PEJEPSCOT HISTORICAL SOCIETY.

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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 $134,432

Other Revenue $0

TOTAL REVENUE $134,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,173

Other Expenses $76,173

TOTAL EXPENSES $76,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$134,432	$53,453	+1.5%
Expenses	$76,173	$80,182	0.0%
Net Income	$58,259	$-26,729	-3.2%

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

Employees

N/A

Volunteers

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
EMILE CLAVET	TRUSTEE	1.00	Director	$0	$0	$0
TODD RIDER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MCKEON	TREASURER	1.00	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	$134,432	$76,173	$1,329,136	$58,259
2024	$53,453	$80,182	$1,275,599	$-26,729
2023	$240,920	$72,750	$1,302,329	$168,170
2022	$164,130	$116,853	$1,134,159	$47,277
2021	$67,019	$48,660	$1,077,006	$18,359
2020	$68,592	$75,366	$1,058,647	$-6,774
2019	$168,914	$69,899	$1,065,421	$99,015

PEJEPSCOT ENDOWMENT TRUST