BATTERED WOMENS SHELTER ENDOWMENT FUND (EIN 200741896) - 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

2004

Legal Domicile

Principal Officer

MARTA PELAEZ

Phone

2107333536

Tax Period

2023-07-01 to 2024-06-30

BATTERED WOMENS SHELTER ENDOWMENT FUND, founded in 2004, is a small nonprofit in the Human Services sector that reported $325K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

BATTERED WOMENS SHELTER ENDOWMENT FUND IS A SUPPORTING ORGANIZATION AND IS THE CUSTODIAN AND ADMINISTRATIVE FUND FOR PERMANENTLY RESTRICTED PRIVATE DONATIONS MADE TO SUPPORT THE MISSIONS OF FAMILY VIOLENCE PREVENTION SERVICES (THE SUPPORTED ORGANIZATION).

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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 $8,909

Program Service Revenue $0

Investment Income $315,979

Other Revenue $0

TOTAL REVENUE $324,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$324,888	$223,006	+0.5%
Expenses	N/A	N/A	N/A
Net Income	N/A	$223,006	N/A

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

$330,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH BIENIEK	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY WAGNER	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER MITCHELL	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM MCMANUS	BOARD MEMBER	2.00	Director	$0	$0	$0
WAYNE TERRY	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTY PRESCOTT	TREASURER/CHAIR ELECT	2.00	Director	$0	$0	$0
MARK JIMENEZ	CHAIR	2.00	Director	$0	$0	$0
ERIN D BLEY	SECRETARY	2.00	Director	$0	$0	$0
INGRID ETIENNE	BOARD MEMBER	2.00	Director	$0	$0	$0
SANDRA BONNETT	BOARD MEMBER	2.00	Director	$0	$0	$0
JR TREVINO	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIA ELENA CAMARILLO	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELICA POWERS	PARLIAMENTARIAN	2.00	Director	$0	$0	$0
SUZANNE PETERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
BARBARA VAZQUEZ PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
MARTA PELAEZ	PRESIDENT/CEO	40.00	Officer	$180,833	$0	$180,833
ANKUR CHOPRA	CFO	40.00	Officer	$150,000	$0	$150,000

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	$324,888	No data	$3,091,902	No data
2023	$223,006	No data	$2,767,014	No data
2022	$61,431	$92,100	$2,544,008	$-30,669
2021	$446,851	No data	$2,799,252	No data
2020	$141,553	No data	$2,352,401	No data
2019	$542,434	No data	$2,210,848	No data

BATTERED WOMENS SHELTER ENDOWMENT FUND