SOMO ENDOWMENT FUND INC (EIN 201295769) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

LARRY LINTHACUM

Phone

5736351660

Tax Period

2023-01-01 to 2023-12-31

SOMO ENDOWMENT FUND INC, founded in 2005, is a small nonprofit in the Recreation & Sports sector that reported $118K in total revenue in fiscal year 2023. The organization ran a surplus of $113K, a strong 95% operating margin.

Mission

SOMO ENDOWMENT FUND, INC. (THE FOUNDATION) WAS FORMED BY SPECIAL OLYMPICS MISSOURI, INC. TO ACT EXCLUSIVELY AS A SUPPORTING ORGANIZATION TO SPECIAL OLYMPICS MISSOURI, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $117,733

Program Service Revenue $0

Investment Income $437

Other Revenue $0

TOTAL REVENUE $118,170

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $1,870

Program Expenses $1,000

Other Expenses $4,470

TOTAL EXPENSES $5,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$118,170	$109,950	+0.1%
Expenses	$5,470	$45,487	-0.9%
Net Income	$112,700	$64,463	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$198,488

Total Directors

$139,601

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN NEUNER	BOARD MEMBER - STAFF LIASON	3.00	Director	$0	$7,888	$139,601
JENNA KERWOOD	CHAIR	3.00	Officer Director	$0	$0	$0
BRIANA HAINES	CO CHAIR	3.00	Officer Director	$0	$0	$0
DR LARRY EWING	BOARD MEMBER	3.00	Director	$0	$0	$0
BRAD GRILL	BOARD MEMBER - IMM. PAST CHAIR	4.00	Director	$0	$0	$0
GLENDA KNEBEL	BOARD MEMBER	3.00	Director	$0	$0	$0
LARRY LINTHACUM	PRESIDENT/CEO	3.00	Officer	$0	$15,297	$198,488

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	No data	No data	No data	No data
2023	$118,170	$5,470	$467,736	$112,700
2022	$109,950	$45,487	$355,036	$64,463
2021	$32,511	$159,139	$289,573	$-126,628
2020	$110,505	$463,415	$484,468	$-352,910
2019	$261,347	$546,063	$858,814	$-284,716
2018	$745,929	$3,656,189	$1,055,233	$-2,910,260

SOMO ENDOWMENT FUND INC