TALKINGTON ENDOWMENT (EIN 203131656) - 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

2008

Legal Domicile

Principal Officer

JONATHAN ZIEGNER

Phone

8067628606

Tax Period

2023-10-01 to 2024-09-30

TALKINGTON ENDOWMENT, founded in 2008, is a small nonprofit in the Arts, Culture & Humanities sector that reported $310K in total revenue in fiscal year 2023. Expenses of $388K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO ESTABLISH, IN PERPETUITY, AN ENDOWMENT FOR THE LOUISE HOPKINS UNDERWOOD CENTER FOR THE ARTS. ALL DISTRIBUTIONS WILL BE FOR THE PURPOSE OF SUSTAINING THE OPERATIONS OF THE LOUISE HOPKINS UNDERWOOD CENTER FOR THE ARTS.

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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 $0

Program Service Revenue $0

Investment Income $310,135

Other Revenue $0

TOTAL REVENUE $310,135

Expense Breakdown

Grants Paid $346,135

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $346,135

Other Expenses $41,481

TOTAL EXPENSES $387,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$310,135	$-19,009	-17.3%
Expenses	$387,616	$86,445	+3.5%
Net Income	$-77,481	$-105,454	-0.3%

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
SUZANNE BLAKE	AT-LARGE MEM	0.00	Director	$0	$0	$0
BRAD GREEN	AT-LARGE MEM	0.00	Director	$0	$0	$0
ALAN HENRY	AT-LARGE MEM	0.00	Director	$0	$0	$0
REED HOOKS	TREASURER	0.25	Officer Director	$0	$0	$0
CHRIS NICHOLS	BOARD MEMBER	0.00	Director	$0	$0	$0
TERESA VERDUGO	BOARD MEMBER	0.00	Director	$0	$0	$0
JONATHAN ZIEGNER	PRESIDENT	0.25	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	$310,135	$387,616	$5,498,503	$-77,481
2023	$-19,009	$86,445	$4,676,441	$-105,454
2022	$161,764	$233,810	$4,434,121	$-72,046
2021	$468,591	$229,744	$5,070,012	$238,847

TALKINGTON ENDOWMENT