ANNUNCIATION GREEK ORTHODOX ENDOWNMENT FUND INC (EIN 203364691) - 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

2005

Legal Domicile

Principal Officer

RICHARD K MCGEE

Phone

7135265377

Tax Period

2023-01-01 to 2023-12-31

ANNUNCIATION GREEK ORTHODOX ENDOWNMENT FUND INC, founded in 2005, is a small nonprofit in the Religion sector that reported $145K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $4.0M represent 335 months of operating reserves.

Mission

TO SUPPORT THE MINISTRIES OF ANNUNCIATION GREEK ORTHODOX CATHEDRAL (AGOC), ASSIST IN ITS CAPITAL IMPROVEMENTS AND TO PROVIDE SCHOLARSHIPS TO ANNUNCIATION ORTHODOX SCHOOL.

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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 $29,000

Program Service Revenue $0

Investment Income $115,633

Other Revenue $0

TOTAL REVENUE $144,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,000

Other Expenses $150,000

TOTAL EXPENSES $150,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$144,633	$129,987	+0.1%
Expenses	$150,000	$181,403	-0.2%
Net Income	$-5,367	$-51,416	-0.9%

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
RICHARD K MCGEE	PRESIDENT	N/A	Officer Director	$0	$0	$0
JAMES PAPPAS	TREASURER/SE	N/A	Officer Director	$0	$0	$0
GEORGE POSTOLOS	TRUSTEE	N/A	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	No data	No data	No data	No data
2023	$144,633	$150,000	$6,210,340	$-5,367
2022	$16,232	$20,000	$3,274,681	$-3,768
2021	No data	No data	$4,201,226	No data
2020	$88,651	$23,642	$4,201,226	$65,009
2019	$119,533	$21,930	$3,709,905	$97,603
2018	$91,681	$26,598	$3,325,010	$65,083

ANNUNCIATION GREEK ORTHODOX ENDOWNMENT FUND INC