SOCIETY OF AMERICAN MAGICIANS MAGIC ENDOWMENT FUND INC (EIN 222761202) - 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

1984

Legal Domicile

Principal Officer

RICHARD BOWMAN

Phone

8605582672

Tax Period

2023-09-01 to 2024-08-31

SOCIETY OF AMERICAN MAGICIANS MAGIC ENDOWMENT FUND INC, founded in 1984, is a small nonprofit in the Arts, Culture & Humanities sector that reported $148K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 76% operating margin.

Mission

TO ENCOURAGE PARTICIPATION AND PRESERVATION OF THE MAGICAL ARTS

🔒

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 $22,246

Program Service Revenue $0

Investment Income $125,267

Other Revenue $0

TOTAL REVENUE $147,513

Expense Breakdown

Grants Paid $32,892

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,180

Other Expenses $2,288

TOTAL EXPENSES $35,180

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,513	$94,381	+0.6%
Expenses	$35,180	$47,898	-0.3%
Net Income	$112,333	$46,483	+1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC LAMPERT	TRUSTEE	0.00	Director	$0	$0	$0
NANCY ANDERSON	TRUSTEE	0.00	Director	$0	$0	$0
MICHAEL MILLER	TRUSTEE	0.00	Director	$0	$0	$0
GEORGE SHINDLER	TRUSTEE	0.00	Director	$0	$0	$0
BRUCE LISH	TRUSTEE	0.00	Director	$0	$0	$0
TRUDY MONTEITH	TRUSTEE	0.00	Director	$0	$0	$0
RONALD ISHIMARU	TRUSTEE	0.00	Director	$0	$0	$0
ERIC COLLEARY	TRUSTEE	0.00	Director	$0	$0	$0
STEVEN SPENCE	TRUSTEE	0.00	Director	$0	$0	$0
TOM GENTILE	TRUSTEE	0.00	Director	$0	$0	$0
JOEL ZARITSKY	TRUSTEE	0.00	Director	$0	$0	$0
ROBERT BRAUN	TRUSTEE	0.00	Director	$0	$0	$0
RICHARD BOWMAN	TREASURER	1.00	Officer	$0	$0	$0
ROBERT KIRKPATRICK	TRUSTEE	0.00	Officer	$0	$0	$0
JANN GOODSELL	SECRETARY	0.00	Officer	$0	$0	$0
RICHARD DOOLEY	CHAIR	0.00	Officer	$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	$147,513	$35,180	$2,115,427	$112,333
2023	$94,381	$47,898	$2,003,094	$46,483
2022	$172,847	$27,916	$1,942,189	$144,931
2021	$409,911	$36,087	$2,210,826	$373,824
2020	$69,186	$27,095	$1,575,578	$42,091
2019	$98,769	$43,235	$1,256,744	$55,534
2018	$105,643	$61,969	$1,420,085	$43,674

SOCIETY OF AMERICAN MAGICIANS MAGIC ENDOWMENT FUND INC