Endowment of Circular Congregation… - Form 990 Financial Data

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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

1996

Legal Domicile

Principal Officer

Susan K Dunn

Phone

8435776400

Tax Period

2024-01-01 to 2024-12-31

Endowment of Circular Congregational Church Inc, founded in 1996, is a small nonprofit in the Religion sector that reported $142K in total revenue in fiscal year 2024. Revenue surged 160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $133K, a strong 93% operating margin.

Mission

To support the missions of Circular Congregational Church and the preservation & maintenance of its historic grounds & buildings

Program Service Accomplishments

Program 1

Expenses: $6,800

Provided support to Circular Congregational Church for installation of electrical grounding protection and renovation of wooden sanctuary ceiling vent

Program 2

Expenses: $1,362

Provided funding for small grants awarded by Circular Congregational Churchs Mission Fund Committee to expand outreach services in the local community.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,490

Program Service Revenue $0

Investment Income $133,966

Other Revenue $0

TOTAL REVENUE $142,456

Expense Breakdown

Grants Paid $8,162

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,162

Other Expenses $1,346

TOTAL EXPENSES $9,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,456	$54,757	+1.6%
Expenses	$9,508	$24,081	-0.6%
Net Income	$132,948	$30,676	+3.3%

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
SUSAN K DUNN	President	1.00	Officer Director	$0	$0	$0
DEBRA STOKES	VicePresident	0.50	Officer Director	$0	$0	$0
MICHAEL MARCELL	SecretaryTreasurer	1.00	Officer Director	$0	$0	$0
ANGUS BAKER	Endowment Board Member	0.20	Director	$0	$0	$0
THERESA GREEN	Endowment Board Member	0.20	Director	$0	$0	$0
NANCY COFER-SHABICA	Endowment Board Member	0.50	Director	$0	$0	$0
LINDA CHINNIS	Endowment Board Member	0.20	Director	$0	$0	$0
MILTON HEARNE	Endowment Board Member	0.50	Director	$0	$0	$0
STEPHANIE HUNT	Endowment Board Member	0.20	Director	$0	$0	$0
PHIL JOS	Endowment Board Member	0.50	Director	$0	$0	$0
LUCILLE KELLER	Endowment Board Member	0.20	Director	$0	$0	$0
SHARON LANGDALE	Endowment Board Member	0.20	Director	$0	$0	$0
WILLIAM SIMPSON	Endowment Board Member	0.20	Director	$0	$0	$0
DAVID RISON	Endowment Board Member	0.20	Director	$0	$0	$0
BART SAYLOR	Endowment Board Member	0.20	Director	$0	$0	$0
ELAINE SIMPSON	Endowment Board Member	0.20	Director	$0	$0	$0
DALE SNYDER	Endowment Board Member	0.20	Director	$0	$0	$0
PETER STEELE	Endowment Board Member	0.50	Director	$0	$0	$0
MARTHA WATSON	Endowment Board Member	0.20	Director	$0	$0	$0
HAL TRUESDALE	Endowment Board Member	0.20	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	$142,456	$9,508	$1,520,427	$132,948
2023	$54,757	$24,081	$1,381,426	$30,676
2022	$60,612	$83,654	$1,201,702	$-23,042
2021	$79,926	$64,245	$1,525,900	$15,681
2020	$25,506	$6,830	$1,297,469	$18,676
2019	$153,171	$8,500	$1,106,002	$144,671

Endowment of Circular Congregational Church Inc