TRUSTEES FOR ALASKA ENDOWMENT FUND (EIN 264023792) - 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

M JAMES SPITZER JR

Phone

9072764244

Tax Period

2023-10-01 to 2024-09-30

TRUSTEES FOR ALASKA ENDOWMENT FUND, founded in 2008, is a small nonprofit in the Environment sector that reported $258K in total revenue in fiscal year 2023. Revenue surged 381% from the prior year, signaling strong growth momentum. Expenses of $334K exceeded revenue, resulting in a 29% operating deficit.

Mission

TO SUPPORT THE CHARITABLE ACTIVITIES, PROJECTS, AND PROGRAMS OF TRUSTEES FOR ALASKA.

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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 $258,313

Other Revenue $0

TOTAL REVENUE $258,313

Expense Breakdown

Grants Paid $275,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,000

Other Expenses $58,876

TOTAL EXPENSES $333,876

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,313	$53,727	+3.8%
Expenses	$333,876	$95,185	+2.5%
Net Income	$-75,563	$-41,458	+0.8%

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

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
M JAMES SPITZER JR	CHAIR	0.30	Officer Director	$0	$0	$0
JAMES STRATTON	VICE PRESIDE	0.30	Officer Director	$0	$0	$0
CHASE HENSEL PHD	TREASURER	0.30	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	$258,313	$333,876	$8,148,620	$-75,563
2023	$53,727	$95,185	$6,985,338	$-41,458
2022	$-96,874	$156,642	$6,512,784	$-253,516
2021	$231,263	$49,318	$7,264,957	$181,945
2020	$1,628,343	$293,972	$6,240,754	$1,334,371
2019	$205,587	$316,923	$7,006,418	$-111,336
2018	$310,929	$313,960	$6,924,065	$-3,031

TRUSTEES FOR ALASKA ENDOWMENT FUND