OLD GLOBE ENDOWMENT TRUST XXX-XX-XXXX (EIN 336125358) - 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

1992

Legal Domicile

Principal Officer

PAMELA A FARR

Phone

6192311941

Tax Period

2024-01-01 to 2024-12-31

OLD GLOBE ENDOWMENT TRUST XXX-XX-XXXX, founded in 1992, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $2.6M left a modest 10% surplus.

Mission

TO HOLD DONATIONS TO THE OLD GLOBE THEATRE, AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND TO PAY INCOME THEREFROM FOR THE BENEFIT OF THE THEATRE.

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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 $765,186

Program Service Revenue $0

Investment Income $2,154,508

Other Revenue $0

TOTAL REVENUE $2,919,694

Expense Breakdown

Grants Paid $2,347,667

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,347,667

Other Expenses $275,653

TOTAL EXPENSES $2,623,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,919,694	$2,240,655	+0.3%
Expenses	$2,623,320	$2,443,392	+0.1%
Net Income	$296,374	$-202,737	-2.5%

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
PAMELA A FARR TRUSTEE	INVESTMENT COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
MARK DELFINO TRUSTEE	INVESTMENT COMMITTEE VICE CHAIR	1.00	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	$2,919,694	$2,623,320	$60,439,032	$296,374
2023	$2,240,655	$2,443,392	$55,528,209	$-202,737
2022	$1,455,134	$1,094,936	$50,534,896	$360,198
2021	$2,786,616	$427,868	$56,533,411	$2,358,748
2020	$1,632,955	$417,369	$50,142,026	$1,215,586
2019	$30,647,774	$360,095	$45,236,202	$30,287,679
2018	$2,722,249	$260,480	$13,786,309	$2,461,769

OLD GLOBE ENDOWMENT TRUST XXX-XX-XXXX