SOUTHWEST BUDDHAFIELD ENDOWMENT FUND INC (EIN 352294881) - 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

2007

Legal Domicile

Phone

5205498359

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST BUDDHAFIELD ENDOWMENT FUND INC, founded in 2007, is a micro nonprofit in the Religion sector that reported $79K in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $56K, a strong 71% operating margin.

Mission

ENDOWMENTTHE PURPOSE OF THE ORGANIZATION IS TO RAISE FUNDS FOR THE BENEFIT OF ORGANIZATIONS DEDICATED TO BUDDHISM AND MEDITATION

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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 $11,660

Program Service Revenue $0

Investment Income $67,207

Other Revenue $0

TOTAL REVENUE $78,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $22,726

TOTAL EXPENSES $22,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,867	$201,052	-0.6%
Expenses	$22,726	$30,090	-0.2%
Net Income	$56,141	$170,962	-0.7%

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
ELIZABETH PRATHER	PRESIDENT	10.00	Director	$0	$0	$0
DIYAN HOFFMAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CHRISTY NGUYEN	TREASURER	10.00	Officer Director	$0	$0	$0
NICK MAXFIELD	SECRETARY	5.00	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	$78,867	$22,726	$2,025,182	$56,141
2023	$201,052	$30,090	$1,872,927	$170,962
2022	$58,736	$22,632	$1,701,965	$36,104
2021	$124,876	$25,512	$1,918,948	$99,364
2020	$58,437	$26,531	$1,729,877	$31,906

SOUTHWEST BUDDHAFIELD ENDOWMENT FUND INC