James McGregor Educational Institu… - 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

1938

Legal Domicile

Phone

8122386257

Tax Period

2023-01-01 to 2023-12-31

James McGregor Educational Institutions Endowment Fund, founded in 1938, is a micro nonprofit that reported $50K in total revenue in fiscal year 2023. Revenue surged 239% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 41% operating margin.

Mission

The net income of the trust is distributed annually to help support Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology, which are located in Terre Haute, Indiana.

Program Service Accomplishments

Program 1

Expenses: $13,771

The trust was established to provide support to educational institutions in Terre Haute, Indiana. The net income is paid yearly to Indiana State University, St. Mary-of-the-Woods College, and...

The trust was established to provide support to educational institutions in Terre Haute, Indiana. The net income is paid yearly to Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology.

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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 $50,200

Other Revenue $0

TOTAL REVENUE $50,200

Expense Breakdown

Grants Paid $13,771

Salaries & Benefits $12,574

Fundraising Expenses $0

Program Expenses $13,771

Other Expenses $3,429

TOTAL EXPENSES $29,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,200	$14,796	+2.4%
Expenses	$29,774	$23,555	+0.3%
Net Income	$20,426	$-8,759	-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

N/A

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
N/A	Trustee	2.00		$12,574	$0	$12,574

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$50,200	$29,774	$1,248,372	$20,426
2022	$14,796	$23,555	$1,137,940	$-8,759
2021	$89,344	$23,415	$1,210,827	$65,929
2020	$37,189	$25,764	$1,161,498	$11,425

James McGregor Educational Institutions Endowment Fund