SEVEN PONDS ENDOWMENT FUND (EIN 386149820) - 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

2010

Legal Domicile

Principal Officer

DARYL BERNARD

Phone

8107963200

Tax Period

2024-01-01 to 2024-12-31

SEVEN PONDS ENDOWMENT FUND, founded in 2010, is a small nonprofit in the Environment sector that reported $129K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $154K exceeded revenue, resulting in a 19% operating deficit.

Mission

THIS TRUST IS AN INVESTMENT FACILITY FOR SEVEN PONDS NATURE CENTER, INC. (EIN 38-2929924). THIS TRUST IS DIRECTLY RELATED TO THAT ENTITY WHICH PROVIDES AN APPRECIATION OF THE NATURAL WORLD AND THE DEVELOPMENT OF AN ENVIRONMENTAL ETHIC IN THE COMMUNITIES OF SOUTHEAST MICHIGAN THROUGH EDUCATION, SERVICE AS A COMMUNITY RESOURCE AND RESPONSIBLE STEWARDSHIP OF SEVEN PONDS AND ADJACENT LANDS. THIS TRUST WAS ESTABLISHED TO PROVIDE A MANAGED INVESTMENT OPTION FOR DONATIONS AND OTHER FUNDS RECEIVED BY THE SEVEN PONDS NATURE CENTER OPERATING ENTITY. IN CONJUNCTION WITH THE SEVEN PONDS RESERVE FUND (AN ADDITIONAL RELATED ENTITY) THIS TRUST PROVIDES STEWARDSHIP OF THE OPERATING ENTITY'S ANNUAL RESULTS AND NEEDS.

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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 $10,000

Program Service Revenue $0

Investment Income $119,416

Other Revenue $0

TOTAL REVENUE $129,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,995

Other Expenses $153,995

TOTAL EXPENSES $153,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,416	$94,998	+0.4%
Expenses	$153,995	$154,358	0.0%
Net Income	$-24,579	$-59,360	-0.6%

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

$48,942

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARYL BERNARD	EXECUTIVE DI	1.00	Director	$0	$0	$48,942
NANCY BUCK	TREASURER	1.00	Officer Director	$0	$0	$0
KELLY HEYNER	VICE-CHAIRMA	1.00	Officer Director	$0	$0	$0
PAUL MESSING	SECRETARY	1.00	Officer Director	$0	$0	$0
JOANNA PEASE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CARRIE SPENCER	EXECUTIVE DI	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	$129,416	$153,995	$2,699,685	$-24,579
2023	$94,998	$154,358	$2,535,933	$-59,360
2022	$121,854	$134,332	$2,566,085	$-12,478
2020	$56,738	$130,391	$2,712,412	$-73,653
2019	$353,747	$123,871	$2,633,398	$229,876
2018	$157,642	$124,314	$2,091,638	$33,328

SEVEN PONDS ENDOWMENT FUND