ANNA K MEREDITH ENDOWMENT TRUST (EIN 421180480) - 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

1981

Legal Domicile

Principal Officer

BANKERS TRUST

Phone

5152452800

Tax Period

2024-01-01 to 2024-12-31

ANNA K MEREDITH ENDOWMENT TRUST, founded in 1981, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.9M in total revenue in fiscal year 2024. Revenue surged 148% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 39% operating margin.

Mission

FUNDING FOR EDMUNDSON ART FOUNDATION

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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 $0

Program Service Revenue $0

Investment Income $3,928,215

Other Revenue $0

TOTAL REVENUE $3,928,215

Expense Breakdown

Grants Paid $2,184,735

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,184,735

Other Expenses $196,481

TOTAL EXPENSES $2,381,216

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,928,215	$1,583,863	+1.5%
Expenses	$2,381,216	$2,346,664	+0.0%
Net Income	$1,546,999	$-762,801	-3.0%

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
CRAIG SHADUR	TRUSTEE	1.00	Director	$0	$0	$0
DIANNA M MEREDITH FRAZIER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES W HUBBELL III	TRUSTEE	1.00	Director	$0	$0	$0
ET MEREDITH IV ET MEREDITH IV	PRESIDENT	1.00	Director	$0	$0	$0
N/A	TRUSTEE	1.00		$158,807	$0	$158,807

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	$3,928,215	$2,381,216	$56,608,451	$1,546,999
2023	$1,583,863	$2,346,664	$55,061,452	$-762,801
2022	$2,487,379	$1,933,031	$55,824,249	$554,348
2021	$36,939,022	$1,400,679	$55,269,901	$35,538,343
2020	$1,232,783	$1,958,634	$19,731,558	$-725,851
2019	$2,691,252	$2,055,499	$20,457,409	$635,753
2018	$2,689,716	$2,075,315	$19,821,656	$614,401

ANNA K MEREDITH ENDOWMENT TRUST