KVC Endowment Inc (EIN 431743289) - 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

1996

Legal Domicile

Phone

9133224900

Tax Period

2024-01-01 to 2024-06-30

KVC Endowment Inc, founded in 1996, is a small nonprofit in the Youth Development sector that reported $648K in total revenue in fiscal year 2024. Revenue fell 85% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $594K, a strong 92% operating margin.

Mission

MANAGE AND ADMINISTER THE ENDOWMENT FUNDS AND OTHER INVESTMENT ASSETS OF GREAT CIRCLE AND KVC MISSOURI, AND TO SUPPORT GREAT CIRCLE AND KVC MISSOURI THROUGH PERIODIC DISTRIBUTIONS TO THE OPERATIONS.

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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 $626,004

Other Revenue $21,891

TOTAL REVENUE $647,895

Expense Breakdown

Grants Paid $54,357

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,357

Other Expenses $0

TOTAL EXPENSES $54,357

Year-over-Year Comparison

	2024	2023	Change
Revenue	$647,895	$4,287,978	-0.8%
Expenses	$54,357	$7,157,017	-1.0%
Net Income	$593,538	$-2,869,039	-1.2%

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
ALAN RICHTER	PRESIDENT & SECRETARY/DIRECTOR	1.0	Officer Director	$0	$0	$0
JASON HOOPER	DIRECTOR/CEO HSI	1.0	Officer Director	$0	$0	$0
JOHN BARNES	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
SHERRI LOHE	DIRECTOR/CFO HSI	1.0	Officer Director	$0	$0	$0
TOM AYLWARD	TREASURER/DIRECTOR	1.0	Officer Director	$0	$0	$0
B WAYNE SIMS	DIRECTOR	1.0	Director	$0	$0	$0
CLARK DAVIS	DIRECTOR	1.0	Director	$0	$0	$0
DEE JOYNER	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL HURST	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD WARD	DIRECTOR	1.0	Director	$0	$0	$0
TED ARMSTRONG	DIRECTOR	1.0	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
2025	No data	No data	No data	No data
2024	$647,895	$54,357	$50,940,853	$593,538
2023	$4,287,978	$7,157,017	$48,666,120	$-2,869,039
2022	$2,298,044	$70,333	$49,985,771	$2,227,711
2021	$5,249,746	$4,074,653	$55,460,013	$1,175,093
2020	$2,990,268	$1,793,407	$53,088,595	$1,196,861
2019	$1,950,730	$962,605	$49,108,681	$988,125
2018	$1,966,855	$60,426	$42,800,223	$1,906,429

KVC Endowment Inc