ENDOWMENT FUND OF THE MEMORIAL HOME

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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

1939

Legal Domicile

Principal Officer

NANCY BRIGGS

Phone

8162365748

Tax Period

2022-01-01 to 2022-12-31

ENDOWMENT FUND OF THE MEMORIAL HOME, founded in 1939, is a micro nonprofit that reported $57K in total revenue in fiscal year 2022. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $47K, a strong 82% operating margin.

Mission

PROVIDE FUNDS FOR THE HOME FOR THE AGED

Program Service Accomplishments

Program 1

OPERATE FOR THE BENEFIT AND SUPPORT OF THE LADIES UNION BENEVOLENT ASSOCIATION TO PROVIDE FUNDS FOR THE OPERATION OF THE MEMORIAL HOME FOR THE AGED.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $57,070

Other Revenue $0

TOTAL REVENUE $57,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,212

TOTAL EXPENSES $10,212

Year-over-Year Comparison

	2022	2021	Change
Revenue	$57,070	$114,494	-0.5%
Expenses	$10,212	$84,138	-0.9%
Net Income	$46,858	$30,356	+0.5%

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	Role	Reportable Comp	Other Comp	Total
NANCY BRIGGS	Trustee	Director	$0	$0	$0
SANDI LIECHTI	Trustee	Director	$0	$0	$0
JENNIE SOMMERS	Trustee	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
2022	$57,070	$10,212	No data	$46,858
2021	$114,494	$84,138	$1,080,875	$30,356
2020	$85,606	$77,900	$1,050,519	$7,706
2019	$72,660	$69,536	$1,042,813	$3,124
2018	$86,842	$73,644	$1,039,689	$13,198