ENDOWMENT FUND OF THE MEMORIAL HOME

EIN: 436046889 501(c)(3)

ST JOSEPH, MO

Total Revenue
$57,070
Total Expenses
$10,212
Total Assets
N/A
Net Assets
N/A
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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
MO
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

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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%)

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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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY BRIGGS Trustee 0.00
Director
$0 $0 $0
SANDI LIECHTI Trustee 0.00
Director
$0 $0 $0
JENNIE SOMMERS Trustee 0.00
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
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