WRIGHT MEMORIAL ENDOWMENT FUND (EIN 436128790) - 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

1932

Legal Domicile

Phone

6606468500

Tax Period

2025-01-01 to 2025-12-31

WRIGHT MEMORIAL ENDOWMENT FUND, founded in 1932, is a small nonprofit in the Health Care sector that reported $506K in total revenue in fiscal year 2025. The organization ran a surplus of $260K, a strong 51% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE JB WRIGHT CHARITABLE TRUST, A TAX-EXEMPT ORGANIZATION. TO OFFSET THEIR OPERATING DEFICITS AND TO MAKE CAPITAL IMPROVEMENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $506,026

Other Revenue $0

TOTAL REVENUE $506,026

Expense Breakdown

Grants Paid $157,273

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,170

Other Expenses $88,633

TOTAL EXPENSES $245,906

Year-over-Year Comparison

	2025	2024	Change
Revenue	$506,026	$490,723	+0.0%
Expenses	$245,906	$223,217	+0.1%
Net Income	$260,120	$267,506	0.0%

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
SOUTHERN BANK	TRUSTEE	1.00		$87,793	$0	$87,793

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	$506,026	$245,906	$5,837,352	$260,120
2024	$490,723	$223,217	$5,577,232	$267,506
2023	$240,726	$184,553	$5,309,726	$56,173
2022	$197,169	$154,913	$5,253,553	$42,256
2021	$649,964	$163,007	$5,211,297	$486,957
2020	$180,854	$165,204	$4,724,340	$15,650
2019	$187,296	$177,165	$4,708,690	$10,131
2018	$264,291	$164,808	$4,698,559	$99,483

WRIGHT MEMORIAL ENDOWMENT FUND