LOYAL & MARY SHANNON ENDOWMENT (EIN 470699929) - 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

1986

Legal Domicile

Principal Officer

DEROY HARSHMAN

Phone

4028736022

Tax Period

2024-01-01 to 2024-12-31

LOYAL & MARY SHANNON ENDOWMENT, founded in 1986, is a micro nonprofit in the Education sector that reported $42K in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6K, a strong 15% operating margin.

Mission

FINANCIAL SUPPORT OF PAROCHIAL SCHOOL

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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 $1,000

Program Service Revenue $0

Investment Income $41,333

Other Revenue $0

TOTAL REVENUE $42,333

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $5,915

TOTAL EXPENSES $35,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,333	$20,416	+1.1%
Expenses	$35,915	$36,059	0.0%
Net Income	$6,418	$-15,643	-1.4%

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
RYAN BECCARD	DIRECTOR	N/A	Director	$0	$0	$0
BISHOP JAMES D CONLEY	PRESIDENT	N/A	Director	$0	$0	$0
DONNY DUVAL	DIRECTOR	N/A	Director	$0	$0	$0
RYAN EBMEIER	DIRECTOR	N/A	Director	$0	$0	$0
JUSTIN FULTON	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS GUDE	DIRECTOR	N/A	Director	$0	$0	$0
DEROY HARSHMAN	DIRECTOR	N/A	Director	$0	$0	$0
FR JOHNATHAN HASCHKE	TREASURER	N/A	Director	$0	$0	$0
FR LAWRENCE STOLEY	SECRETARY	N/A	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
2024	$42,333	$35,915	$568,794	$6,418
2023	$20,416	$36,059	$562,376	$-15,643
2022	$45,215	$36,059	$578,019	$9,156
2021	$45,411	$36,160	$568,863	$9,251
2020	$77,794	$35,455	$559,612	$42,339
2019	$32,365	$35,367	$518,258	$-3,002
2018	$38,910	$34,986	$520,275	$3,924

LOYAL & MARY SHANNON ENDOWMENT