MASSEY FENDER ENDOWMENT FUND

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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

2014

Legal Domicile

Principal Officer

KEITH MORTIMORE

Phone

3256565150

Tax Period

2025-01-01 to 2025-12-31

MASSEY FENDER ENDOWMENT FUND, founded in 2014, is a small nonprofit in the Religion sector that reported $220K in total revenue in fiscal year 2025. Revenue fell 48% from the prior year — a significant decline worth monitoring. Net assets of $5.2M represent 286 months of operating reserves.

Mission

THE MASSEY FENDER ENDOWMENT FUND IS ORGANIZED FOR THE PURPOSE OF MANAGING, INVESTING, DISBURSING FUNDS FOR THE USE AND BENEFIT OF FIRST METHODIST CHURCH OF SAN ANGELO (FORMERLY KNOWN AS FIRST UNITED METHODIST CHURCH OF SAN ANGELO) AND THE CHURCH'S SPONSORED OR SUPPORTED PROGRAMS, MINISTRIES, AND CHARITABLE ENDEAVORS. IN 2023 FIRST UNITED METHODIST CHURCH OF SAN ANGELO CHANGED ITS NAME TO FIRST METHODIST CHURCH OF SAN ANGELO AND BECAME AN AFFILIATE CHURCH OF THE GLOBAL METHODIST CHURCH.

Program Service Accomplishments

Program 1

Expenses: $198,937 Revenue: $0

TO SUPPORT THE FIRST METHODIST CHURCH OF SAN ANGELO AND ITS SUPPORTED PROGRAMS.

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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 $219,918

Other Revenue $0

TOTAL REVENUE $219,918

Expense Breakdown

Grants Paid $198,937

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,937

Other Expenses $30,923

TOTAL EXPENSES $229,860

Year-over-Year Comparison

	2025	2024	Change
Revenue	$219,918	$419,134	-0.5%
Expenses	$229,860	$236,010	0.0%
Net Income	$-9,942	$183,124	-1.1%

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
KEITH MORTIMORE	CHAIRMAN	3.00	Officer Director	$0	$0	$0
LAURA HARKEY	SECRETARY	3.00	Officer Director	$0	$0	$0
WILL SLAUGHTER	DIRECTOR	3.00	Director	$0	$0	$0
CLAY ENGDAHL	DIRECTOR	3.00	Director	$0	$0	$0
KEVIN PORSHE	DIRECTOR	3.00	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
2025	$219,918	$229,860	$5,238,365	$-9,942
2024	$419,134	$236,010	$4,677,553	$183,124
2023	$324,856	$171,998	$4,205,300	$152,858
2022	$258,193	$137,922	$3,699,451	$120,271
2021	$133,383	$145,046	$4,530,779	$-11,663
2020	$54,004	$131,986	$4,050,402	$-77,982
2019	$101,574	$96,049	$3,666,415	$5,525
2018	$205,375	$317,274	$3,130,282	$-111,899
2017	$158,126	$132,939	$3,410,084	$25,187