ENDLESS SUCCESS FOUNDATION INC (EIN 472791355) - 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

2015

Legal Domicile

Principal Officer

MARK R WILLIS

Phone

3174642322

Tax Period

2022-01-01 to 2022-12-31

ENDLESS SUCCESS FOUNDATION INC, founded in 2015, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $229.4M in total revenue in fiscal year 2022. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $212.2M, a strong 93% operating margin.

Mission

THE PRIMARY PURPOSE IS TO BENEFIT, SUPPORT AND PROVIDE ASSISTANCE TO CHRISTEL HOUSE INTERNATIONAL, INC. (CHI), THE UNIVERSITY OF INDIANAPOLIS, AND BUTLER UNIVERSITY.

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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 $228,148,042

Program Service Revenue $0

Investment Income $1,261,642

Other Revenue $0

TOTAL REVENUE $229,409,684

Expense Breakdown

Grants Paid $14,564,336

Salaries & Benefits $286,066

Fundraising Expenses $0

Program Expenses $14,564,336

Other Expenses $2,328,440

TOTAL EXPENSES $17,178,842

Year-over-Year Comparison

	2022	2021	Change
Revenue	$229,409,684	$397,026,743	-0.4%
Expenses	$17,178,842	$13,477,014	+0.3%
Net Income	$212,230,842	$383,549,729	-0.4%

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

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
MARK R WILLIS	PRESIDENT/CHIEF INVESTMENT	10.00	Officer Director	$0	$0	$0
GREGORY J HAHN	DIRECTOR	5.00	Director	$0	$0	$0
JUDITH KLEINER	DIRECTOR	5.00	Director	$0	$0	$0
JEFF PARKER	DIRECTOR	5.00	Director	$0	$0	$0
STEVE ROSS	DIRECTOR / BOARD CHAIR	5.00	Officer Director	$0	$0	$0
BONNIE EGERTON	CFO & TREASURER	10.00	Officer	$0	$0	$0
MELYNNE KLAUS	GRANT OFFICER	5.00	Officer	$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	$229,409,684	$17,178,842	$629,619,229	$212,230,842
2021	$397,026,743	$13,477,014	$494,523,027	$383,549,729
2020	$6,096,150	$14,586,975	$43,442,003	$-8,490,825
2019	$20,315,358	$11,243,148	$48,693,629	$9,072,210
2018	$20,138,853	$11,533,441	$36,133,968	$8,605,412

ENDLESS SUCCESS FOUNDATION INC