MARY GRAHAM CHILDRENS FOUNDATION ENDOWMENT FUND (EIN 474726974) - 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

JOHN VERA

Phone

2094686966

Tax Period

2023-07-01 to 2024-06-30

MARY GRAHAM CHILDRENS FOUNDATION ENDOWMENT FUND, founded in 2015, is a small nonprofit in the Youth Development sector that reported $165K in total revenue in fiscal year 2023. Revenue surged 144% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 43% operating margin.

Mission

TO PROVIDE SUPPORT FOR MARY GRAHAM CHILDREN'S FOUNDATION A 501(C)(3) ORGANIZATION THAT PROVIDES SUPPORT FOR FOSTER CHILDREN

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $165,041

Other Revenue $0

TOTAL REVENUE $165,041

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,000

Other Expenses $13,451

TOTAL EXPENSES $93,451

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,041	$67,704	+1.4%
Expenses	$93,451	$11,734	+7.0%
Net Income	$71,590	$55,970	+0.3%

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
JOHN VERA	President	2.00	Officer Director	$0	$0	$0
WILLIAM TREZZA	Treasurer	2.00	Officer Director	$0	$0	$0
MICHAEL DUFFY	Secretary	2.00	Officer 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	No data	No data	No data	No data
2024	$165,041	$93,451	$1,966,063	$71,590
2023	$67,704	$11,734	$1,725,285	$55,970
2022	$120,175	$13,620	$1,549,806	$106,555
2021	$296,444	$112,543	$1,793,163	$183,901
2020	$23,993	$10,839	$1,526,289	$13,154
2019	$70,026	$10,119	$1,433,657	$59,907
2018	$73,428	$9,844	$1,345,065	$63,584

MARY GRAHAM CHILDRENS FOUNDATION ENDOWMENT FUND