The Falls Church Endowment Fund Inc (EIN 510207044) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

Kim McCleary

Phone

7038648674

Tax Period

2023-01-01 to 2023-12-31

The Falls Church Endowment Fund Inc, founded in 1977, is a small nonprofit that reported $136K in total revenue in fiscal year 2018. Revenue surged 119% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 43% operating margin.

Mission

Support of charitable and church related organizations and individuals.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,032

Program Service Revenue $0

Investment Income $173,120

Other Revenue $0

TOTAL REVENUE $174,152

Expense Breakdown

Grants Paid $65,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,000

Other Expenses $2,515

TOTAL EXPENSES $67,515

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,152	$35,962	+3.8%
Expenses	$67,515	$60,221	+0.1%
Net Income	$106,637	$-24,259	-5.4%

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

N/A

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
Thomas R Harter	Treasurer	1.00	Officer Director	$0	$0	$0
Kim McCleary	President	1.00	Officer Director	$0	$0	$0
Lara Ramsey	Director	1.00	Director	$0	$0	$0
Katherine Secrist	Secretary	1.00	Officer Director	$0	$0	$0
Rhian Allvin	Director	1.00	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
2024	No data	No data	No data	No data
2023	$174,152	$67,515	$1,076,404	$106,637
2022	$35,962	$60,221	$969,492	$-24,259
2021	$22,831	$70,575	$1,209,556	$-47,744
2020	$92,270	$59,751	$1,096,340	$32,519
2019	$75,006	$60,240	$1,063,820	$14,766
2018	$136,187	$77,376	$895,141	$58,811

The Falls Church Endowment Fund Inc