CHS ENDOWMENT FOUNDATION INC (EIN 582118419) - 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

1994

Legal Domicile

Principal Officer

CHRIS SIMURO

Phone

7062771198

Tax Period

2024-07-01 to 2025-06-30

CHS ENDOWMENT FOUNDATION INC, founded in 1994, is a small nonprofit that reported $618K in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $130K, a strong 21% operating margin.

Mission

SEE FORM 990 PART III

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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 $149,230

Program Service Revenue $0

Investment Income $469,000

Other Revenue $0

TOTAL REVENUE $618,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $456,168

Other Expenses $488,156

TOTAL EXPENSES $488,156

Year-over-Year Comparison

	2024	2023	Change
Revenue	$618,230	$2,058,348	-0.7%
Expenses	$488,156	$1,213,249	-0.6%
Net Income	$130,074	$845,099	-0.8%

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
JIM JOLLY	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
CARL GRIGGS JR	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
STEVE HERNDON	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
BERT WATTS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
CHRIS SIMURO	CHAIR/TREASURER	2.00	Officer Director	$0	$0	$0
KENT HARRISON	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
JULES CRAWFORD	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
BART HILL	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
SETH COLE	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
DWIGHT HEFNER	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
JOE TUTTOLOMONDO	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
BLAKE BRINDLE	BOARD OF DIRECTORS	2.00	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	$618,230	$488,156	$8,251,005	$130,074
2024	$2,058,348	$1,213,249	$7,845,111	$845,099
2023	$605,099	$355,677	$6,785,038	$249,422
2022	$1,076,833	$321,865	$5,837,979	$754,968
2021	$2,340,307	$325,098	$6,575,700	$2,015,209
2020	$305,231	$104,663	$3,937,492	$200,568
2019	$185,420	$289,193	$3,670,338	$-103,773
2018	$1,810,462	$1,889,605	$3,728,783	$-79,143

CHS ENDOWMENT FOUNDATION INC