HISTORIC COLUMBUS FOUNDATION ENDOWMENT FUND (EIN 586149672) - 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

1980

Legal Domicile

Principal Officer

TERESA ABELL

Phone

7066446294

Tax Period

2023-10-01 to 2024-09-30

HISTORIC COLUMBUS FOUNDATION ENDOWMENT FUND, founded in 1980, is a small nonprofit in the Arts, Culture & Humanities sector that reported $161K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $145K left a modest 10% surplus.

Mission

PROVIDE FUNDS NECESSARY FOR THE MAINTENANCE OF AND IMPROVEMENTS TO HISTORIC STRUCTURES OWNED BY HISTORIC COLUMBUS FOUNDATION, INC. IN FURTHERANCE OF ITS CHARITABLE PURPOSE

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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 $160,640

Other Revenue $0

TOTAL REVENUE $160,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,023

Fundraising Expenses $0

Program Expenses $144,767

Other Expenses $120,744

TOTAL EXPENSES $144,767

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,640	$189,705	-0.2%
Expenses	$144,767	$127,908	+0.1%
Net Income	$15,873	$61,797	-0.7%

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

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
SYNOVUS TRUST CO NA	Trustee	0.00		$24,023	$0	$24,023

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	$160,640	$144,767	$3,413,620	$15,873
2023	$189,705	$127,908	$3,262,348	$61,797
2022	$180,511	$118,189	$3,042,213	$62,322
2021	$407,621	$115,629	$3,565,549	$291,992
2020	$117,708	$111,978	$3,140,078	$5,730
2019	$55,053	$62,835	$3,017,627	$-7,782

HISTORIC COLUMBUS FOUNDATION ENDOWMENT FUND