Fred W Hooper Endowment Fund (EIN 593760922) - 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

2002

Legal Domicile

Principal Officer

Tommy Campbell

Phone

3342889025

Tax Period

2025-01-01 to 2025-12-31

Fred W Hooper Endowment Fund, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $88K in total revenue in fiscal year 2018. Expenses of $189K exceeded revenue, resulting in a 114% operating deficit.

Mission

Invest endowment and make annual contributions to the West Montgomery Educational Foundation

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $81,520

Other Revenue $60,674

TOTAL REVENUE $142,194

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,243

Other Expenses $11,243

TOTAL EXPENSES $61,243

Year-over-Year Comparison

	2025	2024	Change
Revenue	$142,194	$107,914	+0.3%
Expenses	$61,243	$60,752	+0.0%
Net Income	$80,951	$47,162	+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

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
T H CAMPBELL	Trustee	2.00	Director	$0	$0	$0
N T ELLIS	Trustee	1.00	Director	$0	$0	$0
C L NEWELL	Trustee	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
2025	$142,194	$61,243	$1,235,195	$80,951
2024	$107,914	$60,752	$1,154,244	$47,162
2023	$136,704	$60,026	$1,107,082	$76,678
2022	$-10,262	$219,962	$1,030,404	$-230,224
2021	$165,282	$113,800	$1,260,628	$51,482
2020	$55,971	$60,495	$1,209,146	$-4,524
2019	$164,176	$60,546	$1,213,670	$103,630
2018	$88,338	$189,448	$1,110,040	$-101,110

Fred W Hooper Endowment Fund