TCH HENDRIX ENDOWMENT TRUST (EIN 626206418) - 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

1990

Legal Domicile

Principal Officer

TRUIST BANK

Phone

6157484879

Tax Period

2024-06-01 to 2025-05-31

TCH HENDRIX ENDOWMENT TRUST, founded in 1990, is a small nonprofit that reported $204K in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 76% operating margin.

Mission

TO SUPPORT THE CHARITABLE PURPOSES OF BETHEL UNIVERSITY

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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 $0

Program Service Revenue $0

Investment Income $204,105

Other Revenue $0

TOTAL REVENUE $204,105

Expense Breakdown

Grants Paid $48,032

Salaries & Benefits $87

Fundraising Expenses $0

Program Expenses $48,076

Other Expenses $1,500

TOTAL EXPENSES $49,619

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,105	$123,766	+0.6%
Expenses	$49,619	$44,432	+0.1%
Net Income	$154,486	$79,334	+0.9%

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

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

$400,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR PERRY MOULDS	CHAIR	1.0	Director	$0	$0	$400,000
JAMES GOOCH	COMMITTEE MEMBER	1.0	Director	$0	$0	$0
RICK D HOLTON	COMMITTEE MEMBER	1.0	Director	$0	$0	$0
JANIE STARR	COMMITTEE MEMBER	1.0	Director	$0	$0	$0
TRUIST BANK	TRUSTEE	1.0		$87	$0	$87

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	$204,105	$49,619	$1,791,674	$154,486
2024	$123,766	$44,432	$1,531,017	$79,334
2023	$307,904	$45,302	$1,502,465	$262,602
2022	$276,655	$49,537	$1,389,179	$227,118
2021	$218,490	$42,838	$1,401,812	$175,652
2020	$50,669	$41,006	$1,224,898	$9,663
2019	$58,546	$36,955	$1,217,880	$21,591

TCH HENDRIX ENDOWMENT TRUST