COPIAH ENDOWMENT CORPORATION (EIN 640887635) - 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

1997

Legal Domicile

Principal Officer

MIMI JOHNS

Phone

6015596357

Tax Period

2024-07-01 to 2025-06-30

COPIAH ENDOWMENT CORPORATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $384K in total revenue in fiscal year 2024. Revenue surged 295% from the prior year, signaling strong growth momentum. The organization ran a surplus of $198K, a strong 51% operating margin.

Mission

TO SUPPORT AND MAINTAIN THE ENDOWMENT ASSETS OF THE COPIAH EDUCATIONAL FOUNDATION, INC. A 501(C) (3) ORGANIZATION.

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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 $294,126

Other Revenue $90,179

TOTAL REVENUE $384,305

Expense Breakdown

Grants Paid $176,450

Salaries & Benefits $0

Fundraising Expenses $10,316

Program Expenses $176,450

Other Expenses $10,316

TOTAL EXPENSES $186,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,305	$97,174	+3.0%
Expenses	$186,766	$54,125	+2.5%
Net Income	$197,539	$43,049	+3.6%

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

$5,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIMI JOHNS	EXECUTIVE DI	20.00	Officer	$0	$0	$5,333
STEVE BOZEMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GWALTNEY	TREASURER	1.00	Officer Director	$0	$0	$0
DR FRED MCDONNELL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DR PRESTON MCDONNELL	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
IYAVU PILLAI	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG PYRON	DIRECTOR	1.00	Director	$0	$0	$0
TIM RUTLAND	BOARD ATTORN	1.00	Director	$0	$0	$0
VICTOR SMITH	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
2025	$384,305	$186,766	$2,844,942	$197,539
2024	$97,174	$54,125	$2,662,813	$43,049
2023	$72,669	$26,142	$2,402,806	$46,527
2022	$244,390	$8,788	$2,337,375	$235,602
2021	$131,227	$47,273	$2,581,945	$83,954
2020	$139,221	$93,936	$2,121,590	$45,285
2019	$163,758	$80,459	$2,202,411	$83,299
2018	$157,685	$80,071	$2,090,421	$77,614

COPIAH ENDOWMENT CORPORATION