ST MARTINS ENDOWMENT FUND (EIN 742112382) - 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

1965

Legal Domicile

Principal Officer

Bill Grosskopf

Phone

5124766757

Tax Period

2025-01-01 to 2025-12-31

ST MARTINS ENDOWMENT FUND, founded in 1965, is a small nonprofit that reported $154K in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year. Expenses of $142K left a modest 8% surplus.

Mission

Invest principal of the Endowment Fund for growth and earnings. Donate earnings to St. Martin's Ev. Lutheran Church, Austin, Texas.

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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 (2025)

Revenue Breakdown

Contributions & Grants $6,060

Program Service Revenue $0

Investment Income $148,143

Other Revenue $0

TOTAL REVENUE $154,203

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,029

Other Expenses $142,029

TOTAL EXPENSES $142,029

Year-over-Year Comparison

	2025	2024	Change
Revenue	$154,203	$174,433	-0.1%
Expenses	$142,029	$145,148	0.0%
Net Income	$12,174	$29,285	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Grosskopf	President	2	Officer Director	$0	$0	$0
Jeremy Martin	Vice President	2	Officer Director	$0	$0	$0
Karen Kegg	Secretary	1	Officer Director	$0	$0	$0
John Howard	Alternate Secretary	1	Officer Director	$0	$0	$0
Deborah Mitchell	Treasurer	2	Officer Director	$0	$0	$0
LaNelle Deardorf	Director	1	Director	$0	$0	$0
Anita Salmon	Director	1	Director	$0	$0	$0
Andrea Burgard	Director	1	Director	$0	$0	$0
Mark Olson	Director	1	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	$154,203	$142,029	$2,111,086	$12,174
2024	$174,433	$145,148	$2,098,912	$29,285
2023	$142,952	$134,917	$2,069,627	$8,035
2022	$117,247	$124,336	$2,061,592	$-7,089
2021	$141,097	$111,317	$2,106,792	$29,780
2020	$510,173	$103,696	$2,038,901	$406,477
2019	$76,872	$64,808	$1,662,091	$12,064
2018	$71,919	$94,352	$1,653,756	$-22,433

ST MARTINS ENDOWMENT FUND