WILLIAM C CONNER FOUNDATION

EIN: 756036724 501(c)(3)

FORT WORTH, TX

Total Revenue
$234,141
Total Expenses
$113,987
Total Assets
$2,066,991
Net Assets
$2,063,167
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
TX
Principal Officer
HALDEN CONNER
Phone
8172577815
Tax Period
2024-01-01 to 2024-12-31

WILLIAM C CONNER FOUNDATION, founded in 1973, is a small nonprofit that reported $234K in total revenue in fiscal year 2024. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $120K, a strong 51% operating margin.

Mission

THE FOUNDATION IS AN INVESTMENT FUND FOR WHICH INVESTMENT DECISIONS ARE RECOMMENDED BY STUDENTS OF TCU. IN THIS WAY THE STUDENTS EXPAND THEIR KNOWLEDGE OF FINANCIAL ANALYSIS. EACH YEAR THE FOUNDATION DONATES 2.5% OF ITS INVESTMENT HOLDINGS TO TEXAS CHRISTIAN UNIVERSITY (50%) AND 2.5% TO THE BAYLOR UNIVERSITY COLLEGE OF MEDICINE (50%). TOTALING 5% OF SECURITIES HELD AS OF PRIOR YEAR-END.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $226,668
Other Revenue $7,473
TOTAL REVENUE $234,141

Expense Breakdown

Grants Paid $94,113
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $94,113
Other Expenses $19,874
TOTAL EXPENSES $113,987

Year-over-Year Comparison

2024 2023 Change
Revenue $234,141 $118,736 +1.0%
Expenses $113,987 $99,858 +0.1%
Net Income $120,154 $18,878 +5.4%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
4
Employees
N/A
Volunteers
4

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
1
$0
Total Directors
7
$3,463,069
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOT HOLLMANN TRUSTEE 0.25
Director
$0 $0 $0
DR TIMOTHY STOUT TRUSTEE 0.25
Director
$0 $52,489 $985,228
JAMES HILLE TRUSTEE 0.25
Director
$0 $0 $0
HALDEN CONNER PRESIDENT 0.25
Officer Director
$0 $0 $0
JASON SAFRAN TRUSTEE 0.25
Director
$0 $323,599 $1,660,349
HETTIE RICHARDSON TRUSTEE (THRU 6/30/24) 0.25
Director
$0 $76,535 $498,507
CRAIG CROSSLAND TRUSTEE 0.25
Director
$0 $25,343 $318,985
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 $234,141 $113,987 $2,066,991 $120,154
2023 $118,736 $99,858 $1,882,264 $18,878
2022 $131,748 $133,274 $1,627,169 $-1,526
2021 $198,335 $102,632 $2,178,067 $95,703
2020 $95,089 $90,341 $1,838,224 $4,748
2019 $126,597 $83,282 $1,626,157 $43,315
2018 $95,354 $87,181 $1,353,125 $8,173
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