HOLY COMFORTER ENDOWMENT FUND (EIN 760064349) - 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

1983

Legal Domicile

Principal Officer

KEN BOX

Phone

9798647441

Tax Period

2024-01-01 to 2024-12-31

HOLY COMFORTER ENDOWMENT FUND, founded in 1983, is a micro nonprofit in the Religion sector that reported $41K in total revenue in fiscal year 2024. The organization ran a surplus of $18K, a strong 45% operating margin.

Mission

FINANCIAL SUPPORT OF HOLY COMFORTER EPISCOPAL CHURCH

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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 $40,670

Other Revenue $8

TOTAL REVENUE $40,678

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,000

Other Expenses $340

TOTAL EXPENSES $22,340

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,678	$37,798	+0.1%
Expenses	$22,340	$48,586	-0.5%
Net Income	$18,338	$-10,788	-2.7%

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
MOLLY LEBOEUF	SECRETARY	N/A	Officer	$0	$0	$0
BLAKE PELTIER	TREASURER	N/A	Officer	$0	$0	$0
RANDY PECK	VOTING MEMBE	N/A	Officer	$0	$0	$0
JAMES CLEM	VESTRY REP	N/A	Officer	$0	$0	$0
KEN BOX	PRESIDENT	N/A	Officer	$0	$0	$0
STEWART BIERI	VOTING MEMBE	N/A	Officer	$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
2024	$40,678	$22,340	$666,126	$18,338
2023	$37,798	$48,586	$622,290	$-10,788
2022	$40,021	$32,593	$612,060	$7,428
2021	$42,049	$16,579	$700,722	$25,470
2020	$18,887	$39,836	$619,083	$-20,949
2019	$29,869	$33,734	$617,556	$-3,865
2018	$43,910	$144,289	$559,727	$-100,379

HOLY COMFORTER ENDOWMENT FUND