The Moody Endowment (EIN 760152743) - 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

1985

Legal Domicile

Principal Officer

Mrs Frances Moody Dahlberg

Phone

4097626661

Tax Period

2023-09-01 to 2024-08-31

The Moody Endowment, founded in 1985, is a mid-sized nonprofit in the Education sector that reported $75.7M in total revenue in fiscal year 2023. Revenue surged 149% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62.6M, a strong 83% operating margin.

Mission

See IRS form 990, Part III, line 1.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $75,694,580

Other Revenue $0

TOTAL REVENUE $75,694,580

Expense Breakdown

Grants Paid $10,959,452

Salaries & Benefits $5,271

Fundraising Expenses $0

Program Expenses $10,959,452

Other Expenses $2,094,160

TOTAL EXPENSES $13,058,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,694,580	$30,432,271	+1.5%
Expenses	$13,058,883	$4,453,018	+1.9%
Net Income	$62,635,697	$25,979,253	+1.4%

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

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

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

$469,387

Total Directors

$137,832

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mr Jeff Eppinette	Treasurer	5.00	Officer	$0	$47,191	$358,228
Ms Bridgette Newman	Board Secretary	1.00	Officer	$0	$13,607	$63,991
Mr Stefan Stamoulis	Dir.- President	1.00	Officer Director	$0	$0	$24,168
Mrs Frances Moody Dahlberg	Chairman	1.00	Officer Director	$5,000	$0	$23,000
Mr Jack Moody	Director	1.00	Director	$0	$0	$18,664
Mr Elvin J Pederson	Director	1.00	Director	$0	$0	$18,000
Mr Russell Moody	Dir. - V. Chair	1.00	Director	$0	$0	$18,000
Mr Stephen Glasgow	Director	1.00	Director	$0	$0	$18,000
Dr Tom Blackwell	Director	1.00	Director	$0	$0	$18,000
Mr Robert L Moody Jr	Director	1.00	Director	$0	$0	$0
Mr Ross Moody	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
2024	$75,694,580	$13,058,883	$705,143,435	$62,635,697
2023	$30,432,271	$4,453,018	$640,692,024	$25,979,253
2022	$-57,163,839	$14,558,911	$613,226,127	$-71,722,750
2021	$152,947,665	$16,036,758	$686,505,507	$136,910,907
2020	$7,846,120	$4,904,970	$549,601,080	$2,941,150
2019	$19,521,355	$16,160,486	$546,142,802	$3,360,869
2018	$34,614,088	$7,938,210	$542,917,341	$26,675,878

The Moody Endowment