NAM ENDOWMENT FUND (EIN 760654244) - 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

2000

Legal Domicile

Principal Officer

JIM DAY

Phone

2818854555

Tax Period

2023-10-01 to 2024-09-30

NAM ENDOWMENT FUND, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 211% from the prior year, signaling strong growth momentum. The organization ran a surplus of $896K, a strong 80% operating margin.

Mission

To ensure the future services of Northwest Assistance Ministries by providing a permanent source of income from endowed funds.

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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 $901,620

Program Service Revenue $0

Investment Income $219,768

Other Revenue $0

TOTAL REVENUE $1,121,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $191,068

Other Expenses $225,124

TOTAL EXPENSES $225,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,121,388	$360,978	+2.1%
Expenses	$225,124	$223,574	+0.0%
Net Income	$896,264	$137,404	+5.5%

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

$445,130

Total Directors

$214,753

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALFRED LES CAVE III	President & CEO	0.00	Officer Director	$0	$9,726	$214,753
DENESE HAMMON	Treasurer	5.00	Officer	$0	$45	$120,922
BRIAN CARR	Secretary	5.00	Officer	$0	$2,229	$109,455
JOE FOWLER	Past Chairman	1.00	Director	$0	$0	$0
TOM FULLER	Chairman	1.00	Officer Director	$0	$0	$0
CYNTHIA ALSUP	MEMBER AT LARGE	1.00	Director	$0	$0	$0
SCOTT CHENOWETH	MEMBER AT LARGE	1.00	Director	$0	$0	$0
RICK CRUMP	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ANITA BOWMAN-MCCORMICK	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DANA HINES	Vice President	1.00	Officer Director	$0	$0	$0
PAMELA HUGHES	MEMBER AT LARGE	1.00	Director	$0	$0	$0
NOLAN LEHMANN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BOB SHIRLEY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DR BENNIE LAMBERT	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MACK ELBERT COKER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
STEVE MILLER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
RUSTY SCHLATTMAN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DANIEL ANDERS	MEMBER AT LARGE	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	$1,121,388	$225,124	$4,720,470	$896,264
2023	$360,978	$223,574	$3,254,635	$137,404
2022	$317,277	$221,879	$2,843,659	$95,398
2021	$547,332	$144,995	$3,332,615	$402,337
2020	$299,214	$116,198	$2,705,687	$183,016
2019	$245,387	$115,454	$2,387,019	$129,933
2018	$181,609	$105,702	$2,191,887	$75,907

NAM ENDOWMENT FUND