JUDITH ANN GRIESE ENDOWMENT (EIN 760723517) - 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

2003

Legal Domicile

Principal Officer

MICKI BURNS

Phone

7209410331

Tax Period

2024-01-01 to 2024-12-31

JUDITH ANN GRIESE ENDOWMENT, founded in 2003, is a small nonprofit in the Human Services sector that reported $211K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 1037% operating deficit.

Mission

ENDOWMENT FOR THE BENEFITS OF JUDI'S HOUSE.

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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 $211,103

Other Revenue $0

TOTAL REVENUE $211,103

Expense Breakdown

Grants Paid $2,358,770

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,358,770

Other Expenses $40,763

TOTAL EXPENSES $2,399,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$211,103	$284,786	-0.3%
Expenses	$2,399,533	$37,396	+63.2%
Net Income	$-2,188,430	$247,390	-9.8%

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
BRIAN GRIESE	PRESIDENT	2.00	Officer Director	$0	$0	$0
TED WHITE	DIRECTOR	1.00	Director	$0	$0	$0
RAY BAKER	DIRECTOR	1.00	Director	$0	$0	$0
DON WOODS	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	$211,103	$2,399,533	No data	$-2,188,430
2023	$284,786	$37,396	$2,188,430	$247,390
2022	$109,534	$35,353	$1,941,040	$74,181
2021	$54,077	$36,762	$2,169,628	$17,315
2020	$35,426	$30,542	$1,898,716	$4,884
2019	$76,118	$27,336	$1,687,526	$48,782
2018	$90,644	$26,553	$1,461,332	$64,091

JUDITH ANN GRIESE ENDOWMENT