SCHEPENS INTERNATIONAL SOCIETY PERMANENT ENDOWMENT FUND (EIN 766090753) - 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

1994

Legal Domicile

Principal Officer

ALICE MCPHERSON

Phone

7137983276

Tax Period

2020-01-01 to 2020-12-31

SCHEPENS INTERNATIONAL SOCIETY PERMANENT ENDOWMENT FUND, founded in 1994, is a micro nonprofit that reported $35K in total revenue in fiscal year 2020. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $40K exceeded revenue, resulting in a 14% operating deficit.

Mission

SCIENTIFIC AND EDUCATIONAL PROGRAMS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $35,277

Other Revenue $0

TOTAL REVENUE $35,277

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,083

Other Expenses $40,083

TOTAL EXPENSES $40,083

Year-over-Year Comparison

	2020	2019	Change
Revenue	$35,277	$45,285	-0.2%
Expenses	$40,083	$459	+86.3%
Net Income	$-4,806	$44,826	-1.1%

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
LIONEL CHISHOLM	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL GAYNON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GONDER	DIRECTOR	1.00	Director	$0	$0	$0
HIDENAO IDETA	DIRECTOR	1.00	Director	$0	$0	$0
ALICE MCPHERSON	EXECUTIVE DI	2.00	Director	$0	$0	$0
FELIX SABATES	SECRETARY	1.00	Officer Director	$0	$0	$0
JERRY SEBAG	DIRECTOR	1.00	Director	$0	$0	$0
RAND SPENCER	TREASURER	1.00	Officer 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
2020	$35,277	$40,083	$1,186,406	$-4,806
2020	$35,277	$1,226,489	No data	$-1,191,212
2019	$45,285	$459	$1,191,212	$44,826
2018	$35,378	$6,210	$1,146,386	$29,168

SCHEPENS INTERNATIONAL SOCIETY PERMANENT ENDOWMENT FUND