CREWE ENDOWMENT FOUNDATION

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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

Phone

8016187549

Tax Period

2023-01-01 to 2023-12-31

CREWE ENDOWMENT FOUNDATION is a community nonprofit in the Human Services sector that reported $4.6M in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $7.4M exceeded revenue, resulting in a 60% operating deficit.

Mission

OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND/OR CARRY OUT THE PURPOSES OF CREWE FOUNDATION, A UTAH NONPROFIT ORGANIZATION, WHICH IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

Program Service Accomplishments

Program 1

Expenses: $7,379,936

EMPOWERS CHARITABLE ORGANIZATIONS AND CHARITABLE EFFORTS BY ENABLING DONORS TO BECOME MORE EFFICIENT AND IMPACTFUL IN THEIR PHILANTHROPIC GIVING.

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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 $5,450,306

Program Service Revenue $0

Investment Income $-831,178

Other Revenue $0

TOTAL REVENUE $4,619,128

Expense Breakdown

Grants Paid $6,939,781

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,379,936

Other Expenses $458,545

TOTAL EXPENSES $7,398,326

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,619,128	$12,503,900	-0.6%
Expenses	$7,398,326	$1,382,947	+4.3%
Net Income	$-2,779,198	$11,120,953	-1.2%

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
K DONALD EVANS	President	5.00	Director	$0	$0	$0
M BRETT GIBBONS	BOARD MEMBER	1.00	Director	$0	$0	$0
SIMON H CROSS	BOARD MEMBER	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	No data	No data	No data	No data
2023	$4,619,128	$7,398,326	$10,873,239	$-2,779,198
2022	$12,503,900	$1,382,947	$13,652,297	$11,120,953
2021	$2,533,497	$2,153	$2,531,344	$2,531,344