ZIA ENDOWMENT INC (EIN 850308092) - 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

1982

Legal Domicile

Principal Officer

MARGARET S O'NEILL

Phone

5754394900

Tax Period

2024-07-01 to 2025-06-30

ZIA ENDOWMENT INC, founded in 1982, is a small nonprofit that reported $226K in total revenue in fiscal year 2024. Revenue surged 303% from the prior year, signaling strong growth momentum. The organization ran a surplus of $137K, a strong 61% operating margin.

Mission

SUPPLEMENT OTHER NON-PROFIT 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $185,922

Other Revenue $40,151

TOTAL REVENUE $226,073

Expense Breakdown

Grants Paid $71,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,957

Other Expenses $17,157

TOTAL EXPENSES $88,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,073	$56,137	+3.0%
Expenses	$88,957	$60,853	+0.5%
Net Income	$137,116	$-4,716	-30.1%

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
KENT HOUSE	PRESIDENT	N/A	Officer Director	$0	$0	$0
ROBYN HOLMES	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BAXTER PATILLO	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
NORMA GARRETT	DIRECTOR	N/A	Director	$0	$0	$0
THEDA HARSHEY	DIRECTOR	N/A	Director	$0	$0	$0
MARGARET S O'NEILL	CEO	N/A	Officer	$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
2025	$226,073	$88,957	$952,337	$137,116
2024	$56,137	$60,853	$828,505	$-4,716
2023	$38,708	$55,777	$833,221	$-17,069
2022	$34,556	$40,659	$850,290	$-6,103
2021	$23,200	$53,677	$856,393	$-30,477
2020	$36,109	$40,534	$886,870	$-4,425
2019	$32,633	$59,906	$891,294	$-27,273

ZIA ENDOWMENT INC