SAW Endowment Foundation (EIN 874014370) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

Larry R Wendling

Phone

6145549285

Tax Period

2023-01-01 to 2023-12-31

SAW Endowment Foundation, founded in 2021, is a small nonprofit in the Human Services sector that reported $461K in total revenue in fiscal year 2023. Revenue surged 54307% from the prior year, signaling strong growth momentum. The organization ran a surplus of $449K, a strong 97% operating margin.

Mission

This entity will provide support to Save A Warrior Inc. a 501c3 organization. Save A Warrior helps veterans and first responders who are suffering from complex PTSD and have suicidal thoughts.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $400,000

Program Service Revenue $0

Investment Income $61,370

Other Revenue $0

TOTAL REVENUE $461,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $12,691

TOTAL EXPENSES $12,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$461,370	$848	+543.1%
Expenses	$12,691	$377	+32.7%
Net Income	$448,679	$471	+951.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Tim Agajanian	Chairman Director	5.00	Officer Director	$0	$0	$0
Ronald Clark	President Director	5.00	Officer Director	$0	$0	$0
Todd Robinson	Director	5.00	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	$461,370	$12,691	$2,449,150	$448,679
2022	$848	$377	$2,000,471	$471
2021	$2,000,000	No data	$2,000,000	No data

SAW Endowment Foundation