BENNING ENDOWMENT FUND WFS102560 (EIN 876214072) - 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

1990

Legal Domicile

Principal Officer

CHRISTIAN HEINRICH

Phone

8009748800

Tax Period

2024-07-01 to 2025-06-30

BENNING ENDOWMENT FUND WFS102560, founded in 1990, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Net assets of $28.1M represent 198 months of operating reserves.

Mission

THIS ORGANIZATION PROVIDES FELLOWSHIP GRANTS TO THE UNIVERSITY OF UTAH SCHOOL OF MEDICINE

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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 $1,693,762

Other Revenue $10,869

TOTAL REVENUE $1,704,631

Expense Breakdown

Grants Paid $1,492,821

Salaries & Benefits $210,322

Fundraising Expenses $0

Program Expenses $1,492,821

Other Expenses $118,157

TOTAL EXPENSES $1,821,300

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,704,631	$1,197,962	+0.4%
Expenses	$1,821,300	$1,801,674	+0.0%
Net Income	$-116,669	$-603,712	-0.8%

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

N/A

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
N/A	TRUSTEE	3.0		$210,322	$0	$210,322

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	$1,704,631	$1,821,300	$28,094,450	$-116,669
2024	$1,197,962	$1,801,674	$28,085,307	$-603,712
2023	$-259,918	$1,834,013	$28,651,355	$-2,093,931
2022	$6,742,373	$1,794,480	$28,983,091	$4,947,893
2021	$3,675,214	$1,580,178	$22,369,635	$2,095,036
2020	$1,988,488	$1,519,466	$20,287,852	$469,022

BENNING ENDOWMENT FUND WFS102560