ENDOWMENT FUND OF ZION LUTHERAN CHURCH OF PORTLAND (EIN 936041250) - 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

1967

Legal Domicile

Principal Officer

BRIAN FLEENER

Phone

5032926136

Tax Period

2024-01-01 to 2024-12-31

ENDOWMENT FUND OF ZION LUTHERAN CHURCH OF PORTLAND, founded in 1967, is a small nonprofit that reported $317K in total revenue in fiscal year 2024. Revenue surged 152% from the prior year, signaling strong growth momentum. Net assets of $3.8M represent 144 months of operating reserves.

Mission

TO SUPPLEMENT THE INCOME OF ZION LUTHERAN CHURCH IN CERTAIN CIRCUMSTANCES, TO PROVIDE ASSISTANCE TO STUDENTS OF THE MINISTRY AND CHRISTIAN EDUCATION, TO PROVIDE FINANCIAL ASSISTANCE TO PERSONS OR GROUPS IN NEED.

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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 $12,063

Program Service Revenue $0

Investment Income $305,003

Other Revenue $0

TOTAL REVENUE $317,066

Expense Breakdown

Grants Paid $301,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $301,300

Other Expenses $33,618

TOTAL EXPENSES $334,918

Year-over-Year Comparison

	2024	2023	Change
Revenue	$317,066	$125,963	+1.5%
Expenses	$334,918	$114,221	+1.9%
Net Income	$-17,852	$11,742	-2.5%

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
BRIAN FLEENER	CHAIRMAN	N/A	Director	$0	$0	$0
KARI HANCOCK	MANAGER	N/A	Director	$0	$0	$0
SCOTT JENSEN	MANAGER	N/A	Director	$0	$0	$0
SHARON MILES	MANAGER	N/A	Director	$0	$0	$0
BRUCE STRADE	MANAGER	N/A	Director	$0	$0	$0
CARSON TAYLOR	MANAGER	N/A	Director	$0	$0	$0
CHRIS WAGNER	MANAGER	N/A	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
2025	No data	No data	No data	No data
2024	$317,066	$334,918	$3,803,560	$-17,852
2023	$125,963	$114,221	$3,821,412	$11,742
2022	$570,870	$134,482	$3,809,670	$436,388
2021	$426,776	$142,198	$3,373,282	$284,578
2020	$136,966	$46,883	$3,088,704	$90,083
2019	$116,371	$89,273	$2,998,621	$27,098
2018	$148,238	$33,320	$2,971,523	$114,918

ENDOWMENT FUND OF ZION LUTHERAN CHURCH OF PORTLAND