TEX EVERSON HUMANITARIAN ENDOWMENT INC (EIN 954172868) - 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

1989

Legal Domicile

Principal Officer

DAVID A LITTLE

Phone

3107098145

Tax Period

2023-01-01 to 2023-12-31

TEX EVERSON HUMANITARIAN ENDOWMENT INC, founded in 1989, is a micro nonprofit that reported $17K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10K, a strong 62% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR CHARITABLE PROJECTS OF THE ROTARY CLUB OF COVINA-SUNRISE.

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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 $0

Program Service Revenue $0

Investment Income $16,627

Other Revenue $0

TOTAL REVENUE $16,627

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,000

Other Expenses $5,333

TOTAL EXPENSES $6,333

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,627	$23,064	-0.3%
Expenses	$6,333	$19,208	-0.7%
Net Income	$10,294	$3,856	+1.7%

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

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
ROBERT AVILA	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS DUNCAN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN ESPINOSA	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM HIGLEY	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON HILDALGO	DIRECTOR	2.00	Director	$0	$0	$0
AL MARINO	DIRECTOR	2.00	Director	$0	$0	$0
GALEN METZ	DIRECTOR	2.00	Director	$0	$0	$0
TERRY WYSOCKI	DIRECTOR	2.00	Director	$0	$0	$0
DAVID LITTLE	EXECUTIVE DIRECTOR	8.00	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
2024	No data	No data	No data	No data
2023	$16,627	$6,333	$538,791	$10,294
2022	$23,064	$19,208	$490,883	$3,856
2021	$38,516	$1,000	$564,212	$37,516
2020	$10,455	$16,269	$511,505	$-5,814
2019	$30,826	No data	$539,458	No data

TEX EVERSON HUMANITARIAN ENDOWMENT INC