MICHAEL J CONNELL MEMORIAL FUND CO… - Form 990 Financial Data

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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

1939

Legal Domicile

Phone

8059638611

Tax Period

2025-01-01 to 2025-12-31

MICHAEL J CONNELL MEMORIAL FUND CO ALLEN & KIMBELL, founded in 1939, is a small nonprofit in the Education sector that reported $109K in total revenue in fiscal year 2025. Expenses of $378K exceeded revenue, resulting in a 248% operating deficit.

Mission

TO SUPPORT THE REGENTS OF THE UNIVERSITY OF CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $300,000

TO PROVIDE SUPPORT TO THE GENERAL FUND OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $18,660

Other Revenue $89,964

TOTAL REVENUE $108,624

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $15,750

Fundraising Expenses $0

Program Expenses $300,000

Other Expenses $62,462

TOTAL EXPENSES $378,212

Year-over-Year Comparison

	2025	2024	Change
Revenue	$108,624	$102,022	+0.1%
Expenses	$378,212	$6,657,285	-0.9%
Net Income	$-269,588	$-6,555,263	-1.0%

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

$15,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF LOEBL	Trustee	5.00	Director	$15,750	$0	$15,750

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	$108,624	$378,212	$633,097	$-269,588
2024	$102,022	$6,657,285	$903,759	$-6,555,263
2023	$557,951	$8,191,385	$7,459,022	$-7,633,434
2022	$808,622	$1,111,654	$15,092,456	$-303,032
2021	$1,508,950	$1,080,008	$15,395,488	$428,942
2020	$639,270	$1,059,084	$14,966,546	$-419,814
2019	$704,992	$983,935	$15,386,360	$-278,943
2018	$1,328,319	$1,048,844	$15,665,303	$279,475

MICHAEL J CONNELL MEMORIAL FUND CO ALLEN & KIMBELL