CLASSMATE FUND INC (EIN 133211654) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

SHEPPARD DAVIS

Phone

7576462100

Tax Period

2024-01-01 to 2024-12-31

CLASSMATE FUND INC, founded in 1987, is a small nonprofit that reported $155K in total revenue in fiscal year 2018. Expenses of $149K left a modest 3% surplus.

Mission

THE CORPORATION WAS FORMED TO MAINTAIN A FUND FOR THE PURPOSES OF EXTENDING FINANCIAL ASSISTANCE TO DESTITUTE, DISABLED, ILL OR NEEDY MEMBERS OF PRINCETON UNIVERSITY'S CLASS OF 1957, THEIR WIDOWS AND CHILDREN.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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 $317,811

Other Revenue $43

TOTAL REVENUE $317,854

Expense Breakdown

Grants Paid $113,776

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,883

Other Expenses $13,107

TOTAL EXPENSES $126,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$317,854	$107,839	+1.9%
Expenses	$126,883	$729,985	-0.8%
Net Income	$190,971	$-622,146	-1.3%

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
JO ANN BLAIR-DAVIS	SECRETARY	N/A	Officer Director	$0	$0	$0
SHEPPARD DAVIS	PRES & TREAS	N/A	Officer Director	$0	$0	$0
NATHAN D BACHMAN IV	1ST VP	N/A	Officer Director	$0	$0	$0
DON STREETT	TRUSTEE	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
2024	$317,854	$126,883	$2,145,643	$190,971
2023	$107,839	$729,985	$1,978,584	$-622,146
2022	$-48,345	$181,800	$2,476,838	$-230,145
2021	$120,087	$163,952	$2,703,606	$-43,865
2020	$422,518	$88,447	$2,741,567	$334,071
2019	$313,599	$150,768	$2,486,664	$162,831
2018	$154,527	$149,288	$2,107,548	$5,239

CLASSMATE FUND INC