HACKLEY ALUMNI ENDOWMENT FUND (EIN 136068876) - 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

1958

Legal Domicile

Principal Officer

CHRISTIE A PHILBRICK-WHEATON

Phone

9143662671

Tax Period

2024-07-01 to 2025-06-30

HACKLEY ALUMNI ENDOWMENT FUND, founded in 1958, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $147K in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $163K exceeded revenue, resulting in a 10% operating deficit.

Mission

Support of Hackley School projects

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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 $45,393

Program Service Revenue $0

Investment Income $101,851

Other Revenue $0

TOTAL REVENUE $147,244

Expense Breakdown

Grants Paid $157,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,200

Other Expenses $5,401

TOTAL EXPENSES $162,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,244	$83,247	+0.8%
Expenses	$162,601	$144,767	+0.1%
Net Income	$-15,357	$-61,520	-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

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
HALLEY WEINREB	Director	3.00	Director	$0	$0	$0
DAVID E FRIEDMAN	Director	3.00	Director	$0	$0	$0
JACQUELINE LEITZES	Director	3.00	Director	$0	$0	$0
ERIC B GYASI	Director	3.00	Director	$0	$0	$0
JOSEPH P MARRA	Director	3.00	Director	$0	$0	$0
SALLYANN E PARKER NICHOLS	Vice President	3.00	Director	$0	$0	$0
CHRISTIE A PHILBRICK-WHEATON	President	3.00	Director	$0	$0	$0
NEAL R PILZER	Director	3.00	Director	$0	$0	$0
MICHELLE ANNUNZIATA HAMBRIGHT	Director	3.00	Director	$0	$0	$0
KATHERINE G PHILPOTT	Director	3.00	Director	$0	$0	$0
BERNARD M GORDON	Director	3.00	Director	$0	$0	$0
RICHARD C HODGSON	Director	3.00	Director	$0	$0	$0
ALEXANDRA GLUCKMAN	Director	3.00	Director	$0	$0	$0
TIMOTHY L KUBARYCH	Secretary	3.00	Director	$0	$0	$0
LAUREN E MCCOLLESTER	Director	3.00	Director	$0	$0	$0
DANIEL E RIFKIN	Treasurer	3.00	Director	$0	$0	$0
BRADFORD A ROBERTS	Director	3.00	Director	$0	$0	$0
ANNE GENTRY TORELL	Secretary	3.00	Director	$0	$0	$0
BELINDA L WALKER TERRY	Director	3.00	Director	$0	$0	$0
ALI SIROTA KELMAN	Director	3.00	Director	$0	$0	$0
MARC S BRODSKY	Director	3.00	Director	$0	$0	$0
ALEXANDER A VARIANO	Director	3.00	Director	$0	$0	$0
BRET LOWRY	Director	3.00	Director	$0	$0	$0
R RALEIGH D'ADAMO	Director	3.00	Director	$0	$0	$0
ALEXANDRA GALGANO ZACCAGNINO	Director	3.00	Director	$0	$0	$0
PATRICIA M RACITI DECENZO	Director	3.00	Director	$0	$0	$0
THOMAS S KARGER	Director	3.00	Director	$0	$0	$0
TANYA N NICHOLSON MILLER	Director	3.00	Director	$0	$0	$0
JOHN CANONI	Director	3.00	Director	$0	$0	$0
PHILIP SCOTT	Director	3.00	Director	$0	$0	$0
CONRAD A ROBERTS	Director	3.00	Director	$0	$0	$0
GABRIELLA T MEZZACAPPA	Director	3.00	Director	$0	$0	$0
SUNJU PARK	Director	3.00	Director	$0	$0	$0
CORY WEINREB	Director	3.00	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	$147,244	$162,601	$3,300,194	$-15,357
2024	$83,247	$144,767	$3,050,037	$-61,520
2023	$155,851	$95,205	$2,846,857	$60,646
2022	$131,589	$130,963	$2,666,634	$626
2021	$110,486	$131,038	$3,090,889	$-20,552
2020	$90,366	$119,023	$2,580,704	$-28,657
2019	$127,196	$114,604	$2,627,594	$12,592

HACKLEY ALUMNI ENDOWMENT FUND