The Foundation for Fort Mill Schools Inc (EIN 200523989) - 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

2003

Legal Domicile

Principal Officer

Julia Grefenstette

Phone

8033668371

Tax Period

2024-01-01 to 2024-12-31

The Foundation for Fort Mill Schools Inc, founded in 2003, is a small nonprofit in the Education sector that reported $164K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $36K, a strong 22% operating margin.

Mission

The purpose of the Foundation is to promote academic excellence in the elementary, middle, and secondary schools of Fort Mill School District.

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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 $167,449

Program Service Revenue $0

Investment Income $5,131

Other Revenue $-8,998

TOTAL REVENUE $163,582

Expense Breakdown

Grants Paid $66,069

Salaries & Benefits $0

Fundraising Expenses $9,675

Program Expenses $112,851

Other Expenses $61,249

TOTAL EXPENSES $127,318

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,582	$150,021	+0.1%
Expenses	$127,318	$188,493	-0.3%
Net Income	$36,264	$-38,472	-1.9%

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

$19,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julia Grefenstette	Treasurer	1.00	Officer Director	$0	$0	$0
Luther Dasher	Director	1.00	Director	$0	$0	$0
Martha Kinard	Director	1.00	Director	$0	$0	$0
Jeff Carr	Director	1.00	Director	$0	$0	$0
Pam Martin	Chairman	1.00	Officer Director	$0	$0	$0
Scott Patterson	Executive Director	20.00	Director	$19,200	$0	$19,200
Jim Dobbins	Vice Chair	1.00	Officer Director	$0	$0	$0
Andrew Burkholder	Director	1.00	Director	$0	$0	$0
Sam Culver	Director	1.00	Director	$0	$0	$0
Chris Moody	Director	1.00	Director	$0	$0	$0
Celia McCarter	Director	1.00	Director	$0	$0	$0
Cindi Lightsey	Director	1.00	Director	$0	$0	$0
Mandrile Young	Director	1.00	Director	$0	$0	$0
Chad Hartman	Director	1.00	Director	$0	$0	$0
Kate Kraxberger	Director	1.00	Director	$0	$0	$0
Keri Sibley	Director	1.00	Director	$0	$0	$0
Kris Kellogg	Director	1.00	Director	$0	$0	$0
Brenda Young	Director	1.00	Director	$0	$0	$0
Jessica Calloway	Ex-Officio	1.00	Director	$0	$0	$0
Bernie Ackerman	Director	1.00	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
2024	$163,582	$127,318	$740,046	$36,264
2023	No data	No data	No data	No data
2022	$182,975	$157,212	$660,863	$25,763
2021	$178,567	$111,261	$690,741	$67,306
2020	$188,568	$175,000	$578,222	$13,568
2019	$208,014	$212,136	$530,218	$-4,122
2018	$156,178	$130,741	$483,141	$25,437

The Foundation for Fort Mill Schools Inc