The Fay School Endowment Fund (EIN 200961021) - 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

2004

Legal Domicile

Principal Officer

Morgan Scoville

Phone

7136818300

Tax Period

2024-07-01 to 2025-06-30

The Fay School Endowment Fund, founded in 2004, is a small nonprofit in the Education sector that reported $133K in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $105K, a strong 79% operating margin.

Mission

The Fay School Endowment Fund furnishes assistance and support to the Fay School.

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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 $10,500

Program Service Revenue $0

Investment Income $122,288

Other Revenue $0

TOTAL REVENUE $132,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $27,973

TOTAL EXPENSES $27,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,788	$244,966	-0.5%
Expenses	$27,973	$30,313	-0.1%
Net Income	$104,815	$214,653	-0.5%

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

$350,814

Total Directors

$350,814

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Morgan Scoville	Head of School	1.00	Officer Director	$0	$20,364	$350,814
Jas Brar	Chair	1.00	Officer Director	$0	$0	$0
Omar Samji	VP, Secretary, Treasurer	1.00	Officer 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	$132,788	$27,973	$2,932,124	$104,815
2024	$244,966	$30,313	$2,698,570	$214,653
2023	$164,447	$22,229	$2,377,450	$142,218
2022	$164,758	$24,252	$2,182,120	$140,506
2021	$272,359	$21,535	$2,390,621	$250,824
2020	$32,866	$19,116	$1,927,314	$13,750
2019	$67,859	$18,025	$1,889,328	$49,834
2018	$147,872	$17,026	$1,788,072	$130,846

The Fay School Endowment Fund