THE FUND FOR REUNIONINC (EIN 222779182) - 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

1986

Legal Domicile

Principal Officer

DAVID JACKSON

Phone

6099213374

Tax Period

2022-07-01 to 2023-06-30

THE FUND FOR REUNIONINC, founded in 1986, is a small nonprofit that reported $113K in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $76K, a strong 67% operating margin.

Mission

To help foster a more positive atmosphere for gay, lesbian, bisexual, and transgender members for the Princeton University community both on and off campus and, as a result of their gains for gay, lesbian, bisexual, and transgender people elsewhere in society.

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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 (2022)

Revenue Breakdown

Contributions & Grants $13,103

Program Service Revenue $0

Investment Income $99,419

Other Revenue $0

TOTAL REVENUE $112,522

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,883

Other Expenses $24,958

TOTAL EXPENSES $36,958

Year-over-Year Comparison

	2022	2021	Change
Revenue	$112,522	$133,094	-0.2%
Expenses	$36,958	$114,907	-0.7%
Net Income	$75,564	$18,187	+3.2%

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
ROY TREY D FARMER III	PRESIDENT	1.00	Officer Director	$0	$0	$0
VERONICA PEJRIL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID JACKSON	TREASURER	1.00	Officer Director	$0	$0	$0
HEATHER RAE MARTIN	SECRETARY	1.00	Director	$0	$0	$0
SANTIAGO LYON FACUNDO	TRUSTEE	0.30	Director	$0	$0	$0
JEREMY BERNIUS	TRUSTEE	0.30	Director	$0	$0	$0
MATT BLAZEJEWSKI	TRUSTEE	0.30	Director	$0	$0	$0
SHAWN COWLS	TRUSTEE	0.30	Director	$0	$0	$0
DEV DABKE	TRUSTEE	0.30	Director	$0	$0	$0
CHRIS DOUBLAS	TRUSTEE	0.30	Director	$0	$0	$0
DAVID DRAIGH	TRUSTEE	0.30	Director	$0	$0	$0
JOSH FAIRES	TRUSTEE	0.30	Director	$0	$0	$0
HOWARD ROSEN	TRUSTEE	0.30	Director	$0	$0	$0
GIL STEINLAUG	TRUSTEE	0.30	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$112,522	$36,958	$1,698,220	$75,564
2022	$133,094	$114,907	$1,631,136	$18,187
2021	$82,622	$115,620	$1,858,959	$-32,998
2020	$81,422	$123,380	$1,676,400	$-41,958
2019	$105,266	$20,104	$1,732,330	$85,162
2018	$68,172	$131,732	$1,609,506	$-63,560

THE FUND FOR REUNIONINC