FIFTIETH ANNIVERSARY SCHOLARSHIP FUND (EIN 237331103) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

ANDREW ABBOTT

Phone

3149934040

Tax Period

2024-07-01 to 2025-06-30

FIFTIETH ANNIVERSARY SCHOLARSHIP FUND, founded in 1973, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $909K, a strong 66% operating margin.

Mission

TO PROVIDE NEED-BASED GRANTS TO STUDENTS AT JOHN BURROUGHS SCHOOL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $125,000

Program Service Revenue $0

Investment Income $1,260,969

Other Revenue $0

TOTAL REVENUE $1,385,969

Expense Breakdown

Grants Paid $427,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $427,300

Other Expenses $49,704

TOTAL EXPENSES $477,004

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,385,969	$1,508,240	-0.1%
Expenses	$477,004	$410,564	+0.2%
Net Income	$908,965	$1,097,676	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$794,879

Total Directors

$794,879

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW ABBOTT	OFFICER TRUSTEE	1.00	Officer Director	$0	$129,954	$794,879
KERRIGAN KAPLAN	OFFICER TRUSTEE	1.00	Officer Director	$0	$0	$0
ANNE MCDONNELL	OFFICER TRUSTEE	1.00	Officer Director	$0	$0	$0
JOHN F MCDONNELL	OFFICER TRUSTEE	1.00	Officer Director	$0	$0	$0
SABRINE RHODES	OFFICER TRUSTEE	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	$1,385,969	$477,004	$11,758,933	$908,965
2024	$1,508,240	$410,564	$10,479,475	$1,097,676
2023	$305,391	$430,301	$8,371,700	$-124,910
2022	$195,700	$417,313	$6,963,856	$-221,613
2021	$599,732	$340,317	$9,340,344	$259,415
2020	$543,278	$326,694	$6,878,653	$216,584
2019	$550,134	$316,877	$6,492,838	$233,257
2018	$631,357	$278,235	$6,347,862	$353,122

FIFTIETH ANNIVERSARY SCHOLARSHIP FUND