FENWICK FOUNDATION INC (EIN 364480419) - 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

2001

Legal Domicile

Principal Officer

KIMBERLY SCHILLING

Phone

7083860127

Tax Period

2024-07-01 to 2025-06-30

FENWICK FOUNDATION INC, founded in 2001, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $8.6M exceeded revenue, resulting in a 296% operating deficit.

Mission

HELP SUPPORT FENWICK HIGH SCHOOL AND ITS ACTIVITIES.

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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 $154,057

Program Service Revenue $0

Investment Income $2,009,928

Other Revenue $3,300

TOTAL REVENUE $2,167,285

Expense Breakdown

Grants Paid $8,346,482

Salaries & Benefits $76,187

Fundraising Expenses $76,187

Program Expenses $8,491,158

Other Expenses $164,955

TOTAL EXPENSES $8,587,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,167,285	$2,075,680	+0.0%
Expenses	$8,587,624	$1,114,763	+6.7%
Net Income	$-6,420,339	$960,917	-7.7%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIAS BOUFIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN JOSS	TREASURER THROUGH JUNE 2025	2.00	Officer Director	$0	$0	$0
ANDREW WARD	VP & SECRETARY THROUGH JUNE 2025	2.00	Officer Director	$0	$0	$0
KIM SCHILLING	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS MARANI	DIRECTOR	2.00	Director	$0	$0	$0
V JAMES MARINO	DIRECTOR THROUGH JUNE 2025	2.00	Director	$0	$0	$0
MEREDITH RITCHIE	DIRECTOR	2.00	Director	$0	$0	$0
RAY WICKLANDER III	DIRECTOR EFFECTIVE JUNE 2025	2.00	Director	$0	$0	$0
NANY BUFFALINO	DIRECTOR EFFECTIVE JUNE 2025	2.00	Director	$0	$0	$0
MIKE COMISKEY	DIRECTOR EFFECTIVE JUNE 2025	2.00	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	$2,167,285	$8,587,624	$25,828,105	$-6,420,339
2024	$2,075,680	$1,114,763	$29,172,712	$960,917
2023	$1,154,245	$1,049,469	$27,629,560	$104,776
2022	$5,711,578	$655,418	$26,054,511	$5,056,160
2021	$854,189	$390,771	$21,533,436	$463,418
2020	$646,593	$565,158	$17,309,536	$81,435
2019	$1,100,283	$604,288	$17,633,377	$495,995

FENWICK FOUNDATION INC