STEPHEN BUFTON MEMORIAL EDUCATIONAL FUND (EIN 446013508) - 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

1963

Legal Domicile

Principal Officer

ANNE O'NEILL

Phone

9137325100

Tax Period

2024-08-01 to 2025-07-31

STEPHEN BUFTON MEMORIAL EDUCATIONAL FUND, founded in 1963, is a small nonprofit in the Education sector that reported $207K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Net assets of $1.3M represent 77 months of operating reserves.

Mission

EDUCATIONAL GRANTS, SCHOLARSHIPS, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR WOMEN

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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 $165,761

Program Service Revenue $0

Investment Income $41,250

Other Revenue $0

TOTAL REVENUE $207,011

Expense Breakdown

Grants Paid $125,712

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,807

Other Expenses $80,672

TOTAL EXPENSES $206,384

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,011	$181,168	+0.1%
Expenses	$206,384	$189,860	+0.1%
Net Income	$627	$-8,692	-1.1%

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
ANNE O'NEILL	TRUSTEE	5.00	Director	$0	$0	$0
KIM STENGEL	TRUSTEE	5.00	Director	$0	$0	$0
BARBARA PEDERSEN	TRUSTEE	5.00	Director	$0	$0	$0
DIOR DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
KRISTENA HACKETT	TRUSTEE	1.00	Director	$0	$0	$0
EILEEN CASPERS	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE FERGUSON-MILLER	TRUSTEE	1.00	Director	$0	$0	$0
RENEE CLEMENT	TRUSTEE	1.00	Director	$0	$0	$0
KAREN FITTING	TRUSTEE	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
2025	$207,011	$206,384	$1,322,646	$627
2024	$181,168	$189,860	$1,279,839	$-8,692
2023	$190,817	$184,934	$1,237,438	$5,883
2022	$195,570	$174,725	$1,252,224	$20,845
2021	$191,121	$179,190	$1,321,668	$11,931
2020	$206,459	$198,420	$1,287,094	$8,039
2019	$289,400	$207,485	$1,228,006	$81,915
2018	$188,433	$224,146	$1,113,880	$-35,713

STEPHEN BUFTON MEMORIAL EDUCATIONAL FUND