THE WILLIAM R FRY FUND TRUST

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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

2013

Legal Domicile

Principal Officer

ELIDA EL-GAWLY

Phone

7032366206

Tax Period

2018-07-01 to 2019-06-30

THE WILLIAM R FRY FUND TRUST, founded in 2013, is a small nonprofit that reported $801K in total revenue in fiscal year 2018. Revenue surged 195% from the prior year, signaling strong growth momentum. The organization ran a surplus of $791K, a strong 99% operating margin.

Mission

TO SUPPORT CATHOLIC CHARITIES USA IN ITS MISSION TO AID MEMBER AGENCIES WITH THEIR EFFORTS TO REDUCE POVERTY.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

GRANTS PROGRAM: THE TRUST provides GRANTS TO CCUSA MEMBER AGENCIES, WHICH GRANTS WILL BE USED SOLELY IN CONNECTION WITH CCUSA'S MISSION AND THE MEMBER AGENCIES' POVERTY REDUCTION INITIATIVES IN THE UNITED STATES. THE GRANT PROGRAM EMBODIES THE TRUST'S EXEMPT PURPOSE BY ENABLING CCUSA TO CARRY OUT ITS MISSION, AND THE MISSION OF ITS MEMBER AGENCIES TO REDUCE POVERTY IN AMERICA, TO ELEVATE POVERTY AS A MORAL ISSUE AND TO ENGAGE PEOPLE OF GOOD WILL. TO BE ELIGIBLE FOR THE GRANT, THE POVERTY REDUCTION INITIATIVE MUST (A) BE RUN BY A CCUSA MEMBER AGENCY IN GOOD STANDING, (B) DEMONSTRATE PROVEN OUTCOMES OF POVERTY RELIEF PROGRAMS, (C) CONTAIN AN ELEMENT OF INNOVATION INSOFAR AS THE GRANTEE DOES MORE THAN PROVIDE EMERGENCY ASSISTANCE, AND (D) DEMONSTRATE A FOCUS ON ACHIEVING MEASURABLE POVERTY REDUCTION. THESE ELIGIBILITY REQUIREMENTS ENSURE THAT THE TRUST FUNDS WILL ONLY BE USED TO FURTHER CCUSA'S POVERTY REDUCTION MISSION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $801,056

Other Revenue $0

TOTAL REVENUE $801,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $9,986

TOTAL EXPENSES $9,986

Year-over-Year Comparison

	2018	2017	Change
Revenue	$801,056	$271,384	+2.0%
Expenses	$9,986	$68,967	-0.9%
Net Income	$791,070	$202,417	+2.9%

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

$1,244,322

Total Directors

$490,130

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY KEPFERLE	SECRETARY	1.0	Officer Director	$0	$0	$0
STEVEN BRESNAHAN	TRUSTEE	1.0	Director	$0	$0	$0
SIDNEY SIMMONS	TRUSTEE	1.0	Director	$0	$0	$0
SISTER DONNA MARKHAM	ACTING CHAIR	1.0	Officer Director	$0	$70,130	$490,130
SEAN RODDY	TREASURER	1.0	Officer	$0	$53,486	$291,549
KEITH STYLES	ASSISTANT SECRETARY	1.0	Officer	$0	$70,373	$462,643

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
2019	$801,056	$9,986	$4,930,156	$791,070
2018	$271,384	$68,967	$4,906,318	$202,417