THE WILLIAM R FRY FUND TRUST

EIN: 464140684 501(c)(3)

ALEXANDRIA, VA

Total Revenue
$801,056
Total Expenses
$9,986
Total Assets
$4,930,156
Net Assets
$4,930,156
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
VA
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 $271K in total revenue in fiscal year 2017. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $202K, a strong 75% operating margin.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
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
4
$1,244,322
Total Directors
4
$490,130
Key Employees
0
$0
Highest Compensated
0
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
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