Murray 1693 Scholars Foundation (EIN 464365190) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Phone

7572211363

Tax Period

2024-07-01 to 2025-06-30

Murray 1693 Scholars Foundation, founded in 2013, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2017. The organization ran a surplus of $739K, a strong 57% operating margin.

Mission

SUPPORT OF THE WILLIAM & MARY 1693 SCHOLARS PROGRAM.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $98,704

Program Service Revenue $0

Investment Income $1,739,821

Other Revenue $0

TOTAL REVENUE $1,838,525

Expense Breakdown

Grants Paid $739,092

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $739,092

Other Expenses $137,644

TOTAL EXPENSES $876,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,838,525	$533,299	+2.4%
Expenses	$876,736	$819,380	+0.1%
Net Income	$961,789	$-286,081	-4.4%

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

$448,015

Total Directors

$1,184,884

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES B MURRAY JR	CHAIRPERSON	0.2	Officer Director	$0	$0	$0
DANIEL A CRISTOL	DIRECTOR	0.2	Director	$0	$41,643	$175,958
JEAN B ESTES	DIRECTOR	0.1	Director	$0	$0	$0
KATHERINE A ROWE	DIRECTOR	0.2	Director	$0	$59,340	$1,008,926
MICHAEL P HENNESSY	DIRECTOR	0.1	Director	$0	$0	$0
W EDWARD BRIGHT	DIRECTOR	0.1	Director	$0	$0	$0
Cindy L Gass	SECRETARY/TREASURER	0.5	Officer	$0	$50,626	$301,771
TERESA L MUNFORD	BUSINESS MANAGER	8.0	Officer	$0	$24,776	$146,244

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	$1,838,525	$876,736	$20,859,201	$961,789
2024	No data	No data	No data	No data
2023	$522,623	$777,275	$18,525,700	$-254,652
2022	$1,629,335	$804,548	$17,838,201	$824,787
2021	$1,141,747	$611,682	$19,135,480	$530,065
2020	$474,653	$620,995	$14,558,695	$-146,342
2019	$1,883,811	$599,776	$15,187,493	$1,284,035
2018	$1,303,157	$564,144	$13,868,132	$739,013

Murray 1693 Scholars Foundation