THE JAMES C FERRER EDUCATIONAL FUNDINC (FORMERLY SHINNECOCK HILLS EDUCATIONAL ) (EIN 464678345) - 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

2014

Legal Domicile

Principal Officer

ALEXANDER ROBERTSON

Phone

6312831310

Tax Period

2024-01-01 to 2024-12-31

THE JAMES C FERRER EDUCATIONAL FUNDINC (FORMERLY SHINNECOCK HILLS EDUCATIONAL ), founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $290K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $269K left a modest 8% surplus.

Mission

PROVIDE EDUCATIONAL SCHOLARSHIPS BASED ON NEED OR MERIT.

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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 $204,065

Program Service Revenue $0

Investment Income $86,284

Other Revenue $0

TOTAL REVENUE $290,349

Expense Breakdown

Grants Paid $248,022

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,022

Other Expenses $20,524

TOTAL EXPENSES $268,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$290,349	$391,178	-0.3%
Expenses	$268,546	$233,780	+0.1%
Net Income	$21,803	$157,398	-0.9%

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

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
RICHARD PLUM	CHAIRMAN & SECRETARY	2.00	Officer Director	$0	$0	$0
GEOFFREY HULL	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALEXANDER ROBERTSON	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
PETER NADOSY	DIRECTOR	1.00	Director	$0	$0	$0
ALISON PAPPAS	DIRECTOR	1.00	Director	$0	$0	$0
SAMONE RITZ	DIRECTOR	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
2024	$290,349	$268,546	$1,657,512	$21,803
2023	$391,178	$233,780	$1,560,085	$157,398
2022	$359,970	$204,169	$1,374,207	$155,801
2021	$315,576	$244,557	$1,247,944	$71,019
2020	$424,193	$459,044	$1,154,553	$-34,851
2019	$187,231	$181,549	$1,181,672	$5,682

THE JAMES C FERRER EDUCATIONAL FUNDINC (FORMERLY SHINNECOCK HILLS EDUCATIONAL )