SHREWSBURY SCHOOL FOUNDATION INC (EIN 521814801) - 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

Principal Officer

MICHAEL KERR

Phone

9787049297

Tax Period

2025-01-01 to 2025-12-31

SHREWSBURY SCHOOL FOUNDATION INC is a small nonprofit that reported $331K in total revenue in fiscal year 2025.

Mission

SHREWSBURY SCHOOL FOUNDATION INC WAS FORMED IN 1991 WITH THE EXPRESS PURPOSE OF RECEIVING GIFTS AND FUNDING FOR SHREWSBURY SCHOOL(FOUNDED IN 1552) IN THE UK, WHICH IS ITSELF A UK REGISTERED CHARITY. GIFTS COME FROM ALUMNI WHO LIVE HERE IN THE US. GRANTS ARE THEN MADE BACK TO SHREWSBURY SCHOOLFOR SCHOLARSHIPS AND BURSARIES (AS THEY ARE CALLED IN THE UK) TO ALLOW LESS PRIVILEGED STUDENTS ATTEND THE SCHOOL. FROM TIME-TO-TIME GRANTS ARE ALSO MADE FOR THE DEVELOPMENT OF EXTRACURRICULAR ACTIVITIES SUCH AS SPORTS. THE GRANT MADE IN 2024 WAS UNUSUAL IN SIZE AND WAS MADE SPECIFICALLY FOR SCHOLARSHIPS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $330,460

Program Service Revenue $0

Investment Income $895

Other Revenue $0

TOTAL REVENUE $331,355

Expense Breakdown

Grants Paid $329,860

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $330,824

Other Expenses $964

TOTAL EXPENSES $330,824

Year-over-Year Comparison

	2025	2024	Change
Revenue	$331,355	$336,699	0.0%
Expenses	$330,824	$335,600	0.0%
Net Income	$531	$1,099	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL KERR	TREASURER CH	N/A	Officer	$0	$0	$0
MARK YALE	TRUSTEE	N/A	Officer Director	$0	$0	$0
REUBEN JOHNSON	TRUSTEE	N/A	Officer Director	$0	$0	$0
JAMES PITT	TRUSTEE	N/A	Officer 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	$331,355	$330,824	$82,071	$531
2024	$336,699	$335,600	$75,184	$1,099

SHREWSBURY SCHOOL FOUNDATION INC