ADVENT EPISCOPAL DAY SCHOOL CHARITABLE ENDOWMENT TRUST (EIN 630787448) - 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

1980

Legal Domicile

Principal Officer

MARGARET CLAIRE VAUGHN

Phone

2052522535

Tax Period

2024-01-01 to 2024-12-31

ADVENT EPISCOPAL DAY SCHOOL CHARITABLE ENDOWMENT TRUST, founded in 1980, is a small nonprofit that reported $121K in total revenue in fiscal year 2018. Revenue decreased 14% compared to the prior year. Expenses of $183K exceeded revenue, resulting in a 51% operating deficit.

Mission

ENDOWMENT FOR ADVENT EPISCOPAL DAY SCHOOL, INC.

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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 $118

Program Service Revenue $0

Investment Income $148,048

Other Revenue $0

TOTAL REVENUE $148,166

Expense Breakdown

Grants Paid $182,358

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,488

Other Expenses $130

TOTAL EXPENSES $182,488

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,166	$361,654	-0.6%
Expenses	$182,488	$209,388	-0.1%
Net Income	$-34,322	$152,266	-1.2%

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

$305,910

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW LANGLOH	CHAIR	1.00	Officer Director	$0	$0	$0
EMILY CURRAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE MCGRIFF	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID FLEMING	BOARD MEMBER	1.00	Director	$0	$0	$0
PERRY STILL	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK MCPHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA SIMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAIRE VAUGHN	HEAD OF SCHOOL	1.00	Officer	$0	$25,327	$206,185
GIL BRANDON	DIRECTOR OF FINANCE	1.00	Officer	$0	$9,655	$99,725

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	$148,166	$182,488	$4,660,976	$-34,322
2023	$361,654	$209,388	$4,339,582	$152,266
2022	$193,615	$201,962	$3,868,922	$-8,347
2021	$390,128	$207,195	$4,635,692	$182,933
2020	$77,178	$184,816	$4,167,489	$-107,638
2019	$216,918	$183,309	$3,934,953	$33,609
2018	$120,577	$182,618	$3,399,831	$-62,041

ADVENT EPISCOPAL DAY SCHOOL CHARITABLE ENDOWMENT TRUST