St Albans School Endowment Fund (EIN 742372811) - 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

1985

Legal Domicile

Phone

9564282326

Tax Period

2025-01-01 to 2025-12-31

St Albans School Endowment Fund, founded in 1985, is a micro nonprofit in the Religion sector that reported $55K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $23K, a strong 41% operating margin.

Mission

This corporation was established for charitable and educational purposes. Mainly to collect gifts contributions or grants for continuing and improving the education of the students of St. Albans Episcopal School.

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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 $0

Program Service Revenue $0

Investment Income $54,820

Other Revenue $0

TOTAL REVENUE $54,820

Expense Breakdown

Grants Paid $32,256

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,256

Other Expenses $0

TOTAL EXPENSES $32,256

Year-over-Year Comparison

	2025	2024	Change
Revenue	$54,820	$45,893	+0.2%
Expenses	$32,256	$32,471	0.0%
Net Income	$22,564	$13,422	+0.7%

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
Courtney Nash	President	1.00	Officer Director	$0	$0	$0
Don Haire	Vice President	0.00	Officer Director	$0	$0	$0
Karen Waters	Secretary Treasurer	0.00	Officer Director	$0	$0	$0
Dustin Moore	Director	0.00	Director	$0	$0	$0
Jennifer Smith	Director	0.00	Director	$0	$0	$0
Laura Kupish	Director	0.00	Director	$0	$0	$0
Scott Meade	Director	0.00	Director	$0	$0	$0
Christina Uribe	Asst Secretary Treasurer	1.00	Officer	$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	$54,820	$32,256	$982,831	$22,564
2024	No data	No data	No data	No data
2023	$31,848	$32,662	$810,337	$-814
2022	$17,968	$37,547	$719,831	$-19,579
2021	$36,852	$29,956	$905,743	$6,896
2020	$91,699	$26,689	$824,092	$65,010

St Albans School Endowment Fund