ADOPT A CLASS ENDOWMENT FUND (EIN 813060171) - 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

2016

Legal Domicile

Principal Officer

WILLIAM J BURWINKEL

Phone

5135793732

Tax Period

2024-07-01 to 2025-06-30

ADOPT A CLASS ENDOWMENT FUND, founded in 2016, is a small nonprofit in the Education sector that reported $149K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $67K, a strong 45% operating margin.

Mission

THE ORGANIZATION'S ACTIVITIES WILL INCLUDE MANAGING AND INVESTING THE CURRENT ASSETS OF THE ENDOWMENT FUND AND EMBARKING ON FUNDRAISING INITIATIVES TO HELP INCREASE THE ENDOWMENT FUND, WITH THE GOAL OF MAKING DISTRIBUTIONS TO ADOPT A CLASS FOUNDATION, INC., THE SUPPORTED ORGANIZATION, TO SUPPORT PROGRAMS WITHIN THE DISCRETION OF THE BOARD OF DIRECTORS OF THE ADOPT A CLASS FOUNDATION, INC.

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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 $58,801

Program Service Revenue $0

Investment Income $90,217

Other Revenue $0

TOTAL REVENUE $149,018

Expense Breakdown

Grants Paid $69,880

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,480

Other Expenses $12,600

TOTAL EXPENSES $82,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,018	$196,465	-0.2%
Expenses	$82,480	$105,508	-0.2%
Net Income	$66,538	$90,957	-0.3%

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
WILLIAM J BURWINKEL	DIRECTOR	N/A	Officer	$0	$0	$0
MISSY HENDON DETERS	DIRECTOR	N/A	Officer	$0	$0	$0
PHIL SCHNEIDER	DIRECTOR	N/A	Officer	$0	$0	$0
GLENN WELLING	DIRECTOR	N/A	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	$149,018	$82,480	$1,755,422	$66,538
2024	$196,465	$105,508	$1,584,967	$90,957
2023	$118,720	$45,487	$1,263,176	$73,233
2022	$157,619	$17,490	$1,004,055	$140,129
2021	$150,334	$5,737	$921,294	$144,597
2020	$61,411	$4,478	$603,558	$56,933
2019	$60,779	$4,016	$522,333	$56,763

ADOPT A CLASS ENDOWMENT FUND