Bynum School Endowment Fund Management Inc (EIN 825321481) - 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

2017

Legal Domicile

Principal Officer

TREY SANTA MARIA

Phone

4325200075

Tax Period

2023-08-01 to 2024-07-31

Bynum School Endowment Fund Management Inc, founded in 2017, is a small nonprofit in the Education sector that reported $273K in total revenue in fiscal year 2023. Expenses of $405K exceeded revenue, resulting in a 49% operating deficit.

Mission

To oversee and manage the endowment funds invested for educational and charitable purposes of Bynum School. The organization shall make grants exclusively to or for the benefit of the School, the supported organization.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $272,653

Other Revenue $0

TOTAL REVENUE $272,653

Expense Breakdown

Grants Paid $405,485

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $405,485

Other Expenses $0

TOTAL EXPENSES $405,485

Year-over-Year Comparison

	2023	2022	Change
Revenue	$272,653	$257,184	+0.1%
Expenses	$405,485	$328,019	+0.2%
Net Income	$-132,832	$-70,835	+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

$123,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keri St John	Executive director Bynum School	001.00	Officer	$0	$7,325	$123,240
Robert Horton	President	001.00	Officer Director	$0	$0	$0
Cressinda Hyatt	Vice President	001.00	Officer Director	$0	$0	$0
Michael Harris	Secretary	001.00	Officer Director	$0	$0	$0
Trey Santa Maria	Treasurer	001.00	Officer Director	$0	$0	$0
Ben Friedman	Director	001.00	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
2025	No data	No data	No data	No data
2024	$272,653	$405,485	$8,425,267	$-132,832
2023	$257,184	$328,019	$7,932,013	$-70,835
2022	$373,479	$296,717	$7,745,165	$76,762
2021	$130,916	$225,000	$8,942,522	$-94,084
2020	$217,822	No data	$7,338,596	No data
2019	$30,893	No data	$5,144,027	No data

Bynum School Endowment Fund Management Inc