THE ENDOWMENT FUND OF THE FRENCH A… - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

AARON LEVINE

Phone

4155582000

Tax Period

2020-07-01 to 2021-06-30

THE ENDOWMENT FUND OF THE FRENCH AMERICAN INTERNATIONAL SCHOOL, founded in 2001, is a small nonprofit that reported $366K in total revenue in fiscal year 2020. Revenue surged 91% from the prior year, signaling strong growth momentum. Expenses of $318K left a modest 13% surplus.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE FRENCH AMERICAN INTERNATIONAL SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $286,000

HOLDING AND MANAGING INVESTMENTS, SOLICITING CONTRIBUTIONS, FOR THE BENEFIT OF THE FRENCH AMERICAN INTERNATIONAL SCHOOL TO SUPPORT ITS ACTIVITIES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $366,391

Other Revenue $0

TOTAL REVENUE $366,391

Expense Breakdown

Grants Paid $286,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $286,000

Other Expenses $31,997

TOTAL EXPENSES $317,997

Year-over-Year Comparison

	2020	2019	Change
Revenue	$366,391	$191,528	+0.9%
Expenses	$317,997	$305,332	+0.0%
Net Income	$48,394	$-113,804	-1.4%

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
JP BALAJADIA	PRESIDENT	0.50	Officer Director	$0	$0	$0
KEVIN FRANKLIN	TREASURER	0.50	Officer Director	$0	$0	$0
PHILIPPE SANCHEZ	SECRETARY	0.50	Officer Director	$0	$0	$0
KAREN M SCHMID	BOARD MEMBER	0.50	Director	$0	$0	$0
RONALD KAHN	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURIE POSTON	BOARD MEMBER	0.50	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
2021	$366,391	$317,997	$8,850,595	$48,394
2021	$298,352	$7,783,013	No data	$-7,484,661
2020	$191,528	$305,332	$7,251,363	$-113,804
2019	$274,420	$293,039	$7,379,180	$-18,619
2018	$246,834	$279,713	$7,314,134	$-32,879

THE ENDOWMENT FUND OF THE FRENCH AMERICAN INTERNATIONAL SCHOOL