EDUCATION FOUNDATION OF FAIR HAVEN (EIN 994727463) - 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

2024

Legal Domicile

Principal Officer

Elisabeth Casey

Phone

7329954413

Tax Period

2024-09-01 to 2025-08-31

EDUCATION FOUNDATION OF FAIR HAVEN, founded in 2024, is a small nonprofit in the Education sector that reported $231K in total revenue in fiscal year 2024. Expenses of $210K left a modest 9% surplus.

Mission

Funding for public schools in our city.

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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 $231,473

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $231,473

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $8,546

Program Expenses $200,000

Other Expenses $9,842

TOTAL EXPENSES $209,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$231,473	N/A	N/A
Expenses	$209,842	N/A	N/A
Net Income	$21,631	$0	N/A

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
Stephanie Adams	Board Member	1	Director	$0	$0	$0
Ana Anttonen	Board Member	1	Director	$0	$0	$0
Gregory Doyle	Board Member	1	Director	$0	$0	$0
Jessica Grogan	Board Member	1	Director	$0	$0	$0
Dana Trinks	Board Member	1	Director	$0	$0	$0
Renee Rockwood	Board Member	1	Director	$0	$0	$0
Marla Volpe	Board Member	1	Director	$0	$0	$0
Katie Savino	Board Member	1	Director	$0	$0	$0
Kelly Flanagan	Co-President	5	Officer	$0	$0	$0
Elisabeth Casey	Co-President	5	Officer	$0	$0	$0
Kary Norton	Treasurer	5	Officer	$0	$0	$0
Teresa Phillips	Secretary	5	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	$231,473	$209,842	$74,231	$21,631

EDUCATION FOUNDATION OF FAIR HAVEN