BERKLEY SCHOLARSHIP FUND INC (EIN 042509894) - 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

1971

Legal Domicile

Principal Officer

LYNNE DELISLE

Phone

5088281626

Tax Period

2023-01-01 to 2023-12-31

BERKLEY SCHOLARSHIP FUND INC, founded in 1971, is a micro nonprofit that reported $51K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $49K left a modest 4% surplus.

Mission

COLLEGE SCHOLARSHIPS

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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 $33,561

Program Service Revenue $0

Investment Income $7,017

Other Revenue $10,790

TOTAL REVENUE $51,368

Expense Breakdown

Grants Paid $43,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,000

Other Expenses $6,256

TOTAL EXPENSES $49,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,368	$100,715	-0.5%
Expenses	$49,256	$64,657	-0.2%
Net Income	$2,112	$36,058	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLLEEN PERKINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
LYNNE DELISLE	TREASURER	1.00	Officer Director	$0	$0	$0
KATHY MENDZELA	CLERK	1.00	Officer Director	$0	$0	$0
JOANNE HADLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
GERRY BERNARD	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA MITTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEAN DEAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY KIMBALL	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER DAVIS	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$51,368	$49,256	$655,273	$2,112
2022	$100,715	$64,657	$613,135	$36,058
2021	$75,511	$88,522	$699,200	$-13,011
2020	$70,991	$81,668	$724,584	$-10,677
2019	$68,548	$77,825	$713,912	$-9,277
2018	$26,155	$78,968	$672,278	$-52,813

BERKLEY SCHOLARSHIP FUND INC