ALLAN Z GILBERT MEMORIAL SCHOLARSHIP FUND (EIN 046798624) - 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

1996

Legal Domicile

Principal Officer

STEPHEN F FOLEY

Phone

6175481012

Tax Period

2023-01-01 to 2023-12-31

ALLAN Z GILBERT MEMORIAL SCHOLARSHIP FUND, founded in 1996, is a small nonprofit in the Education sector that reported $432K in total revenue in fiscal year 2023. The organization ran a surplus of $343K, a strong 79% operating margin.

Mission

PROVIDE SCHOLARSHIPS, FELLOWSHIPS, ETC. TO INDIVIDUALS WHO ARE CHILDREN OF, SPOUSES OF, OR EMPLOYEES OF MEMBERS OF MAMC

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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 $5,048

Program Service Revenue $0

Investment Income $427,094

Other Revenue $0

TOTAL REVENUE $432,142

Expense Breakdown

Grants Paid $83,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,400

Other Expenses $5,688

TOTAL EXPENSES $89,188

Year-over-Year Comparison

	2023	2022	Change
Revenue	$432,142	$-19,063	-23.7%
Expenses	$89,188	$71,073	+0.3%
Net Income	$342,954	$-90,136	-4.8%

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
STEPHEN FOLEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
EDWARD DOOLEY	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS SURPRENANT	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES BRINKMANN	TRUSTEE	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	$432,142	$89,188	$1,291,399	$342,954
2022	$-19,063	$71,073	$748,436	$-90,136
2021	$325,981	$45,846	$1,620,420	$280,135
2020	$661,259	$25,206	$1,342,309	$636,053

ALLAN Z GILBERT MEMORIAL SCHOLARSHIP FUND