THE WORTHY & FRAN JOHNSON SCHOLARSHIP TRUST (EIN 061522118) - 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

1998

Legal Domicile

Principal Officer

ROBERT F MORIARTY

Phone

2034515119

Tax Period

2024-01-01 to 2024-12-31

THE WORTHY & FRAN JOHNSON SCHOLARSHIP TRUST, founded in 1998, is a small nonprofit in the Education sector that reported $121K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $186K exceeded revenue, resulting in a 54% operating deficit.

Mission

TO PROVIDE COLLEGE SCHOLARSHIPS TO DISADVANTAGED CADDIES

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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 $76,500

Program Service Revenue $0

Investment Income $44,223

Other Revenue $0

TOTAL REVENUE $120,723

Expense Breakdown

Grants Paid $172,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $185,581

Other Expenses $13,581

TOTAL EXPENSES $185,581

Year-over-Year Comparison

	2024	2023	Change
Revenue	$120,723	$127,818	-0.1%
Expenses	$185,581	$155,980	+0.2%
Net Income	$-64,858	$-28,162	+1.3%

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
ANDREW RANKOWITZ	DIRECTOR	2.00	Director	$0	$0	$0
BILL GRAY	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN MCGRATH	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN HUNTINGTON	TREASURER	2.00	Officer Director	$0	$0	$0
DAWN KREITLER	DIRECTOR OF CADDIE TOURNAM	2.00	Officer Director	$0	$0	$0
JEN MALLEK	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW MACOY	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT F MORIARTY	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROGER TARIKA	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS GRAHAM	DIRECTOR	2.00	Director	$0	$0	$0
JEFF PARRY	DIRECTOR	2.00	Director	$0	$0	$0
BRENDAN FOGARTY	DIRECTOR	2.00	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	$120,723	$185,581	$972,150	$-64,858
2023	$127,818	$155,980	$944,983	$-28,162
2022	$96,829	$118,761	$852,853	$-21,932
2021	$62,870	$107,280	$1,064,916	$-44,410
2020	$106,782	$81,263	$964,723	$25,519
2019	$99,594	$93,953	$861,063	$5,641

THE WORTHY & FRAN JOHNSON SCHOLARSHIP TRUST