JOEL BARLOW SCHOLARSHIP FUND INC

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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

1964

Legal Domicile

Principal Officer

Peter Graziano

Phone

2016588514

Tax Period

2022-01-01 to 2022-12-31

JOEL BARLOW SCHOLARSHIP FUND INC, founded in 1964, is a small nonprofit that reported $200K in total revenue in fiscal year 2022. Revenue surged 79990% from the prior year, signaling strong growth momentum. The organization ran a surplus of $173K, a strong 86% operating margin.

Mission

To award scholarships to Joel Barlow High School seniors for the purpose of attending an institution of higher learning, trade school or armed services.

Program Service Accomplishments

Program 1

Expenses: $256 Revenue: $200,225

Total operation expenditure and 23 scholarships awarded

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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 (2022)

Revenue Breakdown

Contributions & Grants $200,225

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $200,225

Expense Breakdown

Grants Paid $27,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $256

Other Expenses $253

TOTAL EXPENSES $27,503

Year-over-Year Comparison

	2022	2021	Change
Revenue	$200,225	$250	+799.9%
Expenses	$27,503	$29,112	-0.1%
Net Income	$172,722	$-28,862	-7.0%

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
Peter Graziano	Treasuer	10.00	Officer	$0	$0	$0
William Brown	President	10.00	Officer	$0	$0	$0
Lisa Meldin	Member	1.00	Director	$0	$0	$0
Debbie Pearlman	Member	1.00	Director	$0	$0	$0
Todd Johnston	Member	1.00	Director	$0	$0	$0
Rebecca Parkin	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
2022	$200,225	$27,503	$397,092	$172,722