WILLIAM WIDDY NEALE SCHOLARSHIP FUND (EIN 066283158) - 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

1985

Legal Domicile

Principal Officer

MICHELE GUERRERA

Phone

8602574171

Tax Period

2023-11-01 to 2024-10-31

WILLIAM WIDDY NEALE SCHOLARSHIP FUND, founded in 1985, is a small nonprofit in the Education sector that reported $144K in total revenue in fiscal year 2023. Expenses of $127K left a modest 12% surplus.

Mission

TO GRANT SCHOLARSHIPS TO GOLF STUDENTS

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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 $112,252

Program Service Revenue $0

Investment Income $31,795

Other Revenue $0

TOTAL REVENUE $144,047

Expense Breakdown

Grants Paid $119,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,250

Other Expenses $7,491

TOTAL EXPENSES $126,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$144,047	$141,824	+0.0%
Expenses	$126,741	$97,578	+0.3%
Net Income	$17,306	$44,246	-0.6%

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
EDWARD DETMER	PRESIDENT	2.00	Director	$0	$0	$0
ERIC BESMAN	VICE PRESIDENT	2.00	Director	$0	$0	$0
BRUCE KRACZKOWSKY	VICE PRESIDENT	2.00	Director	$0	$0	$0
ROBERT MORIARTY	TREASURER	2.00	Director	$0	$0	$0
SCOTT NEWMAN	SECRETARY	2.00	Director	$0	$0	$0
JOHN BRACKEN III	SPECIAL ADVISOR	2.00	Director	$0	$0	$0
JUDY SMITH	SPECIAL ADVISOR	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	$144,047	$126,741	$1,008,299	$17,306
2023	$141,824	$97,578	$883,265	$44,246
2022	$125,479	$108,236	$837,496	$17,243
2021	$148,218	$124,747	$929,878	$23,471
2020	$209,858	$116,927	$798,302	$92,931
2019	$410,659	$120,206	$726,016	$290,453

WILLIAM WIDDY NEALE SCHOLARSHIP FUND