EDNA Y SCHWARTZ SCHOLARSHIP FUND (EIN 133229938) - 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

1984

Legal Domicile

Principal Officer

NANCY S GOLDBERG

Phone

4136370555

Tax Period

2024-01-01 to 2024-12-31

EDNA Y SCHWARTZ SCHOLARSHIP FUND, founded in 1984, is a small nonprofit that reported $116K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $103K left a modest 11% surplus.

Mission

TO GRANT SCHOLARSHIPS PROVIDING EDUCATION AND DEVELOPMENT OF TALENT IN THE FINE ARTS

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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 $115,837

Program Service Revenue $0

Investment Income $505

Other Revenue $0

TOTAL REVENUE $116,342

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $3,176

TOTAL EXPENSES $103,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$116,342	$178,223	-0.3%
Expenses	$103,176	$153,141	-0.3%
Net Income	$13,166	$25,082	-0.5%

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

$254,000

Total Directors

$254,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY S GOLDBERG	PRESIDENT	0.75	Officer Director	$0	$0	$72,000
DIANE MARCUS	TREASURER	0.75	Officer Director	$0	$0	$182,000
FAITH MENKEN	DIRECTOR	0.75	Director	$0	$0	$0
DEBORAH GRAUSMAN	DIRECTOR	0.75	Director	$0	$0	$0
ALLISON MOORE	DIRECTOR	0.75	Director	$0	$0	$0
RENA SILVERMAN	DIRECTOR	0.75	Director	$0	$0	$0
SHIRA WEINERT CORNFELD	DIRECTOR	0.75	Director	$0	$0	$0
NORA MENKEN	DIRECTOR	0.75	Director	$0	$0	$0
JULIE MONACO	DIRECTOR	0.75	Director	$0	$0	$0
IRENA SULLIVAN	DIRECTOR	0.75	Director	$0	$0	$0
EVE ZIBEL	DIRECTOR	0.75	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	$116,342	$103,176	$502,486	$13,166
2023	$178,223	$153,141	$487,270	$25,082
2022	$202,703	$161,379	$462,188	$41,324
2021	$115,017	$275	$420,864	$114,742
2020	$382,395	$406,692	$456,122	$-24,297

EDNA Y SCHWARTZ SCHOLARSHIP FUND