Hadley Luzerne Scholarship Fund Inc (EIN 141638741) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

Dan Hamm

Phone

5186962112

Tax Period

2024-01-01 to 2024-12-31

Hadley Luzerne Scholarship Fund Inc, founded in 1978, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $37K, a strong 69% operating margin.

Mission

To provide Scholarships to High School Students of the Hadley Luzerne School System continuing in Higher Education

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,425

Program Service Revenue $0

Investment Income $49,716

Other Revenue $0

TOTAL REVENUE $53,141

Expense Breakdown

Grants Paid $10,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,299

Other Expenses $6,049

TOTAL EXPENSES $16,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,141	$90,372	-0.4%
Expenses	$16,299	$52,912	-0.7%
Net Income	$36,842	$37,460	0.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Dan Hamm	President	1.00	Director	$0	$0	$0
Jennifer Holcomb	Treasurer	1.00	Director	$0	$0	$0
Laura Schepper	Member	1.00	Director	$0	$0	$0
Megan Moulton	Member	1.00	Director	$0	$0	$0
Kristen Saheim	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
2025	No data	No data	No data	No data
2024	$53,141	$16,299	$547,870	$36,842
2023	$90,372	$52,912	$511,028	$37,460
2022	$44,404	$123,440	$473,567	$-79,036
2021	$41,813	$21,268	$552,603	$20,545
2020	$153,718	$21,661	$526,235	$132,057
2019	$16,203	$22,881	$346,167	$-6,678
2018	$204,018	$19,017	$301,891	$185,001

Hadley Luzerne Scholarship Fund Inc