SAN LUCAS TOLIMAN SCHOLARS

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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

2004

Legal Domicile

Principal Officer

Julie Marcotte

Phone

6516997834

Tax Period

2023-08-01 to 2024-07-31

SAN LUCAS TOLIMAN SCHOLARS, founded in 2004, is a small nonprofit in the Education sector that reported $423K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 20% operating margin.

Mission

San Lucas Tolimán Scholars' primary purpose is to raise money to provide scholarships to poor students and support their schools in the San Lucas Tolimán, Guatemala and neighboring communities. This financial assistance allows these students to continue their education after primary school.

Program Service Accomplishments

Program 1

Expenses: $301,154 Revenue: $0

San Lucas Tolimán Scholars gave financial scholarships to 960 needy students living in San Lucas Tolimán, Guatemala and neighboring communities to continue their studies after elementary school.

Program 2

Expenses: $28,366 Revenue: $0

San Lucas Tolimán Scholars provides the following services: visits elementary schools to identify program candidates and collects information for the selection process; prepares and distributes...

San Lucas Tolimán Scholars provides the following services: visits elementary schools to identify program candidates and collects information for the selection process; prepares and distributes vouchers for school supplies, registers student sponsor letters, helps arrange visits between visiting sponsors and students; and, photographs school events and graduating students.

Program 3

Expenses: $1,720 Revenue: $0

Scholarship recipients send letters to their sponsors. These letters are translated from Spanish to English by paid translators.

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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 $405,703

Program Service Revenue $0

Investment Income $17,744

Other Revenue $0

TOTAL REVENUE $423,447

Expense Breakdown

Grants Paid $329,520

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $331,240

Other Expenses $8,134

TOTAL EXPENSES $337,654

Year-over-Year Comparison

	2023	2022	Change
Revenue	$423,447	$349,548	+0.2%
Expenses	$337,654	$344,194	0.0%
Net Income	$85,793	$5,354	+15.0%

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

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
Julie Marcotte	Director	10.00	Director	$0	$0	$0
Janet Tetzlaff	Director and Secretary	2.00	Officer Director	$0	$0	$0
Cindy Swinnerton	Director and Treasurer	2	Officer Director	$0	$0	$0
Fred Baxter	Director and President	1	Officer Director	$0	$0	$0
Bob Turner	Director	2	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	$423,447	$337,654	$460,750	$85,793
2023	$349,548	$344,194	$432,871	$5,354
2022	$285,056	$278,026	$432,513	$7,030
2021	$407,665	$462,303	$419,530	$-54,638
2020	$415,579	$412,092	$194,357	$3,487