JAMES B LEE JR SCHOLARSHIP FUND IN HONOR OF JOSEPH A MCBRIDE (EIN 205269657) - 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

2006

Legal Domicile

Principal Officer

WINSTON W HUTCHINS

Phone

6312830410

Tax Period

2023-11-01 to 2024-10-31

JAMES B LEE JR SCHOLARSHIP FUND IN HONOR OF JOSEPH A MCBRIDE, founded in 2006, is a small nonprofit in the Education sector that reported $675K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $167K, a strong 25% operating margin.

Mission

TO FURTHER CHARITABLE AND EDUCATIONAL PURPOSES BY PROVIDING SCHOLARSHIPS TO INDIVIDUALS FOR STUDY AT A COLLEGE, UNIVERSITY OR VOCATIONAL SCHOOL.

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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 $574,780

Program Service Revenue $0

Investment Income $100,486

Other Revenue $0

TOTAL REVENUE $675,266

Expense Breakdown

Grants Paid $490,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $490,000

Other Expenses $18,698

TOTAL EXPENSES $508,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$675,266	$584,458	+0.2%
Expenses	$508,698	$465,494	+0.1%
Net Income	$166,568	$118,964	+0.4%

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
MICHAEL X MCBRIDE	PRESIDENT & DIRECTOR	1.00	Officer Director	$0	$0	$0
WINSTON W HUTCHINS	SECRETARY/TREASURER & DIR.	1.00	Officer Director	$0	$0	$0
RICHARD R PLUM	DIRECTOR	1.00	Director	$0	$0	$0
JAMES B LEE III	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ELLWOOD	DIRECTOR	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
2024	$675,266	$508,698	$3,701,751	$166,568
2023	$584,458	$465,494	$3,001,999	$118,964
2022	$528,148	$354,208	$2,862,922	$173,940
2021	$577,796	$290,463	$2,980,400	$287,333
2020	$1,103,276	$968,014	$2,335,612	$135,262
2019	$636,475	$204,315	$2,207,160	$432,160
2018	$404,918	$226,935	$1,716,622	$177,983

JAMES B LEE JR SCHOLARSHIP FUND IN HONOR OF JOSEPH A MCBRIDE