BEVERLY M BURTON SCHOLARSHIP TRUST (EIN 207059427) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

2006

Legal Domicile

Principal Officer

PHILIP G BURTON

Phone

2513415777

Tax Period

2025-01-01 to 2025-12-31

BEVERLY M BURTON SCHOLARSHIP TRUST, founded in 2006, is a small nonprofit in the Education sector that reported $172K in total revenue in fiscal year 2018. Revenue surged 755% from the prior year, signaling strong growth momentum. The organization ran a surplus of $161K, a strong 93% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO THE BOYS & GIRLS CLUBS OF AMERICA YOUTH OF THE YEAR AWARD WINNERS IN ALABAMA, MISSISSIPPI & LOUISIANA.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $38,444

Other Revenue $2,127

TOTAL REVENUE $40,571

Expense Breakdown

Grants Paid $17,163

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,163

Other Expenses $1,284

TOTAL EXPENSES $18,447

Year-over-Year Comparison

	2025	2024	Change
Revenue	$40,571	$16,894	+1.4%
Expenses	$18,447	$9,468	+0.9%
Net Income	$22,124	$7,426	+2.0%

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

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	Role	Reportable Comp	Other Comp	Total
PHILIP G BURTON	TRUSTEE	Director	$0	$0	$0
DUFFIELD F MEYERCORD	TRUSTEE	Director	$0	$0	$0
CLYDE MCGUIRE	TRUSTEE	Director	$0	$0	$0
ANN DAVIS	PRESIDENT	Officer	$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	$40,571	$18,447	$574,491	$22,124
2024	$16,894	$9,468	$551,895	$7,426
2023	$19,033	$12,632	$544,389	$6,401
2022	$23,189	$8,020	$542,922	$15,169
2021	$93,070	$5,698	$527,753	$87,372
2020	$29,199	$16,242	$440,381	$12,957
2019	$21,383	$50,801	$427,424	$-29,418
2018	$172,162	$11,504	$456,842	$160,658

BEVERLY M BURTON SCHOLARSHIP TRUST