ROBERT H AHERN SCHOLARSHIP TRUST 1-0599 C/O DAVID ROSENBERG (EIN 222622425) - 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

DAVID ROSENBERG

Phone

6173457049

Tax Period

2024-06-01 to 2025-05-31

ROBERT H AHERN SCHOLARSHIP TRUST 1-0599 C/O DAVID ROSENBERG, founded in 1984, is a small nonprofit in the Education sector that reported $458K in total revenue in fiscal year 2024. Net assets of $974K represent 26 months of operating reserves.

Mission

AWARDING EDUCATIONAL SCHOLARSHIPS

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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 $430,460

Program Service Revenue $0

Investment Income $27,775

Other Revenue $0

TOTAL REVENUE $458,235

Expense Breakdown

Grants Paid $461,545

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $461,545

Other Expenses $23,110

TOTAL EXPENSES $484,655

Year-over-Year Comparison

	2024	2023	Change
Revenue	$458,235	$433,907	+0.1%
Expenses	$484,655	$382,361	+0.3%
Net Income	$-26,420	$51,546	-1.5%

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

N/A

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
GARY JAFFARIAN CO ATLANTIC TOYOTA	CLERK-TREASURER	0.50	Officer Director	$0	$0	$0
DAVID ROSENBERG CO WOBURN FOREIGN M	PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGE ALBRECHT	TRUSTEE	0.00	Director	$0	$0	$0
BILL FENTON	TRUSTEE	0.00	Director	$0	$0	$0
CHRIS GAUNCE	TRUSTEE	0.00	Director	$0	$0	$0
ROBERT VALENTI	TRUSTEE	0.00	Director	$0	$0	$0
DILLON MACHAVERN	TRUSTEE	0.00	Director	$0	$0	$0
NAI NAN KO	TRUSTEE	0.00	Director	$0	$0	$0
JOHN DURRANI	TRUSTEE	0.00	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	$458,235	$484,655	$996,803	$-26,420
2024	$433,907	$382,361	$1,023,072	$51,546
2023	$383,352	$415,770	$970,375	$-32,418
2022	$380,548	$420,528	$1,009,293	$-39,980
2021	$419,072	$458,587	$1,061,273	$-39,515
2020	$376,390	$444,511	$1,099,487	$-68,121
2019	$464,072	$443,515	$1,153,808	$20,557
2018	$500,784	$456,546	$1,147,226	$44,238

ROBERT H AHERN SCHOLARSHIP TRUST 1-0599 C/O DAVID ROSENBERG