MENDENHALL - TYSON SCHOLARSHIP FOUNDATION (EIN 232983986) - 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

1934

Legal Domicile

Principal Officer

STEVEN BELL

Phone

4122094802

Tax Period

2023-01-01 to 2023-12-31

MENDENHALL - TYSON SCHOLARSHIP FOUNDATION, founded in 1934, is a micro nonprofit in the Education sector that reported $78K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $117K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO SUPPORT UPPER DARBY SCHOOL DISTRICT BY PROVIDING FUNDING FOR STUDENT SCHOLARSHIPS FOR POST-SECONDARY EDUCATION

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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 $0

Program Service Revenue $0

Investment Income $78,278

Other Revenue $0

TOTAL REVENUE $78,278

Expense Breakdown

Grants Paid $100,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,500

Other Expenses $16,528

TOTAL EXPENSES $117,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,278	$115,504	-0.3%
Expenses	$117,028	$143,611	-0.2%
Net Income	$-38,750	$-28,107	+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
Steve Bell	Chair	N/A	Officer Director	$0	$0	$0
Joseph Batory	Co-Chair	N/A	Officer Director	$0	$0	$0
Phil Jordan	Secretary	N/A	Officer Director	$0	$0	$0
Dr George Baughan	Treasurer	N/A	Officer Director	$0	$0	$0
Dr Dan McGarry	Superintendent	N/A	Director	$0	$0	$0
Dr Matthew Alloway	High School Principal	N/A	Director	$0	$0	$0
Laura Bushar	Honorary Board Member	N/A	Director	$0	$0	$0
Elizabeth McDonald	Honorary Board Member	N/A	Director	$0	$0	$0
Bob Dambman	Board Member	N/A	Director	$0	$0	$0
Leslie Forberger	Board Member	N/A	Director	$0	$0	$0
Lou DeVlieger	Board Member	N/A	Director	$0	$0	$0
Judith Gentile	Board Member	N/A	Director	$0	$0	$0
Brittney Williams	School Board Member	N/A	Director	$0	$0	$0
Dr John Council	School District Member @ Large	N/A	Director	$0	$0	$0
Dr Christine Kelley	School District Member @ Large	N/A	Director	$0	$0	$0
John Snow	High School Representative	N/A	Director	$0	$0	$0
Sharon Donohue	High School Representative	N/A	Director	$0	$0	$0
Theresa Diamond	High School Representative	N/A	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	No data	No data	No data	No data
2023	$78,278	$117,028	$1,891,612	$-38,750
2022	$115,504	$143,611	$1,931,235	$-28,107
2021	$124,029	$116,332	$1,959,084	$7,697
2020	$100,747	$132,640	$1,952,609	$-31,893

MENDENHALL - TYSON SCHOLARSHIP FOUNDATION