GRETCHEN WOLF SWARTZ SCHOLARSHIP FUND INC - C/O RKL LLP (EIN 233027519) - 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

1999

Legal Domicile

Principal Officer

STEVE MERRICK

Phone

7178433804

Tax Period

2023-01-01 to 2023-12-31

GRETCHEN WOLF SWARTZ SCHOLARSHIP FUND INC - C/O RKL LLP, founded in 1999, is a small nonprofit in the Education sector that reported $165K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $37K, a strong 22% operating margin.

Mission

TO FUND SCHOLARSHIPS AND OTHER AWARDS FOR HIGH SCHOOL STUDENTS WHO EXEMPLIFY THE IDEALS OF SPORTSMANSHIP AND MEET OTHER CRITERIA.

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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 $150,315

Program Service Revenue $0

Investment Income $14,445

Other Revenue $0

TOTAL REVENUE $164,760

Expense Breakdown

Grants Paid $119,165

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,165

Other Expenses $8,722

TOTAL EXPENSES $127,887

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,760	$139,266	+0.2%
Expenses	$127,887	$160,729	-0.2%
Net Income	$36,873	$-21,463	-2.7%

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 MERRICK	CHAIR	0.30	Officer Director	$0	$0	$0
CONI WOLF	PRESIDENT	0.30	Officer Director	$0	$0	$0
THOMAS RYAN	TREASURER	0.30	Officer Director	$0	$0	$0
JOHN WILSON	SECRETARY	0.30	Officer Director	$0	$0	$0
CHUCK ABBOTT	DIRECTOR	0.30	Director	$0	$0	$0
LINDA FITZ	DIRECTOR	0.30	Director	$0	$0	$0
PAT GEBHART	DIRECTOR	0.30	Director	$0	$0	$0
MIKE HEISLER	DIRECTOR	0.30	Director	$0	$0	$0
PATRICK LANNON	DIRECTOR	0.30	Director	$0	$0	$0
PAUL DORMER	DIRECTOR	0.30	Director	$0	$0	$0
ALLAN PETTIT	DIRECTOR	0.30	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	No data	No data	No data	No data
2023	$164,760	$127,887	$710,328	$36,873
2022	$139,266	$160,729	$560,692	$-21,463
2021	$154,617	$126,541	$690,165	$28,076
2020	$128,835	$109,900	$591,549	$18,935
2019	$129,055	$123,052	$506,785	$6,003

GRETCHEN WOLF SWARTZ SCHOLARSHIP FUND INC - C/O RKL LLP