J WOOD PLATT CADDIE SCHOLARSHIP TRUST (EIN 236296989) - 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

1958

Legal Domicile

Principal Officer

MARK PETERSON

Phone

6106872340

Tax Period

2023-07-01 to 2024-06-30

J WOOD PLATT CADDIE SCHOLARSHIP TRUST, founded in 1958, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Expenses of $2.1M left a modest 3% surplus.

Mission

TO PROVIDE 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 (2023)

Revenue Breakdown

Contributions & Grants $1,892,091

Program Service Revenue $0

Investment Income $361,337

Other Revenue $-70,149

TOTAL REVENUE $2,183,279

Expense Breakdown

Grants Paid $1,185,141

Salaries & Benefits $0

Fundraising Expenses $162,137

Program Expenses $1,185,141

Other Expenses $932,371

TOTAL EXPENSES $2,117,512

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,183,279	$2,102,668	+0.0%
Expenses	$2,117,512	$2,075,097	+0.0%
Net Income	$65,767	$27,571	+1.4%

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

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
TINA GREGOR	CHAIR	1.00	Officer Director	$0	$0	$0
JEFFREY R MITZAK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT M AIKEN	SECRETARY	1.00	Officer Director	$0	$0	$0
TIMOTHY T CORCORAN	TREASURER	1.00	Officer Director	$0	$0	$0
POWELL ARMS	TRUSTEE	1.00	Director	$0	$0	$0
TODD BARON	TRUSTEE	1.00	Director	$0	$0	$0
JAMES DENON	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD ELLIS	TRUSTEE	1.00	Director	$0	$0	$0
NICK FRANCANI	TRUSTEE	1.00	Director	$0	$0	$0
DAMON HELLER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID IX	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM LYNCH JR	TRUSTEE	1.00	Director	$0	$0	$0
BRAD MCFADDEN	TRUSTEE	1.00	Director	$0	$0	$0
SHELBY NOLL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN PLOWER	TRUSTEE	1.00	Director	$0	$0	$0
ERIK STRID	TRUSTEE	1.00	Director	$0	$0	$0
JIM SMITH JR	PGA PHILADELPHIA REP	1.00	Director	$0	$0	$0
SUE HARRIGAN	WGAP REPRESENTATIVE	1.00	Director	$0	$0	$0
KENNETH PHILLIPS	GAP REPRESENTATIVE	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
2025	No data	No data	No data	No data
2024	$2,183,279	$2,117,512	$12,559,417	$65,767
2023	$2,102,668	$2,075,097	$11,180,033	$27,571
2022	$2,084,054	$1,808,931	$10,366,328	$275,123
2021	$2,458,623	$1,752,287	$11,840,085	$706,336
2020	$1,793,171	$1,647,448	$9,337,718	$145,723
2019	$2,228,646	$1,416,795	$9,225,367	$811,851

J WOOD PLATT CADDIE SCHOLARSHIP TRUST