The Whirly-Girls Scholarship Fund Inc (EIN 237025634) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

1974

Legal Domicile

Principal Officer

Sharlene Miles

Phone

2087031282

Tax Period

2024-01-01 to 2024-12-31

The Whirly-Girls Scholarship Fund Inc, founded in 1974, is a small nonprofit in the Education sector that reported $116K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 17% operating margin.

Mission

WGSF is dedicated to educating women and the public in helicopter aviation.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $72,629

Program Service Revenue $17,095

Investment Income $22,670

Other Revenue $3,584

TOTAL REVENUE $115,978

Expense Breakdown

Grants Paid $23,732

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,506

Other Expenses $72,517

TOTAL EXPENSES $96,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,978	$87,970	+0.3%
Expenses	$96,249	$105,656	-0.1%
Net Income	$19,729	$-17,686	-2.1%

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

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
Kim Hutchings	President	10.00	Officer Director	$0	$0	$0
Sara Stanford	VP of Operations	10.00	Officer Director	$0	$0	$0
Rebecca Torres	VP of Membership	10.00	Officer Director	$0	$0	$0
Kitty Seerden	VP of Scholarships	20.00	Officer Director	$0	$0	$0
Amory Harris	VP of Marketing	10.00	Officer Director	$0	$0	$0
Munanie Mbatha	Secretary	10.00	Officer Director	$0	$0	$0
Jordi Shipman	Treasurer thru 9/1/2024	1.00	Officer Director	$0	$0	$0
Lovel Thakur	Treasurer from 9/1/2024	10.00	Officer Director	$0	$0	$0
Joni Schultz	Past President	1.00	Officer Director	$0	$0	$0
Bridgett Colby	Director	10.00	Director	$0	$0	$0
Halley Lando	Director	10.00	Director	$0	$0	$0
Annie Paya	Director	10.00	Director	$0	$0	$0
Lisa Zumkeller	Director	10.00	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
2024	$115,978	$96,249	$1,076,023	$19,729
2023	$87,970	$105,656	$998,804	$-17,686
2022	$192,133	$120,004	$935,646	$72,129
2021	$362,949	$90,501	$938,876	$272,448
2020	$85,455	$124,851	$822,938	$-39,396
2019	$132,871	$108,774	$821,910	$24,097
2018	$83,768	$102,064	$701,504	$-18,296

The Whirly-Girls Scholarship Fund Inc