UNITED SCHOLARSHIPS INCORPORATED (EIN 237087581) - 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

1964

Legal Domicile

Principal Officer

STEVE NEILL

Phone

5308425854

Tax Period

2022-07-01 to 2023-06-30

UNITED SCHOLARSHIPS INCORPORATED, founded in 1964, is a small nonprofit in the Education sector that reported $156K in total revenue in fiscal year 2022. Revenue fell 59% from the prior year — a significant decline worth monitoring. Net assets of $3.5M represent 269 months of operating reserves.

Mission

PROVIDE SCHOLARSHIPS TO QUALIFIED GRADUATES OF YREKA HIGH SCHOOL IN ORDER TO FURTHER THEIR EDUCATION.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $29,222

Program Service Revenue $0

Investment Income $127,250

Other Revenue $0

TOTAL REVENUE $156,472

Expense Breakdown

Grants Paid $139,974

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,335

Other Expenses $27,543

TOTAL EXPENSES $167,517

Year-over-Year Comparison

	2022	2021	Change
Revenue	$156,472	$377,247	-0.6%
Expenses	$167,517	$206,064	-0.2%
Net Income	$-11,045	$171,183	-1.1%

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

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
MARY ANN BUSBY	DIRECTOR	1.00	Officer Director	$0	$0	$0
MARIE CALDWELL	SECRETARY	2.00	Officer Director	$0	$0	$0
RHONDA DAWS	DIRECTOR	1.00	Officer Director	$0	$0	$0
AMY EVANS	DIRECTOR	1.00	Officer Director	$0	$0	$0
JONATHON FITZPATRICK	DIRECTOR	1.00	Officer Director	$0	$0	$0
JASON FREITAS	DIRECTOR	1.00	Officer Director	$0	$0	$0
ROBERT GIRDNER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CHRIS HARRIS	DIRECTOR	1.00	Officer Director	$0	$0	$0
ANN KASTER	TREASURER	2.00	Officer Director	$0	$0	$0
DOUG LANGFORD	DIRECTOR	1.00	Officer Director	$0	$0	$0
STEVE NEILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
DON SOLUS	DIRECTOR	1.00	Officer Director	$0	$0	$0
JENNIFER TRUTTMAN	DIRECTOR	1.00	Officer Director	$0	$0	$0
JEAN WOOD	DIRECTOR	1.00	Officer 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	$156,472	$167,517	$3,658,929	$-11,045
2022	$377,247	$206,064	$3,703,100	$171,183
2021	$338,562	$197,712	$3,514,692	$140,850
2020	$84,899	$235,969	$3,388,217	$-151,070
2019	$244,137	$228,636	$3,505,737	$15,501

UNITED SCHOLARSHIPS INCORPORATED