Truckload Carriers Association Scholarship Fund (EIN 237272852) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

James Ward

Phone

7036541466

Tax Period

2023-10-01 to 2024-09-30

TRUCKLOAD CARRIERS ASSOCIATION SCHOLARSHIP FUND, founded in 1973, is a small nonprofit in the Education sector that reported $239K in total revenue in fiscal year 2017. Expenses of $223K left a modest 7% surplus.

Mission

To award scholarships to worthy students.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $32,411

Program Service Revenue $0

Investment Income $157,902

Other Revenue $0

TOTAL REVENUE $190,313

Expense Breakdown

Grants Paid $150,194

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,194

Other Expenses $94,421

TOTAL EXPENSES $244,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,313	$299,868	-0.4%
Expenses	$244,615	$235,861	+0.0%
Net Income	$-54,302	$64,007	-1.8%

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

$478,524

Total Directors

$478,524

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bob Kretsinger	Chairman (Until 3/2024)	1.00	Officer Director	$0	$0	$0
Joey Hogan	Trustee to Chairman (From 3/2024)	1.00	Officer Director	$0	$0	$0
Mark Walker	Treasurer	1.00	Officer Director	$0	$0	$0
James Ward	President	1.00	Officer Director	$0	$44,277	$478,524
Al Anderson	Trustee	1.00	Director	$0	$0	$0
Harman Cheema	Trustee	1.00	Director	$0	$0	$0
Susan Fall	Trustee	1.00	Director	$0	$0	$0
Don Freymiller	Trustee	1.00	Director	$0	$0	$0
David Gibbs	Trustee	1.00	Director	$0	$0	$0
Nick Hillesheim	Trustee	1.00	Director	$0	$0	$0
Dawn Stubbs	Trustee	1.00	Director	$0	$0	$0
Randy Vernon	Trustee	1.00	Director	$0	$0	$0
Megan Wells	Trustee	1.00	Director	$0	$0	$0
Chris Wood	Trustee	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
2024	$190,313	$244,615	$3,380,875	$-54,302
2023	$299,868	$235,861	$2,957,969	$64,007
2022	$125,680	$230,066	$2,689,217	$-104,386
2021	$209,220	$238,798	$3,413,524	$-29,578
2020	$150,514	$200,196	$2,984,266	$-49,682
2019	$112,089	$208,629	$2,930,194	$-96,540
2018	$238,799	$223,186	$3,000,041	$15,613

Truckload Carriers Association Scholarship Fund