OLD ELM SCHOLARSHIP FOUNDATION (EIN 237399476) - 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

1974

Legal Domicile

Principal Officer

JOHN C MOORE

Phone

3125190112

Tax Period

2025-01-01 to 2025-12-31

OLD ELM SCHOLARSHIP FOUNDATION, founded in 1974, is a small nonprofit that reported $395K in total revenue in fiscal year 2025. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $528K exceeded revenue, resulting in a 34% operating deficit.

Mission

TO AWARD OLD ELM CLUB EMPLOYEES, THEIR FAMILIES, AND CADDIES COLLEGE SCHOLARSHIPS IN AMOUNTS RANGING FROM $1,000 TO $30,000.

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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 (2025)

Revenue Breakdown

Contributions & Grants $195,216

Program Service Revenue $0

Investment Income $200,014

Other Revenue $0

TOTAL REVENUE $395,230

Expense Breakdown

Grants Paid $520,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $520,700

Other Expenses $7,117

TOTAL EXPENSES $527,817

Year-over-Year Comparison

	2025	2024	Change
Revenue	$395,230	$533,395	-0.3%
Expenses	$527,817	$520,964	+0.0%
Net Income	$-132,587	$12,431	-11.7%

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
JOHN MOORE	PRESIDENT & SECRETARY	0.50	Officer Director	$0	$0	$0
M JAY TREES	TREASURER	0.50	Officer Director	$0	$0	$0
RICHARD LENNY	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM MYNATT	DIRECTOR	0.50	Director	$0	$0	$0
JAMES PERRY	DIRECTOR	0.50	Director	$0	$0	$0
ALEXANDER STUART	DIRECTOR	0.50	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	$395,230	$527,817	$3,461,055	$-132,587
2024	No data	No data	No data	No data
2023	$241,130	$506,172	$3,581,211	$-265,042
2022	$352,989	$468,455	$3,846,253	$-115,466
2021	$1,299,525	$328,747	$3,956,859	$970,778
2020	$370,224	$235,284	$2,986,081	$134,940
2019	$259,200	$297,123	$2,837,915	$-37,923
2018	$348,749	$249,592	$2,875,838	$99,157

OLD ELM SCHOLARSHIP FOUNDATION