WL CALVERT MEMORIAL SCHOLARSHIP TRUST (EIN 237426284) - 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

Phone

7135159229

Tax Period

2024-07-01 to 2025-06-30

WL CALVERT MEMORIAL SCHOLARSHIP TRUST, founded in 1974, is a small nonprofit that reported $218K in total revenue in fiscal year 2024. The organization ran a surplus of $109K, a strong 50% operating margin.

Mission

SCHOLARSHIPS FOR GEOLOGY STUDENTS

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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 (2024)

Revenue Breakdown

Contributions & Grants $23,968

Program Service Revenue $0

Investment Income $194,289

Other Revenue $0

TOTAL REVENUE $218,257

Expense Breakdown

Grants Paid $105,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,256

Other Expenses $3,756

TOTAL EXPENSES $109,256

Year-over-Year Comparison

	2024	2023	Change
Revenue	$218,257	$206,522	+0.1%
Expenses	$109,256	$98,138	+0.1%
Net Income	$109,001	$108,384	+0.0%

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
NICOLE VILLAREAL	VICE-CHAIRMAN	0.50	Officer	$0	$0	$0
RICHARD S BISHOP	TREASURER	1.00	Officer	$0	$0	$0
JEFFREY LUND	CHAIRMAN	0.50	Officer	$0	$0	$0
MRS JUDY SCHULENBERG	SECRETARY	1.00	Officer	$0	$0	$0
PATTY WALKER	HGS REP	0.50	Officer	$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	$218,257	$109,256	$4,103,081	$109,001
2024	$206,522	$98,138	$3,978,164	$108,384
2023	$107,688	$61,817	$3,838,386	$45,871
2022	$132,816	$98,032	$3,860,541	$34,784
2021	$103,156	$108,979	$4,119,368	$-5,823
2020	$167,783	$87,185	$4,125,191	$80,598
2019	$42,605	$32,748	$3,934,692	$9,857

WL CALVERT MEMORIAL SCHOLARSHIP TRUST