DOROTHY J KURTZ SCHOLARSHIP TRUST (EIN 237804853) - 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

1994

Legal Domicile

Principal Officer

THOMAS B K RINGE III

Phone

2153411016

Tax Period

2023-02-01 to 2024-01-31

DOROTHY J KURTZ SCHOLARSHIP TRUST, founded in 1994, is a micro nonprofit in the Education sector that reported $31K in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. Expenses of $39K exceeded revenue, resulting in a 24% operating deficit.

Mission

SUPPORTING ORGANIZATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $31,460

Other Revenue $0

TOTAL REVENUE $31,460

Expense Breakdown

Grants Paid $21,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,049

Other Expenses $18,049

TOTAL EXPENSES $39,049

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,460	$18,725	+0.7%
Expenses	$39,049	$25,500	+0.5%
Net Income	$-7,589	$-6,775	+0.1%

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

N/A

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
THOMAS B K RINGE III	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
2025	No data	No data	No data	No data
2024	$31,460	$39,049	$365,785	$-7,589
2023	$18,725	$25,500	$346,161	$-6,775
2022	$20,885	$25,673	$377,936	$-4,788
2021	$61,677	$27,081	$766,077	$34,596
2020	$43,552	$25,000	$694,455	$18,552
2019	$20,758	$19,715	$640,849	$1,043

DOROTHY J KURTZ SCHOLARSHIP TRUST