EUGENE & ROSEMARY SCHULTER CHARITABLE FOUNDATION (EIN 262934882) - 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

2008

Legal Domicile

Principal Officer

EUGENE C SCHULTER

Phone

7735391683

Tax Period

2023-01-01 to 2023-12-31

EUGENE & ROSEMARY SCHULTER CHARITABLE FOUNDATION, founded in 2008, is a micro nonprofit in the Education sector that reported $14K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10K, a strong 69% operating margin.

Mission

SUPPORT YOUNG ADULT EDUCATION THROUGH SCHOLARSHIPS TO STUDENTS, SENIOR CITIZEN SAFETY PROGRAMS, AND COMMUNITY OUTREACH.

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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 $14,252

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $14,252

Expense Breakdown

Grants Paid $2,650

Salaries & Benefits $0

Fundraising Expenses $325

Program Expenses $2,650

Other Expenses $1,729

TOTAL EXPENSES $4,379

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,252	$26,653	-0.5%
Expenses	$4,379	$12,401	-0.6%
Net Income	$9,873	$14,252	-0.3%

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

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
EUGENE C SCHULTER	PRESIDENT	002.00	Officer Director	$0	$0	$0
ROSEMARY A SCHULTER	SECRETARY/TREASURER	002.00	Officer Director	$0	$0	$0
ELLEN K BARRY	DIRECTOR	002.00	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	No data	No data	No data	No data
2023	$14,252	$4,379	$51,101	$9,873
2022	$26,653	$12,401	$41,228	$14,252
2021	$49,437	$22,984	$26,976	$26,453

EUGENE & ROSEMARY SCHULTER CHARITABLE FOUNDATION