DR DAVID COZART SR SCHOLARSHIP FOUNDATION (EIN 273003035) - 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

2012

Legal Domicile

Principal Officer

GLORIA COZART

Phone

8134281072

Tax Period

2024-01-01 to 2024-12-31

DR DAVID COZART SR SCHOLARSHIP FOUNDATION, founded in 2012, is a micro nonprofit in the Education sector that reported $1K in total revenue in fiscal year 2024. Revenue surged 146% from the prior year, signaling strong growth momentum. Expenses of $2K exceeded revenue, resulting in a 78% operating deficit.

Mission

PROVIDE EDUCATION ASSISTANCE TO HIGH SCHOOL STUDENTS ENROLLING IN COLLEGE AND PURSUING A CAREER IN THE FIELD OF EDUCATION.

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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 $0

Program Service Revenue $1,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,778

Other Expenses $1,778

TOTAL EXPENSES $1,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,000	$406	+1.5%
Expenses	$1,778	$1,221	+0.5%
Net Income	$-778	$-815	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

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
GLORIA COZART	DP	10	Director	$0	$0	$0
D COZART JR	VPT	5	Director	$0	$0	$0
K RICHARDSON	SECRETARY	5	Director	$0	$0	$0
KATRINA LUNSFO	CFO	5	Director	$0	$0	$0
WAYNE COZART	TREASURER	5	Director	$0	$0	$0
TONY SCHRADER	ATTY	5	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	$1,000	$1,778	$4,000	$-778
2023	$406	$1,221	$4,387	$-815
2022	No data	$160	$5,202	No data
2021	No data	$221	$5,362	No data
2020	$450	$480	$5,583	$-30
2019	$912	$722	$5,613	$190
2018	$400	$791	$5,423	$-391

DR DAVID COZART SR SCHOLARSHIP FOUNDATION