KERRY J ALLEN SCHOLARSHIP (EIN 273909647) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

KERRY J ALLEN

Tax Period

2018-01-01 to 2018-12-31

KERRY J ALLEN SCHOLARSHIP, founded in 2010, is a micro nonprofit in the Education sector that reported $27K in total revenue in fiscal year 2018. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $13K, a strong 46% operating margin.

Mission

PROVIDE SCHOLARSHIP FOR STUDENTS

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $27,165

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $27,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,543

Other Expenses $14,543

TOTAL EXPENSES $14,543

Year-over-Year Comparison

	2018	2017	Change
Revenue	$27,165	$23,496	+0.2%
Expenses	$14,543	$16,822	-0.1%
Net Income	$12,622	$6,674	+0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MELVIN HOBBS	VICE CHAIRMAN	0.00	Director	$0	$0	$0
LILLIE E SMITH	SECRETARY	0.00	Director	$0	$0	$0
WILLIAM SHERMAN	TREASURER	0.00	Director	$0	$0	$0
CANDACE SMITH	CORRESPONDENCE SECRETARY	0.00	Director	$0	$0	$0
LOUISE COLEMAN	SCHOLARSHIP COUNSELOR	0.00	Director	$0	$0	$0
JANICE HART	ALUMNI COORDINATOR	0.00	Director	$0	$0	$0
KERRY J ALLEN	CHAIRMAN	5.00	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
2018	$27,165	$14,543	$34,295	$12,622

KERRY J ALLEN SCHOLARSHIP