SHOALS SCHOLAR DOLLARS FOUNDATION (EIN 274752544) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

LIZ THOMAS

Phone

2567668915

Tax Period

2024-07-01 to 2025-06-30

SHOALS SCHOLAR DOLLARS FOUNDATION, founded in 2011, is a small nonprofit in the Education sector that reported $229K in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $258K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO IMPROVE THE SHOALS AREA BY WAY OF EDUCATIONAL ENHANCEMENT AND JOB SKILLS.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $84,624

Program Service Revenue $0

Investment Income $11,698

Other Revenue $260,479

TOTAL REVENUE $356,801

Expense Breakdown

Grants Paid $39,029

Salaries & Benefits $0

Fundraising Expenses $250,197

Program Expenses $51,157

Other Expenses $262,325

TOTAL EXPENSES $301,354

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,801	$362,597	0.0%
Expenses	$301,354	$305,690	0.0%
Net Income	$55,447	$56,907	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
JULIE HAMM	SECRETARY	N/A	Officer	$0	$0	$0
CRYSTAL REED	VICE-PRESIDE	N/A	Officer	$0	$0	$0
JOSHUA RUSSELL	TREASURER	N/A	Officer	$0	$0	$0
LIZ THOMAS	PRESIDENT	N/A	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	$356,801	$301,354	$445,355	$55,447
2024	$359,203	$305,690	$386,514	$53,513
2024	$362,597	$305,690	$389,908	$56,907
2023	$202,544	$146,865	$333,001	$55,679
2022	$192,702	$113,085	$277,322	$79,617
2021	$209,772	$41,642	$197,705	$168,130
2020	$138,025	$132,629	$29,575	$5,396
2019	$229,190	$257,562	$24,179	$-28,372

SHOALS SCHOLAR DOLLARS FOUNDATION