KOUTS HIGH SCHOOL MEMORIAL SCHOLARSHIP FUND (EIN 311102898) - 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

1984

Legal Domicile

Principal Officer

RICHARD A BRIARS

Phone

2197662231

Tax Period

2023-01-01 to 2023-12-31

KOUTS HIGH SCHOOL MEMORIAL SCHOLARSHIP FUND, founded in 1984, is a small nonprofit that reported $124K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $71K, a strong 57% operating margin.

Mission

TO PROVIDE SCHOLARSHIP FUNDS FOR QUALIFIED STUDENTS OF KOUTS HIGH SCHOOL

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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 $56,413

Program Service Revenue $0

Investment Income $67,526

Other Revenue $0

TOTAL REVENUE $123,939

Expense Breakdown

Grants Paid $50,045

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,387

Other Expenses $3,342

TOTAL EXPENSES $53,387

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,939	$145,140	-0.1%
Expenses	$53,387	$46,921	+0.1%
Net Income	$70,552	$98,219	-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

N/A

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
WENDY S WAGNER	TREASURER	Officer	$0	$0	$0
RICHARD BRIARS	PRESIDENT	Officer	$0	$0	$0
WENDY WAGNER	SECRETARY	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
2024	No data	No data	No data	No data
2023	$123,939	$53,387	$1,353,009	$70,552
2022	$145,140	$46,921	$1,282,457	$98,219
2021	$129,946	$50,813	$1,184,238	$79,133
2020	$96,513	$45,975	$1,105,105	$50,538
2019	$64,081	$44,636	$1,054,567	$19,445
2018	$75,137	$37,696	$1,035,122	$37,441

KOUTS HIGH SCHOOL MEMORIAL SCHOLARSHIP FUND