LEE STILLMAN-ROLAND R WITTE SCHOLARSHIP FOUNDATION (EIN 320538150) - 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

2017

Legal Domicile

Principal Officer

PATRICK H FLANNERY

Phone

5176072239

Tax Period

2023-07-01 to 2024-06-30

LEE STILLMAN-ROLAND R WITTE SCHOLARSHIP FOUNDATION, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $98K in total revenue in fiscal year 2023. Revenue surged 112% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 1347% operating deficit.

Mission

TO RECEIVE AND ADMINISTER THE TESTAMENTARY GIFT MADE TO HILLSDALE COLLEGE BY MRS. LEE S. WITTE.

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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 $0

Program Service Revenue $0

Investment Income $98,033

Other Revenue $0

TOTAL REVENUE $98,033

Expense Breakdown

Grants Paid $1,200,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,200,000

Other Expenses $218,420

TOTAL EXPENSES $1,418,420

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,033	$46,305	+1.1%
Expenses	$1,418,420	$1,408,570	+0.0%
Net Income	$-1,320,387	$-1,362,265	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
N/A	TRUSTEE	2.00		$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	No data	No data	No data	No data
2024	$98,033	$1,418,420	$24,155,999	$-1,320,387
2023	$46,305	$1,408,570	$23,723,173	$-1,362,265
2022	$258,147	$229,842	$23,225,983	$28,305
2021	$2,096	$212,965	$26,129,062	$-210,869
2020	$96,633	$1,293,654	$22,792,602	$-1,197,021
2019	$705,901	$1,250,963	$24,148,128	$-545,062

LEE STILLMAN-ROLAND R WITTE SCHOLARSHIP FOUNDATION