THE WR BELL-HERRON SCHOLARSHIP FOUNDATION INC

EIN: 341300255 501(c)(3) Philanthropy & Grantmaking

CARROLLTON, OH

Total Revenue
$104,133
Total Expenses
$49,287
Total Assets
$17,359
Net Assets
$17,359
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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
1963
Legal Domicile
OH
Principal Officer
LINDA SHOTWELL
Phone
3306274770
Tax Period
2019-01-01 to 2019-12-31

THE WR BELL-HERRON SCHOLARSHIP FOUNDATION INC, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $104K in total revenue in fiscal year 2019. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 53% operating margin.

Mission

TO PROVIDE EDUCATIONAL SCHOLARSHIPS

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $52,794
Program Service Revenue $0
Investment Income $51,339
Other Revenue $0
TOTAL REVENUE $104,133

Expense Breakdown

Grants Paid $48,250
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $48,250
Other Expenses $1,037
TOTAL EXPENSES $49,287

Year-over-Year Comparison

2019 2018 Change
Revenue $104,133 $82,468 +0.3%
Expenses $49,287 $47,892 +0.0%
Net Income $54,846 $34,576 +0.6%
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

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Governance

Voting Members
4
Independent Members
7
Employees
N/A
Volunteers
11

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIANNE BUCK SECRETARY N/A
Officer
$0 $0 $0
DAVE DAVIS VICE PRES N/A
Officer
$0 $0 $0
LINDA SHOTWELL TREASURER N/A
Officer
$0 $0 $0
SEAN SMITH 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
2019 $104,133 $49,287 $17,359 $54,846
2018 $82,468 $47,892 $681,876 $34,576
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