JOHN J KAULENTIS MEMORIAL SCHOLARSHIP FUND (EIN 363917332) - 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

1993

Legal Domicile

Principal Officer

DAVID FEITNER

Phone

3123415728

Tax Period

2023-01-01 to 2023-12-31

JOHN J KAULENTIS MEMORIAL SCHOLARSHIP FUND, founded in 1993, is a micro nonprofit in the Education sector that reported $8K in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. Expenses of $22K exceeded revenue, resulting in a 168% operating deficit.

Mission

PROVIDE FUNDS FOR 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,500

Program Service Revenue $0

Investment Income $6,818

Other Revenue $0

TOTAL REVENUE $8,318

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,000

Other Expenses $2,320

TOTAL EXPENSES $22,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,318	$4,758	+0.7%
Expenses	$22,320	$2,305	+8.7%
Net Income	$-14,002	$2,453	-6.7%

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	Role	Reportable Comp	Other Comp	Total
DAVID FEITNER	President	Officer Director	$0	$0	$0
LISA ROSENFELD	Vice President	Officer Director	$0	$0	$0
MARIO ROJIC	Vice President	Officer Director	$0	$0	$0
DOMINICK DE LEO	Secretary	Officer Director	$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
2023	$8,318	$22,320	$874,338	$-14,002
2022	$4,758	$2,305	$888,340	$2,453
2021	$4,164	$2,305	$885,887	$1,859
2020	$3,771	$34,295	$884,028	$-30,524

JOHN J KAULENTIS MEMORIAL SCHOLARSHIP FUND