AMY L SCOTT FAMILY FOUNDATION (EIN 364071890) - 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

1995

Legal Domicile

Principal Officer

AMY L SCOTT

Phone

4025021122

Tax Period

2025-01-01 to 2025-12-31

AMY L SCOTT FAMILY FOUNDATION, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2025. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 62% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES

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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 (2025)

Revenue Breakdown

Contributions & Grants $750,000

Program Service Revenue $0

Investment Income $2,094,472

Other Revenue $0

TOTAL REVENUE $2,844,472

Expense Breakdown

Grants Paid $764,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $839,566

Other Expenses $324,324

TOTAL EXPENSES $1,089,024

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,844,472	$1,196,199	+1.4%
Expenses	$1,089,024	$1,019,008	+0.1%
Net Income	$1,755,448	$177,191	+8.9%

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

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

$600,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY SCOTT	DIRECTOR (CHAIRMAN)	1.00	Officer Director	$0	$0	$0
CYNDY PEACOCK	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID KARIMI	DIRECTOR	1.00	Director	$0	$0	$0
JEANIE JONES	DIRECTOR	1.00	Director	$0	$0	$0
TRACI HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN SISSON	PRESIDENT & CEO	1.00	Officer	$11,292	$12,597	$296,418
RICH EAKIN	VICE PRESIDENT	1.00	Officer	$3,723	$6,751	$100,354
CHRISTI ANNIN	CFO	1.00	Officer	$3,823	$13,211	$109,292
ANNE FOLKERS	SECRETARY	1.00	Officer	$3,498	$14,183	$94,060

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	$2,844,472	$1,089,024	$52,865,919	$1,755,448
2024	No data	No data	No data	No data
2023	$6,011,152	$1,524,517	$49,380,567	$4,486,635
2022	$905,004	$1,260,916	$47,894,227	$-355,912
2021	$1,839,809	$784,803	$51,586,926	$1,055,006
2020	$5,464,613	$1,136,209	$47,502,990	$4,328,404
2019	$5,577,633	$977,986	$42,749,081	$4,599,647

AMY L SCOTT FAMILY FOUNDATION