UNIVERSITY CLUB SCHOLARSHIP FUND (EIN 366095017) - 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

2003

Legal Domicile

Phone

8152312481

Tax Period

2024-08-01 to 2025-07-31

UNIVERSITY CLUB SCHOLARSHIP FUND, founded in 2003, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. Revenue surged 199% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 49% operating margin.

Mission

PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,415

Program Service Revenue $0

Investment Income $70,572

Other Revenue $0

TOTAL REVENUE $76,987

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $8,206

Fundraising Expenses $0

Program Expenses $38,303

Other Expenses $943

TOTAL EXPENSES $39,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,987	$25,768	+2.0%
Expenses	$39,149	$33,967	+0.2%
Net Income	$37,838	$-8,199	-5.6%

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

Governance

Voting Members

N/A

Independent Members

N/A

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
REX PARKER	BOD	N/A	Director	$0	$0	$0
MARSHA ACKERMAN	BOD	N/A	Director	$0	$0	$0
THEODORE LIEBOVICH	BOD	N/A	Director	$0	$0	$0
PHILIP EATON	BOD	N/A	Director	$0	$0	$0
NICHOLAS MEYER	BOD	N/A	Director	$0	$0	$0
STU WELLER	N/A	N/A	Director	$0	$0	$0
MARY ANN SMITH	BOD	N/A	Director	$0	$0	$0
THOMAS MICHALOWSKI	BOD	N/A	Director	$0	$0	$0
PETER RUNDQUIST	PAST PRESIDENT	N/A	Director	$0	$0	$0
JAMES KNUTSON	BOD	N/A	Director	$0	$0	$0
EDWARD KUEHL	BOD	N/A	Director	$0	$0	$0
GERRIE GUSTAFSON	BOD	N/A	Director	$0	$0	$0
MARCIA MUELLER	BOD	N/A	Director	$0	$0	$0
MIKE ROBINSON	BOD	N/A	Director	$0	$0	$0
TRACY FITZGERALD	BOD	N/A	Director	$0	$0	$0
N/A	TRUSTEE	N/A		$8,206	$0	$8,206
KURT SCHIFFER	COO/GM	N/A	Officer	$0	$0	$0
ELDER GRANGER II	PRESIDENT	N/A	Officer	$0	$0	$0
JOHN MECKLENBURG	PRESIDENT	N/A	Officer	$0	$0	$0
PATRICK O'GORMAN	PAST PRESIDENT	N/A	Officer	$0	$0	$0
HELEN HILL	SECRETARY	N/A	Officer	$0	$0	$0
JOHN LETOUMEAU	TREASURER	N/A	Officer	$0	$0	$0
DR VINCE ZAMUTO	VICE PRESIDENT	N/A	Officer	$0	$0	$0
BOB GUIRL	TREASURER	N/A	Officer	$0	$0	$0
SHAUNA GUSTAFSON	SECRETARY	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
2025	$76,987	$39,149	$606,344	$37,838
2024	$25,768	$33,967	$567,758	$-8,199
2023	$29,615	$28,824	$575,851	$791
2022	$47,770	$32,658	$577,316	$15,112
2021	$86,309	$31,435	$562,265	$54,874
2020	$33,150	$29,933	$507,416	$3,217

UNIVERSITY CLUB SCHOLARSHIP FUND