SHERRY A KLOEPPEL MEMORIAL SCHOLARSHIP TRUST (EIN 367254518) - 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

1998

Legal Domicile

Principal Officer

SISTER CATHERINE RYAN

Phone

8109668707

Tax Period

2025-01-01 to 2025-12-31

SHERRY A KLOEPPEL MEMORIAL SCHOLARSHIP TRUST, founded in 1998, is a micro nonprofit in the Education sector that reported $100K in total revenue in fiscal year 2025. Revenue surged 663% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 84% operating margin.

Mission

SCHOLARSHIPS ARE PROVIDED TO INDIVIDUALS OF MARYVILLE ACADEMY. MARYVILLE ACADEMY IS A TAX-EXEMPT CHARITABLE ORGANIZATION FORMED IN 1883 TO PROVIDE A HOMELIKE ENVIRONMENT FOR CHILDREN AND YOUNG ADULTS.

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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 $0

Program Service Revenue $0

Investment Income $99,879

Other Revenue $0

TOTAL REVENUE $99,879

Expense Breakdown

Grants Paid $9,072

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,072

Other Expenses $7,144

TOTAL EXPENSES $16,216

Year-over-Year Comparison

	2025	2024	Change
Revenue	$99,879	$13,085	+6.6%
Expenses	$16,216	$14,889	+0.1%
Net Income	$83,663	$-1,804	-47.4%

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

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	Role	Reportable Comp	Other Comp	Total
SR CATHERINE M RYAN	COMMITTEE DIRECTOR	Director	$0	$0	$0
CHERYL HEYDEN	COMMITTEE DIRECTOR	Director	$0	$0	$0
N/A	TRUSTEE		$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	$99,879	$16,216	$378,574	$83,663
2024	$13,085	$14,889	$294,911	$-1,804
2023	$16,499	$14,063	$296,715	$2,436
2022	$13,721	$16,366	$294,279	$-2,645
2021	$13,813	$20,633	$296,924	$-6,820
2020	$14,572	$6,669	$303,744	$7,903
2019	$28,861	$14,156	$295,841	$14,705

SHERRY A KLOEPPEL MEMORIAL SCHOLARSHIP TRUST