KATHRYN SMITH MATKOV SCHOLARSHIP TRUST C/O GEORGE J MATKOV JR (EIN 367255501) - 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

GEORGE J MATKOV JR

Phone

3129606192

Tax Period

2024-01-01 to 2024-12-31

KATHRYN SMITH MATKOV SCHOLARSHIP TRUST C/O GEORGE J MATKOV JR, founded in 1998, is a small nonprofit in the Education sector that reported $159K in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 63% operating margin.

Mission

SEE MISSION STATEMENT AT PART III, LINE 1.

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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 $21,811

Program Service Revenue $0

Investment Income $46,413

Other Revenue $90,807

TOTAL REVENUE $159,031

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,052

Other Expenses $9,052

TOTAL EXPENSES $59,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,031	$85,646	+0.9%
Expenses	$59,052	$74,527	-0.2%
Net Income	$99,979	$11,119	+8.0%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE J MATKOV JR	PRESIDENT & CEO	3.00	Officer Director	$0	$0	$0
ERIN STEGALL	TRUSTEE	0.30	Officer Director	$0	$0	$0
FRANCES J SMITH	TRUSTEE	0.30	Officer Director	$0	$0	$0
ANTHONY R BALTHAZOR	TRUSTEE	0.30	Officer Director	$0	$0	$0
JAMES R POTTER	TRUSTEE	0.30	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
2024	$159,031	$59,052	$1,485,089	$99,979
2023	$85,646	$74,527	$1,385,110	$11,119
2022	$93,675	$50,000	$1,373,991	$43,675
2021	$119,017	$60,761	$1,330,316	$58,256
2020	$88,181	$58,334	$1,272,060	$29,847

KATHRYN SMITH MATKOV SCHOLARSHIP TRUST C/O GEORGE J MATKOV JR