THE WHIPPLE SCHOLARSHIP TRUST C/O CITIZENS BANK OF HICKMAN TRUSTEE (EIN 367516949) - 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

2010

Legal Domicile

Principal Officer

THE CITIZENS BANK OF HICK

Phone

2702362525

Tax Period

2023-04-01 to 2024-03-31

THE WHIPPLE SCHOLARSHIP TRUST C/O CITIZENS BANK OF HICKMAN TRUSTEE, founded in 2010, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $44K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 27% operating margin.

Mission

TRUST PROVIDES COLLEGE 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 $0

Program Service Revenue $0

Investment Income $15,899

Other Revenue $28,080

TOTAL REVENUE $43,979

Expense Breakdown

Grants Paid $27,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,015

Other Expenses $4,365

TOTAL EXPENSES $32,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,979	$32,629	+0.3%
Expenses	$32,015	$30,778	+0.0%
Net Income	$11,964	$1,851	+5.5%

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
BLAKE FOUNTAIN	BOARD MEMBER	Director	$0	$0	$0
JEFF ROGERS	BOARD MEMBER	Director	$0	$0	$0
JESSICA WEST	BOARD MEMBER	Director	$0	$0	$0
JIM MARTIN	BOARD MEMBER	Director	$0	$0	$0
PATRICK CHAMBERS	BOARD MEMBER	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	No data	No data	No data	No data
2024	$43,979	$32,015	$1,222,528	$11,964
2023	$32,629	$30,778	$1,210,564	$1,851
2022	$28,536	$24,899	$1,208,713	$3,637
2021	$33,517	$29,661	$1,205,076	$3,856
2020	$11,295	$24,408	$1,201,220	$-13,113
2019	$27,935	$47,387	$1,214,333	$-19,452

THE WHIPPLE SCHOLARSHIP TRUST C/O CITIZENS BANK OF HICKMAN TRUSTEE