BELLEVUE MEMORIAL SCHOLARSHIP FOUNDATION (EIN 383008267) - 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

1991

Legal Domicile

Phone

2694208004

Tax Period

2023-01-01 to 2023-12-31

BELLEVUE MEMORIAL SCHOLARSHIP FOUNDATION, founded in 1991, is a micro nonprofit in the Education sector that reported $27K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $33K exceeded revenue, resulting in a 21% operating deficit.

Mission

To provide scholarships for post-high school education for Bellevue graduates

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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 $1,300

Program Service Revenue $0

Investment Income $25,634

Other Revenue $0

TOTAL REVENUE $26,934

Expense Breakdown

Grants Paid $16,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,800

Other Expenses $15,885

TOTAL EXPENSES $32,685

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,934	$24,431	+0.1%
Expenses	$32,685	$12,650	+1.6%
Net Income	$-5,751	$11,781	-1.5%

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

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
Andy Dixon	Chairperson	0.50	Officer	$0	$0	$0
Ed Bartha	Vice Chairperson	0.50	Officer	$0	$0	$0
Julie Jordan	Secretary	0.50	Officer	$0	$0	$0
Travis Brininstool	Treasurer	0.50	Officer	$0	$0	$0
Lori Otto	Recorder	0.50	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
2024	No data	No data	No data	No data
2023	$26,934	$32,685	$712,078	$-5,751
2022	$24,431	$12,650	$679,656	$11,781

BELLEVUE MEMORIAL SCHOLARSHIP FOUNDATION