TR UA EW ANDERSON MEMORIAL

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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

1996

Legal Domicile

Phone

8004000439

Tax Period

2024-01-01 to 2024-12-31

TR UA EW ANDERSON MEMORIAL, founded in 1996, is a micro nonprofit in the Education sector that reported $74K in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 37% operating margin.

Mission

To provide funding for renewable college scholarships for graduating high school students from the Marquette area public schools.

Program Service Accomplishments

Program 1

Expenses: $35,627

TO PROVIDE FUNDING FOR RENEWABLE COLLEGE SCHOLARSHIPS FOR GRADUATING HIGH SCHOOL STUDENTS FROM THE MARQUETTE AREA PUBLIC SCHOOLS.

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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 $0

Program Service Revenue $0

Investment Income $73,568

Other Revenue $0

TOTAL REVENUE $73,568

Expense Breakdown

Grants Paid $34,000

Salaries & Benefits $10,845

Fundraising Expenses $0

Program Expenses $35,627

Other Expenses $1,719

TOTAL EXPENSES $46,564

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,568	$37,740	+0.9%
Expenses	$46,564	$46,699	0.0%
Net Income	$27,004	$-8,959	-4.0%

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

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
FIFTH THIRD BANK N A	TRUSTEE	N/A		$10,845	$0	$10,845

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	$73,568	$46,564	$635,875	$27,004
2023	$37,740	$46,699	$608,817	$-8,959
2022	$23,186	$51,878	$617,873	$-28,692
2021	$66,429	$47,858	$646,652	$18,571
2020	$24,468	$46,414	$627,960	$-21,946
2019	$76,634	$42,013	$650,188	$34,621
2018	$37,277	$48,899	$615,564	$-11,622