TR UA J SAHLMARK SCHOLARSHIP (EIN 386152237) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Phone

5135345310

Tax Period

2025-01-01 to 2025-12-31

TR UA J SAHLMARK SCHOLARSHIP, founded in 1967, is a micro nonprofit in the Education sector that reported $44K in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 45% operating margin.

Mission

This trust is operated in connection with organizations described in sections 509(a)(1) or (a)(2). As such, all grants and allocations are awarded to these organizations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $43,957

Other Revenue $0

TOTAL REVENUE $43,957

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $4,999

Fundraising Expenses $0

Program Expenses $16,750

Other Expenses $3,204

TOTAL EXPENSES $24,203

Year-over-Year Comparison

	2025	2024	Change
Revenue	$43,957	$33,415	+0.3%
Expenses	$24,203	$22,876	+0.1%
Net Income	$19,754	$10,539	+0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
FIFTH THIRD BANK N A	TRUSTEE	1.0		$4,999	$0	$4,999
DICK FAULK	MEMBER	1.0	Officer	$0	$0	$0
Dr WILLIAM ANDERSON	MEMBER	1.0	Officer	$0	$0	$0
RICHARD KIRBY	MEMBER	1.0	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
2025	$43,957	$24,203	$305,422	$19,754
2024	No data	No data	No data	No data
2023	$16,450	$23,532	$275,110	$-7,082
2022	$11,692	$26,849	$282,236	$-15,157
2021	$31,463	$26,289	$297,429	$5,174
2020	$14,118	$26,430	$291,195	$-12,312
2019	$37,666	$19,606	$304,635	$18,060
2018	$18,230	$20,395	$286,575	$-2,165

TR UA J SAHLMARK SCHOLARSHIP