OCONOMOWOC SCHOLARSHIP FUND (EIN 396076192) - 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

1947

Legal Domicile

Principal Officer

KATIE SADORF

Phone

2625676540

Tax Period

2024-07-01 to 2025-06-30

OCONOMOWOC SCHOLARSHIP FUND, founded in 1947, is a small nonprofit that reported $257K in total revenue in fiscal year 2024. Expenses of $222K left a modest 14% surplus.

Mission

TO AWARD 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 (2024)

Revenue Breakdown

Contributions & Grants $202,894

Program Service Revenue $0

Investment Income $53,912

Other Revenue $245

TOTAL REVENUE $257,051

Expense Breakdown

Grants Paid $189,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $189,050

Other Expenses $32,649

TOTAL EXPENSES $221,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$257,051	$245,933	+0.0%
Expenses	$221,699	$198,499	+0.1%
Net Income	$35,352	$47,434	-0.3%

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
KATIE SADORF	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE GARMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JENNA CURTAIN	LEGAL COUNSEL	1.00	Officer Director	$0	$0	$0
JOLENE PIPP	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER PESICEK	ACKNOWLEDGMENT SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD BELLA	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM LENTZ	DIRECTOR	1.00	Director	$0	$0	$0
DR SUSAN SCHRANK	COMMUNICATIONS CHAIR	1.00	Director	$0	$0	$0
KERRY GROSSE	SECRETARY OF STUDENT AFFAIRS	1.00	Officer Director	$0	$0	$0
COLLEEN MORAN	DIRECTOR	1.00	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
2025	$257,051	$221,699	$1,207,856	$35,352
2024	$245,933	$198,499	$1,119,810	$47,434
2023	$174,544	$208,462	$1,030,369	$-33,918
2022	$136,254	$182,911	$1,016,107	$-46,657
2021	$237,341	$113,489	$1,184,809	$123,852
2020	$165,564	$88,688	$914,429	$76,876
2019	$265,477	$89,291	$831,653	$176,186

OCONOMOWOC SCHOLARSHIP FUND