Pewaukee Scholarship Fund Inc (EIN 396104887) - 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

1967

Legal Domicile

Principal Officer

Dave Young

Phone

2623527113

Tax Period

2024-05-01 to 2025-04-30

Pewaukee Scholarship Fund Inc, founded in 1967, is a small nonprofit that reported $147K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 36% operating margin.

Mission

Fundraising for and awarding education scholarships to high school seniors.

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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 $121,684

Program Service Revenue $0

Investment Income $25,338

Other Revenue $0

TOTAL REVENUE $147,022

Expense Breakdown

Grants Paid $90,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,541

Other Expenses $2,951

TOTAL EXPENSES $93,451

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,022	$95,622	+0.5%
Expenses	$93,451	$85,931	+0.1%
Net Income	$53,571	$9,691	+4.5%

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
Dave Young	Treasurer	Director	$0	$0	$0
Stefanie Rous	Chairman	Director	$0	$0	$0
Ron Vermillion	Director	Director	$0	$0	$0
Duong Duong	Secretary	Director	$0	$0	$0
Tom Opie	Director	Director	$0	$0	$0
Beth Young Eagle	Director	Director	$0	$0	$0
Ann Wright	Director	Director	$0	$0	$0
Karen Mendez	Director	Director	$0	$0	$0
Anna Trotier	President	Director	$0	$0	$0
Shawn Hake	Director	Director	$0	$0	$0
Lata Naidu	Director	Director	$0	$0	$0
Laura Wallace	Director	Director	$0	$0	$0
Eric Krasovich	Vice President	Director	$0	$0	$0
Zack Zupke	Vice President	Director	$0	$0	$0
Fred Judy Kier	Director	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	$147,022	$93,451	$741,379	$53,571
2024	$95,622	$85,931	$668,771	$9,691
2023	$108,638	$72,590	$623,250	$36,048
2022	$84,147	$74,605	$594,615	$9,542
2021	$77,400	$65,588	$591,116	$11,812
2020	$86,256	$69,484	$506,768	$16,772
2019	$71,856	$55,497	$531,946	$16,359

Pewaukee Scholarship Fund Inc