BARR-REEVE SCHOLARSHIP FOUNDATION (EIN 411607576) - 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

1988

Legal Domicile

Phone

8124863265

Tax Period

2024-01-01 to 2024-12-31

BARR-REEVE SCHOLARSHIP FOUNDATION, founded in 1988, is a small nonprofit in the Education sector that reported $212K in total revenue in fiscal year 2024. Revenue surged 171% from the prior year, signaling strong growth momentum. The organization ran a surplus of $177K, a strong 83% operating margin.

Mission

RECEIVE FUNDS AND DONATIONS TO PROVIDE SCHOLARSHIPS TO CURRENT YEAR GRADUATING HIGH SCHOOL SENIORS AND PREVIOUS GRADUATES IN THEIR SOPHOMORE, JUNIOR, AND SENIOR YEARS OF COLLEGE. THE ORGANIZATION ALSO AWARDS SCHOLARSHIPS TO ELEMENTARY STUDENTS DEPOSITED INTO THEIR 529 SAVINGS ACCOUNTS WHICH WILL ALSO BE USED FOR COLLEGE EXPENSES.

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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 $164,093

Program Service Revenue $0

Investment Income $19,521

Other Revenue $28,451

TOTAL REVENUE $212,065

Expense Breakdown

Grants Paid $31,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,000

Other Expenses $4,432

TOTAL EXPENSES $35,432

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,065	$78,279	+1.7%
Expenses	$35,432	$38,958	-0.1%
Net Income	$176,633	$39,321	+3.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES A KAVANAUGH	PRESIDENT	20.00	Officer Director	$0	$0	$0
TYSON J WAGLER	TREASURER	1.00	Officer Director	$0	$0	$0
AARON ASH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ANNETTA GRABER	SECRETARY	1.00	Officer Director	$0	$0	$0
CHASSITY SWARD	Director	1.00	Director	$0	$0	$0
JEFFREY D DOYLE	Director	1.00	Director	$0	$0	$0
ANDREA HUFF	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
2024	$212,065	$35,432	$1,021,457	$176,633
2023	$78,279	$38,958	$782,554	$39,321
2022	$95,299	$28,673	$673,963	$66,626
2021	$99,258	$42,442	$700,353	$56,816
2020	$63,306	$32,829	$593,439	$30,477
2019	$67,484	$37,962	$525,445	$29,522
2018	$87,768	$40,223	$439,028	$47,545

BARR-REEVE SCHOLARSHIP FOUNDATION