RALPH A PERRY SCHOLARSHIP TR (EIN 426616750) - 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

2001

Legal Domicile

Principal Officer

MARY WEBB

Phone

6414720758

Tax Period

2025-01-01 to 2025-12-31

RALPH A PERRY SCHOLARSHIP TR, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $1K in total revenue in fiscal year 2025. Revenue fell 104% from the prior year — a significant decline worth monitoring.

Mission

COMMUNITY IMPROVEMENTS THROUGH ADMINISTRATION AND DISTRIBUTION OF SCHOLARSHIP FUNDS TO INDIVIDUAL STUDENTS IN JEFFERSON COUNTY IOWA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-1,042

Other Revenue $0

TOTAL REVENUE $-1,042

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $4,000

TOTAL EXPENSES $34,000

Year-over-Year Comparison

	2025	2024	Change
Revenue	$-1,042	$24,765	-1.0%
Expenses	$34,000	$33,893	+0.0%
Net Income	$-35,042	$-9,128	+2.8%

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
LIZ BUNNELL	DIRECTOR	1.00	Director	$0	$0	$0
KEEGAN DRISH	DIRECTOR	1.00	Director	$0	$0	$0
MATT EAKINS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LEANNE EDGETON	DIRECTOR	1.00	Director	$0	$0	$0
JIM FLINSPACH	DIRECTOR	1.00	Director	$0	$0	$0
DALE SUE GLASS	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT HOLT	DIRECTOR	1.00	Director	$0	$0	$0
LISA MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
SPENCER PETERMAN	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE SMALL	DIRECTOR	1.00	Director	$0	$0	$0
TOM VOORHEES	DIRECTOR	1.00	Director	$0	$0	$0
MARY WEBB	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAT THOMA WHEELER	DIRECTOR	1.00	Director	$0	$0	$0
KATHY WINKELMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR RAY WOODY	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	$-1,042	$34,000	$552,791	$-35,042
2024	No data	No data	No data	No data
2023	$-8,163	$33,836	$479,555	$-41,999
2022	$20,265	$35,011	$471,985	$-14,746
2021	$47,178	$34,792	$611,575	$12,386
2020	$47,390	$35,612	$591,413	$11,778
2019	$34,533	$34,776	$562,933	$-243
2018	$51,123	$34,901	$501,871	$16,222

RALPH A PERRY SCHOLARSHIP TR