ROSE MORGAN SCHOLARSHIP FUND TRUST (EIN 431409393) - 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

2002

Legal Domicile

Phone

9133190300

Tax Period

2024-01-01 to 2024-12-31

ROSE MORGAN SCHOLARSHIP FUND TRUST, founded in 2002, is a micro nonprofit in the Education sector that reported $46K in total revenue in fiscal year 2024. Revenue surged 252% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 17% operating margin.

Mission

TO PROVIDE GRANTS TO NEEDY STUDENTS OF HYMAN BRAND HEBREW ACADEMY

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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 $0

Program Service Revenue $0

Investment Income $46,336

Other Revenue $0

TOTAL REVENUE $46,336

Expense Breakdown

Grants Paid $26,192

Salaries & Benefits $5,684

Fundraising Expenses $0

Program Expenses $26,192

Other Expenses $6,637

TOTAL EXPENSES $38,513

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,336	$13,151	+2.5%
Expenses	$38,513	$19,941	+0.9%
Net Income	$7,823	$-6,790	-2.2%

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
CARL PURITZ	CO-TRUSTEE	N/A	Director	$0	$0	$0
MARK MANDELBAUM	CO-TRUSTEE	N/A	Director	$0	$0	$0
FLOYD FREIDEN	CO-TRUSTEE	N/A	Director	$0	$0	$0
AMANDA MORGAN	CO-TRUSTEE	N/A	Director	$0	$0	$0
N/A	CO-TRUSTEE	N/A		$5,684	$0	$5,684

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	No data	No data	No data	No data
2024	$46,336	$38,513	$1,229,416	$7,823
2023	$13,151	$19,941	$1,220,883	$-6,790
2022	$31,740	$33,669	$1,249,428	$-1,929
2021	$109,686	$31,824	$1,253,352	$77,862
2020	$103,433	$40,542	$1,176,355	$62,891
2018	$67,610	$33,564	$1,123,077	$34,046

ROSE MORGAN SCHOLARSHIP FUND TRUST