SCHOLARMATCH INC (EIN 454985621) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

STEVE BENNET

Phone

4152371792

Tax Period

2024-10-01 to 2025-09-30

SCHOLARMATCH INC, founded in 2012, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2024. Expenses of $4.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

SCHOLARMATCH SUPPORTS UNDERSERVED FIRST-GENERATION STUDENTS FROM LOW-INCOME BACKGROUNDS TO EARN A BACHELOR'S DEGREE WITHIN FIVE YEARS, PROVIDING VIRTUAL INDIVIDUALIZED ADVISING, TARGETED FINANCIAL SUPPORT, AND CAREER MENTORING FROM HIGH SCHOOL THROUGH COLLEGE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,819,362

Program Service Revenue $0

Investment Income $190,694

Other Revenue $-19,612

TOTAL REVENUE $3,990,444

Expense Breakdown

Grants Paid $1,271,663

Salaries & Benefits $2,415,536

Fundraising Expenses $705,717

Program Expenses $3,067,935

Other Expenses $727,063

TOTAL EXPENSES $4,414,262

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,990,444	$4,078,522	0.0%
Expenses	$4,414,262	$3,895,947	+0.1%
Net Income	$-423,818	$182,575	-3.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

540

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

$222,793

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN GRACE-BAKER	CHAIR	3.00	Officer Director	$0	$0	$0
LUZ GOMEZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALICIA PERLA JD	SECRETARY	1.00	Officer Director	$0	$0	$0
AYANDA MAGWAZA CPA	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE BENNET	DIRECTOR	0.80	Director	$0	$0	$0
PAIGE DELACEY	DIRECTOR	0.80	Director	$0	$0	$0
NEHA GUPTA ESQ	DIRECTOR	0.80	Director	$0	$0	$0
DR JULIE HUANG	DIRECTOR	0.80	Director	$0	$0	$0
ISAAC Y KIM	DIRECTOR	0.80	Director	$0	$0	$0
DR TERRANCE MAYES	DIRECTOR	0.80	Director	$0	$0	$0
JOSE MARTINEZ	DIRECTOR (UNTIL 02/2025)	0.80	Director	$0	$0	$0
DR HEATHER MCCARTY	DIRECTOR	0.80	Director	$0	$0	$0
ESTEBAN RODRIGUEZ ESQ	DIRECTOR	0.80	Director	$0	$0	$0
DR GOURJOINE M WADE	DIRECTOR	0.80	Director	$0	$0	$0
BRANDON WONG	DIRECTOR	0.80	Director	$0	$0	$0
KARLA SALAZAR	EXECUTIVE DIRECTOR	40.00	Officer	$199,878	$22,915	$222,793
MARY PHAM	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$132,986	$12,662	$145,648
DEVON WESSMAN-SMERDON MOORE	SR. DIR. OF PROGRAMS AND COMPLIANCE	40.00	Highest	$129,327	$5,681	$135,008
JULIE ANGULO	DIRECTOR OF ADVANCEMENT	40.00	Highest	$140,401	$21,457	$161,858
LISA LOPEZ	DIRECTOR OF COLLEGE ACCESS	40.00	Highest	$109,775	$12,950	$122,725

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	$3,990,444	$4,414,262	$6,518,604	$-423,818
2024	$4,078,522	$3,895,947	$7,156,890	$182,575
2023	$4,434,883	$2,993,103	$6,742,763	$1,441,780
2022	$3,582,533	$3,399,629	$5,261,004	$182,904
2022	$3,582,533	$3,399,629	$5,261,004	$182,904
2021	$2,786,437	$4,795,413	$5,074,760	$-2,008,976
2020	$9,012,178	$4,665,189	$7,645,079	$4,346,989
2019	$3,822,021	$3,616,689	$2,757,702	$205,332
2018	$3,167,468	$2,616,422	$2,515,326	$551,046

SCHOLARMATCH INC