SOUTH PORT SQUARE SCHOLARSHIP FUND INC (EIN 463083137) - 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

2013

Legal Domicile

Principal Officer

LOUISE REA

Phone

9415245138

Tax Period

2024-01-01 to 2024-12-31

SOUTH PORT SQUARE SCHOLARSHIP FUND INC, founded in 2013, is a small nonprofit in the Education sector that reported $107K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 66% operating margin.

Mission

TO RECEIVE CONTRIBUTIONS AND INVEST SUCH FUNDS TO PROVIDE GRANTS, AWARDS AND SCHOLARSHIPS TO QUALIFED EMPLOYEES OF SOUTHPORT SQUARE.

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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 $52,220

Program Service Revenue $0

Investment Income $54,380

Other Revenue $0

TOTAL REVENUE $106,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,886

Other Expenses $36,689

TOTAL EXPENSES $36,689

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,600	$71,336	+0.5%
Expenses	$36,689	$31,995	+0.1%
Net Income	$69,911	$39,341	+0.8%

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
NORMAN UHL	PRESIDENT	5.00	Officer	$0	$0	$0
MARGARET GRIMM	SECRETARY	1.00	Officer	$0	$0	$0
PATRICIA ROSE	VICE-PRESIDE	1.00	Officer	$0	$0	$0
BOB COVER	DIRECTOR	1.00	Director	$0	$0	$0
NANCY CASE	DIRECTOR	1.00	Director	$0	$0	$0
LOUISE REA	TREASURER	1.00	Officer	$0	$0	$0
MERILEE WARNER	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	$106,600	$36,689	$793,462	$69,911
2023	$71,336	$31,995	$712,426	$39,341
2022	$64,018	$24,552	$616,794	$39,466
2021	$493,447	$20,232	$697,226	$473,215

SOUTH PORT SQUARE SCHOLARSHIP FUND INC