SOUTH TAMA SCHOLARSHIP FOUNDATION INC (EIN 463715082) - 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

SUE CARNAHAN

Phone

6414842855

Tax Period

2024-01-01 to 2024-12-31

SOUTH TAMA SCHOLARSHIP FOUNDATION INC, founded in 2013, is a small nonprofit in the Education sector that reported $155K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $38K, a strong 25% operating margin.

Mission

TO PROVIDE ACADEMIC SCHOLARSHIPS

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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 $54,603

Program Service Revenue $0

Investment Income $100,640

Other Revenue $0

TOTAL REVENUE $155,243

Expense Breakdown

Grants Paid $112,678

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,112

Other Expenses $4,434

TOTAL EXPENSES $117,112

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,243	$180,987	-0.1%
Expenses	$117,112	$89,953	+0.3%
Net Income	$38,131	$91,034	-0.6%

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
DALLAS BOERM	DIRECTOR	N/A	Director	$0	$0	$0
SUE CARNAHAN	DIRECTOR	N/A	Director	$0	$0	$0
SUE EBERHART	DIRECTOR	N/A	Director	$0	$0	$0
JEFF ELSE	DIRECTOR	N/A	Director	$0	$0	$0
LARRY FLETCHER	PRESIDENT	N/A	Director	$0	$0	$0
WARREN RILEY	DIRECTOR	N/A	Director	$0	$0	$0
KAREN ROHRS	DIRECTOR	N/A	Director	$0	$0	$0
TRISH STADLER	DIRECTOR	N/A	Director	$0	$0	$0
ANITA TOWNSLEY	SECRETARY	N/A	Director	$0	$0	$0
DEBBIE UPAH	DIRECTOR	N/A	Director	$0	$0	$0
MICHELE WERNER	DIRECTOR	N/A	Director	$0	$0	$0
KATHY WILKERSON	DIRECTOR	N/A	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	$155,243	$117,112	$2,115,885	$38,131
2023	$180,987	$89,953	$1,980,747	$91,034
2022	$116,153	$69,642	$1,889,713	$46,511
2021	$169,763	$58,271	$1,843,202	$111,492
2020	$368,845	$66,576	$1,731,710	$302,269
2019	$145,748	$91,021	$1,429,441	$54,727
2018	$122,095	$67,418	$1,374,714	$54,677

SOUTH TAMA SCHOLARSHIP FOUNDATION INC