MITCHELL COMMUNITY SCHOLARSHIP FUND (EIN 464062329) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Principal Officer

JADE MILLER

Tax Period

2024-01-01 to 2024-12-31

MITCHELL COMMUNITY SCHOLARSHIP FUND, founded in 2001, is a micro nonprofit in the Education sector that reported $94K in total revenue in fiscal year 2018. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $27K, a strong 28% operating margin.

Mission

PROVIDE SCHOLARSHIPS TOWARDS POST-SECONDARY EDUCATION FOR EVERY GRADUATE OF MITCHELL SCHOOL DISTRICT AND MITCHELL CHRISTIAN SCHOOL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $58,902

Program Service Revenue $0

Investment Income $60,041

Other Revenue $0

TOTAL REVENUE $118,943

Expense Breakdown

Grants Paid $54,100

Salaries & Benefits $0

Fundraising Expenses $264

Program Expenses $54,100

Other Expenses $11,953

TOTAL EXPENSES $66,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,943	$114,721	+0.0%
Expenses	$66,053	$72,643	-0.1%
Net Income	$52,890	$42,078	+0.3%

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
MARC BERNARD	DIRECTOR	1.00	Director	$0	$0	$0
JULIE BROOKBANK	DIRECTOR	1.00	Director	$0	$0	$0
DR JOE CHILDS	DIRECTOR	1.00	Director	$0	$0	$0
TRISH DELANEY	DIRECTOR	1.00	Director	$0	$0	$0
JOSH GILLEN	DIRECTOR	1.00	Director	$0	$0	$0
THERESA KRIESE	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN LULEWICZ	SECRETARY	1.00	Officer Director	$0	$0	$0
KIM MAX	DIRECTOR	1.00	Director	$0	$0	$0
SKYLER MICKELSON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JADE MILLER	TREASURER	1.00	Officer Director	$0	$0	$0
DEB OLSON	DIRECTOR	1.00	Director	$0	$0	$0
SHERYL PLAGMANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHAR SPIEDERL	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	$118,943	$66,053	$953,770	$52,890
2023	$114,721	$72,643	$861,769	$42,078
2022	$101,865	$52,896	$755,105	$48,969
2021	$121,389	$50,256	$836,777	$71,133
2020	$89,051	$70,235	$728,017	$18,816
2019	$80,151	$53,538	$663,581	$26,613
2018	$94,194	$67,579	$569,656	$26,615

MITCHELL COMMUNITY SCHOLARSHIP FUND