West Central Valley Dollars for Scholarships (EIN 465684612) - 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

2014

Legal Domicile

Principal Officer

Cheryl L Marks

Phone

5155232203

Tax Period

2023-01-01 to 2023-12-31

West Central Valley Dollars for Scholarships, founded in 2014, is a small nonprofit in the Education sector that reported $123K in total revenue in fiscal year 2023. Revenue surged 838% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 38% operating margin.

Mission

The organization receives donations and awards scholarships to graduates of West Central Valley Community School District, Stuart, Iowa, and others in the area, to further their education.

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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 (2023)

Revenue Breakdown

Contributions & Grants $103,200

Program Service Revenue $0

Investment Income $19,978

Other Revenue $0

TOTAL REVENUE $123,178

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,682

Other Expenses $783

TOTAL EXPENSES $75,783

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,178	$13,137	+8.4%
Expenses	$75,783	$39,608	+0.9%
Net Income	$47,395	$-26,471	-2.8%

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
Russell Horn JR	President	001.00	Officer Director	$0	$0	$0
Deborah Wilson	Secretary	001.00	Officer Director	$0	$0	$0
James Belden	Director	000.50	Officer Director	$0	$0	$0
Cheryl Marks	Treasurer	001.00	Officer Director	$0	$0	$0
Dustin Timmons	Director	000.50	Director	$0	$0	$0
Tina Nourse	Director	000.50	Director	$0	$0	$0
Mary Pease	Director	000.50	Director	$0	$0	$0
Karen Varley	Director	000.50	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	No data	No data	No data	No data
2023	$123,178	$75,783	$770,210	$47,395
2022	$13,137	$39,608	$726,104	$-26,471
2021	$151,206	$18,366	$749,034	$132,840

West Central Valley Dollars for Scholarships