SOUTHERN VALLEY SCHOLARSHIP FOUNDATION (EIN 470813266) - 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

2003

Legal Domicile

Phone

3089911273

Tax Period

2025-01-01 to 2025-12-31

SOUTHERN VALLEY SCHOLARSHIP FOUNDATION, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $78K in total revenue in fiscal year 2025. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $18K, a strong 23% operating margin.

Mission

EDUCATION SCHOLARSHIPS AND SCHOOL DONATIONS

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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 (2025)

Revenue Breakdown

Contributions & Grants $53,378

Program Service Revenue $0

Investment Income $24,235

Other Revenue $0

TOTAL REVENUE $77,613

Expense Breakdown

Grants Paid $59,616

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,052

Other Expenses $436

TOTAL EXPENSES $60,052

Year-over-Year Comparison

	2025	2024	Change
Revenue	$77,613	$212,540	-0.6%
Expenses	$60,052	$48,373	+0.2%
Net Income	$17,561	$164,167	-0.9%

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	Role	Reportable Comp	Other Comp	Total
WILLIAM WEAVER	PRESIDENT	Officer Director	$0	$0	$0
KIM LUEKING	TREASURER	Officer Director	$0	$0	$0
CAROL BOSE	SECRETARY	Officer Director	$0	$0	$0
MARILYN SNODGRASS	DIRECTOR	Director	$0	$0	$0
NATE FOX	VICE PRESIDENT	Officer Director	$0	$0	$0
TRACY HUNT	DIRECTOR	Director	$0	$0	$0
MELINDA HUNT	DIRECTOR	Director	$0	$0	$0
ERIC BILLETER	DIRECTOR	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
2025	$77,613	$60,052	No data	$17,561
2024	$212,540	$48,373	$1,009,193	$164,167
2023	$84,251	$37,814	$845,026	$46,437
2022	$17,583	$37,097	$798,589	$-19,514
2021	$61,498	$41,660	$942,324	$19,838
2020	$55,670	$32,686	$922,486	$22,984
2019	$82,784	$36,997	$899,502	$45,787
2018	$116,690	$35,168	$853,715	$81,522

SOUTHERN VALLEY SCHOLARSHIP FOUNDATION