William and Ruth Scott Family Foundation (EIN 470815787) - 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

1998

Legal Domicile

Phone

4023423458

Tax Period

2023-01-01 to 2023-12-31

William and Ruth Scott Family Foundation, founded in 1998, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $61.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $27.8M, a strong 45% operating margin.

Mission

Support both the Omaha Community Foundation's and the Nebraska Children and Families Foundation's missions.

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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 $46,737,274

Program Service Revenue $0

Investment Income $14,450,624

Other Revenue $0

TOTAL REVENUE $61,187,898

Expense Breakdown

Grants Paid $32,881,186

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,385,622

Other Expenses $530,833

TOTAL EXPENSES $33,412,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,187,898	$56,411,375	+0.1%
Expenses	$33,412,019	$30,102,685	+0.1%
Net Income	$27,775,879	$26,308,690	+0.1%

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

$273,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Levy	President	10.00	Officer	$0	$38,104	$273,892
John Hancock	Director	1.00	Director	$0	$0	$0
Mary Heng-Braun	Director	1.00	Director	$0	$0	$0
Nancy Thompson	Director	1.00	Director	$0	$0	$0
Ruth Scott	Secretary	1.00	Officer Director	$0	$0	$0
Thomas Pansing Jr	Director	2.00	Director	$0	$0	$0
Donald Scott	Vice President	2.00	Officer Director	$0	$0	$0
John Scott	COB/VP/Treas.	30.00	Officer Director	$0	$0	$0
J William Scott	Vice President	10.00	Officer	$0	$0	$0
David Scott	Vice President	1.00	Officer	$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	$61,187,898	$33,412,019	$198,931,263	$27,775,879
2022	$56,411,375	$30,102,685	$158,918,491	$26,308,690
2021	$49,281,960	$20,963,574	$135,118,169	$28,318,386
2020	$31,812,627	$28,690,451	$108,309,590	$3,122,176

William and Ruth Scott Family Foundation