YUMAS EDUCATION SCHOLARSHIP FUND FOR KIDS INC (EIN 470896753) - 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

Principal Officer

Angela K Poels

Phone

9283140033

Tax Period

2024-07-01 to 2025-06-30

YUMAS EDUCATION SCHOLARSHIP FUND FOR KIDS INC, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 8% surplus.

Mission

Our mission is to implement the Arizona Private School Tuition Tax Credit. We are dedicated to increasing the educational opportunities for "School Choice" for families by using tax dollars to fund private school tuition by means of 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 $1,083,472

Program Service Revenue $0

Investment Income $8,843

Other Revenue $0

TOTAL REVENUE $1,092,315

Expense Breakdown

Grants Paid $897,688

Salaries & Benefits $0

Fundraising Expenses $33,236

Program Expenses $930,924

Other Expenses $112,153

TOTAL EXPENSES $1,009,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,092,315	$1,135,973	0.0%
Expenses	$1,009,841	$857,033	+0.2%
Net Income	$82,474	$278,940	-0.7%

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

$55,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Poels	Executive Director	35	Director	$55,000	$0	$55,000
Gregory Perry	President	0.25	Officer	$0	$0	$0
Kristina Hughes	Secretary	0.25	Officer	$0	$0	$0
Alyson Butcher	Board Member	0.25	Officer	$0	$0	$0
Teresa Waters	Vice President	0.25	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
2025	$1,092,315	$1,009,841	$1,418,000	$82,474
2024	$1,135,973	$857,033	$1,335,526	$278,940
2023	$1,350,293	$1,348,035	$1,056,586	$2,258
2022	$1,865,026	$1,743,141	$1,054,327	$121,885
2021	$1,652,085	$1,328,257	$932,442	$323,828

YUMAS EDUCATION SCHOLARSHIP FUND FOR KIDS INC