CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP (EIN 471845036) - 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

Phone

6104583121

Tax Period

2023-11-01 to 2024-10-31

CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP, founded in 2014, is a small nonprofit in the Education sector that reported $369K in total revenue in fiscal year 2023. Revenue surged 196% from the prior year, signaling strong growth momentum. Net assets of $7.3M represent 238 months of operating reserves.

Mission

THE FOUNDATION'S MISSION IS TO HELP DEVELOP THE INTELLECTUAL, PERSONAL AND SOCIAL CAPABILITIES STUDENTS NEED TO ACHIEVE THEIR HIGHEST POTENTIAL.

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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 $0

Program Service Revenue $0

Investment Income $342,614

Other Revenue $26,765

TOTAL REVENUE $369,379

Expense Breakdown

Grants Paid $310,820

Salaries & Benefits $54,013

Fundraising Expenses $0

Program Expenses $310,819

Other Expenses $21,093

TOTAL EXPENSES $385,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$369,379	$124,598	+2.0%
Expenses	$385,926	$382,007	+0.0%
Net Income	$-16,547	$-257,409	-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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	N/A		$0	$0	$0
JOSEPH A CAPUTO	PRESIDENT	N/A	Officer	$0	$0	$0
ANTHONY F CEDDIA	CHAIRMAN	N/A	Officer	$0	$0	$0
HARRISON L DIEHL JR	TREASURER	N/A	Officer	$0	$0	$0
DAVID F EICHLER	BOARD MEMEBER	N/A	Officer	$0	$0	$0
FRANKLIN R EICHLER	EMERITUS	N/A	Officer	$0	$0	$0
CARL R HALLGREN	BOARD MEMBER	N/A	Officer	$0	$0	$0
DARLENE F HALTERMAN	SECRETARY	N/A	Officer	$0	$0	$0
CHARLES W RICEDORF	EMERITUS	N/A	Officer	$0	$0	$0
HELEN A STINE	BOARD MEMBER	N/A	Officer	$0	$0	$0
JOHN N WEIDMAN	EMERITUS	N/A	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	$369,379	$385,926	$7,320,871	$-16,547
2023	$124,598	$382,007	$7,335,969	$-257,409
2022	$916,847	$397,026	$7,497,833	$519,821
2021	$580,547	$305,130	$6,978,012	$275,417
2020	$558,566	$358,423	$6,764,711	$200,143

CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP