CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS

EIN: 474625250 501(c)(3) Education

PASADENA, CA

Total Revenue
$6,699,071
Total Expenses
$6,256,259
Total Assets
$3,794,301
Net Assets
$3,786,173
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
CA
Principal Officer
DEBORAH MONROE
Phone
6264038900
Tax Period
2024-01-01 to 2024-12-31

CAROLINE D BRADLEY ASSOCIATION OF SCHOLARS, founded in 2015, is a community nonprofit in the Education sector that reported $6.7M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 7% surplus.

Mission

DEDICATED TO SUPPORTING YOUNG INDIVIDUALS IN PURSUING THEIR FULL ACADEMIC AND PERSONAL 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,620,000
Program Service Revenue $0
Investment Income $79,071
Other Revenue $0
TOTAL REVENUE $6,699,071

Expense Breakdown

Grants Paid $5,036,188
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $5,149,819
Other Expenses $1,220,071
TOTAL EXPENSES $6,256,259

Year-over-Year Comparison

2024 2023 Change
Revenue $6,699,071 $6,543,983 +0.0%
Expenses $6,256,259 $6,206,140 +0.0%
Net Income $442,812 $337,843 +0.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
10

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
6
$535,150
Total Directors
13
$535,150
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABETH D JONES CHAIRMAN 1.00
Officer Director
$0 $30,574 $327,391
DEBORAH K MONROE START 924 PRESIDENT 1.00
Officer Director
$0 $66 $98,968
CHERYL BRIER START 524 ASSISTANT SECRETARY 1.00
Officer Director
$0 $16,744 $90,704
ZADRA IBANES END 524 TREASURER 1.00
Officer Director
$0 $527 $18,087
BYRON LICHTENSTEIN TREASURER 1.00
Officer Director
$0 $0 $0
HAP DENEEN SECRETARY 1.00
Officer Director
$0 $0 $0
SOPHIA B BARRON DIRECTOR 1.00
Director
$0 $0 $0
JEFFREY HUDSON DIRECTOR 1.00
Director
$0 $0 $0
CHRIS NEWMAN DIRECTOR 1.00
Director
$0 $0 $0
DAN PRIEST DIRECTOR 1.00
Director
$0 $0 $0
ROBERT BOB REPPA DIRECTOR 1.00
Director
$0 $0 $0
CHARLES SHANNON DIRECTOR 1.00
Director
$0 $0 $0
JONATHAN SHINTAKU DIRECTOR 1.00
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 $6,699,071 $6,256,259 $3,794,301 $442,812
2023 $6,543,983 $6,206,140 $3,778,810 $337,843
2022 $6,227,218 $5,943,689 $3,040,517 $283,529
2021 $6,020,518 $5,452,035 $2,777,144 $568,483
2020 $6,711,239 $5,516,217 $2,213,250 $1,195,022
2019 $5,734,743 $5,707,634 $1,086,876 $27,109
2018 No data No data No data No data
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