HENRY & MATILDA BEHRENS SCHOLARSHIP TRUST (EIN 486215821) - 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

1977

Legal Domicile

Principal Officer

BRYANT DERLEY

Phone

7858284534

Tax Period

2023-11-01 to 2024-10-31

HENRY & MATILDA BEHRENS SCHOLARSHIP TRUST, founded in 1977, is a micro nonprofit that reported $17K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $4K, a strong 21% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS FOR LYNDON HIGH SCHOOL GRADUATES

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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 $16,585

Other Revenue $0

TOTAL REVENUE $16,585

Expense Breakdown

Grants Paid $12,475

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,035

Other Expenses $560

TOTAL EXPENSES $13,035

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,585	$15,135	+0.1%
Expenses	$13,035	$12,325	+0.1%
Net Income	$3,550	$2,810	+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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYANT DERLEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
MELISSA HERDMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JAY BIGGS	DIRECTOR	1.00	Director	$0	$0	$0
LUKE EDITINGTON	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN KILGORE	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER HAMLET	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	$16,585	$13,035	$500,485	$3,550
2023	$15,135	$12,325	$466,509	$2,810
2022	$13,462	$11,550	$482,408	$1,912
2021	$14,883	$12,250	$507,063	$2,633
2020	$17,945	$12,325	$457,730	$5,620
2019	$16,540	$12,825	$544,607	$3,715
2018	$15,146	$12,026	$518,388	$3,120

HENRY & MATILDA BEHRENS SCHOLARSHIP TRUST