WELKER EDUCATIONAL SCHOLARSHIP FUND (EIN 510157280) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

FIRST INTERSTATE BANK

Phone

8887914075

Tax Period

2023-01-01 to 2023-12-31

WELKER EDUCATIONAL SCHOLARSHIP FUND, founded in 1968, is a micro nonprofit in the Education sector that reported $97K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $38K, a strong 39% operating margin.

Mission

TO PROVIDE FUNDS TO ST. VRAIN VALLEY SCHOOL DISTRICT RE-1J FOR COLLEGE SCHOLARSHIPS AND LOANS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $97,282

Other Revenue $0

TOTAL REVENUE $97,282

Expense Breakdown

Grants Paid $36,281

Salaries & Benefits $20,501

Fundraising Expenses $0

Program Expenses $36,281

Other Expenses $2,774

TOTAL EXPENSES $59,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,282	$109,086	-0.1%
Expenses	$59,556	$67,308	-0.1%
Net Income	$37,726	$41,778	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

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
FIRST INTERSTATE BANK	TRUSTEE	2.0		$20,501	$0	$20,501

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$97,282	$59,556	$1,573,645	$37,726
2022	$109,086	$67,308	$1,536,439	$41,778
2021	$167,621	$55,369	$1,494,661	$112,252
2020	$196,499	$48,166	$1,382,409	$148,333
2019	$56,628	$47,609	$1,234,076	$9,019
2018	$81,905	$45,616	$1,225,057	$36,289

WELKER EDUCATIONAL SCHOLARSHIP FUND