CARROLL SCHOLARSHIP FOUNDATION (EIN 510506693) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

DWIGHT COMPTON

Phone

2767284121

Tax Period

2024-08-01 to 2025-07-31

Carroll Scholarship Foundation, founded in 2004, is a small nonprofit in the Education sector that reported $113K in total revenue in fiscal year 2018. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 59% operating margin.

Mission

FINANCIAL ASSISTANCE WITH EDUCATIONAL NEEDS OF LOCAL STUDENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $335,102

Program Service Revenue $0

Investment Income $309,917

Other Revenue $3,600

TOTAL REVENUE $648,619

Expense Breakdown

Grants Paid $81,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,750

Other Expenses $14,326

TOTAL EXPENSES $96,076

Year-over-Year Comparison

	2024	2023	Change
Revenue	$648,619	$216,926	+2.0%
Expenses	$96,076	$52,951	+0.8%
Net Income	$552,543	$163,975	+2.4%

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

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
NICHOLAS FAIRHURST	DIRECTOR	N/A	Director	$0	$0	$0
KAY CARTER	DIRECTOR	N/A	Director	$0	$0	$0
DWIGHT COMPTON	PRESIDENT &	N/A	Officer Director	$0	$0	$0
SHANNON DALTON	DIRECTOR	N/A	Director	$0	$0	$0
JIM KILBOURNE	DIRECTOR	N/A	Director	$0	$0	$0
OLIVER MCBRIDE	DIRECTOR	N/A	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
2025	$648,619	$96,076	$2,106,801	$552,543
2024	$216,926	$52,951	$1,554,258	$163,975
2023	$82,353	$50,870	$1,390,283	$31,483
2022	$4,576	$44,152	$1,358,800	$-39,576
2021	$215,046	$55,492	$1,398,376	$159,554
2020	$123,449	$35,828	$1,238,821	$87,621
2019	$113,051	$45,951	$1,151,200	$67,100

CARROLL SCHOLARSHIP FOUNDATION