AAUW WILMINGTON DE SCHOLARSHIP AND MEMORIAL FUND (EIN 516015325) - 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

1962

Legal Domicile

Principal Officer

ANN DEFELICE

Phone

3024280939

Tax Period

2024-07-01 to 2025-06-30

AAUW WILMINGTON DE SCHOLARSHIP AND MEMORIAL FUND, founded in 1962, is a micro nonprofit in the Education sector that reported $57K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $101K exceeded revenue, resulting in a 78% operating deficit.

Mission

THE FUND WAS SET UP BY THE AAUW WILMINGTON, DE BRANCH INC. AS A TRUST TO INVEST AND MANAGE FUNDS RECEIVED FOR THE SOLE PURPOSE OF PROVIDING DE WOMEN RESIDENTS COLLEGE SCHOLARSHIPS TO SUPPORT ITS MISSION STATEMENT OF "EQUITY FOR ALL WOMEN AND GIRLS, LIFE LONG EDUCATION AND POSITIVE SOCIETAL CHANGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,132

Program Service Revenue $0

Investment Income $51,891

Other Revenue $2,698

TOTAL REVENUE $56,721

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,061

Other Expenses $1,061

TOTAL EXPENSES $101,061

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,721	$130,894	-0.6%
Expenses	$101,061	$101,191	0.0%
Net Income	$-44,340	$29,703	-2.5%

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
ANITA STERLING	SCHOLARSHIP COMMITTEE CONTACT	2.00	Director	$0	$0	$0
ANN DEFELICE	TREASURER	3.50	Officer Director	$0	$0	$0
LORA ENGLEHART	RECORDING SECRETARY	2.50	Officer Director	$0	$0	$0
ROBERTA SMITH	CHAIR	2.00	Officer 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	$56,721	$101,061	$1,101,021	$-44,340
2024	$130,894	$101,191	$1,140,478	$29,703
2023	$89,200	$109,612	$1,138,112	$-20,412
2022	$85,763	$94,199	$1,142,380	$-8,436
2021	$60,005	$102,853	$1,189,264	$-42,848
2020	$85,682	$101,779	$994,970	$-16,097
2019	$76,538	$85,223	$1,125,937	$-8,685
2018	$96,914	$86,455	$1,081,592	$10,459

AAUW WILMINGTON DE SCHOLARSHIP AND MEMORIAL FUND