KAPPA SCHOLARSHIP ENDOWMENT FUND INC (EIN 521366872) - 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

1984

Legal Domicile

Principal Officer

BRYAN K CRAIG

Phone

8666715295

Tax Period

2024-01-01 to 2024-12-31

KAPPA SCHOLARSHIP ENDOWMENT FUND INC, founded in 1984, is a small nonprofit that reported $616K in total revenue in fiscal year 2024. Revenue surged 126% from the prior year, signaling strong growth momentum. The organization ran a surplus of $315K, a strong 51% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO DESERVING DC PUBLIC HIGH SCHOOL AND PUBLIC CHARTER SCHOOL SENIORS.

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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 $303,871

Program Service Revenue $0

Investment Income $311,868

Other Revenue $0

TOTAL REVENUE $615,739

Expense Breakdown

Grants Paid $232,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $232,000

Other Expenses $68,759

TOTAL EXPENSES $300,759

Year-over-Year Comparison

	2024	2023	Change
Revenue	$615,739	$272,940	+1.3%
Expenses	$300,759	$272,825	+0.1%
Net Income	$314,980	$115	+2738.0%

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
DONALD GREENWOOD	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MICHAEL A HOLLIDAY	PRESIDENT	20.00	Officer Director	$0	$0	$0
GREGORY WORKS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
OLIVER ROBINSON	SECRETARY	10.00	Officer Director	$0	$0	$0
BRYAN K CRAIG	TREASURER	20.00	Officer Director	$0	$0	$0
LEROY CLAY JR	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
FLEEKS HAZEL	REPORTER	2.00	Officer Director	$0	$0	$0
VINCENT BRUTON	HISTORIAN/ARCHIVIST	2.00	Officer Director	$0	$0	$0
CARL E ANDERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DARRELL L BLAKE	BOARD MEMBER	2.00	Director	$0	$0	$0
MALACHI C BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
NKOSI BROOKS	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY K BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL R BUTLER	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIE E EVANS JR	BOARD MEMBER	2.00	Director	$0	$0	$0
ELDON HAYMAN JR	BOARD MEMBER	2.00	Director	$0	$0	$0
DONALD E HUMPHRIES	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSEPH F LEWIS	BOARD MEMBER	2.00	Director	$0	$0	$0
SAMUEL E MCCOY	BOARD MEMBER	2.00	Director	$0	$0	$0
H ABRAHAM MCGILL	BOARD MEMBER	2.00	Director	$0	$0	$0
EDDIE NEAL	BOARD MEMBER	2.00	Director	$0	$0	$0
PRESLEY R REED	BOARD MEMBER	2.00	Director	$0	$0	$0
MAURICE SAWYER	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
ROSWELL A TAYLOR JR	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK WASHINGTON	BOARD MEMBER	2.00	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	$615,739	$300,759	$5,930,800	$314,980
2023	$272,940	$272,825	$5,173,205	$115
2022	$172,887	$324,459	$4,495,890	$-151,572
2021	$929,070	$267,675	$5,496,793	$661,395
2020	$464,112	$214,744	$4,429,939	$249,368
2019	$326,914	$186,132	$3,838,821	$140,782

KAPPA SCHOLARSHIP ENDOWMENT FUND INC