SCORE Foundation

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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

1996

Legal Domicile

Principal Officer

Ron Cates

Phone

8006340245

Tax Period

2023-10-01 to 2024-09-30

SCORE Foundation, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.7M exceeded revenue, resulting in a 13% operating deficit.

Mission

The SCORE Foundation supports the SCORE Association in its mission to foster vibrant small business communities through mentoring and education.

Program Service Accomplishments

Program 1

Expenses: $388,370

Chapter Workshop: The SCORE Foundation supported the delivery of education by the chapters of the SCORE association. Chapters put on workshops, seminars, and webinars continually to help small...

Chapter Workshop: The SCORE Foundation supported the delivery of education by the chapters of the SCORE association. Chapters put on workshops, seminars, and webinars continually to help small businesses.

Program 2

Expenses: $292,875

Roundtables and Pitch events

Program 3

Expenses: $280,524

Promotion and support of the SCORE programs marketing and social media support for all score programs aimed at increasing attendance and usage of SCOREs offerings.

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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 $2,108,877

Program Service Revenue $0

Investment Income $68,792

Other Revenue $228,809

TOTAL REVENUE $2,406,478

Expense Breakdown

Grants Paid $0

Salaries & Benefits $935,053

Fundraising Expenses $527,134

Program Expenses $1,403,573

Other Expenses $1,781,236

TOTAL EXPENSES $2,716,289

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,406,478	$2,185,505	+0.1%
Expenses	$2,716,289	$1,867,226	+0.5%
Net Income	$-309,811	$318,279	-2.0%

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

Volunteers

230

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

$579,760

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sara Elizabeth	President	40.00	Officer	$280,377	$37,048	$317,425
Peluso Rick	VP Finance	8.00	Officer	$35,928	$2,091	$262,335
Cohen James	VP Corp. Sponships	40.00		$129,169	$58,583	$187,752
Harkins Scott	Chairman	1.00	Officer Director	$0	$0	$0
Christiansen Julie	Vice Chair	1.00	Officer Director	$0	$0	$0
Trevino Judy	Treasurer	1.00	Officer Director	$0	$0	$0
Murray Gale	Secretary	1.00	Officer Director	$0	$0	$0
Barber Alonzo	Director	1.00	Director	$0	$0	$0
Iheme Nkechi	Director	1.00	Director	$0	$0	$0
Manza Bob	Director	1.00	Director	$0	$0	$0
McCloskey John	Director	1.00	Director	$0	$0	$0
Malone Megan	Director	1.00	Director	$0	$0	$0
Stearsman Scott	Director	1.00	Director	$0	$0	$0
Wood Beth	Director	1.00	Director	$0	$0	$0
Cates Ron	President	40.00	Officer	$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	$2,406,478	$2,716,289	$2,914,381	$-309,811
2023	$2,185,505	$1,867,226	$2,418,031	$318,279
2023	$2,180,146	$1,867,226	$2,418,031	$312,920
2022	$1,575,027	$2,314,439	$1,818,439	$-739,412
2021	$1,792,940	$1,453,391	$2,139,520	$339,549
2020	$1,836,839	$1,271,223	$1,843,683	$565,616
2019	$1,148,287	$1,407,581	$1,208,316	$-259,294
2018	$1,407,905	$2,439,038	$1,591,360	$-1,031,133