Otho Davis Scholarship Foundat (EIN 522200375) - 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

1999

Legal Domicile

Principal Officer

Harold Carmichael

Tax Period

2022-01-01 to 2022-12-31

Otho Davis Scholarship Foundat, founded in 1999, is a micro nonprofit in the Education sector that reported $67K in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion. Net assets of $154K represent 28 months of operating reserves.

Mission

AWARD SCHOLARSHIPS TO GRADUATE STUDENTS WITH A CONCENTRATION IN SPORTS MEDICINE OR A RELATED FIELD

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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 (2022)

Revenue Breakdown

Contributions & Grants $12,210

Program Service Revenue $0

Investment Income $65

Other Revenue $54,630

TOTAL REVENUE $66,905

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $21,743

Fundraising Expenses $2,174

Program Expenses $55,859

Other Expenses $9,503

TOTAL EXPENSES $71,246

Year-over-Year Comparison

	2022	2021	Change
Revenue	$66,905	$61,807	+0.1%
Expenses	$71,246	$67,312	+0.1%
Net Income	$-4,341	$-5,505	-0.2%

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

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

$20,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Harold Carmic	hael-President	2	Officer Director	$0	$0	$0
James N Solano	Vice-President	2	Officer Director	$0	$0	$0
Stanley A Wiel	gus-Treasurer	2	Officer Director	$0	$0	$0
Duke Davis	Trustee	1	Director	$0	$0	$0
Marie Mascia	Exec Director	5	Director	$20,000	$0	$20,000

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	No data	No data	No data	No data
2022	$66,905	$71,246	$170,641	$-4,341
2021	$61,807	$67,312	$158,653	$-5,505
2020	$45,348	$68,550	$170,690	$-23,202
2019	$98,369	$77,427	$187,061	$20,942
2018	$82,253	$76,477	$169,264	$5,776

Otho Davis Scholarship Foundat