TRUSTEES OF THE STUDENT SCHOLARSHI… - Form 990 Financial Data

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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

1957

Legal Domicile

Principal Officer

S SCOTT TATE

Phone

4439288857

Tax Period

2023-07-01 to 2024-06-30

TRUSTEES OF THE STUDENT SCHOLARSHIP FUND OF THE ROTARY CLUB OF BALTIMORE, founded in 1957, is a micro nonprofit that reported $44K in total revenue in fiscal year 2023. The organization ran a surplus of $9K, a strong 21% operating margin.

Mission

THE MISSION OF THE CORPORATION IS TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS WHO ARE RESIDENTS OF THE STATE OF MARYLAND ATTENDING PRIVATE COLLEGES IN BALTIMORE CITY OR BALTIMORE COUNTY, MARYLAND AND WHO ARE ENTERING THEIR JUNIOR OR SENIOR YEAR OF COLLEGE.

Program Service Accomplishments

Program 1

AWARDED $2,500 SCHOLARSHIPS TO 12 BALTIMORE AREA STUDENTS TO ATTEND COLLEGE.

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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 $10,704

Program Service Revenue $0

Investment Income $32,976

Other Revenue $0

TOTAL REVENUE $43,680

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $4,338

TOTAL EXPENSES $34,338

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,680	N/A	N/A
Expenses	$34,338	N/A	N/A
Net Income	$9,342	$0	N/A

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
S SCOTT TATE	PRESIDENT	30.00	Officer Director	$0	$0	$0
PHAEDRA STEWART	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JOHN O MITCHELL III	TREASURER	20.00	Officer Director	$0	$0	$0
ROGER KAUFFMAN	SECRETARY	10.00	Officer Director	$0	$0	$0
WALT DENT	BOARD MEMBER	5.00	Director	$0	$0	$0
DEBBIE BURGESS	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVID GREENBERG	BOARD MEMBER	5.00	Director	$0	$0	$0
LATASHA VANZIE	BOARD MEMBER	5.00	Director	$0	$0	$0
JEF DOYLE	BOARD MEMBER	5.00	Director	$0	$0	$0
JANE SUMNER	BOARD MEMBER	5.00	Director	$0	$0	$0
KELLY STICKNEY	BOARD MEMBER	5.00	Director	$0	$0	$0
JACK HUSKIN	BOARD MEMBER	5.00	Director	$0	$0	$0
TOM BLANCHARD	BOARD MEMBER	5.00	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	$43,680	$34,338	$583,769	$9,342

TRUSTEES OF THE STUDENT SCHOLARSHIP FUND OF THE ROTARY CLUB OF BALTIMORE