EAST MONTGOMERY COUNTY SCHOLARSHIP… - 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

2004

Legal Domicile

Principal Officer

BRENDA WEBB

Phone

2813544419

Tax Period

2023-10-01 to 2024-09-30

EAST MONTGOMERY COUNTY SCHOLARSHIP FOUNDATION, founded in 2004, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $401K, a strong 36% operating margin.

Mission

STUDENT SCHOLARSHIPS

Program Service Accomplishments

Program 1

Expenses: $324,858

A 1,600 SCHOLARSHIP IS AWARDED TO ANY GRADUATING SENIOR OR GED RECIPIENT WHO RESIDES WITHIN THE EAST MONTGOMERY COUNTY IMPROVEMENT DISTRICT BOUNDARIES AND ATTENDS LONE STAR COLLEGE SYSTEM WITHIN 24...

Program 2

Expenses: $377,337

A 1,600 SCHOLARSHIP IS AWARDED TO ANY GRADUATING SENIOR OR GED RECIPIENT THAT RESIDES WITHIN THE EAST MONTGOMERY COUNTY IMPROVEMENT DISTRICT BOUNDARIES AND ATTENDS ANOTHER COLLEGE, UNIVERSITY, OR...

A 1,600 SCHOLARSHIP IS AWARDED TO ANY GRADUATING SENIOR OR GED RECIPIENT THAT RESIDES WITHIN THE EAST MONTGOMERY COUNTY IMPROVEMENT DISTRICT BOUNDARIES AND ATTENDS ANOTHER COLLEGE, UNIVERSITY, OR TECHNICAL SCHOOL WITH HIGH SCHOOL TRANSCRIPT, PROOF OF ENROLLMENT, AND PAYMENT OF AT LEAST 1,000.

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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 $1,092,284

Program Service Revenue $0

Investment Income $21,978

Other Revenue $0

TOTAL REVENUE $1,114,262

Expense Breakdown

Grants Paid $702,195

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $702,195

Other Expenses $11,345

TOTAL EXPENSES $713,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,114,262	$1,177,541	-0.1%
Expenses	$713,540	$739,967	0.0%
Net Income	$400,722	$437,574	-0.1%

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
JOHN DARST	DIRECTOR	2.00	Director	$0	$0	$0
CREG MIXON	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE PERSSON	DIRECTOR	2.00	Director	$0	$0	$0
DAN MUIRHEAD	ASSISTANT SE	2.00	Officer	$0	$0	$0
CASSANDRA RINCONES	VICE CHAIRMA	2.00	Officer	$0	$0	$0
BRENDA WEBB	CHAIRMAN	2.00	Officer	$0	$0	$0
FRED WETZ	TREASURER	2.00	Officer	$0	$0	$0
ISIDOR YBARRA	ASSISTANT SE	2.00	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	$1,114,262	$713,540	$7,659,396	$400,722
2022	$929,543	$733,670	$6,821,100	$195,873
2021	$1,048,703	$443,807	$6,626,827	$604,896
2020	$109,346	$823,954	$6,079,839	$-714,608
2019	$2,838,019	$669,193	$6,736,539	$2,168,826
2018	$806,229	$440,810	$4,797,879	$365,419

EAST MONTGOMERY COUNTY SCHOLARSHIP FOUNDATION