MECKLENBURG SCHOLARSHIP ASSOC INC (EIN 546040510) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Principal Officer

DOTTIE D BRATTON

Phone

4344477111

Tax Period

2024-06-01 to 2025-05-31

MECKLENBURG SCHOLARSHIP ASSOC INC, founded in 1957, is a small nonprofit in the Human Services sector that reported $420K in total revenue in fiscal year 2019. Revenue surged 306% from the prior year, signaling strong growth momentum. The organization ran a surplus of $401K, a strong 95% operating margin.

Mission

PROVIDE COLLEGE AND UNIVERSITY SCHOLARSHIPS FOR DESERVING NEEDY STUDENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $24,334

Program Service Revenue $0

Investment Income $15,250

Other Revenue $0

TOTAL REVENUE $39,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,198

Other Expenses $34,288

TOTAL EXPENSES $34,288

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,584	$43,577	-0.1%
Expenses	$34,288	$35,803	0.0%
Net Income	$5,296	$7,774	-0.3%

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
DOTTIE D BRATTON	PRESIDENT	N/A	Officer Director	$0	$0	$0
SYLVIA I COLEMAN	DIRECTOR	N/A	Director	$0	$0	$0
BRENDA W GEE	DIRECTOR	N/A	Director	$0	$0	$0
ROBIN B JONES	TREASURER	N/A	Officer Director	$0	$0	$0
JAMES A YOUNG JR	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SALLY G MORGAN	DIRECTOR	N/A	Director	$0	$0	$0
KATHY L MOSS	SECRETARY	N/A	Officer Director	$0	$0	$0
SANDY SUSLICK	DIRECTOR	N/A	Director	$0	$0	$0
JULIA TAYLOR	DIRECTOR	N/A	Director	$0	$0	$0
DYAN P WILLIS	DIRECTOR	N/A	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
2025	$39,584	$34,288	$397,485	$5,296
2024	$43,577	$35,803	$392,189	$7,774
2023	$71,570	$67,840	$384,415	$3,730
2022	$1,800	$18,828	$380,685	$-17,028
2021	$18,659	$29,955	$397,713	$-11,296
2020	$420,223	$19,048	$409,009	$401,175

MECKLENBURG SCHOLARSHIP ASSOC INC