ELIZABETH HOGAN FRANZHEIM SCHOLARSHIP TRUST (EIN 546828844) - 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

2012

Legal Domicile

Principal Officer

MICHELLE L DOUGHERTY

Phone

3042349400

Tax Period

2024-01-01 to 2024-12-31

ELIZABETH HOGAN FRANZHEIM SCHOLARSHIP TRUST, founded in 2012, is a micro nonprofit in the Education sector that reported $62K in total revenue in fiscal year 2024. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 47% operating margin.

Mission

TO AWARD SCHOLARSHIP FUNDS TO STUDENTS ATTENDING ST MICHAEL PARISH SCHOOL IN WHEELING, WV. A SELECTION COMMITTEE SHALL ENDEAVOR TO SELECT STUDENTS WHO COULD BENEFIT SIGNIFICANTLY FROM AN EDUCATION AT THE SCHOOL AND FOR WHOM THE EXPERIENCE MIGHT NOT BE AVAILABLE, BUT FOR THESE SCHOLARSHIPS. SCHOLARSHIPS SHALL BE AWARDED ON THE BASIS OF FINANCIAL NEED AND NOT BECAUSE OF SPECIAL MERIT, SUCH AS ACADEMIC EXCELLENCE OR ATHLETIC PROWESS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $62,468

Other Revenue $0

TOTAL REVENUE $62,468

Expense Breakdown

Grants Paid $28,110

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,110

Other Expenses $5,029

TOTAL EXPENSES $33,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,468	$30,085	+1.1%
Expenses	$33,139	$33,570	0.0%
Net Income	$29,329	$-3,485	-9.4%

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

N/A

Independent Members

N/A

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
N/A	INSTITUTIONAL TRUSTEE	N/A		$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	No data	No data	No data	No data
2024	$62,468	$33,139	$520,731	$29,329
2023	$30,085	$33,570	$491,402	$-3,485
2022	$35,526	$38,999	$494,887	$-3,473
2021	$74,026	$31,912	$498,360	$42,114
2021	$74,027	$31,912	$498,660	$42,115
2020	$36,007	$30,011	$456,246	$5,996
2019	$18,287	$30,706	$450,250	$-12,419
2018	$38,774	$29,909	$462,669	$8,865

ELIZABETH HOGAN FRANZHEIM SCHOLARSHIP TRUST