CONNESTEE FALLS STUDENT SCHOLARSHIP PROGRAM INC (EIN 562069663) - 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

1987

Legal Domicile

Principal Officer

KIM MCELWEE

Phone

8288852001

Tax Period

2025-01-01 to 2025-12-31

CONNESTEE FALLS STUDENT SCHOLARSHIP PROGRAM INC, founded in 1987, is a small nonprofit in the Education sector that reported $246K in total revenue in fiscal year 2025. The organization ran a surplus of $38K, a strong 15% operating margin.

Mission

OUR MISSION IS TO PROVIDE SCHOLARSHIP FUNDS FOR DESERVING STUDENTS BASED ON MERIT AND FINANCIAL NEED.

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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 (2025)

Revenue Breakdown

Contributions & Grants $233,515

Program Service Revenue $0

Investment Income $7,526

Other Revenue $4,675

TOTAL REVENUE $245,716

Expense Breakdown

Grants Paid $201,875

Salaries & Benefits $0

Fundraising Expenses $1,287

Program Expenses $201,875

Other Expenses $5,986

TOTAL EXPENSES $207,861

Year-over-Year Comparison

	2025	2024	Change
Revenue	$245,716	$235,796	+0.0%
Expenses	$207,861	$188,689	+0.1%
Net Income	$37,855	$47,107	-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

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
DEBRA IZARD	BOARD MEMBER	2.00	Director	$0	$0	$0
KIM MCELWEE	CHAIR	8.00	Officer Director	$0	$0	$0
TERRI LOWERY	TREASURER	8.00	Officer Director	$0	$0	$0
BARRY DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM SHOOK	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBBIE LOEB	VICE CHAIR/SECRETARY	4.00	Officer 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	$245,716	$207,861	$391,564	$37,855
2024	$235,796	$188,689	$353,644	$47,107
2023	$212,901	$27,407	$306,537	$185,494

CONNESTEE FALLS STUDENT SCHOLARSHIP PROGRAM INC