PAUL KNOX EDUCATIONAL ENDOWMENT FUND (EIN 570653282) - 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

1978

Legal Domicile

Principal Officer

ROBERT M OSWALD

Phone

8032783513

Tax Period

2024-01-01 to 2024-12-31

PAUL KNOX EDUCATIONAL ENDOWMENT FUND, founded in 1978, is a small nonprofit that reported $125K in total revenue in fiscal year 2024. Revenue surged 307% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 77% operating margin.

Mission

TO PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING STUDENTS FROM NORTH AUGUSTA HIGH SCHOOL

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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 $30,496

Program Service Revenue $0

Investment Income $94,626

Other Revenue $0

TOTAL REVENUE $125,122

Expense Breakdown

Grants Paid $27,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,823

Other Expenses $1,823

TOTAL EXPENSES $28,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,122	$30,754	+3.1%
Expenses	$28,823	$29,525	0.0%
Net Income	$96,299	$1,229	+77.4%

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

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	Role	Reportable Comp	Other Comp	Total
DONAH COOPER	MEMBER	Director	$0	$0	$0
WILLIAM BURKHALTER	MEMBER	Director	$0	$0	$0
KYLE SMITH	MEMBER	Director	$0	$0	$0
ROBERT OSWALD	CHAIRMAN	Director	$0	$0	$0
LINDA SKINNER	SECRETARY	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	$125,122	$28,823	$1,260,364	$96,299
2023	$30,754	$29,525	$1,164,065	$1,229
2022	$28,310	$30,000	$1,173,352	$-1,690
2021	$33,473	$30,034	$1,201,106	$3,439
2020	$26,464	$30,042	$1,172,321	$-3,578

PAUL KNOX EDUCATIONAL ENDOWMENT FUND