COCA-COLA SCHOLARS FOUNDATION INC (EIN 581686023) - 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

1986

Legal Domicile

Principal Officer

Jane Hopkins

Phone

4047335434

Tax Period

2023-01-01 to 2023-12-31

COCA-COLA SCHOLARS FOUNDATION INC, founded in 1986, is a community nonprofit in the Education sector that reported $6.2M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $7.2M exceeded revenue, resulting in a 17% operating deficit.

Mission

To develop an influential community of service-minded leaders, connected by Coca-Cola, who positively shape the world.

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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 $3,072,129

Program Service Revenue $0

Investment Income $3,094,662

Other Revenue $0

TOTAL REVENUE $6,166,791

Expense Breakdown

Grants Paid $3,065,324

Salaries & Benefits $1,352,411

Fundraising Expenses $217,490

Program Expenses $6,253,610

Other Expenses $2,813,134

TOTAL EXPENSES $7,245,211

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,166,791	$8,693,738	-0.3%
Expenses	$7,245,211	$5,006,629	+0.4%
Net Income	$-1,078,420	$3,687,109	-1.3%

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

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

$504,177

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE HOPKINS	PRESIDENT & SECRETARY	40.0	Officer	$272,500	$52,815	$325,315
JAMES WILLIAMS	HIGHEST COMPENSATED	40.0	Highest	$162,000	$46,081	$208,081
LAQUANDA PRINCE	TREASURER	40.0	Officer	$142,000	$36,862	$178,862
ERICIA WARD	HIGHEST COMPENSATED	40.0	Highest	$106,500	$22,401	$128,901
CAROLYN NORTON	HIGHEST COMPENSATED	40.0	Highest	$103,000	$22,214	$125,214
LAUREN O' BRIEN	HIGHEST COMPENSATED	40.0	Highest	$103,000	$20,103	$123,103
KIRK TYLER	CHAIRMAN	2.0	Director	$0	$0	$0
JUNIOR BRIDGEMAN	BOARD MEMBER	1.0	Director	$0	$0	$0
LISA CHANG	BOARD MEMBER	1.0	Director	$0	$0	$0
JOSH DORMINY	BOARD MEMBER	1.0	Director	$0	$0	$0
MARK FRANCOEUR	BOARD MEMBER	1.0	Director	$0	$0	$0
JOHN GOULD	BOARD MEMBER	1.0	Director	$0	$0	$0
ANGELA HARRELL	BOARD MEMBER	1.0	Director	$0	$0	$0
CRAWFORD JONES	BOARD MEMBER	1.0	Director	$0	$0	$0
BEATRIZ PEREZ	BOARD MEMBER	1.0	Director	$0	$0	$0
PAMELA STEWART	BOARD MEMBER	1.0	Director	$0	$0	$0
DAN WHITE	BOARD MEMBER	1.0	Director	$0	$0	$0
T MARTIN WILLIAMS	BOARD MEMBER	1.0	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	No data	No data	No data	No data
2023	$6,166,791	$7,245,211	$69,869,565	$-1,078,420
2022	$8,693,738	$5,006,629	$66,704,418	$3,687,109
2021	$31,599,185	$4,833,023	$71,605,468	$26,766,162
2020	$2,203,735	$4,351,950	$40,529,467	$-2,148,215
2019	$3,216,681	$5,936,647	$40,154,176	$-2,719,966
2018	$3,809,836	$7,124,090	$38,290,586	$-3,314,254

COCA-COLA SCHOLARS FOUNDATION INC