RICHARD FAY WARNERS SCHOLARSHIP TU… - Form 990 Financial Data

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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

1957

Legal Domicile

Principal Officer

REGIONS BANK

Phone

8002765827

Tax Period

2024-01-01 to 2024-12-31

RICHARD FAY WARNERS SCHOLARSHIP TUW REGIONS BANK TRUST DEPT TRUSTEE, founded in 1957, is a micro nonprofit that reported $21K in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 33% operating margin.

Mission

THE TRUSTS PURPOSE IS THE INVESTMENT OF ASSETS TO GENERATE INCOME. THE TRUST DOCUMENT STATES THAT THE NET ANNUAL INCOME FROM THE TRUST IS PAID TO THE UNIVERSITY OF FLORIDA FOR THE FUNDING OF THE RICHARD FAY WANER SCHOLARSHIP FUND.

Program Service Accomplishments

Program 1

Expenses: $8,103

UNIVERSITY OF FLORIDA -RICHARD F. WARNER SCHOLARSHIP FUND

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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 $11,723

Other Revenue $9,492

TOTAL REVENUE $21,215

Expense Breakdown

Grants Paid $8,103

Salaries & Benefits $4,630

Fundraising Expenses $0

Program Expenses $8,103

Other Expenses $1,382

TOTAL EXPENSES $14,115

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,215	$11,627	+0.8%
Expenses	$14,115	$13,403	+0.1%
Net Income	$7,100	$-1,776	-5.0%

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
N/A	TRUSTEE	001.00		$4,630	$0	$4,630

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	$21,215	$14,115	$237,383	$7,100
2023	$11,627	$13,403	$218,297	$-1,776
2022	$9,337	$15,354	$220,149	$-6,017
2021	$22,704	$14,399	$226,166	$8,305
2020	$8,740	$13,099	$217,861	$-4,359

RICHARD FAY WARNERS SCHOLARSHIP TUW REGIONS BANK TRUST DEPT TRUSTEE