MARTHA AND EVERT NOLTEN SCHOOL FD TUA (EIN 597062295) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Phone

2058203141

Tax Period

2025-01-01 to 2025-12-31

MARTHA & EVERT NOLTEN SCHOL FD TUA, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $401K in total revenue in fiscal year 2018. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $200K, a strong 50% operating margin.

Mission

DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF THE UNIVERSITY OF SOUTH FLORIDA FOUNDATION, INC. FUND FOR A PERMANENT ENDOWMENT FOR SCHOLARSHIPS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $262,185

Other Revenue $0

TOTAL REVENUE $262,185

Expense Breakdown

Grants Paid $215,571

Salaries & Benefits $32,384

Fundraising Expenses $0

Program Expenses $215,571

Other Expenses $15,369

TOTAL EXPENSES $263,324

Year-over-Year Comparison

	2025	2024	Change
Revenue	$262,185	$373,130	-0.3%
Expenses	$263,324	$265,553	0.0%
Net Income	$-1,139	$107,577	-1.0%

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	1.0		$32,384	$0	$32,384
N/A	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	$262,185	$263,324	$3,764,955	$-1,139
2024	$373,130	$265,553	$3,770,179	$107,577
2023	$182,155	$270,005	$3,665,262	$-87,850
2022	$237,986	$272,457	$3,756,736	$-34,471
2021	$558,667	$267,988	$3,793,763	$290,679
2020	$288,382	$211,805	$3,504,561	$76,577
2019	$162,344	$206,342	$3,430,410	$-43,998
2018	$401,356	$201,384	$3,479,292	$199,972

MARTHA AND EVERT NOLTEN SCHOOL FD TUA