ST FRANCIS MEMORIAL SCHOLARSHIP FUND T/U/A (EIN 616023077) - 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

1961

Legal Domicile

Phone

5025884125

Tax Period

2024-01-01 to 2024-12-31

ST FRANCIS MEMORIAL SCHOLARSHIP FUND T/U/A, founded in 1961, is a small nonprofit that reported $294K in total revenue in fiscal year 2024. Revenue surged 532% from the prior year, signaling strong growth momentum. The organization ran a surplus of $273K, a strong 93% operating margin.

Mission

THE ORGANIZATION'S EXEMPT PURPOSE IS TO HAVE MONEY AVAILABLE TO AWARD SCHOLARSHIPS TO SAINT FRANCIS IN THE FIELDS PARISHIONERS.

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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 $293,855

Other Revenue $0

TOTAL REVENUE $293,855

Expense Breakdown

Grants Paid $17,500

Salaries & Benefits $1,404

Fundraising Expenses $0

Program Expenses $17,500

Other Expenses $2,275

TOTAL EXPENSES $21,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,855	$46,510	+5.3%
Expenses	$21,179	$55,150	-0.6%
Net Income	$272,676	$-8,640	-32.6%

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

N/A

Independent Members

N/A

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	5.00		$0	$1,404	$1,404

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	$293,855	$21,179	No data	$272,676
2023	$46,510	$55,150	$1,174,878	$-8,640
2022	$37,033	$69,975	$1,078,903	$-32,942
2021	$117,126	$59,474	$1,316,537	$57,652
2020	$40,241	$28,728	$1,212,706	$11,513
2019	$34,976	$38,470	$1,125,532	$-3,494
2018	$62,998	$138,999	$980,805	$-76,001

ST FRANCIS MEMORIAL SCHOLARSHIP FUND T/U/A