THE SCHOLARSHIP FOUNDATION OF ROBERTSON COUNTY (EIN 621617313) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Phone

6153848431

Tax Period

2024-07-01 to 2025-06-30

THE SCHOLARSHIP FOUNDATION OF ROBERTSON COUNTY, founded in 1995, is a small nonprofit in the Education sector that reported $133K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $81K, a strong 61% operating margin.

Mission

TO PROVIDE ROBERTSON COUNTY RESIDENTS SCHOLARSHIPS FOR POST-SECONDARY EDUCATION BASED ON NEED AND MERIT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $28,874

Program Service Revenue $0

Investment Income $104,161

Other Revenue $0

TOTAL REVENUE $133,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,925

Other Expenses $51,594

TOTAL EXPENSES $51,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,035	$223,783	-0.4%
Expenses	$51,594	$50,063	+0.0%
Net Income	$81,441	$173,720	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JENNIFER GUTHRIE	MEMBER AT LARGE	0.30	Director	$0	$0	$0
ALBERT CARTNER	MEMBER AT LARGE	0.30	Director	$0	$0	$0
ERVIN BROWN	Treasurer	0.70	Director	$0	$0	$0
JAMES BROWN	Member at large	0.30	Director	$0	$0	$0
STEVE HALEY	Vice Chairman	0.30	Director	$0	$0	$0
KELVIN PENUEL	President	0.70	Director	$0	$0	$0
DUSTIN THOMAS	MEMBER AT LARGE	0.30	Director	$0	$0	$0
JOHN HOLT	MEMBER AT LARGE	0.30	Director	$0	$0	$0
JOHN LAWRENCE	MEMBER AT LARGE	0.30	Director	$0	$0	$0
FREIDA HERNDON	MEMBER AT LARGE	0.30	Director	$0	$0	$0
SUSAN MCCLARD	Secretary	0.30	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
2025	$133,035	$51,594	$1,341,912	$81,441
2024	$223,783	$50,063	$1,266,221	$173,720
2023	$154,663	$43,768	$1,092,502	$110,895
2022	$-86,535	$50,501	$982,307	$-137,036
2021	$335,254	$48,441	$1,122,592	$286,813
2020	$21,367	$47,398	$840,654	$-26,031
2020	$21,367	$47,398	$840,654	$-26,031
2019	$52,050	$39,761	$859,560	$12,289

THE SCHOLARSHIP FOUNDATION OF ROBERTSON COUNTY