MES STATE SCHOLARSHIP FUND

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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

1977

Legal Domicile

Principal Officer

MALINDA BATTEY

Phone

6019191818

Tax Period

2023-08-01 to 2024-07-31

MES STATE SCHOLARSHIP FUND, founded in 1977, is a micro nonprofit that reported $9K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Net assets of $254K represent 342 months of operating reserves.

Mission

PROVIDE SCHOLARSHIPS FOR ENGINEERING STUDENTS TO FURTHER THEIR EDUCATION IN THE ENGINEERING FIELD

Program Service Accomplishments

Program 1

Expenses: $9,482 Revenue: $6,176

SCHOLARSHIPS ARE AVAILABLE FOR HIGH SCHOOL SENIORS, CURRENT ENGINEERING UNDERGRADUATE STUDENTS, AND CURRENT ENGINEERING GRADUATE STUDENTS TO FURTHER THEIR EDUCATION IN THE ENGINEERING FIELD.

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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 $2,746

Program Service Revenue $0

Investment Income $6,176

Other Revenue $0

TOTAL REVENUE $8,922

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,482

Other Expenses $1,982

TOTAL EXPENSES $9,482

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,922	$9,603	-0.1%
Expenses	$9,482	$11,840	-0.2%
Net Income	$-560	$-2,237	-0.7%

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

$48,126

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
G BRENT QUICK	PAST PRESIDENT	0.00	Director	$0	$0	$0
DONALD L HENDON	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMANDA G CALRK	SECRETARY-TREASURER ELECT	0.00	Director	$0	$0	$0
LAMAR RUTLAND	STATE DIRECTOR, SOUTHEAST	0.00	Director	$0	$0	$0
J KREG OVERSTREET	PRESIDENT ELECT	0.00	Director	$0	$0	$0
HARRY D GONG JR	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
AMBER T REEB	VICE PRESIDENT, REGION 1	0.00	Director	$0	$0	$0
MARTHA V BREWER	VICE PRESIDENT, REGION 2	0.00	Director	$0	$0	$0
BRIAN CHILDS	VICE PRESIDENT, REGION 3	0.00	Director	$0	$0	$0
WILLIAM E MCGEE	CHAIRMAN, PEC DIVISION	0.00	Director	$0	$0	$0
ROBERT A GREEN	CHAIRMAN, PEHE DIVISION	0.00	Director	$0	$0	$0
EARL GLENN JR	CHAIRMAN, PEG DIVISION	0.00	Director	$0	$0	$0
JOHN D BLAKE	CHAIRMAN, PEI DIVISION	0.00	Director	$0	$0	$0
BOB DIAMOND	CHAIRMAN, PEPP DIVISION	0.00	Director	$0	$0	$0
PETER NIMROD	STATE DIRECTOR, DELTA CHAP	0.00	Director	$0	$0	$0
DAVID SEYFARTH	STATE DIRECTOR, GULF COAST	0.00	Director	$0	$0	$0
COLBY W KIMMEL	STATE DIRECTOR, JACKSON CH	0.00	Director	$0	$0	$0
JESSICA H DILLEY	STATE DIRECTOR, JACKSON CH	0.00	Director	$0	$0	$0
EDWARD KEMP	STATE DIRECTOR, TOMBIGBEE	0.00	Director	$0	$0	$0
MALINDA BATTEY	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$48,126

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	No data	No data	No data	No data
2024	$8,922	$9,482	$254,107	$-560
2023	$9,603	$11,840	$227,219	$-2,237
2022	$28,950	$17,780	$225,866	$11,170
2021	$19,195	$22,570	$248,125	$-3,375
2020	$13,766	$15,320	$222,087	$-1,554
2019	$7,683	$13,156	$207,055	$-5,473
2018	$10,971	$21,204	$212,528	$-10,233