SAM E WOODS 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

1957

Legal Domicile

Principal Officer

REGIONS BANK

Phone

6017908158

Tax Period

2025-01-01 to 2025-12-31

SAM E WOODS SCHOLARSHIP FUND, founded in 1957, is a small nonprofit that reported $251K in total revenue in fiscal year 2025. Revenue surged 187% from the prior year, signaling strong growth momentum. The organization ran a surplus of $152K, a strong 61% operating margin.

Mission

TO PROVIDE FUNDS TO BE USED FOR SCHOLARSHIPS FOR STUDENTS AT THE UNIVERSITY OF SOUTHERN MISSISSIPPI.

Program Service Accomplishments

Program 1

Expenses: $81,103

PAYMENT OF SCHOLARSHIP FUNDS TO THE UNIVERSITY OF SOUTHERN MISSISSIPPI. AMOUNTS ARE ALLOCATED TO WORTHY STUDENTS DESIGNATED BY THE PRESIDENT OF THE UNIVERSITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $250,318

Other Revenue $229

TOTAL REVENUE $250,547

Expense Breakdown

Grants Paid $81,103

Salaries & Benefits $11,472

Fundraising Expenses $0

Program Expenses $81,103

Other Expenses $6,365

TOTAL EXPENSES $98,940

Year-over-Year Comparison

	2025	2024	Change
Revenue	$250,547	$87,391	+1.9%
Expenses	$98,940	$80,662	+0.2%
Net Income	$151,607	$6,729	+21.5%

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

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	1.00		$11,472	$0	$11,472

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	$250,547	$98,940	$2,002,288	$151,607
2024	$87,391	$80,662	$1,850,681	$6,729
2023	$105,552	$159,886	$1,843,952	$-54,334
2022	$186,533	$71,128	$1,898,286	$115,405
2021	$121,510	$68,752	$1,782,881	$52,758
2020	$50,249	$66,817	$1,730,123	$-16,568
2019	$78,345	$72,230	$1,746,691	$6,115
2018	$114,890	$66,152	$1,740,576	$48,738