California Retired Teachers As Laura E Settle Scholarship (EIN 680562837) - 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

2003

Legal Domicile

Principal Officer

Angelique Hill

Phone

9169232200

Tax Period

2024-07-01 to 2025-06-30

California Retired Teachers As Laura E Settle Scholarship, founded in 2003, is a small nonprofit in the Education sector that reported $234K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $76K, a strong 32% operating margin.

Mission

To provide scholarships to education students studying in the California State University and University of California systems.

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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 $4,062

Program Service Revenue $0

Investment Income $229,812

Other Revenue $0

TOTAL REVENUE $233,874

Expense Breakdown

Grants Paid $119,210

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $122,315

Other Expenses $38,991

TOTAL EXPENSES $158,201

Year-over-Year Comparison

	2024	2023	Change
Revenue	$233,874	$211,459	+0.1%
Expenses	$158,201	$147,641	+0.1%
Net Income	$75,673	$63,818	+0.2%

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

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	Role	Reportable Comp	Other Comp	Total
Mary Bryant	Chair	Officer Director	$0	$0	$0
Georgianna Lig	Vice Chair	Officer Director	$0	$0	$0
Peter Paolino	Treasurer	Officer Director	$0	$0	$0
Terrie Berry	Co Treasurer	Officer Director	$0	$0	$0
Carol Kalamara	Secretary	Officer Director	$0	$0	$0
Angelique Hill	CEO	Officer	$0	$0	$0
Charlene Henle	Member	Director	$0	$0	$0
Diatra Stearn	Member	Director	$0	$0	$0
JoAnn Copp	Member	Director	$0	$0	$0
Nancy Roberts	Member	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	$233,874	$158,201	$3,258,870	$75,673
2024	No data	No data	No data	No data
2023	$156,988	$134,828	$2,764,523	$22,160
2022	$164,853	$122,437	$2,618,865	$42,416
2021	$173,308	$121,391	$3,091,816	$51,917
2018	$107,023	$114,346	$2,530,881	$-7,323

California Retired Teachers As Laura E Settle Scholarship