PATRICIA V DAMON SCHOLARSHIP FUND FOR THE (EIN 686229419) - 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

2002

Legal Domicile

Principal Officer

Trust Point Inc

Phone

6087821148

Tax Period

2025-01-01 to 2025-12-31

PATRICIA V DAMON SCHOLARSHIP FUND FOR THE, founded in 2002, is a small nonprofit in the Education sector that reported $372K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $210K, a strong 57% operating margin.

Mission

PROVIDE MERIT SCHOLARSHIP FUNDS FOR UNDERGRADUATE STUDENTS AT CARLETON COLLEGE, NORTHFIELD, MN

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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 $372,390

Other Revenue $0

TOTAL REVENUE $372,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,576

Fundraising Expenses $0

Program Expenses $126,700

Other Expenses $131,360

TOTAL EXPENSES $161,936

Year-over-Year Comparison

	2025	2024	Change
Revenue	$372,390	$338,258	+0.1%
Expenses	$161,936	$156,745	+0.0%
Net Income	$210,454	$181,513	+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

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

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE PARKE III	DISTRIBUTION COMMITTEE MEMBER	N/A	Director	$5,000	$0	$5,000
DEAN OF STUDENT AFFAIRS CARLETON	DISTRIBUTION COMMITTEE MEMBER	N/A	Director	$0	$0	$0
TRUST POINT INC	TRUSTEE	N/A		$25,576	$0	$25,576

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	$372,390	$161,936	$4,132,716	$210,454
2024	$338,258	$156,745	$3,932,192	$181,513
2023	$131,539	$169,431	$3,752,153	$-37,892
2022	$12,014	$166,533	$3,783,847	$-154,519
2021	$709,900	$160,354	$3,948,069	$549,546
2020	$308,402	$141,392	$3,401,507	$167,010
2019	$168,716	$148,003	$3,236,601	$20,713
2018	$190,214	$127,413	$3,215,432	$62,801

PATRICIA V DAMON SCHOLARSHIP FUND FOR THE