ALTON N SCOTT CHARITABLE TRUST #1255001026 (EIN 726210640) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

2002

Legal Domicile

Principal Officer

RICHARD HARVEY

Phone

2516901337

Tax Period

2024-01-01 to 2024-12-31

ALTON N SCOTT CHARITABLE TRUST #1255001026, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $403K in total revenue in fiscal year 2018. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 167% operating deficit.

Mission

MANAGEMENT OF INVESTMENTS, REMIT THE NET INCOME TO THE UNIVERSITY OF ALABAMA SCHOOL OF ENGINEERING FOR PROMOTION, ENCOURAGEMENT AND FUNDING OF RESEARCH PROJECTS.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $467,836

Other Revenue $23,185

TOTAL REVENUE $491,021

Expense Breakdown

Grants Paid $110,000

Salaries & Benefits $79,207

Fundraising Expenses $0

Program Expenses $110,000

Other Expenses $34,300

TOTAL EXPENSES $223,507

Year-over-Year Comparison

	2024	2023	Change
Revenue	$491,021	$172,114	+1.9%
Expenses	$223,507	$253,985	-0.1%
Net Income	$267,514	$-81,871	-4.3%

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
N/A	TRUSTEE	6.00		$79,207	$0	$79,207

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	$491,021	$223,507	$8,807,041	$267,514
2023	$172,114	$253,985	$8,539,550	$-81,871
2022	$241,788	$761,219	$8,622,428	$-519,431
2021	$657,542	$107,294	$9,142,949	$550,248
2020	$473,449	$561,038	$8,592,185	$-87,589
2019	$636,186	$531,925	$8,678,917	$104,261
2018	$402,690	$1,074,644	$8,578,715	$-671,954

ALTON N SCOTT CHARITABLE TRUST #1255001026