RALEIGH R ROSS TEXAS SURGICAL SOCIETY SCHOLARSHIP FUND CHARITABLE TRUST (EIN 741884852) - 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

1977

Legal Domicile

Principal Officer

CHARLES FRASER FR

Phone

2102196893

Tax Period

2025-01-01 to 2025-12-31

RALEIGH R ROSS TEXAS SURGICAL SOCIETY SCHOLARSHIP FUND CHARITABLE TRUST, founded in 1977, is a small nonprofit that reported $542K in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $356K, a strong 66% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO GENERAL SURGERY RESIDENTS IN TEXAS AND EDUCATIONAL GRANTS TO THE EDUCATIONAL INSTITUTION OF THE CHOSEN SCHOLARS.

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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 $542,345

Other Revenue $0

TOTAL REVENUE $542,345

Expense Breakdown

Grants Paid $160,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,674

Other Expenses $25,623

TOTAL EXPENSES $186,423

Year-over-Year Comparison

	2025	2024	Change
Revenue	$542,345	$467,054	+0.2%
Expenses	$186,423	$145,037	+0.3%
Net Income	$355,922	$322,017	+0.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES FRASER FR	President	5.00	Officer Director	$0	$0	$0
BRAD SCOTT	Vice President	1.00	Officer Director	$0	$0	$0
PATRICK NGUYEN	Treasurer	1.00	Officer Director	$0	$0	$0
LYSSA OCHOA	SECOND VP	1.00	Officer Director	$0	$0	$0
J PATRICK WALKER	Treasurer	1.00	Officer Director	$0	$0	$0
MELLICK T SYKES MD	ARCHIVIST	1.00	Officer 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	$542,345	$186,423	$5,153,233	$355,922
2024	$467,054	$145,037	$4,596,731	$322,017
2023	$269,936	$136,609	$4,135,090	$133,327
2022	$338,925	$191,258	$3,745,158	$147,667
2021	$421,535	$173,738	$4,585,007	$247,797
2020	$313,526	$4,053	$4,013,969	$309,473
2019	$198,033	$172,809	$3,612,401	$25,224
2018	$304,750	$104,752	$3,105,379	$199,998

RALEIGH R ROSS TEXAS SURGICAL SOCIETY SCHOLARSHIP FUND CHARITABLE TRUST