LOU ROSENBERG SCHOLARSHIP FUND (EIN 752290427) - 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

1985

Legal Domicile

Principal Officer

MILES NELSON

Phone

4326868738

Tax Period

2023-01-01 to 2023-12-31

LOU ROSENBERG SCHOLARSHIP FUND, founded in 1985, is a small nonprofit that reported $111K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum.

Mission

PROVIDE GRANTS TO FURTHER YOUTH EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,089

Other Revenue $109,417

TOTAL REVENUE $110,506

Expense Breakdown

Grants Paid $107,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,500

Other Expenses $0

TOTAL EXPENSES $107,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$110,506	$71,303	+0.5%
Expenses	$107,500	$131,900	-0.2%
Net Income	$3,006	$-60,597	-1.0%

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

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
ANDREE ROSEN	TRUSTEE	5.00	Director	$0	$0	$0
MILES NELSON	TRUSTEE	1.00	Director	$0	$0	$0
CLAIRE WOODCOCK	TRUSTEE	5.00	Director	$0	$0	$0
GARY EDMISTON	TRUSTEE	5.00	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
2024	No data	No data	No data	No data
2023	$110,506	$107,500	$101,130	$3,006
2022	$71,303	$131,900	$86,365	$-60,597
2021	$99,848	$123,454	$72,012	$-23,606
2020	$115,904	$154,775	$96,146	$-38,871
2019	$199,481	$211,966	$91,276	$-12,485
2018	$220,470	$223,028	$103,761	$-2,558

LOU ROSENBERG SCHOLARSHIP FUND