CAL AND INA SUGG MEDICAL SCHOLARSHIP FOUNDATION (EIN 752937444) - 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

2001

Legal Domicile

Principal Officer

FRANK JONES

Phone

8064472521

Tax Period

2023-10-01 to 2024-09-30

CAL AND INA SUGG MEDICAL SCHOLARSHIP FOUNDATION, founded in 2001, is a micro nonprofit in the Education sector that reported $54K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $60K exceeded revenue, resulting in a 12% operating deficit.

Mission

PROVIDE SCHOLARSHIPS TO MEDICAL STUDENTS.

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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 $12

Investment Income $50,794

Other Revenue $2,834

TOTAL REVENUE $53,640

Expense Breakdown

Grants Paid $59,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,650

Other Expenses $632

TOTAL EXPENSES $60,282

Year-over-Year Comparison

	2023	2022	Change
Revenue	$53,640	$38,512	+0.4%
Expenses	$60,282	$42,305	+0.4%
Net Income	$-6,642	$-3,793	+0.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CARL TAYLOR	DIRECTOR	Director	$0	$0	$0
LYNN BARTLETT	DIRECTOR	Director	$0	$0	$0
LUKE INMAN	DIRECTOR	Director	$0	$0	$0
KAREN CALDWELL	DIRECTOR	Director	$0	$0	$0
KURT ASHMORE	DIRECTOR	Director	$0	$0	$0
FRANK JONES	PRESIDENT	Officer	$0	$0	$0
JACQUE GARNER	TREASURER	Officer	$0	$0	$0
BEV ODOM	SECRETARY	Officer	$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	$53,640	$60,282	$1,379,317	$-6,642
2023	$38,512	$42,305	$1,385,958	$-3,793
2022	$16,604	$30,996	$1,389,751	$-14,392
2021	$32,830	$19,833	$1,404,143	$12,997

CAL AND INA SUGG MEDICAL SCHOLARSHIP FOUNDATION