Dorothy Patterson Scholarship Fund (EIN 756368492) - 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

1998

Legal Domicile

Principal Officer

Chris Coleman

Phone

2143289131

Tax Period

2024-06-01 to 2025-05-31

Dorothy Patterson Scholarship Fund, founded in 1998, is a small nonprofit that reported $129K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 90% operating margin.

Mission

ENDOWMENT FUND TO PROVIDE TUITION ASSISTANCE TO STUDENTS OF ST JOHN'S EPISCOPAL SCHOOL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,750

Program Service Revenue $0

Investment Income $127,725

Other Revenue $0

TOTAL REVENUE $129,475

Expense Breakdown

Grants Paid $3,363

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,363

Other Expenses $9,357

TOTAL EXPENSES $12,720

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,475	$89,110	+0.5%
Expenses	$12,720	$11,345	+0.1%
Net Income	$116,755	$77,765	+0.5%

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
Rea Foster	President	1.50	Officer Director	$0	$0	$0
Anne Raymond	Vice President	2.50	Officer Director	$0	$0	$0
Katherine Stenesen	Treasurer	1.00	Officer Director	$0	$0	$0
John Stuart	Secretary	2.50	Officer Director	$0	$0	$0
Kassidy Opitz	Parliamentarian	0.50	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	$129,475	$12,720	$1,809,308	$116,755
2024	$89,110	$11,345	$1,677,220	$77,765
2023	$64,947	$8,839	$1,431,146	$56,108
2022	$119,364	$25,865	$1,420,110	$93,499
2021	$207,438	$8,107	$1,556,426	$199,331
2020	$56,338	$6,806	$1,095,450	$49,532
2019	$70,616	$62,404	$1,033,802	$8,212
2018	$50,060	$52,360	$1,093,484	$-2,300

Dorothy Patterson Scholarship Fund