Shane Isom Memorial Fund (EIN 760624753) - 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

1999

Legal Domicile

Principal Officer

Kenneth Isom

Phone

4095049255

Tax Period

2025-01-01 to 2025-12-31

Shane Isom Memorial Fund, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $285K in total revenue in fiscal year 2025. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 39% operating margin.

Mission

Education scholarships

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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 $89,849

Program Service Revenue $0

Investment Income $189,730

Other Revenue $5,451

TOTAL REVENUE $285,030

Expense Breakdown

Grants Paid $127,911

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,913

Other Expenses $44,736

TOTAL EXPENSES $172,647

Year-over-Year Comparison

	2025	2024	Change
Revenue	$285,030	$200,306	+0.4%
Expenses	$172,647	$94,059	+0.8%
Net Income	$112,383	$106,247	+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

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
Ken Isom	DIRECTOR	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	$285,030	$172,647	$3,921,305	$112,383
2024	$200,306	$94,059	$3,808,923	$106,247
2023	$136,681	$86,001	$3,702,676	$50,680
2022	$276,971	$111,829	$3,651,997	$165,142
2021	$351,328	$98,510	$3,486,855	$252,818
2020	$203,342	$90,899	$3,234,035	$112,443
2019	$97,974	$95,314	$3,121,590	$2,660
2018	$210,884	$121,845	$3,118,665	$89,039

Shane Isom Memorial Fund