Robert W Sorrell Scholarship Fund … - Form 990 Financial Data

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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

2005

Legal Domicile

Principal Officer

Alma Taylor

Phone

2155175746

Tax Period

2025-01-01 to 2025-12-31

Robert W Sorrell Scholarship Fund Inc, founded in 2005, is a small nonprofit in the Education sector that reported $147K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $69K, a strong 47% operating margin.

Mission

Identify and support academically talented graduating high school seniors who are college bound, demonstrate leadership ability and is passionate about helping others through community-based projects or voluteerism.

Program Service Accomplishments

Program 1

Expenses: $51,459 Revenue: $0

TO AWARD 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 $63,292

Program Service Revenue $0

Investment Income $83,580

Other Revenue $0

TOTAL REVENUE $146,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $21,829

Program Expenses $51,459

Other Expenses $57,399

TOTAL EXPENSES $77,398

Year-over-Year Comparison

	2025	2024	Change
Revenue	$146,872	$128,094	+0.1%
Expenses	$77,398	$79,920	0.0%
Net Income	$69,474	$48,174	+0.4%

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
ALMA JEAN TAYLOR	PRESIDENT	10.00	Officer	$0	$0	$0
RONALD HEIGLER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
BRIAN CLARK	TREASURER	1.00	Officer	$0	$0	$0
ROYAL E BROWN	2ND VICE PRESIDENT	1.00	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
2025	$146,872	$77,398	$753,969	$69,474
2024	No data	No data	No data	No data
2023	$142,413	$72,200	$631,874	$70,213

Robert W Sorrell Scholarship Fund Inc