Kern Division Retired Teachers Scholarship Association

EIN: 770107885 501(c)(3) Education

Bakersfield, CA

Total Revenue
$78,161
Total Expenses
$41,322
Total Assets
$646,500
Net Assets
$646,500
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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
CA
Phone
6613224487
Tax Period
2018-01-01 to 2018-12-31

Kern Division Retired Teachers Scholarship Association, founded in 1985, is a micro nonprofit in the Education sector that reported $78K in total revenue in fiscal year 2018. The organization ran a surplus of $37K, a strong 47% operating margin.

Mission

Making of scholarships to deserving high school students going on to college to major in teaching and issuance of grants to the Kern County Superintendent of Schools for teacher grants.

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $11,206
Program Service Revenue $0
Investment Income $66,955
Other Revenue $0
TOTAL REVENUE $78,161

Expense Breakdown

Grants Paid $38,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $41,322
Other Expenses $2,822
TOTAL EXPENSES $41,322

Year-over-Year Comparison

2018 2017 Change
Revenue $78,161 N/A N/A
Expenses $41,322 N/A N/A
Net Income $36,839 N/A N/A
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

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Governance

Voting Members
5
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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Janis L Roberts President 0.00
Officer
$0 $0 $0
Walter Burrows Treasurer 0.00
Officer
$0 $0 $0
Jan Peacock Vice President 0.00
Officer
$0 $0 $0
Donna Brown Recording Sec. 0.00
Officer
$0 $0 $0
Hildy Elges Recording Sec. 0.00
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
2018 $78,161 $41,322 $646,500 $36,839
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