Funderburg Scholars Inc (EIN 811921644) - 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

2016

Legal Domicile

Principal Officer

Loretta H Sherblom

Phone

5089356750

Tax Period

2024-05-01 to 2025-04-30

Funderburg Scholars Inc, founded in 2016, is a small nonprofit in the Education sector that reported $293K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $250K left a modest 15% surplus.

Mission

Funderburg Scholars is an all volunteer organization that helps innercity youth attend college. 94% of our funds were used for tuition, 6% for textbooks. The students are those who attended the Unitarian Universalist Urban Ministrys after school Roxbury Youth Program.

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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 $292,945

Program Service Revenue $0

Investment Income $27

Other Revenue $0

TOTAL REVENUE $292,972

Expense Breakdown

Grants Paid $248,240

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,240

Other Expenses $1,703

TOTAL EXPENSES $249,943

Year-over-Year Comparison

	2024	2023	Change
Revenue	$292,972	$345,802	-0.2%
Expenses	$249,943	$184,833	+0.4%
Net Income	$43,029	$160,969	-0.7%

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
Loretta Ho Sherblom	President & Treasurer	5.00	Officer Director	$0	$0	$0
Laurie Van Loon	At Large	0.00		$0	$0	$0
Ashley Platt	At Large	3.00		$0	$0	$0
Monique Veale	At Large	2.00		$0	$0	$0
Rosemary McCrudden	At Large	0.00		$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	$292,972	$249,943	$372,547	$43,029
2024	$345,802	$184,833	$531,100	$160,969
2023	$186,122	$170,276	$370,485	$15,846
2022	$285,215	$283,808	$354,640	$1,407

Funderburg Scholars Inc