JERRY W SCOTT TRUST (EIN 816335617) - 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

JOHN DAVID BARR

Phone

6014845311

Tax Period

2025-01-01 to 2025-12-31

JERRY W SCOTT TRUST, founded in 2016, is a small nonprofit in the Education sector that reported $214K in total revenue in fiscal year 2025. Revenue surged 112% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 67% operating margin.

Mission

THE TRUST OPERATES TO FUND SCHOLARSHIPS ON AN ANNUAL BASIS TO THE MERIDIAN BRANCH OF MISSISSIPPI STATE UNIVERSITY OR ANOTHER INSTITUTION INCLUDING A COMMUNITY COLLEGE. THE TRUST OPERATES SOLEY TO DISTRIBUTE ALL NET INCOME OF THE TRUST FOR SCHOLARSHIPS TO BE MADE IN $3,500 INCREMENTS.

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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 $0

Program Service Revenue $0

Investment Income $214,484

Other Revenue $0

TOTAL REVENUE $214,484

Expense Breakdown

Grants Paid $49,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,000

Other Expenses $22,782

TOTAL EXPENSES $71,782

Year-over-Year Comparison

	2025	2024	Change
Revenue	$214,484	$101,394	+1.1%
Expenses	$71,782	$70,667	+0.0%
Net Income	$142,702	$30,727	+3.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$0	$21,782	$21,782

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	$214,484	$71,782	$2,133,089	$142,702
2024	$101,394	$70,667	$1,990,387	$30,727
2023	$43,604	$44,262	$1,959,660	$-658
2022	$553,115	$40,730	$1,960,318	$512,385
2021	$148,660	$39,958	$1,447,933	$108,702
2020	$9,218	$41,403	$1,339,231	$-32,185
2019	$26,008	$44,044	$1,371,416	$-18,036
2018	$100,224	$47,435	$1,389,452	$52,789

JERRY W SCOTT TRUST