SCHOXORG (EIN 821065475) - 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

2017

Legal Domicile

Principal Officer

KATHRYN SCHOX

Phone

8887759990

Tax Period

2023-01-01 to 2023-12-31

SCHOXORG, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $4K in total revenue in fiscal year 2023. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $5K exceeded revenue, resulting in a 24% operating deficit.

Mission

SCHOX.ORG'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE GRANTMAKING FOR CHARITABLE, EDUCATIONAL, LITERARY, SCIENTIFIC AND RELIGIOUS PURPOSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,920

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,920

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,920

Other Expenses $4,876

TOTAL EXPENSES $4,876

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,920	$100,000	-1.0%
Expenses	$4,876	$214,283	-1.0%
Net Income	$-956	$-114,283	-1.0%

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
KATHRYN SCHOX	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY SCHOX	TREASURER	1.00	Officer Director	$0	$0	$0
BARBARA FINNIN	SECRETARY	1.00	Officer Director	$0	$0	$0
KIRSTEN SCHAFFER	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM O'NEAL	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,920	$4,876	$37,359	$-956
2022	$100,000	$214,283	$38,315	$-114,283
2021	$178,020	$169,196	$152,598	$8,824
2020	$207,000	$319,414	$143,774	$-112,414
2019	$102,140	$85,695	$256,188	$16,445
2018	$577,066	$350,036	$239,743	$227,030

SCHOXORG