ALLTRICITY SCHOLARSHIP FOUNDATION (EIN 841504397) - 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

1999

Legal Domicile

Principal Officer

KENNETH S WILMOT

Phone

3038655544

Tax Period

2024-01-01 to 2024-12-31

ALLTRICITY SCHOLARSHIP FOUNDATION, founded in 1999, is a small nonprofit in the Education sector that reported $204K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 18% operating margin.

Mission

THE SCHOLARSHIP FOUNDATION UTILIZES ELECTRIC UTILITY INDUSTRY ENGAGEMENT TO SUPPORT EDUCATIONAL OPPORTUNITIES TARGETING QUALITY STUDENTS PURSUING CAREERS IN THE INDUSTRY.

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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 $166,587

Program Service Revenue $0

Investment Income $6,551

Other Revenue $31,269

TOTAL REVENUE $204,407

Expense Breakdown

Grants Paid $163,500

Salaries & Benefits $0

Fundraising Expenses $283

Program Expenses $166,069

Other Expenses $4,880

TOTAL EXPENSES $168,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,407	$147,590	+0.4%
Expenses	$168,380	$160,603	+0.0%
Net Income	$36,027	$-13,013	-3.8%

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
JOE FRAZIER	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLEN WALTERS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY HACKLER	FUNDRAISING CHAIR	1.00	Officer Director	$0	$0	$0
RANDI PRIME	TREASURER	1.00	Officer Director	$0	$0	$0
JON FEICKETT	SCHOLARSHIP CHAIR	1.00	Officer Director	$0	$0	$0
JOHN AHERNE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DEWALL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTO GOIS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS GUGGINO	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MARQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA PINER	DIRECTOR	1.00	Director	$0	$0	$0
KEN WILMOT	DIRECTOR	1.00	Officer 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
2024	$204,407	$168,380	$229,917	$36,027

ALLTRICITY SCHOLARSHIP FOUNDATION