ASSOCIATION OF AMERICAN RHODES SCHOLARS (EIN 841718491) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

JANICE UGAKI

Phone

7038217377

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF AMERICAN RHODES SCHOLARS, founded in 2006, is a small nonprofit in the Arts, Culture & Humanities sector that reported $316K in total revenue in fiscal year 2018. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $64K, a strong 20% operating margin.

Mission

THE ENTITY'S PURPOSE IS PROMOTING THE EXCHANGE OF STUDENTS AND SCHOLARS, FACILITATING THE INTERCHANGE OF IDEAS AMONG RHODES SCHOLARS, AND THE PUBLICATION OF ARTICLES OR RECORDS OF INTEREST TO RHODES SCHOLARS. THE ENTITY PUBLISHES A QUARTERLY MAGAZINE DISTRIBUTED BY THE ENTITY TO ITS MEMBERS AND SUBSCRIBERS (INDIVIDUALS, EDUCATIONAL INSTITUTIONS, AND LIBRARIES).

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $324,272

Program Service Revenue $29,444

Investment Income $42,343

Other Revenue $4,184

TOTAL REVENUE $400,243

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $37,907

Fundraising Expenses $486

Program Expenses $218,662

Other Expenses $303,817

TOTAL EXPENSES $342,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,243	$370,588	+0.1%
Expenses	$342,724	$408,767	-0.2%
Net Income	$57,519	$-38,179	-2.5%

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

$37,907

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAUREN C JACKSON	EDITOR & DIRECTOR	10	Director	$37,907	$0	$37,907
RAMONA DOYLE	DIRECTOR	1	Director	$0	$0	$0
NNENNA LYNCH	CO-PRESIDENT & DIRECTOR	3	Officer Director	$0	$0	$0
JANICE R UGAKI	CO-PRESIDENT & DIRECTOR	3	Officer Director	$0	$0	$0
EMELIA SPENCER PROBASCO	VICE PRESIDENT & DIRECTOR	3	Officer Director	$0	$0	$0
NICHOLAS W ALLARD	SECRETARY & DIRECTOR	3	Officer Director	$0	$0	$0
MOHIT AGRAWAL	TREASURER & DIRECTOR	3	Officer Director	$0	$0	$0
JAMES G BASKER	DIRECTOR	1	Director	$0	$0	$0
ALEXIS R BLAINE	DIRECTOR	1	Director	$0	$0	$0
R DARRYL BANKS	DIRECTOR	1	Director	$0	$0	$0
NEIL R BROWN	DIRECTOR	1	Director	$0	$0	$0
JOSHUA D CARPENTER	DIRECTOR	1	Director	$0	$0	$0
OLIVIA S RISSLAND	DIRECTOR	1	Director	$0	$0	$0
MARY HALLWARD DRIEMEIER	DIRECTOR	1	Director	$0	$0	$0
ROBERT S HARRISON	DIRECTOR	1	Director	$0	$0	$0
NICHOLAS D KRISTOF	DIRECTOR	1	Director	$0	$0	$0
DEREK Y KUNIMOTO	DIRECTOR	1	Director	$0	$0	$0
VIVIAN S LEE	DIRECTOR	1	Director	$0	$0	$0
JOSHUA A LOSPINOSO	DIRECTOR	1	Director	$0	$0	$0
ROBERT G MCKELVEY	DIRECTOR	1	Director	$0	$0	$0
JOYCE S MENG	DIRECTOR	1	Director	$0	$0	$0
CHRISTOPHER MILLER	DIRECTOR	1	Director	$0	$0	$0
NANETTE FONDAS	DIRECTOR	1	Director	$0	$0	$0
ABIGAIL P SELDIN	DIRECTOR	1	Director	$0	$0	$0
RALPH H SMITH	DIRECTOR	1	Director	$0	$0	$0
UGWECHI AMADI	DIRECTOR	1	Director	$0	$0	$0
SARA L TOOMEY	DIRECTOR	1	Director	$0	$0	$0
BRIAN JOHNSRUD	DIRECTOR	1	Director	$0	$0	$0
CAROLINE HUANG	DIRECTOR	1	Director	$0	$0	$0
RONALD S KATZ	SENIOR DIRECTOR	1	Director	$0	$0	$0
ROBERT K MALONEY	SENIOR DIRECTOR	1	Director	$0	$0	$0
JAVED SIDDIQI	SENIOR DIRECTOR	1	Director	$0	$0	$0
WILLIAM G BARDEL	SENIOR DIRECTOR EMERITUS	1	Director	$0	$0	$0
DOUGLAS A BECK	SENIOR DIRECTOR EMERITUS	1	Director	$0	$0	$0
A E DICK HOWARD	SENIOR DIRECTOR EMERITUS	1	Director	$0	$0	$0
JOHN H MORRISON	SENIOR DIRECTOR EMERITUS	1	Director	$0	$0	$0
STEVEN A CROWN	DIRECTOR EX OFFICIO	1	Director	$0	$0	$0
ELLIOT F GERSON	DIRECTOR EX OFFICIO	1	Director	$0	$0	$0
JEREMY THOMAS	DIRECTOR	1	Director	$0	$0	$0
KUSHAL KADAKIA	DIRECTOR	1	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	$400,243	$342,724	$1,826,884	$57,519
2023	$370,588	$408,767	$1,604,181	$-38,179
2022	$340,204	$292,980	$1,456,706	$47,224
2021	$421,116	$264,758	$1,765,481	$156,358
2020	$465,891	$218,696	$1,553,294	$247,195
2019	$285,446	$223,492	$1,425,319	$61,954
2018	$315,718	$251,221	$1,223,926	$64,497

ASSOCIATION OF AMERICAN RHODES SCHOLARS