CALRTA DIVISION 3 SCHOLARSHIP FOUNDATION (EIN 850491905) - 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

2020

Legal Domicile

Phone

5625964024

Tax Period

2025-01-01 to 2025-12-31

CALRTA DIVISION 3 SCHOLARSHIP FOUNDATION, founded in 2020, is a small nonprofit in the Education sector that reported $127K in total revenue in fiscal year 2025. Revenue surged 172% from the prior year, signaling strong growth momentum. The organization ran a surplus of $88K, a strong 69% operating margin.

Mission

Charitable organization donating to children's organizations.

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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 $66,364

Program Service Revenue $0

Investment Income $60,903

Other Revenue $0

TOTAL REVENUE $127,267

Expense Breakdown

Grants Paid $37,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,500

Other Expenses $2,051

TOTAL EXPENSES $39,551

Year-over-Year Comparison

	2025	2024	Change
Revenue	$127,267	$46,740	+1.7%
Expenses	$39,551	$55,146	-0.3%
Net Income	$87,716	$-8,406	-11.4%

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
ROBERT HEDGES	President	10.00	Director	$0	$0	$0
BARBARA HARRIS	Director	10.00	Director	$0	$0	$0
MICHAEL MONAGHAN	Director	10.00	Director	$0	$0	$0
BARBARA POWELL	Director	10.00	Director	$0	$0	$0
BARBARA SEELGEN ELLIS	Director	10.00	Director	$0	$0	$0
BECKY CARROLL	Director	10.00	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	$127,267	$39,551	$1,004,764	$87,716
2023	$53,557	$66,444	$896,724	$-12,887
2022	$630,902	$42,125	$588,777	$588,777

CALRTA DIVISION 3 SCHOLARSHIP FOUNDATION