JOSEPH M SHEETZ SCHOLARSHIP FUND INC (EIN 900420891) - 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

2008

Legal Domicile

Principal Officer

JOSEPH SHEETZ

Phone

8149463611

Tax Period

2024-01-01 to 2024-12-31

JOSEPH M SHEETZ SCHOLARSHIP FUND INC, founded in 2008, is a small nonprofit in the Education sector that reported $415K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $303K, a strong 73% operating margin.

Mission

AWARD SCHOLARSHIPS TO POST-SECONDARY STUDENTS BASED ON ACADEMIC SUCCESS, OVERALL EXCELLENCE OF CHARACTER AND COMMUNITY INVOLVEMENT AND LEADERSHIP.

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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 $0

Program Service Revenue $0

Investment Income $414,687

Other Revenue $0

TOTAL REVENUE $414,687

Expense Breakdown

Grants Paid $90,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,000

Other Expenses $21,847

TOTAL EXPENSES $111,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$414,687	$278,453	+0.5%
Expenses	$111,847	$110,124	+0.0%
Net Income	$302,840	$168,329	+0.8%

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
TRAVIS SHEETZ	PRESIDENT / DIRECTOR	1.00	Officer Director	$0	$0	$0
ANNA CAPORUSCIO	SECRETARY/ DIRECTOR	1.00	Officer Director	$0	$0	$0
JOSEPH SHEETZ	TREASURER/ DIRECTOR	1.00	Officer Director	$0	$0	$0
RYAN MCMAHON	DIRECTOR	1.00	Director	$0	$0	$0
EARL SPRINGER	DIRECTOR	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
2024	$414,687	$111,847	$44,717,376	$302,840
2023	$278,453	$110,124	$31,912,776	$168,329
2022	$289,126	$68,041	$24,944,743	$221,085
2021	$508,904	$97,118	$19,336,036	$411,786
2020	$78,320	$95,957	$11,861,375	$-17,637
2019	$6,096,086	$104,369	$8,890,099	$5,991,717
2018	$76,550	$98,510	$2,361,806	$-21,960

JOSEPH M SHEETZ SCHOLARSHIP FUND INC