PENINSULA HAWKS SCHOLARSHIP FUND (EIN 911303057) - 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

1986

Legal Domicile

Principal Officer

Julie Gillett

Phone

2064841280

Tax Period

2024-01-01 to 2024-12-31

PENINSULA HAWKS SCHOLARSHIP FUND, founded in 1986, is a small nonprofit that reported $572K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $102K, a strong 18% operating margin.

Mission

Our purpose is to provide a means for our community to support continuing education by providing graduating seniors with scholarships that meet our donors' criteria.

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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 $210,036

Program Service Revenue $0

Investment Income $35,369

Other Revenue $326,127

TOTAL REVENUE $571,532

Expense Breakdown

Grants Paid $267,825

Salaries & Benefits $158,880

Fundraising Expenses $0

Program Expenses $470,009

Other Expenses $43,304

TOTAL EXPENSES $470,009

Year-over-Year Comparison

	2024	2023	Change
Revenue	$571,532	$737,526	-0.2%
Expenses	$470,009	$604,984	-0.2%
Net Income	$101,523	$132,542	-0.2%

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

Volunteers

113

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
Deanna Russell	Treasurer - Save	16	Director	$0	$0	$0
Shirley Crane	Director	5	Director	$0	$0	$0
Christine Price	Board Member	5	Director	$0	$0	$0
Julie Gillett	Treasurer	8	Officer Director	$0	$0	$0
Crystal Devers	Secretary	5	Officer	$0	$0	$0
Debbi Krishnadasan	President	8	Officer	$0	$0	$0
Lora Johnson	Secretary	3	Officer	$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	$571,532	$470,009	$1,291,790	$101,523
2023	$737,526	$604,984	$1,142,434	$132,542
2022	$534,080	$428,968	$1,031,213	$105,112
2021	$427,551	$361,020	$925,949	$66,531
2020	$336,901	$239,062	$769,979	$97,839
2019	$329,001	$293,067	$672,391	$35,934
2018	$308,909	$276,418	$636,602	$32,491

PENINSULA HAWKS SCHOLARSHIP FUND