NIERLING FAMILY SCHOLARSHIP JAMESTOWN COLLEGE TRUST (EIN 912004883) - 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

2000

Legal Domicile

Principal Officer

KRESHA WIEST

Phone

7012523467

Tax Period

2025-01-01 to 2025-12-31

NIERLING FAMILY SCHOLARSHIP JAMESTOWN COLLEGE TRUST, founded in 2000, is a micro nonprofit in the Education sector that reported $86K in total revenue in fiscal year 2025. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 35% operating margin.

Mission

DISTRIBUTE NET INCOME TO UNIVERSITY OF JAMESTOWN (FKA JAMESTOWN COLLEGE) FOR SCHOLARSHIPS

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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 $0

Program Service Revenue $0

Investment Income $85,688

Other Revenue $0

TOTAL REVENUE $85,688

Expense Breakdown

Grants Paid $46,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,500

Other Expenses $9,402

TOTAL EXPENSES $55,902

Year-over-Year Comparison

	2025	2024	Change
Revenue	$85,688	$49,275	+0.7%
Expenses	$55,902	$58,026	0.0%
Net Income	$29,786	$-8,751	-4.4%

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

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
KRESHA WIEST	TRUSTEE	0.50	Director	$0	$0	$0
DR POLLY PETERSON	TRUSTEE	0.50	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	$85,688	$55,902	$849,709	$29,786
2024	$49,275	$58,026	$763,589	$-8,751
2023	$22,797	$53,716	$698,390	$-30,919
2022	$28,618	$56,490	$682,961	$-27,872
2021	$43,533	$56,779	$877,217	$-13,246
2020	$2,803	$71,629	$809,710	$-68,826
2019	$17,979	$8,944	$782,782	$9,035
2018	$38,381	$39,915	$659,730	$-1,534

NIERLING FAMILY SCHOLARSHIP JAMESTOWN COLLEGE TRUST