KATHRYN LONG SCHOLARSHIP FUND

EIN: 916571078 501(c)(3) Education

MILWAUKEE, WI

Total Revenue
$38,095
Total Expenses
$47,480
Total Assets
$825,709
Net Assets
$825,709
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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
2005
Legal Domicile
CO
Principal Officer
US BANK
Phone
5034643580
Tax Period
2024-04-01 to 2025-03-31

KATHRYN LONG SCHOLARSHIP FUND, founded in 2005, is a micro nonprofit in the Education sector that reported $38K in total revenue in fiscal year 2024. Expenses of $47K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO PROVIDE SCHOLARSHIPS TO GRADUATES FROM ROARING FORK SCHOOL DISTRICT RE1 (COLLEGE FIELD - EDUCATION)

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $38,084
Other Revenue $11
TOTAL REVENUE $38,095

Expense Breakdown

Grants Paid $26,806
Salaries & Benefits $19,054
Fundraising Expenses $0
Program Expenses $30,624
Other Expenses $1,620
TOTAL EXPENSES $47,480

Year-over-Year Comparison

2024 2023 Change
Revenue $38,095 $39,570 0.0%
Expenses $47,480 $45,980 +0.0%
Net Income $-9,385 $-6,410 +0.5%
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

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Governance

Voting Members
2
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
0
$0
Total Directors
1
$3,818
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FRANCES PADILLA CO-TRUSTEE N/A
Director
$3,818 $0 $3,818
US BANK CO-TRUSTEE N/A
$15,236 $0 $15,236
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 $38,095 $47,480 $825,709 $-9,385
2024 $39,570 $45,980 $835,103 $-6,410
2023 $25,160 $46,434 $841,522 $-21,274
2022 $60,489 $47,400 $862,803 $13,089
2021 $144,929 $49,422 $849,716 $95,507
2020 $49,497 $47,182 $754,210 $2,315
2019 $42,860 $43,749 $751,998 $-889
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