THOMAS H SCOTT JR FOUNDATION (EIN 920562552) - 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

2022

Legal Domicile

Principal Officer

KRISTEN M LEWIS

Phone

6788921874

Tax Period

2024-01-01 to 2024-12-31

THOMAS H SCOTT JR FOUNDATION, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2024. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $2.3M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF.

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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 $2,119,828

Other Revenue $0

TOTAL REVENUE $2,119,828

Expense Breakdown

Grants Paid $2,129,989

Salaries & Benefits $188,926

Fundraising Expenses $0

Program Expenses $2,310,231

Other Expenses $17,393

TOTAL EXPENSES $2,336,308

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,119,828	$6,858,251	-0.7%
Expenses	$2,336,308	$305,214	+6.7%
Net Income	$-216,480	$6,553,037	-1.0%

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

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

$120,000

Total Directors

$337,679

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES T BRADFORD	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD A BROOKS PARTIAL YEAR	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN M LEWIS	TRUSTEE	1.00	Director	$0	$21,408	$217,679
JEFFREY L JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS J NICHOLSON	TRUSTEE	40.00	Officer Director	$120,000	$0	$120,000
SCOTT PATRICK PARTIAL YEAR	TRUSTEE	40.00	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	No data	No data	No data	No data
2024	$2,119,828	$2,336,308	$39,008,037	$-216,480
2023	$6,858,251	$305,214	$39,459,751	$6,553,037
2022	$32,686,886	$17,997	$32,686,886	$32,668,889

THOMAS H SCOTT JR FOUNDATION