BOETTCHER SCHOLARS FUND (EIN 921432170) - 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

KAREN KRUSE

Phone

3035341937

Tax Period

2023-01-01 to 2023-12-31

BOETTCHER SCHOLARS FUND, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $305K in total revenue in fiscal year 2023. Revenue surged 30371% from the prior year, signaling strong growth momentum. The organization ran a surplus of $299K, a strong 98% operating margin.

Mission

FOUNDED IN 2022, THE BOETTCHER SCHOLARS FUND PROVIDES SUPPORT FOR, INCLUDING FUNDRAISING AND RELATED FUNDRAISING ACTIVITIES, AND PROVIDES OTHER CHARITABLE RESOURCES FOR (I) THE BOETTCHER FOUNDATION AND ITS VARIOUS CHARITABLE PROGRAMS AND INITIATIVES, INCLUDING ITS FOCUS ON THE PEOPLE OF THE STATE OF COLORADO, AND (II) THE BOETTCHER FOUNDATION SCHOLARSHIP PROGRAM, INCLUDING ITS SCHOLARS, AT COLLEGES OR UNIVERSITIES, WHETHER PUBLIC OR PRIVATE, LOCATED WITHIN THE STATE OF COLORADO.

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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 (2023)

Revenue Breakdown

Contributions & Grants $304,706

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $304,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,529

Other Expenses $5,700

TOTAL EXPENSES $5,700

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,706	$1,000	+303.7%
Expenses	$5,700	N/A	N/A
Net Income	$299,006	$1,000	+298.0%

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

N/A

Volunteers

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
KENZO KAWANABE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KATIE KRAMER	SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN KRUSE	TREASURER	1.00	Officer Director	$0	$0	$0
RUSSELL GEORGE	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY SCHULTZ	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	No data	No data	No data	No data
2023	$304,706	$5,700	$300,006	$299,006

BOETTCHER SCHOLARS FUND