THE SCHWEIGER MEMORIAL SCHOLARSHIP FUND (EIN 931270843) - 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

1999

Legal Domicile

Principal Officer

DEE BURCH

Phone

5034459000

Tax Period

2024-01-01 to 2024-12-31

THE SCHWEIGER MEMORIAL SCHOLARSHIP FUND, founded in 1999, is a small nonprofit in the Education sector that reported $179K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 23% operating margin.

Mission

PROVIDES ANNUAL SCHOLARSHIPS TO APPLICANTS LOOKING TO PURSUE CAREERS IN CONSTRUCTION.

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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 $317,700

Program Service Revenue $0

Investment Income $14,623

Other Revenue $-153,349

TOTAL REVENUE $178,974

Expense Breakdown

Grants Paid $105,597

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,597

Other Expenses $31,552

TOTAL EXPENSES $137,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,974	$148,272	+0.2%
Expenses	$137,149	$97,244	+0.4%
Net Income	$41,825	$51,028	-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

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
DEE BURCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
KYLE IZATT	SECRETARY	1.00	Officer Director	$0	$0	$0
JULIE DAVIS	TREASURER	1.00	Officer 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	$178,974	$137,149	$736,269	$41,825
2023	$148,272	$97,244	$628,153	$51,028
2022	$127,849	$109,693	$506,096	$18,156
2021	$139,387	$40,199	$588,176	$99,188
2020	$47,105	$53,594	$435,166	$-6,489
2019	$46,515	$56,957	$397,311	$-10,442
2018	$68,448	$55,499	$363,585	$12,949

THE SCHWEIGER MEMORIAL SCHOLARSHIP FUND