Scott Valley Scholarships and Educational Awards Inc (EIN 942702736) - 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

1980

Legal Domicile

Principal Officer

Maryann Munson

Phone

5304673138

Tax Period

2024-07-01 to 2025-06-30

Scott Valley Scholarships and Educational Awards Inc, founded in 1980, is a micro nonprofit in the Education sector that reported $90K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $31K, a strong 35% operating margin.

Mission

Educational opportunities for area students and alumni, providing scholarships and educational awards, and to develop those community relationships which support this mission.

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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 $45,914

Program Service Revenue $0

Investment Income $43,431

Other Revenue $790

TOTAL REVENUE $90,135

Expense Breakdown

Grants Paid $55,686

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,646

Other Expenses $2,960

TOTAL EXPENSES $58,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,135	$103,169	-0.1%
Expenses	$58,646	$54,578	+0.1%
Net Income	$31,489	$48,591	-0.4%

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
Maryann Munson	President	2.00	Officer Director	$0	$0	$0
Barbara Thackeray	Vice President	1.00	Officer Director	$0	$0	$0
Patti Parry	CFO	4.00	Officer Director	$0	$0	$0
Jennifer Gomes	Secretary	1.00	Director	$0	$0	$0
Angelee Dowling	Director	1.00	Director	$0	$0	$0
Amber Stewart	Director	1.00	Director	$0	$0	$0
Russell Sweet	Director	1.00	Director	$0	$0	$0
Henry Ayers	Director	1.00	Director	$0	$0	$0
Bradley Isbell	Director	1.00	Director	$0	$0	$0
Julie Pynes	Director	1.00	Director	$0	$0	$0
Dane Eastlick	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
2025	$90,135	$58,646	$1,739,188	$31,489
2024	$103,169	$54,578	$1,585,126	$48,591
2023	$109,328	$64,428	$1,416,039	$44,900
2022	$123,604	$54,974	$1,357,860	$68,630
2021	$67,153	$56,748	$1,322,686	$10,405
2020	$108,737	$59,284	$1,049,979	$49,453
2019	$67,896	$53,444	$1,079,533	$14,452

Scott Valley Scholarships and Educational Awards Inc