EAST BAY DIVISION SCHOLARSHIP FNDN CALIFORNIA RETIRED TEACHERS ASSOC (EIN 942963591) - 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

1985

Legal Domicile

Principal Officer

RENEE SWAYNE

Phone

5105347438

Tax Period

2017-07-01 to 2018-06-30

EAST BAY DIVISION SCHOLARSHIP FNDN CALIFORNIA RETIRED TEACHERS ASSOC, founded in 1985, is a small nonprofit that reported $211K in total revenue in fiscal year 2017. Revenue surged 1669% from the prior year, signaling strong growth momentum. The organization ran a surplus of $196K, a strong 93% operating margin.

Mission

THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO PROVIDE SCHOLARSHIPS TO STUDENTS WITH FINANCIAL NEED, WHO WISH TO PURSUE A CAREER IN THE FIELD OF 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%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $210,920

Program Service Revenue $0

Investment Income $104

Other Revenue $0

TOTAL REVENUE $211,024

Expense Breakdown

Grants Paid $13,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,929

Other Expenses $1,096

TOTAL EXPENSES $14,596

Year-over-Year Comparison

	2017	2016	Change
Revenue	$211,024	$11,926	+16.7%
Expenses	$14,596	$10,701	+0.4%
Net Income	$196,428	$1,225	+159.3%

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
SUZANNE MATHIESON	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
LAQUINTA COLE	SECRETARY	1.00	Officer Director	$0	$0	$0
WARDELL HURST	CO-TREASURER	1.00	Officer Director	$0	$0	$0
GAIE SHOMAN	CO-TREASURER	1.00	Officer Director	$0	$0	$0
RUTHIE SMITH	FINANCIAL SE	1.00	Officer Director	$0	$0	$0
YOLANDA ANTHONY	DIRECTOR	1.00	Director	$0	$0	$0
RENEE SWAYNE	DIRECTOR	1.00	Director	$0	$0	$0
FREDORA DARMSTADT	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
2018	$211,024	$14,596	$220,425	$196,428

EAST BAY DIVISION SCHOLARSHIP FNDN CALIFORNIA RETIRED TEACHERS ASSOC