KODIAK SCHOLARSHIP FOUNDATION (EIN 943094805) - 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

1989

Legal Domicile

Principal Officer

ROBERT BRODIE

Phone

9074862000

Tax Period

2023-01-01 to 2023-12-31

KODIAK SCHOLARSHIP FOUNDATION, founded in 1989, is a small nonprofit in the Education sector that reported $187K in total revenue in fiscal year 2023. Expenses of $168K left a modest 10% surplus.

Mission

ORGANIZE AND ASSIST KODIAK ISLAND BOROUGH STUDENTS TO PURSUE POST-SECONDARY EDUCATION IN THEIR CHOSEN FIELD OF STUDY, AND TO ASSIST INSTITUTIONS OF POST-SECONDARY EDUCATION OR TRAINING LOCATED WITHIN THE KODIAK ISLAND BOROUGH

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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 $156,700

Program Service Revenue $0

Investment Income $30,725

Other Revenue $0

TOTAL REVENUE $187,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,269

Other Expenses $168,269

TOTAL EXPENSES $168,269

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,425	$174,614	+0.1%
Expenses	$168,269	$106,748	+0.6%
Net Income	$19,156	$67,866	-0.7%

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
ROBERT BRODIE	PRESIDENT	10.00	Officer	$0	$0	$0
DAN ROHER	VICE PRESIDENT	0.00	Officer	$0	$0	$0
BUD CASSIDY	SECRETARY	0.00	Officer	$0	$0	$0
ROBIN CASSIDY	TREASURER	0.00	Officer	$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	$187,425	$168,269	$1,095,333	$19,156
2022	$174,614	$106,748	$1,216,191	$67,866
2021	$166,876	$108,407	$1,230,804	$58,469
2020	$144,274	$80,704	$1,097,470	$63,570

KODIAK SCHOLARSHIP FOUNDATION