West Marin Scholarship Program (EIN 946088058) - 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

Amanda Mallory

Phone

5102908535

Tax Period

2024-07-01 to 2025-06-30

West Marin Scholarship Program, founded in 1989, is a small nonprofit in the Education sector that reported $843K in total revenue in fiscal year 2024. Expenses of $740K left a modest 12% surplus.

Mission

The Primary Mission is To Provide Need Based Scholarships To Individuals.

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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 $639,977

Program Service Revenue $0

Investment Income $202,549

Other Revenue $0

TOTAL REVENUE $842,526

Expense Breakdown

Grants Paid $634,299

Salaries & Benefits $0

Fundraising Expenses $12,698

Program Expenses $641,613

Other Expenses $105,983

TOTAL EXPENSES $740,282

Year-over-Year Comparison

	2024	2023	Change
Revenue	$842,526	$827,417	+0.0%
Expenses	$740,282	$586,921	+0.3%
Net Income	$102,244	$240,496	-0.6%

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
Kirk Marckwald	Treasurer	2.00	Officer Director	$0	$0	$0
Sarah Aikenhead	Director	2.00	Director	$0	$0	$0
Ruth Dundas	Secretary	2.00	Officer Director	$0	$0	$0
Catherine Richards	Director	2.00	Director	$0	$0	$0
Ariana Aparicio	Director	2.00	Director	$0	$0	$0
Sandra Garcia	Director	2.00	Director	$0	$0	$0
Amanda Mallory	Chair	2.00	Officer Director	$0	$0	$0
Rosetta Newhall	Director	2.00	Director	$0	$0	$0
Elizabeth O'Brien	Director	2.00	Director	$0	$0	$0
Denise Rocco-Zibler	Director	2.00	Director	$0	$0	$0
Adrian Vega	Director	2.00	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	$842,526	$740,282	$4,878,583	$102,244
2024	$827,417	$586,921	$4,468,820	$240,496
2023	$847,221	$697,030	$4,032,027	$150,191
2022	$741,785	$558,038	$3,695,203	$183,747
2021	$647,989	$612,372	$4,120,071	$35,617
2020	$1,143,748	$728,634	$3,414,510	$415,114
2018	$1,230,674	$500,861	$2,998,296	$729,813

West Marin Scholarship Program