SCHOLARSHIP FUND OF THE UNIVERSITY CLUB OF PALO ALTO (EIN 946097200) - 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

1952

Legal Domicile

Phone

6504500498

Tax Period

2024-07-01 to 2025-06-30

SCHOLARSHIP FUND OF THE UNIVERSITY CLUB OF PALO ALTO, founded in 1952, is a small nonprofit in the Education sector that reported $673K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $478K, a strong 71% operating margin.

Mission

GRANTS & SCHOLARSHIP TO STUDENTS.

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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 $274,384

Program Service Revenue $0

Investment Income $398,221

Other Revenue $0

TOTAL REVENUE $672,605

Expense Breakdown

Grants Paid $192,084

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,084

Other Expenses $2,024

TOTAL EXPENSES $194,108

Year-over-Year Comparison

	2024	2023	Change
Revenue	$672,605	$548,308	+0.2%
Expenses	$194,108	$154,882	+0.3%
Net Income	$478,497	$393,426	+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

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
CLIFF HIGGERSON	Trustee	0.77	Director	$0	$0	$0
LEE PRICE	Trustee	0.31	Director	$0	$0	$0
BETH SIEGELMAN	Trustee	1.15	Director	$0	$0	$0
ROBERT BLATMAN	Trustee	0.31	Director	$0	$0	$0
SAM HAYES	Trustee	0.77	Director	$0	$0	$0
JOHN MILLER	Trustee	3.85	Director	$0	$0	$0
SERENA PERRIN VINTON	Trustee	0.31	Director	$0	$0	$0
ISABEL WEISS SCHREIER	Treasurer	1.35	Director	$0	$0	$0
SHARAT SHROFF	Trustee	0.31	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	$672,605	$194,108	$3,493,285	$478,497
2024	$548,308	$154,882	$3,091,682	$393,426
2023	$356,374	$108,981	$2,353,902	$247,393
2022	$240,694	$123,839	$1,870,514	$116,855
2021	$370,322	$105,832	$1,996,383	$264,490

SCHOLARSHIP FUND OF THE UNIVERSITY CLUB OF PALO ALTO