Fillmore Union HS Scholarships (EIN 956048998) - 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

1929

Legal Domicile

Principal Officer

Mark Ortega

Phone

8058568949

Tax Period

2021-01-01 to 2021-12-31

Fillmore Union HS Scholarships, founded in 1929, is a micro nonprofit that reported $63K in total revenue in fiscal year 2021. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $81K exceeded revenue, resulting in a 29% operating deficit.

Mission

Providing higher education scholarships for graduates of Fillmore Union High School

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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 (2021)

Revenue Breakdown

Contributions & Grants $71,204

Program Service Revenue $0

Investment Income $34,976

Other Revenue $-43,596

TOTAL REVENUE $62,584

Expense Breakdown

Grants Paid $28,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,411

Other Expenses $52,396

TOTAL EXPENSES $80,896

Year-over-Year Comparison

	2021	2020	Change
Revenue	$62,584	$105,695	-0.4%
Expenses	$80,896	$75,593	+0.1%
Net Income	$-18,312	$30,102	-1.6%

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
Mark Ortega	President	10.00	Officer	$0	$0	$0
Glenda DeJarnette	Secretary	3.00	Officer	$0	$0	$0
Michelle Haase	Treasurer	3.00	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
2021	$62,584	$80,896	$646,319	$-18,312
2020	$105,695	$75,593	$673,854	$30,102
2019	$2,073	$80,343	$642,658	$-78,270
2018	$177,082	$100,319	$650,532	$76,763

Fillmore Union HS Scholarships