Mission Scholars (EIN 991559774) - 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

2024

Legal Domicile

Principal Officer

Cassie Lancaster

Phone

8052421338

Tax Period

2024-01-01 to 2024-12-31

Mission Scholars, founded in 2024, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. The organization ran a surplus of $1.1M, a strong 63% operating margin.

Mission

Empowering students on the path to college and career success.

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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 $1,786,377

Program Service Revenue $0

Investment Income $3,386

Other Revenue $-9,344

TOTAL REVENUE $1,780,419

Expense Breakdown

Grants Paid $8,112

Salaries & Benefits $529,146

Fundraising Expenses $38,082

Program Expenses $536,025

Other Expenses $126,346

TOTAL EXPENSES $663,604

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,780,419	N/A	N/A
Expenses	$663,604	N/A	N/A
Net Income	$1,116,815	N/A	N/A

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

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

$289,716

Total Directors

$289,716

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Bruzzo	President	1.00	Officer Director	$0	$0	$0
Julia Rodgers	Secretary	1.00	Officer Director	$0	$0	$0
Kim Phillips	Treasurer	2.00	Officer Director	$0	$0	$0
Estefania Contreras	Trustee	1.00	Director	$0	$0	$0
Cassie Lancaster	Trustee/Executive Director	50.00	Officer Director	$165,000	$20,244	$185,244
Katie Kinsella	Trustee/Director of Programs	45.00	Officer Director	$96,000	$8,472	$104,472

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	$1,780,419	$663,604	$1,133,425	$1,116,815

Mission Scholars