CHARLES R KENDALL SCHOLARSHIP & EDUCATION FUND (EIN 996011524) - 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

2001

Legal Domicile

Principal Officer

JON GASPER

Phone

8085430000

Tax Period

2023-07-01 to 2024-06-30

CHARLES R KENDALL SCHOLARSHIP & EDUCATION FUND, founded in 2001, is a small nonprofit that reported $153K in total revenue in fiscal year 2023. The organization ran a surplus of $87K, a strong 57% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS AND GRANTS TO HGEA'S MEMBERS AND DEPENDENTS.

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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 $33,226

Program Service Revenue $0

Investment Income $98,544

Other Revenue $21,116

TOTAL REVENUE $152,886

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,000

Other Expenses $15,700

TOTAL EXPENSES $65,700

Year-over-Year Comparison

	2023	2022	Change
Revenue	$152,886	$150,425	+0.0%
Expenses	$65,700	$60,964	+0.1%
Net Income	$87,186	$89,461	0.0%

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

$502,778

Total Directors

$502,778

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENNETT YAP	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ELISA YADAO	TRUSTEE	1.00	Director	$0	$0	$0
GINET HAYES	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARIAN TSUJI	TRUSTEE	1.00	Director	$0	$0	$0
MARILYN A MATSUNAGA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RANDOLPH P PERREIRA	SECRETARY/TREASURER	1.00	Officer Director	$0	$131,825	$502,778
WILBERT HOLCK	TRUSTEE	1.00	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	No data	No data	No data	No data
2024	$152,886	$65,700	$2,595,213	$87,186
2023	$150,425	$60,964	$2,297,329	$89,461
2022	$165,350	$62,973	$2,041,253	$102,377
2021	$134,541	$60,144	$2,344,963	$74,397
2020	$93,965	$58,401	$1,824,506	$35,564
2019	$124,025	$77,050	$1,804,702	$46,975
2018	$138,204	$83,515	$1,720,089	$54,689

CHARLES R KENDALL SCHOLARSHIP & EDUCATION FUND