Colby-Sawyer College (EIN 020222120) - 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

1837

Legal Domicile

Principal Officer

Dean G McCurdy

Phone

6035263000

Tax Period

2024-07-01 to 2025-06-30

Colby-Sawyer College, founded in 1837, is a mid-sized nonprofit in the Education sector that reported $48.2M in total revenue in fiscal year 2024. Expenses of $46.6M left a modest 3% surplus.

Mission

Institute of Higher Learning

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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 $12,420,636

Program Service Revenue $32,175,486

Investment Income $3,570,739

Other Revenue $-5,213

TOTAL REVENUE $48,161,648

Expense Breakdown

Grants Paid $8,613,544

Salaries & Benefits $18,928,542

Fundraising Expenses $1,064,775

Program Expenses $34,500,797

Other Expenses $19,044,076

TOTAL EXPENSES $46,598,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,161,648	$47,976,864	+0.0%
Expenses	$46,598,272	$44,319,760	+0.1%
Net Income	$1,563,376	$3,657,104	-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

759

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

$410,083

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa M Hogarty	Chair	2.00	Officer Director	$0	$0	$0
Barbara-Jan Wilson	Vice Chair	2.00	Officer Director	$0	$0	$0
Jourdain K P Bell	Trustee	2.00	Director	$0	$0	$0
Collin D Bray	Trustee	2.00	Director	$0	$0	$0
Wendy G Carey	Trustee	2.00	Director	$0	$0	$0
Aimee M Claiborne	Trustee	2.00	Director	$0	$0	$0
Deborah L Coffin	Trustee	2.00	Director	$0	$0	$0
Thomas C Csatari	Trustee	2.00	Director	$0	$0	$0
Ann Carroll Harris	Trustee	2.00	Director	$0	$0	$0
Amy Hedison	Trustee	2.00	Director	$0	$0	$0
Susan MacMichael John	Trustee	2.00	Director	$0	$0	$0
Bruce P King	Trustee	2.00	Director	$0	$0	$0
Beth Constantinides Meurlin	Trustee	2.00	Director	$0	$0	$0
William H Mitchell	Trustee	2.00	Director	$0	$0	$0
Margaret V Mulley	Trustee	2.00	Director	$0	$0	$0
JoAnn Franke Overfield	Trustee	2.00	Director	$0	$0	$0
Susan D Pomerantz	Trustee	2.00	Director	$0	$0	$0
Sally Shaw Veitch	Trustee	2.00	Director	$0	$0	$0
Stephen Wright	Trustee	2.00	Director	$0	$0	$0
Dean G McCurdy	President	40.00	Officer	$0	$0	$0
Karen Bonewald	VP of Finance & Administration	40.00	Officer	$193,208	$4,839	$198,047
Laura Sykes	Past Interim President	40.00	Officer	$192,604	$19,432	$212,036
Eden Wales	VP Academic	40.00	Highest	$198,074	$23,140	$221,214
Daniel Parish	VP Advancement	40.00	Highest	$165,400	$3,665	$169,065
Valerie Leclair	VP Enrollment Management	40.00	Highest	$165,283	$37,782	$203,065
Robin Davis	VP Student Development	40.00	Highest	$137,057	$37,156	$174,213
Joan Loftus	Associate Dean	40.00	Highest	$154,448	$38,666	$193,114
Susan Stuebner	Former President	0.00		$183,386	$19,064	$202,450

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	$48,161,648	$46,598,272	$152,944,168	$1,563,376
2024	$47,976,864	$44,319,760	$144,211,285	$3,657,104
2023	$69,063,751	$63,833,439	$134,968,854	$5,230,312
2022	$70,178,771	$60,469,284	$123,153,780	$9,709,487
2021	$73,333,222	$56,314,928	$126,086,266	$17,018,294
2020	$60,499,117	$55,500,985	$106,205,633	$4,998,132
2019	$58,426,074	$54,451,236	$102,893,055	$3,974,838
2018	$54,612,165	$57,877,912	$99,970,548	$-3,265,747

Colby-Sawyer College