THE CURTIS FUND INC (EIN 036009912) - 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

2018

Legal Domicile

Principal Officer

DANIEL SMITH

Phone

8023883355

Tax Period

2023-01-01 to 2023-12-31

THE CURTIS FUND INC, founded in 2018, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $2.5M exceeded revenue, resulting in a 68% operating deficit.

Mission

THE CURTIS FUND PROVIDES EDUCATIONAL SCHOLARSHIPS TO VERMONT STUDENTS PURSUING A POSTSECONDARY EDUCATION, AIMING TO LEVEL THE PLAYING FIELD SO THAT EVERY VERMONTER HAS A CHANCE TO OBTAIN THE EDUCATION THEY NEED, REGARDLESS OF FAMILY BACKGROUND, INCOME LEVEL, OR BIRTHPLACE.

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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 $364,486

Program Service Revenue $0

Investment Income $1,119,184

Other Revenue $0

TOTAL REVENUE $1,483,670

Expense Breakdown

Grants Paid $2,132,907

Salaries & Benefits $102,660

Fundraising Expenses $86,288

Program Expenses $2,161,586

Other Expenses $258,747

TOTAL EXPENSES $2,494,314

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,483,670	$1,318,409	+0.1%
Expenses	$2,494,314	$2,206,234	+0.1%
Net Income	$-1,010,644	$-887,825	+0.1%

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

$386,701

Total Directors

$386,701

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL SMITH	SECRETARY	0.50	Officer Director	$0	$60,936	$290,462
SHANA TROMBLEY	EXECUTIVE DIRECTOR	40.00	Officer Director	$81,257	$14,982	$96,239
PEGGY WILLIAMS	DIRECTOR	0.50	Director	$0	$0	$0
SETH BOWDEN	DIRECTOR	0.50	Director	$0	$0	$0
LEILANI PEARL	DIRECTOR	0.50	Director	$0	$0	$0
HILLARY BURROWS	DIRECTOR	0.50	Director	$0	$0	$0
JOAN GOLDSTEIN	DIRECTOR	0.50	Director	$0	$0	$0
AMY MELLENCAMP	PRESIDENT	0.50	Officer	$0	$0	$0
MICHAEL METZ	VICE- PRESIDENT	0.50	Officer	$0	$0	$0
MICHAEL BREEN	TREASURER	0.50	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
2024	No data	No data	No data	No data
2023	$1,483,670	$2,494,314	$33,022,351	$-1,010,644

THE CURTIS FUND INC