SHERMAN H FBO LYNDON STATE COLLEGE (EIN 036036281) - 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

1901

Legal Domicile

Principal Officer

SAME AS BOX C ABOVE

Phone

2393975002

Tax Period

2025-01-01 to 2025-12-31

SHERMAN H FBO LYNDON STATE COLLEGE, founded in 1901, is a micro nonprofit in the Education sector that reported $19K in total revenue in fiscal year 2025. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 36% operating margin.

Mission

The Trust limits its distributions to Northern Vermont University, formerly known as Lyndon State College and a part of the Vermont State Colleges system. The University is a public liberal arts college and distributions are made to it for educational purposes.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $18,673

Other Revenue $0

TOTAL REVENUE $18,673

Expense Breakdown

Grants Paid $6,781

Salaries & Benefits $4,200

Fundraising Expenses $0

Program Expenses $6,781

Other Expenses $984

TOTAL EXPENSES $11,965

Year-over-Year Comparison

	2025	2024	Change
Revenue	$18,673	$10,157	+0.8%
Expenses	$11,965	$11,099	+0.1%
Net Income	$6,708	$-942	-8.1%

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

N/A

Employees

N/A

Volunteers

N/A

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
M AND T TRUST COMPANY	TRUSTEE	1.0		$4,200	$0	$4,200

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	$18,673	$11,965	$167,517	$6,708
2024	$10,157	$11,099	$160,784	$-942
2023	$11,106	$11,095	$161,953	$11
2022	$814	$16,689	$161,777	$-15,875
2021	$16,218	$14,545	$175,213	$1,673
2020	$12,680	$13,691	$173,560	$-1,011

SHERMAN H FBO LYNDON STATE COLLEGE