SEATON MAX Y MEMORIAL TRUST (EIN 036064670) - 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

Phone

7168424366

Tax Period

2024-03-01 to 2025-02-28

SEATON MAX Y MEMORIAL TRUST, founded in 1901, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $30K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $40K exceeded revenue, resulting in a 32% operating deficit.

Mission

Annually to fund any project(s) used to purchase music, musicalprovide concerts and performances; to loan musical instruments; and tosupplies, audiovisual equipment and teaching aids of all kinds; toscientific, literary or educational activities, including support ofprovide lessons for children and young adults; or contributions toorganizations duly authorized to carry on charitable, religious,scientific, literary or educational activities, including support ofthe Marlboro Music School Inc and the Brattleboro Music Ctr. Inc. andgenerally to help provide for the music education of children andyoung adults within the State of Vermont.

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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 $0

Program Service Revenue $0

Investment Income $30,110

Other Revenue $0

TOTAL REVENUE $30,110

Expense Breakdown

Grants Paid $28,410

Salaries & Benefits $9,993

Fundraising Expenses $0

Program Expenses $38,802

Other Expenses $1,274

TOTAL EXPENSES $39,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,110	$35,477	-0.2%
Expenses	$39,677	$37,356	+0.1%
Net Income	$-9,567	$-1,879	+4.1%

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

N/A

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
N/A	TRUSTEE	N/A		$9,993	$0	$9,993

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	$30,110	$39,677	$665,846	$-9,567
2024	$35,477	$37,356	$676,599	$-1,879
2023	$40,943	$38,315	$678,733	$2,628
2022	$70,657	$25,858	$676,230	$44,799
2021	$45,335	$27,963	$631,652	$17,372

SEATON MAX Y MEMORIAL TRUST