THE LINCOLN-SUDBURY SCHOLARSHIP FUND DOLLARS FOR SCHOLARS INC (EIN 043022768) - 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

1988

Legal Domicile

Principal Officer

KRISTINA STANLEY

Phone

9784439961

Tax Period

2024-07-01 to 2025-06-30

THE LINCOLN-SUDBURY SCHOLARSHIP FUND DOLLARS FOR SCHOLARS INC, founded in 1988, is a small nonprofit that reported $330K in total revenue in fiscal year 2024. Revenue surged 160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 29% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE SCHOLARSHIPS TO LINCOLN-SUDBURY HIGH SCHOOL STUDENTS BASED ON REQUIREMENTS AS SET BY THE BOARD AND THE BY-LAWS.

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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 $80,447

Program Service Revenue $0

Investment Income $249,280

Other Revenue $0

TOTAL REVENUE $329,727

Expense Breakdown

Grants Paid $192,400

Salaries & Benefits $23,000

Fundraising Expenses $0

Program Expenses $227,444

Other Expenses $17,468

TOTAL EXPENSES $232,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,727	$126,911	+1.6%
Expenses	$232,868	$229,575	+0.0%
Net Income	$96,859	$-102,664	-1.9%

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

$23,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTINA STANLEY	CLERK/SECRETARY	7.00	Officer	$23,000	$0	$23,000
EILEEN BERKEL	Director	2.00	Director	$0	$0	$0
JEFF COBB	Treasurer	10.00	Officer	$0	$0	$0
MARY MULLIN	President	5.00	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
2025	$329,727	$232,868	$2,959,812	$96,859
2024	$126,911	$229,575	$2,972,664	$-102,664
2023	$41,961	$226,675	$2,813,782	$-184,714
2022	$224,338	$223,041	$2,741,256	$1,297
2021	$1,111,797	$200,876	$3,255,707	$910,921
2020	$171,788	$174,187	$2,657,354	$-2,399
2019	$196,382	$145,365	$2,503,298	$51,017
2018	$175,917	$162,847	$2,387,377	$13,070

THE LINCOLN-SUDBURY SCHOLARSHIP FUND DOLLARS FOR SCHOLARS INC