Cape Cod Scholarships Inc c/o Cape Cod Foundation Inc (EIN 043584321) - 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

1902

Legal Domicile

Principal Officer

David W Foster Jr

Phone

5087903040

Tax Period

2025-01-01 to 2025-12-31

Cape Cod Scholarships Inc c/o Cape Cod Foundation Inc, founded in 1902, is a small nonprofit in the Education sector that reported $745K in total revenue in fiscal year 2025. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $671K left a modest 10% surplus.

Mission

To provide scholarship money for continuing education to students from Cape Cod Massachusetts.

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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 $745,386

Other Revenue $0

TOTAL REVENUE $745,386

Expense Breakdown

Grants Paid $515,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $668,497

Other Expenses $155,043

TOTAL EXPENSES $670,543

Year-over-Year Comparison

	2025	2024	Change
Revenue	$745,386	$1,642,532	-0.5%
Expenses	$670,543	$668,274	+0.0%
Net Income	$74,843	$974,258	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David W Foster Jr	President	5.00	Officer Director	$0	$0	$0
Nancy S Lowery	Vice President	2.00	Officer Director	$0	$0	$0
Sherry Greene-Starr	Scholarship Chair	2.00	Officer Director	$0	$0	$0
Alan Chace	Treasurer	5.00	Officer Director	$0	$0	$0
Sarah Helwig	Clerk	2.00	Officer Director	$0	$0	$0
Larry Thayer	Director	2.00	Director	$0	$0	$0
Patricia Maguire Meservey	CCF Liaison	2.00	Director	$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	$745,386	$670,543	$14,993,261	$74,843
2024	No data	No data	No data	No data
2023	$476,131	$713,429	$13,453,575	$-237,298
2022	$769,782	$731,243	$12,222,079	$38,539
2021	$1,649,426	$646,326	$15,920,320	$1,003,100
2020	$910,347	$595,919	$14,493,863	$314,428
2019	$734,373	$576,654	$13,377,563	$157,719
2018	$916,322	$597,444	$11,379,466	$318,878

Cape Cod Scholarships Inc c/o Cape Cod Foundation Inc