THE BOXFORD PUBLIC LIBRARY AND THE PERLEY SCHOLARSHIP FUNDS INC (EIN 046063464) - 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

1989

Legal Domicile

Principal Officer

Barbara Was

Phone

9787660408

Tax Period

2025-01-01 to 2025-12-31

THE BOXFORD PUBLIC LIBRARY AND THE PERLEY SCHOLARSHIP FUNDS INC, founded in 1989, is a micro nonprofit that reported $51K in total revenue in fiscal year 2025. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 23% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO DESERVING AND FINANCIALLY CHALLENGED STUDENTS RESIDING IN THE TOWN OF BOXFORD, MA, AND TO SUPPORT FREE LIBRARY SERVICES IN THE TOWN OF BOXFORD, MA.

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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 $7,892

Program Service Revenue $0

Investment Income $43,257

Other Revenue $0

TOTAL REVENUE $51,149

Expense Breakdown

Grants Paid $38,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,532

Other Expenses $1,432

TOTAL EXPENSES $39,532

Year-over-Year Comparison

	2025	2024	Change
Revenue	$51,149	$40,083	+0.3%
Expenses	$39,532	$40,046	0.0%
Net Income	$11,617	$37	+313.0%

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
BARBARA WAS	PRESIDENT, DIRECTOR	1	Officer Director	$0	$0	$0
KIMBERLY HOLLIDAY	VICE-PRESIDENT, DIRECTOR	1	Officer Director	$0	$0	$0
CLAUDIA WORTH	TREASURER, DIRECTOR	1	Officer Director	$0	$0	$0
NORA MAGINN FAME	DIRECTOR	1	Director	$0	$0	$0
KAREN HUSSEY	DIRECTOR, ASST TREASURER	1	Officer Director	$0	$0	$0
MARCI MILLER	DIRECTOR	1	Director	$0	$0	$0
ANITA KORZENIEWSKI	DIRECTOR	1	Director	$0	$0	$0
SARAH MCKENZIE	DIRECTOR	1	Director	$0	$0	$0
Terri Teleen	Director	1	Director	$0	$0	$0
Meredith Winchell	Director	1	Director	$0	$0	$0
Denise Kivela	Director	1	Director	$0	$0	$0
Caroline Foster	Secretary, Director	1	Officer 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	$51,149	$39,532	$647,409	$11,617
2024	$40,083	$40,046	$601,161	$37
2023	$28,694	$37,149	$590,036	$-8,455
2022	$31,763	$38,319	$584,756	$-6,556
2021	$37,060	$32,621	$649,982	$4,439
2020	$19,903	$33,650	$596,012	$-13,747

THE BOXFORD PUBLIC LIBRARY AND THE PERLEY SCHOLARSHIP FUNDS INC