Littleton Scholarship Trust (EIN 046079930) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

John Boroski

Phone

9784868306

Tax Period

2023-06-01 to 2024-05-31

Littleton Scholarship Trust, founded in 1958, is a small nonprofit in the Education sector that reported $221K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Net assets of $2.1M represent 112 months of operating reserves.

Mission

Provide scholarship to graduates of Littleton, Ma, High School and Littleton residents attending Nashoba Valley Technical High School.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $84,926

Program Service Revenue $0

Investment Income $136,346

Other Revenue $0

TOTAL REVENUE $221,272

Expense Breakdown

Grants Paid $195,000

Salaries & Benefits $0

Fundraising Expenses $2,941

Program Expenses $195,000

Other Expenses $20,641

TOTAL EXPENSES $215,641

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,272	$167,624	+0.3%
Expenses	$215,641	$181,314	+0.2%
Net Income	$5,631	$-13,690	-1.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

150

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
John Boroski	Treasurer	5.00	Officer Director	$0	$0	$0
Kim Gentile	President	2.00	Officer Director	$0	$0	$0
Russ Mullen	Director	2.00	Director	$0	$0	$0
Bernie Lane	Secretary	2.00	Officer Director	$0	$0	$0
Joann Mullen	Ass. Treasurer	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
2024	$221,272	$215,641	$2,308,626	$5,631
2023	$167,624	$181,314	$2,160,253	$-13,690
2022	$353,282	$146,005	$2,254,795	$207,277
2021	$249,915	$151,135	$2,419,669	$98,780
2020	$152,199	$134,804	$1,990,576	$17,395
2019	$173,799	$142,354	$1,939,224	$31,445
2018	$211,979	$131,078	$1,923,571	$80,901

Littleton Scholarship Trust