BOLTON SCHOLARSHIP FUND INC (EIN 060954463) - 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

1971

Legal Domicile

Principal Officer

Emily Bradley

Tax Period

2024-10-01 to 2025-09-30

BOLTON SCHOLARSHIP FUND INC, founded in 1971, is a small nonprofit in the Education sector that reported $212K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $100K, a strong 47% operating margin.

Mission

The Bolton Scholarship Fund is a non-profit organization whose purpose is to provide scholarships for post secondary education of Bolton High School graduates and/or Bolton, CT residents.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $147,413

Program Service Revenue $0

Investment Income $64,094

Other Revenue $0

TOTAL REVENUE $211,507

Expense Breakdown

Grants Paid $108,095

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,095

Other Expenses $3,900

TOTAL EXPENSES $111,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$211,507	$226,748	-0.1%
Expenses	$111,995	$114,981	0.0%
Net Income	$99,512	$111,767	-0.1%

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

N/A

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
Patricia Brudz	President	6	Officer Director	$0	$0	$0
Deborah Bailey	Vice President	5	Officer Director	$0	$0	$0
Christopher Davey	Secretary	5	Officer Director	$0	$0	$0
Emily Bradley	Treasurer	5	Officer Director	$0	$0	$0
Susan Hein	Director	0.5	Officer Director	$0	$0	$0
Wendy Pagani	Director	0.5	Officer Director	$0	$0	$0
Helen Winkler	Director	0.5	Officer Director	$0	$0	$0
Linda Armstrong	Director	0.5	Officer	$0	$0	$0
Karen Roth	Director	0.5	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	$211,507	$111,995	$984,513	$99,512
2024	$226,748	$114,981	$885,001	$111,767
2023	$97,632	$105,174	$773,234	$-7,542
2022	$125,071	$99,898	$780,776	$25,173
2021	$135,239	$91,642	$755,603	$43,597

BOLTON SCHOLARSHIP FUND INC