SUDBURY CHARITABLE TRUST (EIN 201110773) - 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

2002

Legal Domicile

Principal Officer

SAME AS C ABOVE

Phone

3126306000

Tax Period

2024-10-01 to 2025-09-30

SUDBURY CHARITABLE TRUST, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $149K in total revenue in fiscal year 2019. Revenue fell 20% from the prior year — a significant decline worth monitoring. Net assets of $4.4M represent 352 months of operating reserves.

Mission

TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A PART I

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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 $0

Program Service Revenue $0

Investment Income $487,950

Other Revenue $0

TOTAL REVENUE $487,950

Expense Breakdown

Grants Paid $246,820

Salaries & Benefits $49,490

Fundraising Expenses $0

Program Expenses $277,837

Other Expenses $2,555

TOTAL EXPENSES $298,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$487,950	$282,605	+0.7%
Expenses	$298,865	$272,060	+0.1%
Net Income	$189,085	$10,545	+16.9%

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

N/A

Employees

N/A

Volunteers

N/A

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
NORTHERN TRUST COMPANY	TRUSTEE	40.0		$49,490	$0	$49,490

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	$487,950	$298,865	$4,636,138	$189,085
2024	$282,605	$272,060	$4,448,469	$10,545
2023	$76,282	$165,943	$4,437,856	$-89,661
2022	$271,378	$153,820	$4,528,451	$117,558
2021	$309,095	$279,270	$4,411,733	$29,825
2020	$149,389	$149,443	$4,382,450	$-54

SUDBURY CHARITABLE TRUST