SOUTHBURY MIDDLEBURY SCHOLARSHIP FOUNDATION (EIN 222471012) - 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

1983

Legal Domicile

Principal Officer

ALAN GREEN

Phone

2032645561

Tax Period

2024-07-01 to 2025-06-30

SOUTHBURY MIDDLEBURY SCHOLARSHIP FOUNDATION, founded in 1983, is a micro nonprofit that reported $25K in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $49K exceeded revenue, resulting in a 91% operating deficit.

Mission

TO GRANT SCHOLARSHIPS

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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 $16,415

Program Service Revenue $0

Investment Income $9,027

Other Revenue $0

TOTAL REVENUE $25,442

Expense Breakdown

Grants Paid $26,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,309

Other Expenses $21,832

TOTAL EXPENSES $48,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,442	$75,792	-0.7%
Expenses	$48,682	$44,323	+0.1%
Net Income	$-23,240	$31,469	-1.7%

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

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
ALAN GREEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL FRIEDMAN	TREASURER	1.00	Officer Director	$0	$0	$0
BARBARA HUNT	ASSISTANT TR	1.00	Officer Director	$0	$0	$0
JELTJE DEJONG	SECRETARY	1.00	Officer Director	$0	$0	$0
JEANETTE RODERICK	DIRECTOR	1.00	Director	$0	$0	$0
JIM TORONY	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MCNEISH	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD GILCHREST	DIRECTOR	1.00	Director	$0	$0	$0
CHIP DEAN	VP	1.00	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	$25,442	$48,682	$310,762	$-23,240
2024	$75,792	$44,323	$330,506	$31,469
2023	$30,201	$26,805	$265,179	$3,396
2022	$48,728	$25,888	$262,116	$22,840
2021	$30,659	$24,795	$294,396	$5,864

SOUTHBURY MIDDLEBURY SCHOLARSHIP FOUNDATION