HAMPTON ACADEMY & HIGH SCHOOL TRUST

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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

Principal Officer

DAVE HAMILTON

Phone

6039649562

Tax Period

2023-06-01 to 2024-05-31

HAMPTON ACADEMY & HIGH SCHOOL TRUST is a micro nonprofit that reported $30K in total revenue in fiscal year 2023. The organization ran a surplus of $9K, a strong 29% operating margin.

Mission

MAINTAINS FUNDS FROM DEQUESTS TO PROVIDE FUNDING ASSISTANCE TO PURCHASE EQUIPMENT AND OTHER ITEMS FOR HAMPTON ACADEMY JUNIOR HIGH SCHOOL AND WINNACUNNET HIGH SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $18,569

PURCHASE OF MATERIALS AND EQUIPMENT FOR AN ON BAHELF OD HAMPTON ACADEMY JUNIOR HIGH AND WINNACUNNET HIGH SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,744

Program Service Revenue $0

Investment Income $22,398

Other Revenue $0

TOTAL REVENUE $30,142

Expense Breakdown

Grants Paid $15,792

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,569

Other Expenses $5,652

TOTAL EXPENSES $21,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,142	$31,089	0.0%
Expenses	$21,444	$37,089	-0.4%
Net Income	$8,698	$-6,000	-2.4%

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
DIANE SHAW	TREASURER	10.00	Officer	$0	$0	$0
GEOFFREY MERRILL	TRUSTEE	2.00	Director	$0	$0	$0
JOYCE BROWN MARELLI	ASST TREASUR	2.00	Officer	$0	$0	$0
LORI COTTER	SECRETARY	2.00	Officer	$0	$0	$0
ALFRED CARLSON	TRUSTEE	2.00	Director	$0	$0	$0
DAVE HAMILTON	PRESIDENT	5.00	Officer	$0	$0	$0
SCOTT POWER	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN BROOKS	TRUSTEE	N/A	Director	$0	$0	$0
CRAIG BURGON	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$30,142	$21,444	$354,648	$8,698
2023	$31,089	$37,089	$346,551	$-6,000
2022	$25,065	$17,926	$350,546	$7,139