ROXBURY SCHOLARSHIP FOUNDATION INC (EIN 237073368) - 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

1970

Legal Domicile

Principal Officer

ANTHONY BENIVEGNA

Phone

8603545140

Tax Period

2024-07-01 to 2025-06-30

ROXBURY SCHOLARSHIP FOUNDATION INC, founded in 1970, is a small nonprofit in the Education sector that reported $227K in total revenue in fiscal year 2024. The organization ran a surplus of $64K, a strong 28% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO RESIDENTS OF ROXBURY CONNECTICUT

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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 $55,035

Program Service Revenue $0

Investment Income $171,932

Other Revenue $0

TOTAL REVENUE $226,967

Expense Breakdown

Grants Paid $134,338

Salaries & Benefits $0

Fundraising Expenses $3,173

Program Expenses $134,502

Other Expenses $28,898

TOTAL EXPENSES $163,236

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,967	$233,934	0.0%
Expenses	$163,236	$162,937	+0.0%
Net Income	$63,731	$70,997	-0.1%

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
ANTHONY BENIVEGNA	TREASURER	10.00	Officer Director	$0	$0	$0
JON GOULD	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAN STEINMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
ANNE SMOLIGA	DIRECTOR	1.00	Director	$0	$0	$0
KAREN PRADO	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY SEWARD	DIRECTOR	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	$226,967	$163,236	$3,587,602	$63,731
2024	$233,934	$162,937	$3,323,821	$70,997
2023	$98,796	$175,012	$2,962,443	$-76,216
2022	$313,482	$166,313	$2,847,429	$147,169
2021	$183,583	$129,858	$3,321,132	$53,725
2020	$162,497	$115,320	$2,721,739	$47,177
2019	$392,915	$109,325	$2,647,074	$283,590

ROXBURY SCHOLARSHIP FOUNDATION INC