WILTON STUDENT FINANCIAL AID COMMITTEE INC (EIN 237089754) - 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

1959

Legal Domicile

Phone

2037629950

Tax Period

2023-09-01 to 2024-08-31

WILTON STUDENT FINANCIAL AID COMMITTEE INC, founded in 1959, is a micro nonprofit in the Education sector that reported $16K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $43K exceeded revenue, resulting in a 174% operating deficit.

Mission

To provide loans and or grants to students residing in Wilton CT who qualify for financial assistance for post-secondary education

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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 $11,100

Program Service Revenue $3,566

Investment Income $1,030

Other Revenue $0

TOTAL REVENUE $15,696

Expense Breakdown

Grants Paid $33,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,528

Other Expenses $9,508

TOTAL EXPENSES $43,008

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,696	$21,248	-0.3%
Expenses	$43,008	$17,876	+1.4%
Net Income	$-27,312	$3,372	-9.1%

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

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	Role	Reportable Comp	Other Comp	Total
Chris Perry	Chairman	Officer Director	$0	$0	$0
Christine Oliver	Treasurer	Officer Director	$0	$0	$0
Open	Secretary	Director	$0	$0	$0
Steve Petit	Board Member	Director	$0	$0	$0
Dodo Roberts	Board Member	Director	$0	$0	$0
Dom Agostin	Board Member	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
2024	$15,696	$43,008	$1,145,640	$-27,312
2023	$21,248	$17,876	$1,172,952	$3,372
2022	$20,165	$8,876	$1,169,580	$11,289
2021	$20,845	$21,894	$1,158,291	$-1,049

WILTON STUDENT FINANCIAL AID COMMITTEE INC