WILTON SCHOLARSHIP FOUNDATION (EIN 237400568) - 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

1964

Legal Domicile

Principal Officer

KEN SAWYER

Phone

2076453894

Tax Period

2024-01-01 to 2024-12-31

WILTON SCHOLARSHIP FOUNDATION, founded in 1964, is a micro nonprofit that reported $43K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Net assets of $952K represent 263 months of operating reserves.

Mission

PROVIDES SCHOLARSHIPS TO HIGH SCHOOL GRADUATES TO FURTHER THEIR EDUCATION FY PROVIDING ASSISTANCE PER BY-LAWS.

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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 $41,506

Program Service Revenue $1,315

Investment Income $590

Other Revenue $0

TOTAL REVENUE $43,411

Expense Breakdown

Grants Paid $37,925

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,833

Other Expenses $7,908

TOTAL EXPENSES $45,833

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,411	$85,048	-0.5%
Expenses	$45,833	$54,189	-0.2%
Net Income	$-2,422	$30,859	-1.1%

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
ROBIN BRAGG	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEIDI LUCE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LYNN PLOOF DAVIS	SECRETARY	1.00	Officer Director	$0	$0	$0
KENDALL SAWYER	FINANCE CHAIR	4.00	Officer Director	$0	$0	$0
CINDY SPENCER	TREASURER	2.00	Officer 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	$43,411	$45,833	$952,399	$-2,422
2023	$85,048	$54,189	$895,965	$30,859
2022	$46,580	$44,921	$836,314	$1,659
2021	$211,720	$46,854	$977,048	$164,866
2020	$18,761	$38,395	$719,839	$-19,634
2019	$16,501	$38,230	$640,475	$-21,729
2018	$18,744	$25,641	$588,848	$-6,897

WILTON SCHOLARSHIP FOUNDATION