THE SUSAN TODD HORTON CLASS OF 1910 TRUST F/B/O WELLESLEY COLLEGE (EIN 261369039) - 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

2007

Legal Domicile

Principal Officer

JOHN B LOEHMANN

Phone

2032814933

Tax Period

2024-01-01 to 2024-12-31

THE SUSAN TODD HORTON CLASS OF 1910 TRUST F/B/O WELLESLEY COLLEGE, founded in 2007, is a small nonprofit that reported $226K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $119K, a strong 53% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE FUNDING TO WELLESLEY COLLEGE FOR SCHOLARSHIPS AND OTHER EDUCATIONAL-RELATED PROGRAMS BENEFITTING WELLESLEY STUDENTS.

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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 $0

Program Service Revenue $0

Investment Income $225,541

Other Revenue $0

TOTAL REVENUE $225,541

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,000

Other Expenses $56,313

TOTAL EXPENSES $106,313

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,541	$150,726	+0.5%
Expenses	$106,313	$98,649	+0.1%
Net Income	$119,228	$52,077	+1.3%

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
JOHN B LOEHMANN	TRUSTEE	0.30	Director	$0	$0	$0
KENNETH G BARTELS	TRUSTEE	0.10	Director	$0	$0	$0
DEBRA D DEVAUGHN	TRUSTEE	0.10	Director	$0	$0	$0
MELISSA S FLETCHER	TRUSTEE	0.10	Director	$0	$0	$0
MARISA L JAFFE	TRUSTEE	0.10	Director	$0	$0	$0
MARY RICHARDSON	TRUSTEE	0.10	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	$225,541	$106,313	$2,644,792	$119,228
2023	$150,726	$98,649	$2,682,054	$52,077
2022	$185,258	$118,164	$2,700,452	$67,094
2021	$88,211	$154,675	$5,224,150	$-66,464
2020	$37,552	$100,298	$4,903,711	$-62,746
2019	$45,923	$99,390	$3,208,094	$-53,467
2018	$74,362	$106,494	$2,033,197	$-32,132

THE SUSAN TODD HORTON CLASS OF 1910 TRUST F/B/O WELLESLEY COLLEGE