ROSELLI FAMILY SCHOLARSHIP

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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

Phone

8024790645

Tax Period

2025-01-01 to 2025-12-31

ROSELLI FAMILY SCHOLARSHIP, founded in 2007, is a small nonprofit in the Education sector that reported $150K in total revenue in fiscal year 2025. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $212K exceeded revenue, resulting in a 42% operating deficit.

Mission

MOST SIGNIFICANT ACTIVITY & MISSION IS TO HOLD, MANAGE, ADMINISTER AND DISTRIBUTE SCHOLARSHIP FUNDS TO BENEFIT STUDENTS THAT ARE RESIDENTS OF THE CITY OF MONTPELIER AND HAVE GRADUATED FROM ITS DESIGNATED HIGH SCHOOL

Program Service Accomplishments

Program 1

Expenses: $175,958 Revenue: $0

THROUGH LOCAL HIGH SCHOOL, DISTRIBUTED TOTAL INSTALLMENT OF MULTI-YEAR SCHOLARSHIPS TO 61 STUDENTS. DISTRIBUTED FIRST INSTALLMENT TO 26 STUDENTS, DISTRIBUTED SECOND INSTALLMENT TO 17 STUDENTS...

THROUGH LOCAL HIGH SCHOOL, DISTRIBUTED TOTAL INSTALLMENT OF MULTI-YEAR SCHOLARSHIPS TO 61 STUDENTS. DISTRIBUTED FIRST INSTALLMENT TO 26 STUDENTS, DISTRIBUTED SECOND INSTALLMENT TO 17 STUDENTS, DISTRIBUTED THIRD INSTALLMENT TO 8 STUDENTS, AND DISTRIBUTED FOURTH INSTALLMENT TO 10 STUDENTS TO ATTEND VARIOUS POST SECONDARY EDUCATIONAL INSTITUTIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $146,459

Other Revenue $3,387

TOTAL REVENUE $149,846

Expense Breakdown

Grants Paid $175,958

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,958

Other Expenses $36,441

TOTAL EXPENSES $212,399

Year-over-Year Comparison

	2025	2024	Change
Revenue	$149,846	$875,459	-0.8%
Expenses	$212,399	$202,314	+0.0%
Net Income	$-62,553	$673,145	-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

N/A

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
N/A	(CFSG) TRUSTEE	1.50		$0	$0	$19,941

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	$149,846	$212,399	$4,454,665	$-62,553
2024	$875,459	$202,314	$4,517,218	$673,145
2023	$36,663	$197,373	$3,844,073	$-160,710
2022	$110,988	$175,313	$4,004,783	$-64,325
2021	$268,034	$179,502	$4,069,108	$88,532
2020	$292,412	$157,127	$3,980,576	$135,285
2019	$291,961	$180,459	$3,845,291	$111,502
2018	$133,750	$173,636	$3,733,789	$-39,886