New Trier High School Scholarship Trust (EIN 366108770) - 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

1949

Legal Domicile

Principal Officer

Jean Hahn

Phone

8474667000

Tax Period

2024-07-01 to 2025-06-30

New Trier High School Scholarship Trust, founded in 1949, is a small nonprofit that reported $191K in total revenue in fiscal year 2017. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $216K exceeded revenue, resulting in a 14% operating deficit.

Mission

Provide scholarships to needy 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 $231,262

Program Service Revenue $0

Investment Income $115,573

Other Revenue $0

TOTAL REVENUE $346,835

Expense Breakdown

Grants Paid $272,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $272,900

Other Expenses $0

TOTAL EXPENSES $272,900

Year-over-Year Comparison

	2024	2023	Change
Revenue	$346,835	$191,796	+0.8%
Expenses	$272,900	$241,350	+0.1%
Net Income	$73,935	$-49,554	-2.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jean Hahn	President	2.00	Officer Director	$0	$0	$0
Sally Tomlinson	Vice President	2.00	Officer Director	$0	$0	$0
Chris Johnson	Treasurer	2.00	Officer	$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	$346,835	$272,900	$5,170,460	$73,935
2024	$191,796	$241,350	$4,920,628	$-49,554
2023	$154,193	$252,509	$4,508,072	$-98,316
2022	$144,370	$253,250	$5,041,382	$-108,880
2021	$261,529	$267,250	$5,011,993	$-5,721
2020	$122,961	$175,000	$3,877,898	$-52,039
2019	$177,253	$213,715	$3,813,799	$-36,462
2018	$190,551	$216,300	$3,608,554	$-25,749

New Trier High School Scholarship Trust