SOMERVILLE HIGH SCHOOL SCHOLARSHIP FOUNDATION INC (EIN 411672278) - 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

2010

Legal Domicile

Principal Officer

DAVID WILLEY

Phone

6179470815

Tax Period

2025-01-01 to 2025-12-31

SOMERVILLE HIGH SCHOOL SCHOLARSHIP FOUNDATION INC, founded in 2010, is a small nonprofit in the Education sector that reported $381K in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $255K, a strong 67% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO GRADUATES OF SOMERVILLE HIGH SCHOOL, SOMERVILLE, MA

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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 $184,089

Program Service Revenue $23

Investment Income $185,527

Other Revenue $10,875

TOTAL REVENUE $380,514

Expense Breakdown

Grants Paid $87,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,669

Other Expenses $37,886

TOTAL EXPENSES $125,386

Year-over-Year Comparison

	2025	2024	Change
Revenue	$380,514	$444,036	-0.1%
Expenses	$125,386	$132,089	-0.1%
Net Income	$255,128	$311,947	-0.2%

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
CARRIE NORMAND	PRESIDENT	4.00	Officer	$0	$0	$0
MARYANN BEATON	CORRESPONDING SECRETARY	1.00	Officer	$0	$0	$0
DAVID WILLEY	CO-TREASURER	1.00	Officer	$0	$0	$0
MAUREEN ROBICHAUX	CO-TREASURER	1.00	Officer	$0	$0	$0
MARYANN BEATON	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
EUGENE BRUNE	VICE PRESIDENT	1.00	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	$380,514	$125,386	$3,246,267	$255,128
2024	$444,036	$132,089	$3,067,415	$311,947
2023	$60,279	$89,818	$2,716,303	$-29,539
2022	$-91,788	$87,866	$2,729,957	$-179,654
2021	$510,550	$148,572	$2,907,122	$361,978
2020	$313,613	$120,445	$2,541,513	$193,168
2019	$392,827	$99,492	$2,378,661	$293,335
2018	$51,520	$158,917	$2,074,922	$-107,397

SOMERVILLE HIGH SCHOOL SCHOLARSHIP FOUNDATION INC