CASE HIGH SCHOLARSHIP TRUST INC

EIN: 461716395 501(c)(3) Education

SWANSEA, MA

Total Revenue
$252,954
Total Expenses
$132,530
Total Assets
$3,150,488
Net Assets
$3,150,488
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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
2013
Legal Domicile
MA
Principal Officer
DAVID W BUSHELL
Phone
5086426544
Tax Period
2025-01-01 to 2025-12-31

CASE HIGH SCHOLARSHIP TRUST INC, founded in 2013, is a small nonprofit in the Education sector that reported $253K in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $120K, a strong 48% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE COLLEGE SCHOLARSHIPS TO STUDENTS GRADUATING FROM JOSEPH CASE HIGH SCHOOL.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $98,033
Program Service Revenue $0
Investment Income $154,690
Other Revenue $231
TOTAL REVENUE $252,954

Expense Breakdown

Grants Paid $108,800
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $108,800
Other Expenses $23,730
TOTAL EXPENSES $132,530

Year-over-Year Comparison

2025 2024 Change
Revenue $252,954 $288,344 -0.1%
Expenses $132,530 $130,537 +0.0%
Net Income $120,424 $157,807 -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

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
19

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
6
$0
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM COURVILLE TRUSTEE 1.00
Director
$0 $0 $0
ELIZABETH D KEETLEY TRUSTEE 1.00
Director
$0 $0 $0
RICHARD GUNTHER TRUSTEE 1.00
Director
$0 $0 $0
KRISTEN O'HEARN TRUSTEE 1.00
Director
$0 $0 $0
JOSEPH D SANTOS TRUSTEE 1.00
Director
$0 $0 $0
STEVEN KENYON TRUSTEE 1.00
Director
$0 $0 $0
SARAH COOKSON TRUSTEE 1.00
Director
$0 $0 $0
PETER SOARES TRUSTEE 1.00
Director
$0 $0 $0
JOSEPH MARTIN TRUSTEE 1.00
Director
$0 $0 $0
PATRICIA CHAPMAN TRUSTEE 1.00
Director
$0 $0 $0
AMY HUBBARD MASON TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL L FLANAGAN TRUSTEE 1.00
Director
$0 $0 $0
MELISSA KENYON TRUSTEE 1.00
Director
$0 $0 $0
DAVID W BUSHELL PRESIDENT 1.00
Officer Director
$0 $0 $0
KELLY O'BRIEN-PLANTE VICE-PRESIDE 1.00
Officer Director
$0 $0 $0
SHARON FURTADO CO-TREASURER 1.00
Officer Director
$0 $0 $0
CHARLENE ORTON CO-TREASURER 1.00
Officer Director
$0 $0 $0
CRISTEN SIROIS SECRETARY 1.00
Officer Director
$0 $0 $0
MAUREEN BUSHELL SECRETARY 1.00
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
2025 $252,954 $132,530 $3,150,488 $120,424
2024 $288,344 $130,537 $2,814,907 $157,807
2023 $219,205 $107,678 $2,485,899 $111,527
2022 $125,075 $106,809 $2,075,631 $18,266
2021 $338,372 $75,368 $2,532,307 $263,004
2020 $243,337 $79,494 $2,027,662 $163,843
2019 $155,174 $82,917 $1,754,564 $72,257
2018 $131,557 $72,727 $1,505,847 $58,830
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