CASE HIGH SCHOLARSHIP TRUST INC

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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

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.

Program Service Accomplishments

Program 1

Expenses: $108,800

SCHOLARSHIPS ARE AWARDED TO GRADUATING STUDENTS WHO ARE PLANNING TO ATTEND COLLEGE. SCHOLARSHIPS, WHICH ARE DETERMINED BASED ON A FORMAL APPLICATION AND INTERVIEW, ARE AWARDED AT THE JOSEPH CASE HIGH SCHOOL ANNUAL CLASS NIGHT. SCHOLARSHIP RECIPIENTS MUST VERIFY ATTENDANCE AT THEIR CHOSEN SCHOOL BEFORE A CHECK IS ISSUED TO THE SCHOOL ON THEIR BEHALF. IN 2025, THE ORGANIZATION AWARDED 128 SCHOLARSHIPS TO 52 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 (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

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
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