THE SPAULDING HIGH SCHOOL SCHOLARSHIP TRUST (EIN 476752253) - 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

2015

Legal Domicile

Principal Officer

DAVID LACROIX

Phone

8025055893

Tax Period

2025-01-01 to 2025-12-31

THE SPAULDING HIGH SCHOOL SCHOLARSHIP TRUST, founded in 2015, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2025. Revenue surged 661% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 78% operating margin.

Mission

TO HOLD, MANAGE, ADMINISTER AND DISTRIBUTE SCHOLARSHIP FUNDS TO BENEFIT STUDENTS GRADUATING FROM SPAULDING HIGH SCHOOL (BARRE, VERMONT).

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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 $1,091,039

Program Service Revenue $0

Investment Income $333,151

Other Revenue $125

TOTAL REVENUE $1,424,315

Expense Breakdown

Grants Paid $290,043

Salaries & Benefits $6,800

Fundraising Expenses $0

Program Expenses $290,043

Other Expenses $17,239

TOTAL EXPENSES $314,082

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,424,315	$187,214	+6.6%
Expenses	$314,082	$308,066	+0.0%
Net Income	$1,110,233	$-120,852	-10.2%

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

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

$3,200

Total Directors

$3,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID LACROIX	CHAIR	5.00	Officer	$800	$0	$800
PAUL MALONE	RECORDING SECTRETARY	5.00	Officer	$800	$0	$800
LYNN GUY	TREASURER	2.00	Officer	$800	$0	$800
SUSAN POCZOBUT	SECRETARY	2.00	Officer	$800	$0	$800
NORMA MALONE	VICE CHAIR	5.00	Director	$2,800	$0	$2,800
MIKE DAVIS	DIRECTOR	2.00	Director	$800	$0	$800

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	$1,424,315	$314,082	$8,149,404	$1,110,233
2024	$187,214	$308,066	$6,574,769	$-120,852
2023	$230,364	$282,175	$6,093,342	$-51,811
2022	$623,072	$338,575	$5,251,659	$284,497
2021	$427,522	$286,569	$6,240,024	$140,953
2020	$-682,026	$275,495	$5,670,559	$-957,521
2019	$119,909	$304,826	$5,728,094	$-184,917
2018	$287,972	$291,658	$5,036,456	$-3,686

THE SPAULDING HIGH SCHOOL SCHOLARSHIP TRUST