BOLTON COLLEGE TRUST (EIN 621064752) - 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

1969

Legal Domicile

Principal Officer

TRUIST BANK

Phone

6157485011

Tax Period

2024-01-01 to 2024-12-31

BOLTON COLLEGE TRUST, founded in 1969, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 139% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 93% operating margin.

Mission

PROVIDES SUPPORT FOR BOLTON HIGH SCHOOL AND PROVIDES FOUR-YEAR COLLEGE SCHOLARSHIPS TO SENIORS

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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 $0

Program Service Revenue $0

Investment Income $1,123,003

Other Revenue $102,654

TOTAL REVENUE $1,225,657

Expense Breakdown

Grants Paid $18,000

Salaries & Benefits $26,293

Fundraising Expenses $0

Program Expenses $18,000

Other Expenses $38,699

TOTAL EXPENSES $82,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,225,657	$512,006	+1.4%
Expenses	$82,992	$151,535	-0.5%
Net Income	$1,142,665	$360,471	+2.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLIE HAMPTON	TRUSTEE	0.00	Director	$0	$0	$0
DR SNOWDEN C CARRUTHERS	TRUSTEE	0.00	Director	$0	$0	$0
DR FRED D JOHNSON	TRUSTEE	0.00	Director	$0	$0	$0
SIMON WADSWORTH	TRUSTEE	0.00	Director	$0	$0	$0
WILLIE F BROOKS JR	TRUSTEE	0.00	Director	$0	$0	$0
JAMES B MITCHELL	TRUSTEE	0.00	Director	$0	$0	$0
JOHN CHARLES WILSON	TRUSTEE	0.00	Director	$0	$0	$0
N/A	CUSTODIAN FOR TRUST ASSETS	1.00		$26,293	$0	$26,293

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	No data	No data	No data	No data
2024	$1,225,657	$82,992	$5,283,689	$1,142,665
2023	$512,006	$151,535	$4,145,551	$360,471
2022	$504,267	$129,115	$3,790,771	$375,152
2021	$381,304	$177,310	$3,422,316	$203,994
2020	$152,104	$174,140	$3,222,349	$-22,036
2019	$276,659	$159,628	$3,248,882	$117,031
2018	$282,520	$166,674	$3,141,403	$115,846

BOLTON COLLEGE TRUST