PAUL REVERE MEMORIAL ASSOCIATION (EIN 042104820) - 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

1907

Legal Domicile

Principal Officer

AVERY REVERE

Phone

6175232338

Tax Period

2023-01-01 to 2023-12-31

PAUL REVERE MEMORIAL ASSOCIATION, founded in 1907, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $922K, a strong 41% operating margin.

Mission

TO SHARE THE LEGACY OF PAUL REVERE, HIS LIFE, HOME, AND NEIGHBORHOOD BY PRESERVING TWO OF BOSTON'S OLDEST HOMES AND BY PROVIDING A LOCAL, NATIONAL, AND INTERNATIONAL AUDIENCE WITH A REMARKABLE EDUCATIONAL EXPERIENCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $708,128

Program Service Revenue $1,225,589

Investment Income $171,972

Other Revenue $121,840

TOTAL REVENUE $2,227,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $912,012

Fundraising Expenses $96,004

Program Expenses $854,643

Other Expenses $393,723

TOTAL EXPENSES $1,305,735

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,227,529	$1,881,083	+0.2%
Expenses	$1,305,735	$1,168,779	+0.1%
Net Income	$921,794	$712,304	+0.3%

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

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
PA NINA ZANNIERI	EXECUTIVE DIRECTOR	40.00		$173,896	$13,875	$187,771
ALIETTE ESTRADA	Director	1.00	Director	$0	$0	$0
ROBERT H NORRIS	Secretary	1.00	Officer Director	$0	$0	$0
ROBERT MARTELLO	Director	1.00	Director	$0	$0	$0
WILLIAM FOWLER	Vice President	1.00	Officer Director	$0	$0	$0
CHARLES R EDDY JR	Director	1.00	Director	$0	$0	$0
STEPHEN KISTNER	Director	1.00	Director	$0	$0	$0
JONPAUL MCBRIDE	Director	1.00	Director	$0	$0	$0
DARCY MORRIS	Asst Treasurer	1.00	Officer Director	$0	$0	$0
DONALD COMMERFORD	Director	1.00	Director	$0	$0	$0
THOMAS OSHAUGHNESSY	Director	1.00	Director	$0	$0	$0
BEN EDWARDS	Director	1.00	Director	$0	$0	$0
JOHN HECKER	Director	1.00	Director	$0	$0	$0
NED REYNOLDS	Director	1.00	Director	$0	$0	$0
AVERY REVERE	President	1.00	Officer Director	$0	$0	$0
PAUL REVERE III	Director	1.00	Director	$0	$0	$0
LINDA SMITH RHOADS	Director	1.00	Director	$0	$0	$0
CAROLYN TOLLES	Director	1.00	Director	$0	$0	$0
THOMAS APPLETON	Treasurer	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,227,529	$1,305,735	$16,042,332	$921,794
2022	$1,881,083	$1,168,779	$14,059,585	$712,304
2021	$1,864,510	$1,143,476	$14,236,555	$721,034
2020	$698,831	$955,854	$12,718,298	$-257,023
2019	$1,748,029	$1,064,213	$12,258,742	$683,816
2018	$1,690,439	$1,090,560	$11,288,743	$599,879

PAUL REVERE MEMORIAL ASSOCIATION