Horace A Moses Foundation C/O Bost… - Form 990 Financial Data

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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

1952

Legal Domicile

Principal Officer

M Lee Pelton

Phone

6173381700

Tax Period

2023-07-01 to 2024-06-30

Horace A Moses Foundation C/O Boston Foundation Inc, founded in 1952, is a micro nonprofit that reported $29K in total revenue in fiscal year 2023. Expenses of $4.4M exceeded revenue, resulting in a 15091% operating deficit.

Mission

The Horace Moses Foundation's primary purpose is to support the Boston Foundation, Inc.

Program Service Accomplishments

Program 1

Expenses: $4,331,559

Grantmaking: The Horace Moses Foundation's primary purpose is to support the Boston Foundation, Inc. and organizations which are a priority for the Boston Foundation, Inc. The Boston Foundation...

Grantmaking: The Horace Moses Foundation's primary purpose is to support the Boston Foundation, Inc. and organizations which are a priority for the Boston Foundation, Inc. The Boston Foundation, Inc., devotes its resources to building and sustaining a vital, prosperous city and region, where justice and opportunity are extended to everyone.

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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 $0

Program Service Revenue $0

Investment Income $28,890

Other Revenue $0

TOTAL REVENUE $28,890

Expense Breakdown

Grants Paid $4,331,559

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,331,559

Other Expenses $56,998

TOTAL EXPENSES $4,388,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,890	$30,289	0.0%
Expenses	$4,388,557	$53,987	+80.3%
Net Income	$-4,359,667	$-23,698	+183.0%

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

$2,047,995

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
M Lee Pelton	President & CEO	0.25	Officer	$0	$69,807	$875,816
George C Wilson	Assistant Treasurer	0.25	Officer	$0	$62,068	$454,745
Alfred F Van Ranst Jr	CFO & Treasurer (7/1/23-2/26/24)	0.25	Officer	$0	$23,894	$424,724
Leigh Gasper	Asst.Sec.& VP	0.25	Officer	$0	$41,869	$292,710
Barbara Hindley	Frmr Asst. Secretary/AVP C	0.25		$0	$28,239	$221,679
Kristen O'Connell	Secretary (1/23/24-present)	0.25	Officer	$0	$0	$0
Brian Douglas	CFO & Treasurer (2/26/24-present)	0.25	Officer	$0	$0	$0
Charles Anderson	Director	0.25	Director	$0	$0	$0
Zamawa Arenas	Director	0.25	Director	$0	$0	$0
Andrew Arnott	Director	0.25	Director	$0	$0	$0
Vanessa Calderon-Rosado	Director	0.25	Director	$0	$0	$0
Elyse Cherry	Director	0.25	Director	$0	$0	$0
Petrina Martin Cherry	Director	0.25	Director	$0	$0	$0
Brian Conway	Director	0.25	Director	$0	$0	$0
Pam Y Eddinger	Director	0.25	Director	$0	$0	$0
Betty Francisco	Director	0.25	Director	$0	$0	$0
Linda Mason	Chair	0.25	Director	$0	$0	$0
J Keith Motley	Director	0.25	Director	$0	$0	$0
Kendall Burlin O'Connell	Director	0.25	Director	$0	$0	$0
Ronald O'Hanley	Director	0.25	Director	$0	$0	$0
Tracy Palandjian	Director	0.25	Director	$0	$0	$0
Dwight M Poler	Director	0.25	Director	$0	$0	$0
Raj Sharma	Director	0.25	Director	$0	$0	$0
Scott E Squillace	Director	0.25	Director	$0	$0	$0
Jane Steinmetz	Director	0.25	Director	$0	$0	$0
Robert Waldron	Director	0.25	Director	$0	$0	$0
CA Webb	Director	0.25	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
2024	No data	No data	No data	No data
2024	$28,890	$4,388,557	No data	$-4,359,667
2023	$30,289	$53,987	$4,056,019	$-23,698
2022	$35,589	$188,589	$3,910,678	$-153,000
2021	$30,468	$186,118	$4,396,165	$-155,650
2020	$33,782	$234,203	$3,469,340	$-200,421
2019	$36,633	$135,723	$3,657,910	$-99,090

Horace A Moses Foundation C/O Boston Foundation Inc