Horace A Moses Foundation C/O Boston Foundation Inc (EIN 042109862) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1952

Legal Domicile

Principal Officer

M Lee Pelton

Phone

6173381700

Tax Period

2024-07-01 to 2024-10-28

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$28,890	-1.0%
Expenses	N/A	$4,388,557	-1.0%
Net Income	N/A	$-4,359,667	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$2,234,841

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
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
M Lee Pelton	President & CEO	0.25	Officer	$0	$71,710	$915,854
George C Wilson	Assistant Treasurer	0.25	Officer	$0	$51,773	$470,971
Leigh Gasper	Asst.Sec.& VP	0.25	Officer	$0	$41,582	$296,531
Kristen O'Connell	Secretary	0.25	Officer	$0	$12,404	$123,086
Brian Douglas	CFO & Treasurer	0.25	Officer	$0	$33,828	$428,399
Alfred F Van Ranst Jr	FRMR CFO & Treasurer	0.25		$0	$6,597	$449,166
Barbara Hindley	Frmr Asst. Secretary/AVP C	0.25		$0	$29,151	$233,442

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