PHILANTHROPY MASSACHUSETTSINC (EIN 042457605) - 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

MARY SKELTON ROBERTS

Phone

6174262606

Tax Period

2023-01-01 to 2023-12-31

PHILANTHROPY MASSACHUSETTSINC, founded in 1969, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.5M in total revenue in fiscal year 2023. Expenses of $4.7M left a modest 14% surplus.

Mission

TO PROMOTE THE PRACTICE AND EXPANSION OF EFFECTIVE AND RESPONSIBLE PHILANTHROPY TO IMPROVE THE HEALTH AND VITALITY OF THE REGION.

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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 $4,972,049

Program Service Revenue $387,282

Investment Income $150,299

Other Revenue $0

TOTAL REVENUE $5,509,630

Expense Breakdown

Grants Paid $1,605,751

Salaries & Benefits $1,089,470

Fundraising Expenses $186,610

Program Expenses $4,200,698

Other Expenses $2,020,732

TOTAL EXPENSES $4,715,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,509,630	$5,120,194	+0.1%
Expenses	$4,715,953	$4,851,029	0.0%
Net Income	$793,677	$269,165	+1.9%

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

$392,650

Total Directors

$392,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY POULOS	CEO	40.00	Officer Director	$128,474	$16,766	$145,240
ALEXANDER MCCRAY	INTERIM CO-ED	40.00	Officer Director	$117,978	$16,092	$134,070
JESSICA BERNS	INTERIM CO-ED	40.00	Officer Director	$106,673	$6,667	$113,340
PETER TAYLOR	CHAIR	1.30	Officer Director	$0	$0	$0
PRENTICE ZINN	VICE CHAIR	1.30	Officer Director	$0	$0	$0
ROB ZACCARDI	TREASURER	1.30	Officer Director	$0	$0	$0
KAREN GILL	ASST. TREASURER	1.30	Officer Director	$0	$0	$0
JAY KIM	CLERK	1.00	Officer Director	$0	$0	$0
ERIC ESTEVES	AT LARGE EXEC COMM	1.00	Officer Director	$0	$0	$0
GILES LI	VICE CHAIR (UNTIL 9/2023)	1.30	Officer Director	$0	$0	$0
KATE GRUNDY	AT LARGE EXEC COMM (UNTIL 9/2023)	1.30	Officer Director	$0	$0	$0
AUDREY SHELTO	PAST CHAIR	1.00	Director	$0	$0	$0
DAN ARDITO	DIRECTOR	1.00	Director	$0	$0	$0
KATE CARNEY	DIRECTOR	1.00	Director	$0	$0	$0
LIANA KRUPP	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE MAGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
ALI MATHIAS	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN O'MALLEY	DIRECTOR	1.00	Director	$0	$0	$0
NATANJA CRAIG OQUENDO	DIRECTOR	1.00	Director	$0	$0	$0
GEETA PRADHAN	DIRECTOR	1.00	Director	$0	$0	$0
SONIA SHAH	DIRECTOR	1.00	Director	$0	$0	$0
AMIE SHEI	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDRA PINEROS SHIELDS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA SOBALVARRO	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN SPENCE	DIRECTOR	1.00	Director	$0	$0	$0
NANCY STAGER	DIRECTOR	1.00	Director	$0	$0	$0
MARQUIS VICTOR	DIRECTOR	1.00	Director	$0	$0	$0
JOSIE GREENE	DIRECTOR (UNTIL 9/2023)	1.30	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
2023	$5,509,630	$4,715,953	$5,517,586	$793,677
2022	$5,120,194	$4,851,029	$4,841,096	$269,165
2021	$4,531,233	$4,379,097	$3,861,413	$152,136
2020	$4,159,248	$3,723,546	$3,592,306	$435,702
2019	$2,777,255	$2,057,731	$3,135,915	$719,524

PHILANTHROPY MASSACHUSETTSINC