Friends of the Blue Hills Charitable Trust (EIN 042627412) - 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

1976

Legal Domicile

Principal Officer

Matt Panucci

Tax Period

2023-01-01 to 2023-12-31

Friends of the Blue Hills Charitable Trust, founded in 1976, is a small nonprofit that reported $330K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $295K left a modest 10% surplus.

Mission

The Friends of the Blue Hills (FBH) mission is to preserve and protect the Blue Hills Reservations natural beauty, diverse natural habitats and many recreational opportunities.

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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 $284,789

Program Service Revenue $0

Investment Income $3,572

Other Revenue $41,306

TOTAL REVENUE $329,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,228

Fundraising Expenses $70,207

Program Expenses $185,664

Other Expenses $109,989

TOTAL EXPENSES $295,217

Year-over-Year Comparison

	2023	2022	Change
Revenue	$329,667	$268,196	+0.2%
Expenses	$295,217	$344,989	-0.1%
Net Income	$34,450	$-76,793	-1.4%

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

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

$72,267

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judith Lehrer Jacobs	Executive Director	40.00	Key Emp	$63,923	$8,344	$72,267
Russell Parkman	Trustee	2.00	Director	$0	$0	$0
Morgan Pearson	Trustee	2.00	Director	$0	$0	$0
Robert Quinn	Trustee	2.00	Director	$0	$0	$0
Oliver Truog	Trustee	2.00	Director	$0	$0	$0
Jean Beebe	Trustee	2.00	Director	$0	$0	$0
Winston Daley	Trustee	2.00	Director	$0	$0	$0
Dan Barcan	Trustee	2.00	Director	$0	$0	$0
Matt Panucci	President	2.00	Officer	$0	$0	$0
Carina Bandle	Secretary	2.00	Officer	$0	$0	$0
Michael Albert	Treasurer	2.00	Officer	$0	$0	$0
Michael Paglia	Vice President	2.00	Officer	$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	$329,667	$295,217	$276,131	$34,450
2022	$268,196	$344,989	$243,338	$-76,793
2021	$301,380	$213,664	$306,601	$87,716

Friends of the Blue Hills Charitable Trust