BOSTON PATENT LAW ASSOCIATION C/O DAVIES & MONAHAN PC

EIN: 042667161

QUINCY, MA

Total Revenue
$304,054
Total Expenses
$288,538
Total Assets
$249,623
Net Assets
$161,973
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
MA
Principal Officer
KEITH J WOOD
Phone
6177699600
Tax Period
2024-12-01 to 2025-11-30

BOSTON PATENT LAW ASSOCIATION C/O DAVIES & MONAHAN PC, founded in 2002, is a small nonprofit that reported $304K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $289K left a modest 5% surplus.

Mission

TO MAINTAIN A HIGH STANDARD OF PROFESSIONAL ETHICS AMONG ITS MEMBERS; TO PROMOTE SOCIAL INTERCOURSE AMONG ITS MEMBERS; TO AID IN THE INSTITUTION OF IMPROVEMENTS IN LAWS RELATING TO PATENTS, TRADEMARKS, COPYRIGHTS, AND OTHER INTELLECTUAL PROPERTY, AND THE PROPER INTERPRETATION THEREOF BY THE COURTS AND OTHER OFFICES OR TRIBUNALS CHARGED THEREWITH; TO AID IN THE INSTITUTION OF IMPROVEMENTS IN THE PRACTICE AND PROCEDURE IN THE COURTS; TO PROVIDE THE PUBLIC WITH WORTHWHILE INFORMATION ON THE PATENT, TRADEMARK, AND COPYRIGHT SYSTEMS GENERALLY, ETC.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $104,175
Program Service Revenue $194,435
Investment Income $4,744
Other Revenue $700
TOTAL REVENUE $304,054

Expense Breakdown

Grants Paid $0
Salaries & Benefits $71,391
Fundraising Expenses $0
Program Expenses $158,215
Other Expenses $217,147
TOTAL EXPENSES $288,538

Year-over-Year Comparison

2024 2023 Change
Revenue $304,054 $273,847 +0.1%
Expenses $288,538 $262,140 +0.1%
Net Income $15,516 $11,707 +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

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Governance

Voting Members
9
Independent Members
9
Employees
1
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
9
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
REBECCA L SIMMONS DIRECTOR 5.00
Officer
$0 $0 $0
JOSHUA M DALTON PAST PRESIDENT 5.00
Officer
$0 $0 $0
EMILY R WHELAN PRESIDENT 5.00
Officer
$0 $0 $0
DEREK ROLLER PRESIDENT ELECT 5.00
Officer
$0 $0 $0
VALARIE B ROSEN VICE PRESIDENT 5.00
Officer
$0 $0 $0
SIMONE B YHAP DIRECTOR 5.00
Officer
$0 $0 $0
JONATHAN B ROSES DIRECTOR 5.00
Officer
$0 $0 $0
KEITH J WOOD TREASURER 5.00
Officer
$0 $0 $0
WYLEY PROCTOR SECRETARY 5.00
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
2025 $304,054 $288,538 $249,623 $15,516
2024 $273,847 $262,140 $253,059 $11,707
2023 $258,872 $270,723 $177,412 $-11,851
2022 $170,245 $172,471 $176,843 $-2,226
2021 $129,245 $122,671 $153,901 $6,574
2020 $154,686 $164,544 $146,465 $-9,858
2019 $255,420 $273,493 $193,019 $-18,073
2018 $288,187 $296,844 $244,678 $-8,657
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