ROBERT MORRIS ASSOCIATES NEW ENGLA… - 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

1922

Legal Domicile

Principal Officer

JOHN PRATT JR

Phone

9782639003

Tax Period

2024-09-01 to 2025-08-31

ROBERT MORRIS ASSOCIATES NEW ENGLAND CH C/O JOHN PRATT JR, founded in 1922, is a small nonprofit that reported $134K in total revenue in fiscal year 2024. The organization ran a surplus of $26K, a strong 20% operating margin.

Mission

TO FOSTER AND PROMOTE CONTINUOUS IMPROVEMENT IN PRINCIPLES AND PRACTICES OF COMMERICAL LENDING. TO FURTHER THE ABILITY OF OUR MEMBERS TO IDENTIFY, ASSESS, AND MANAGE THE IMPACTS OF CREDIT RISK, OPERATIONAL RISK, AND MARKET RISK ON THEIR BUSINESSES AND THEIR CUSTOMERS.

Program Service Accomplishments

Program 1

PROFESSIONAL/EDUCATIONAL SEMINARS - TOTAL ATTENDANCE IN EXCESS OF 500 PEOPLE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $28,005

Program Service Revenue $101,373

Investment Income $5,107

Other Revenue $0

TOTAL REVENUE $134,485

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $108,063

TOTAL EXPENSES $108,063

Year-over-Year Comparison

	2024	2023	Change
Revenue	$134,485	$132,450	+0.0%
Expenses	$108,063	$111,198	0.0%
Net Income	$26,422	$21,252	+0.2%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG BATSEVITSKY	DIRECTOR	1.00	Director	$0	$0	$0
KAMA GIEDRA	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BRUNINI	DIRECTOR	1.00	Director	$0	$0	$0
JANYTRA BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
JOE CACHUELA	DIRECTOR	1.00	Director	$0	$0	$0
DEREK EZOVSKI	DIRECTOR	1.00	Director	$0	$0	$0
GREG GOULD	DIRECTOR	1.00	Director	$0	$0	$0
JOE HERZOG	DIRECTOR	1.00	Director	$0	$0	$0
WYATT HOGAN	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LISA KRYWUCKI	SECRETARY	3.00	Officer Director	$0	$0	$0
RICHARD LABRECQUE	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE LEMIEUX	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET LONG	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MAHONEY	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN NORMAND	PRESIDENT	3.00	Officer Director	$0	$0	$0
DAVID O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
KATERINA PAPP	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PRATT	TREASURER	3.00	Officer Director	$0	$0	$0
RICHARD SWASEY	DIRECTOR	1.00	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
2025	$134,485	$108,063	$264,950	$26,422
2024	$132,450	$111,198	$238,528	$21,252
2023	$117,351	$114,467	$217,276	$2,884
2022	$28,732	$66,231	$214,392	$-37,499
2021	$53,626	$44,032	$253,931	$9,594
2020	$56,343	$71,621	$242,297	$-15,278
2018	$145,000	$121,873	$252,781	$23,127

ROBERT MORRIS ASSOCIATES NEW ENGLAND CH C/O JOHN PRATT JR