Bruce J Anderson Foundation C/O Boston Foundation Inc (EIN 042710013) - 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

1980

Legal Domicile

Principal Officer

Kate Guedj

Phone

6173381700

Tax Period

2024-07-01 to 2025-06-30

Bruce J Anderson Foundation C/O Boston Foundation Inc, founded in 1980, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $57K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $301K exceeded revenue, resulting in a 427% operating deficit.

Mission

The Bruce J. Anderson Foundation supports organizations in the fields of environmental protection, historic preservation, the arts and mental health in Cape Ann and the Nashua River Watershed.

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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 $500

Program Service Revenue $0

Investment Income $56,569

Other Revenue $0

TOTAL REVENUE $57,069

Expense Breakdown

Grants Paid $229,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $247,860

Other Expenses $71,525

TOTAL EXPENSES $300,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,069	$44,331	+0.3%
Expenses	$300,525	$294,337	+0.0%
Net Income	$-243,456	$-250,006	0.0%

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

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

$469,241

Total Directors

$705,874

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kate Guedj	Treasurer & Trustee	0.50	Officer Director	$0	$68,662	$469,241
Julie Smith-Bartoloni	Trustee	0.50	Director	$0	$50,019	$236,633
Nissa Savage	Clerk & Trustee	1.00	Officer Director	$0	$0	$0
Molly O'Donnell	President & Trustee	1.00	Officer Director	$0	$0	$0
CA Webb	Trustee	0.25	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	$57,069	$300,525	$6,170,418	$-243,456
2024	No data	No data	No data	No data
2023	$43,181	$334,945	$5,686,596	$-291,764
2022	$50,477	$281,226	$5,685,425	$-230,749
2021	$43,256	$254,915	$5,987,484	$-211,659
2020	$46,790	$237,149	$4,666,172	$-190,359

Bruce J Anderson Foundation C/O Boston Foundation Inc