The Lord Foundation of Massachusetts Inc (EIN 042748895) - 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

1981

Legal Domicile

Phone

6172531706

Tax Period

2021-07-01 to 2022-06-03

The Lord Foundation of Massachusetts Inc, founded in 1981, is a small nonprofit that reported $665K in total revenue in fiscal year 2021. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $9.7M exceeded revenue, resulting in a 1364% operating deficit.

Mission

SUPPORT OF THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY AND ITS PROGRAMS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $665,000

Other Revenue $0

TOTAL REVENUE $665,000

Expense Breakdown

Grants Paid $9,710,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,710,000

Other Expenses $24,000

TOTAL EXPENSES $9,734,000

Year-over-Year Comparison

	2021	2020	Change
Revenue	$665,000	$1,487,000	-0.6%
Expenses	$9,734,000	$294,033,000	-1.0%
Net Income	$-9,069,000	$-292,546,000	-1.0%

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

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

$1,116,426

Total Directors

$3,296,833

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	President	0.3	Officer Director	$0	$0	$0
N/A	Chair and Treasurer	0.3	Officer Director	$0	$85,945	$827,023
N/A	Director	0.3	Director	$0	$57,443	$286,407
N/A	Director	0.3	Director	$0	$16,028	$556,838
N/A	Director	0.3	Director	$0	$0	$0
N/A	Director	0.3	Director	$0	$505,502	$1,626,565
N/A	Director	0.3	Director	$0	$0	$0
N/A	Clerk	1.0	Officer	$0	$32,579	$289,403
N/A	Former Clerk	0.0		$0	$63,496	$286,349

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
2022	$665,000	$9,734,000	No data	$-9,069,000
2021	$1,487,000	$294,033,000	$8,794,000	$-292,546,000
2020	$268,888,000	$3,566,000	$304,839,000	$265,322,000
2019	$2,504,000	$2,487,000	$299,763,000	$17,000
2018	$2,296,000	$2,297,000	$107,799,000	$-1,000

The Lord Foundation of Massachusetts Inc