JOEY O'DONNELL FOUNDATION TRUST C/O BELMONT CAPITAL LLC

EIN: 042943314 501(c)(3)

BOSTON, MA

Total Revenue
$605,436
Total Expenses
$306,824
Total Assets
$437,008
Net Assets
$359,833
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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
1986
Legal Domicile
MA
Principal Officer
KATE O'DONNELL
Phone
6174992700
Tax Period
2023-11-01 to 2024-10-31

JOEY O'DONNELL FOUNDATION TRUST C/O BELMONT CAPITAL LLC, founded in 1986, is a small nonprofit that reported $605K in total revenue in fiscal year 2023. Revenue surged 382% from the prior year, signaling strong growth momentum. The organization ran a surplus of $299K, a strong 49% operating margin.

Mission

ENCOURAGING THE SCIENTIFIC AND EDUCATIONAL RESEARCH IN THE FIELD OF CYSTIC FIBROSIS, THROUGH THE AWARDING OF SCHOLARSHIPS AND FINANCIAL AID.

Program Service Accomplishments

Program 1
Expenses: $242,257

DONATION TO CYSTIC FIBROSIS - THE TRUST RAISES CONTRIBUTIONS IN THE NAME OF THE CYSTIC FIBROSIS FOUNDATION AND REMITS THE NET PROCEEDS TO IT.

Program 2

SCHOLARSHIP FUND - THE TRUST AWARDS SCHOLARSHIPS TO INDIVIDUALS FOR THE PURPOSE OF ADVANCING SCIENTIFIC AND EDUCATIONAL ENDEAVORS IN THE FIELD OF MEDICAL RESEARCH AND CYSTIC FIBROSIS.

Program 3
Expenses: $209

AID TO FAMILIES FUND - THE TRUST GIVES AID TO INDIVIDUALS FOR THE PURPOSE OF PROMOTING CHARITABLE INTERESTS RELATING TO CYSTIC FIBROSIS. AID IS GIVEN TO ASSIST IN THE CARE OF THOSE SUFFERING FROM...

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AID TO FAMILIES FUND - THE TRUST GIVES AID TO INDIVIDUALS FOR THE PURPOSE OF PROMOTING CHARITABLE INTERESTS RELATING TO CYSTIC FIBROSIS. AID IS GIVEN TO ASSIST IN THE CARE OF THOSE SUFFERING FROM CYSTIC FIBROSIS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $605,436
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $605,436

Expense Breakdown

Grants Paid $295,681
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $295,681
Other Expenses $11,143
TOTAL EXPENSES $306,824

Year-over-Year Comparison

2023 2022 Change
Revenue $605,436 $125,531 +3.8%
Expenses $306,824 $143,335 +1.1%
Net Income $298,612 $-17,804 -17.8%
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
3
Independent Members
3
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL DEL ROSSI TRUSTEE N/A
Director
$0 $0 $0
KATE O'DONNELL TRUSTEE N/A
Director
$0 $0 $0
CASEY BUCKLEY TRUSTEE N/A
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
2024 $605,436 $306,824 $437,008 $298,612
2023 $125,531 $143,335 $152,571 $-17,804
2022 $205,574 $250,289 $120,800 $-44,715
2021 $233,604 $327,643 $128,140 $-94,039
2020 $207,328 $253,794 $217,779 $-46,466
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