Massachusetts Budget and Policy Center Inc (EIN 042967537) - 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

1987

Legal Domicile

Principal Officer

Viviana M Abreu-Hernandez

Phone

6174261228

Tax Period

2024-01-01 to 2024-12-31

Massachusetts Budget and Policy Center Inc, founded in 1987, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $3.1M left a modest 14% surplus.

Mission

MassBudget is a leading think tank advancing equitable policy solutions that create an inclusive, thriving Commonwealth.

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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 $3,432,879

Program Service Revenue $120,725

Investment Income $54,861

Other Revenue $-3,745

TOTAL REVENUE $3,604,720

Expense Breakdown

Grants Paid $794,325

Salaries & Benefits $1,750,789

Fundraising Expenses $269,296

Program Expenses $2,596,284

Other Expenses $555,196

TOTAL EXPENSES $3,100,310

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,604,720	$2,577,989	+0.4%
Expenses	$3,100,310	$2,860,260	+0.1%
Net Income	$504,410	$-282,271	-2.8%

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

Governance

Voting Members

Independent Members

Employees

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

$85,762

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Glenn Parker	Director & Treasurer	1.00	Officer Director	$0	$0	$0
Alexandra Pineros-Shields	Director & Board Chair	1.00	Officer Director	$0	$0	$0
Carol Kamin	Director	1.00	Director	$0	$0	$0
Jacqueline Johnson	Director	1.00	Director	$0	$0	$0
Dolores Thibault-Munoz	Director	1.00	Director	$0	$0	$0
Peter Enrich	Director	1.00	Director	$0	$0	$0
Michael Dukakis	Director	1.00	Director	$0	$0	$0
Myron Miller	Director	1.00	Director	$0	$0	$0
Marlishia Aho	Director & Clerk/Vice Chai	1.00	Officer Director	$0	$0	$0
Eric Nakajima	Director	1.00	Director	$0	$0	$0
Viviana Abreu-Hernandez	President starting 8/1/24	35.00	Officer	$73,893	$11,869	$85,762
Phineas Baxandall	President through 7/31/24	35.00	Highest	$152,083	$28,241	$180,324
Jennifer Das	Communications Director	35.00	Highest	$117,440	$35,990	$153,430
Gregg Grenier	VP of Operations	35.00	Highest	$114,393	$6,421	$120,814
Colin Jones	Dep Policy Director	35.00	Highest	$118,000	$34,285	$152,285
Chelsea Sedani	Director of Advocacy	35.00	Highest	$100,693	$33,420	$134,113

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	$3,604,720	$3,100,310	$3,820,592	$504,410
2023	$2,577,989	$2,860,260	$3,384,012	$-282,271
2022	$3,034,653	$2,977,260	$3,976,027	$57,393
2021	$3,539,190	$2,001,887	$3,360,889	$1,537,303
2020	$1,680,282	$1,809,095	$2,013,520	$-128,813

Massachusetts Budget and Policy Center Inc