BOSTON CELTICS SHAMROCK FOUNDATION INC (EIN 043174933) - 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

1993

Legal Domicile

Principal Officer

STEPHEN PAGLIUCA

Phone

6178548000

Tax Period

2023-01-01 to 2023-12-31

BOSTON CELTICS SHAMROCK FOUNDATION INC, founded in 1993, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2023. The organization ran a surplus of $1.0M, a strong 24% operating margin.

Mission

THE MISSION OF THE BOSTON CELTICS SHAMROCK FOUNDATION IS TO EXTEND THE REACH OF THE CETICS LEGACY INTO OUR COMMUNITY. THE SHAMROCK FOUNDATION BENEFITS CHILDREN DIRECTLY THROUGH PROGRAMS THAT PROVIDE EDUCATION AND SUPPORT ALONG WITH PARTNERSHIPS AND COMMUNITY SERVICE ORGANIZATIONS

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,013,293

Program Service Revenue $0

Investment Income $155,248

Other Revenue $-910,732

TOTAL REVENUE $4,257,809

Expense Breakdown

Grants Paid $2,023,479

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,113,055

Other Expenses $1,214,160

TOTAL EXPENSES $3,237,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,257,809	$3,979,657	+0.1%
Expenses	$3,237,639	$3,530,365	-0.1%
Net Income	$1,020,170	$449,292	+1.3%

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

N/A

Employees

N/A

Volunteers

100

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

$12,014,855

Total Directors

$7,629,420

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WYCLIFFE K GROUSBECK	Director & CEO	5.00	Officer Director	$0	$30,521	$7,629,420
RICHARD GOTHAM	Exec. Clerk	5.00	Officer	$0	$30,521	$3,267,331
WILLIAM REISSFELDER	Treasurer	5.00	Officer	$0	$33,670	$1,118,104
STEPHEN PAGLIUCA	President & Dir	5.00	Officer Director	$0	$0	$0
H IRVING GROUSBECK	Director	1.00	Director	$0	$0	$0
ROBERT EPSTEIN	Director	1.00	Director	$0	$0	$0
PAUL EDGERLEY	Director	0.00	Director	$0	$0	$0
GLENN HUTCHINS	Director	1.00	Director	$0	$0	$0
DOMENIC FERRANTE	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
2024	No data	No data	No data	No data
2023	$4,257,809	$3,237,639	$6,317,113	$1,020,170
2022	$3,979,657	$3,530,365	$4,998,285	$449,292
2021	$2,472,542	$1,956,180	$4,628,419	$516,362
2020	$1,279,860	$2,362,749	$3,973,442	$-1,082,889
2019	$1,875,210	$1,664,676	$5,159,301	$210,534
2018	$2,196,596	$1,629,834	$4,919,714	$566,762

BOSTON CELTICS SHAMROCK FOUNDATION INC