EDITH STEWART CHASE FOUNDATION AGY (EIN 043242344) - 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

1994

Legal Domicile

Principal Officer

Margaret Bilodeau

Phone

5084220109

Tax Period

2023-01-01 to 2023-12-31

EDITH STEWART CHASE FOUNDATION AGY, founded in 1994, is a micro nonprofit in the Unknown sector that reported $39K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $37K left a modest 5% surplus.

Mission

TO ASSIST RETIRED MEMBERS OF THE RETIRED EDUCATORS ASSOCIATION OF MASSACHUSETTS (REAM) WHO ARE IN NEED OF ASSISTANCE ON A TEMPORARY BASIS

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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 $12,888

Program Service Revenue $0

Investment Income $26,095

Other Revenue $0

TOTAL REVENUE $38,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $21,273

TOTAL EXPENSES $37,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,983	$51,472	-0.2%
Expenses	$37,123	$33,036	+0.1%
Net Income	$1,860	$18,436	-0.9%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET BILODEAU	TRUSTEE	1.0	Director	$0	$0	$0
JAMES CARLTON	TRUSTEE	1.0	Director	$0	$0	$0
LOIS JACOBS	TRUSTEE	1.0	Director	$0	$0	$0
HUGH KNOX	EXECUTIVE DIRECTOR	1.0	Director	$0	$0	$0
MARJORIE BURNS	TRUSTEE	1.0	Director	$0	$0	$0
PAUL COAKLEY	TRUSTEE	1.0	Director	$0	$0	$0
MARTHA NELSON	TRUSTEE	1.0	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	$38,983	$37,123	$1,287,346	$1,860
2022	$51,472	$33,036	$1,284,671	$18,436
2021	$88,892	$40,205	$1,266,981	$48,687
2020	$228,410	$46,303	$1,218,067	$182,107
2019	$256,004	$48,273	$1,037,012	$207,731

EDITH STEWART CHASE FOUNDATION AGY