MASSACHUSETTS BAR INSTITUTE INC (EIN 043293798) - 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

1995

Legal Domicile

Principal Officer

MARC MOCCIA

Phone

6173380500

Tax Period

2024-09-01 to 2025-08-31

MASSACHUSETTS BAR INSTITUTE INC, founded in 1995, is a small nonprofit in the Education sector that reported $956K in total revenue in fiscal year 2024. Expenses of $1.5M exceeded revenue, resulting in a 53% operating deficit.

Mission

THE INSTITUTE DEVELOPS AND DELIVERS EDUCATIONAL PROGRAMS; PUBLISHES SCHOLARLY PUBLICATIONS; DEVELOPS AND IMPLEMENTS COMMUNITY AND PUBLIC SERVICE PROGRAMS; AND PROMOTES THE ADMINISTRATION OF JUSTICE AND RESPECT FOR THE LAW.

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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 $136,953

Program Service Revenue $468,982

Investment Income $0

Other Revenue $349,631

TOTAL REVENUE $955,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $984,323

Other Expenses $1,464,765

TOTAL EXPENSES $1,464,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$955,566	$887,408	+0.1%
Expenses	$1,464,765	$1,414,836	+0.0%
Net Income	$-509,199	$-527,428	0.0%

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

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

$713,718

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTORIA M SANTORO MAIR	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL H HAYDEN	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
SAMUEL A SEGAL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SHAYLA MOMBELEUR	TREASURER	2.00	Officer Director	$0	$0	$0
MARC A MOCCIA	SECRETARY	2.00	Officer Director	$0	$0	$0
DENIS SQUILLANTE	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGIA K CRITSLEY	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
HON BONNIE H MACLEOD RET	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
JANE EDEN	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL J KLEHM	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
MARISSA N SOTO-ORTIZ	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
MARSHA V KAZAROSIAN	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
MARTIN F KANE II	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
SHAMPAGNE L ROBINSON	EXEC MGT BOARD MEMBER (TO 8/25)	1.00	Director	$0	$0	$0
MARTIN W HEALY	CHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL	1.00	Officer	$0	$78,811	$596,436
MARK DOHERTY	DIRECTOR, FISCAL OPERATIONS	1.00	Officer	$0	$0	$117,282
PATRICIA O WALSH	EXEC. VICE PRESIDENT, MBA INSURANCE AGENCY	1.00	Highest	$0	$47,642	$319,136
LISA FERRARA	DIRECTOR, MEMBERSHIP & PROGRAMS	1.00	Highest	$0	$26,297	$163,297
DON BOTTS	DIRECTOR OF INFORMATION TECHNOLOGY	1.00	Highest	$0	$34,295	$163,095
JASON SCALLY	DIRECTOR COMMUNICATIONS & MEDIA	1.00	Highest	$0	$39,449	$169,449
TERENCE WELSH	PRESIDENT, MBA INSURANCE AGENCY	1.00	Highest	$0	$73,563	$618,721

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
2025	$955,566	$1,464,765	$1,323,022	$-509,199
2024	$887,408	$1,414,836	$1,388,926	$-527,428
2023	$808,241	$1,331,467	$1,576,066	$-523,226
2022	$718,705	$1,135,432	$1,678,923	$-416,727
2021	$705,895	$1,103,556	$1,799,422	$-397,661
2020	$822,383	$1,315,759	$1,899,383	$-493,376
2019	$918,178	$1,492,470	$2,014,721	$-574,292
2018	$854,367	$1,456,734	$1,961,047	$-602,367

MASSACHUSETTS BAR INSTITUTE INC