MASSDEVELOPMENTHEFA TRUST

EIN: 043379905 501(c)(3) Philanthropy & Grantmaking

BOSTON, MA

Total Revenue
$74,249
Total Expenses
$247,455
Total Assets
$9,317,179
Net Assets
$9,294,585
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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
1997
Legal Domicile
MA
Principal Officer
SEE SCHEDULE O
Phone
6173302000
Tax Period
2022-07-01 to 2023-06-30

MASSDEVELOPMENTHEFA TRUST, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $74K in total revenue in fiscal year 2022. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $247K exceeded revenue, resulting in a 233% operating deficit.

Mission

THE TRUST MAY PROVIDE FUNDS (I) FOR THE BENEFIT OF MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (MASSDEVELOPMENT), A QUASI-PUBLIC ENTITY, TO REDUCE CHARGES THAT IT OTHERWISE WOULD IMPOSE ON CERTAIN INSTITUTIONS USING ITS SERVICES AND (II) FOR THE BENEFIT OF CERTAIN CHARITABLE ORGANIZATIONS AND GOVERNMENTAL ENTITIES THAT THE FORMER MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY, PRIOR TO ITS MERGER BY LAW INTO MASSDEVELOPMENT, WAS AUTHORIZED BY STATUTE TO ASSIST.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $74,249
Other Revenue $0
TOTAL REVENUE $74,249

Expense Breakdown

Grants Paid $150,786
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $150,786
Other Expenses $96,669
TOTAL EXPENSES $247,455

Year-over-Year Comparison

2022 2021 Change
Revenue $74,249 $807,797 -0.9%
Expenses $247,455 $1,071,438 -0.8%
Net Income $-173,206 $-263,641 -0.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
2
Independent Members
1
Employees
N/A
Volunteers
1

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
4
$428,158
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICKS P FRAZIER TRUSTEE (THRU 03/2023) 0.30
Director
$0 $24,045 $237,831
BRIAN KAVOOGIAN TRUSTEE 0.30
Director
$0 $0 $0
MIKE KENNEALY TRUSTEE (THRU 01/2023) 0.30
Director
$0 $0 $0
SEAN CALNAN TRUSTEE (AS OF 06/2023) 0.30
Director
$0 $41,641 $190,327
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 No data No data No data No data
2024 No data No data No data No data
2023 $74,249 $247,455 $9,317,179 $-173,206
2022 $807,797 $1,071,438 $8,927,090 $-263,641
2021 $1,042,684 $377,315 $11,267,953 $665,369
2020 $577,860 $389,374 $9,196,426 $188,486
2019 $281,939 $580,365 $9,009,460 $-298,426
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