HAROLD & ELIZABETH SHATTUCK MEMORIAL FDN

EIN: 043393807 501(c)(3) Philanthropy & Grantmaking

MARBLEHEAD, MA

Total Revenue
$341,555
Total Expenses
$328,758
Total Assets
$6,316,820
Net Assets
$6,316,820
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
MA
Phone
7815814275
Tax Period
2024-05-01 to 2025-04-30

HAROLD & ELIZABETH SHATTUCK MEMORIAL FDN, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $342K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $329K left a modest 4% surplus.

Mission

TO SUPPORT FIVE CHARITABLE ORGANIZATIONS IN MARBLEHEAD, MA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $341,555
Other Revenue $0
TOTAL REVENUE $341,555

Expense Breakdown

Grants Paid $248,705
Salaries & Benefits $26,308
Fundraising Expenses $0
Other Expenses $53,745
TOTAL EXPENSES $328,758

Year-over-Year Comparison

2024 2023 Change
Revenue $341,555 $506,699 -0.3%
Expenses $328,758 $286,550 +0.1%
Net Income $12,797 $220,149 -0.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

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

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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$8,477 $0 $8,477
N/A INVESTMENTMANAGER N/A
$17,831 $0 $17,831
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 $341,555 $328,758 $6,316,820 $12,797
2024 $506,699 $286,550 $6,282,003 $220,149
2023 $290,168 $71,872 $6,060,866 $218,296
2022 $640,914 $82,814 $6,098,054 $558,100
2021 $721,245 $289,310 $5,745,825 $431,935
Explore More Nonprofits
→Top 100 Nonprofits in Massachusetts →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare HAROLD & ELIZABETH SHATTUCK MEMORIAL FDN with other nonprofits in Massachusetts and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.