THE GLOUCESTER FUND INC

EIN: 043521016 501(c)(3) Philanthropy & Grantmaking

GLOUCESTER, MA

Total Revenue
$209,678
Total Expenses
$178,867
Total Assets
$332,330
Net Assets
$332,330
🔒

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
2000
Legal Domicile
MA
Principal Officer
BARRETT S PETT
Phone
9782812822
Tax Period
2024-01-01 to 2024-12-31

THE GLOUCESTER FUND INC, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $210K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $179K left a modest 15% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE CIVIC, CULTURAL, EDUCATIONAL, ATHLETIC AND BENEVOLENT PURPOSES OR ACTIVITIES IN BENEFIT OF THE CITIZENS OF GLOUCESTER, MASSACHUSETTS. ITS MOTTO IS "PARTNERING WITH THE COMMUNITY TO BENEFIT THE COMMUNITY".

Program Service Accomplishments

Program 1
Expenses: $97,523

DURING 2024, THE ORGANIZATION CONTINUED ITS SUPPORT FOR AND ON-GOING PRESENTATION OF CIVIC EVENTS FOR THE CITY OF GLOUCESTER, INCLUDING SUMMERTIME CONCERTS AND U.S. FLAGS DISPLAY, JULY 4TH AND LABOR...

Read more

DURING 2024, THE ORGANIZATION CONTINUED ITS SUPPORT FOR AND ON-GOING PRESENTATION OF CIVIC EVENTS FOR THE CITY OF GLOUCESTER, INCLUDING SUMMERTIME CONCERTS AND U.S. FLAGS DISPLAY, JULY 4TH AND LABOR DAY FIREWORKS,THE CITY'S UNIQUE FISHTOWN HORRIBLES PARADE, A KIDS HALLOWEEN FESTIVAL, THE CITY'S CHRISTMAS TREE DISPLAY, SANTA PARADE AND A HOLIDAY HISTORIC AREA WALK.

Program 2
Expenses: $55,502

DURING 2024, THE ORGANIZATION CONTINUED ITS ON-GOING SUPPORT OF THE GLOUCESTER POLICE DEPARTMENT'S COMMUNITY IMPACT UNIT, WHICH ADMINISTERS AN INNOVATIVE KOPS-N-KIDS COMMUNITY OUTREACH PROGRAM AIMED...

Read more

DURING 2024, THE ORGANIZATION CONTINUED ITS ON-GOING SUPPORT OF THE GLOUCESTER POLICE DEPARTMENT'S COMMUNITY IMPACT UNIT, WHICH ADMINISTERS AN INNOVATIVE KOPS-N-KIDS COMMUNITY OUTREACH PROGRAM AIMED AT BUILDING POSITIVE RELATIONSHIPS BETWEEN GLOUCESTER CHILDREN AND POLICE OFFICERS. THE UNIT ALSO PROVIDES SUBSTANCE ABUSE RECOVERY TRAINING CLASSES RUN BY PROFESSIONAL RECOVERY COACHES.

Program 3
Expenses: $14,565

DURING 2024, THE ORGANIZATION'S THIRD LARGEST PROGRAM SERVICE ACCOMPLISHMENT WAS SUPPORT OF THE CITY OF GLOUCESTER'S HISTORIC AND CULTURAL HERITAGE. THE ORGANIZATION SUPPORTED A PROGRAM WITH A GOAL...

Read more

DURING 2024, THE ORGANIZATION'S THIRD LARGEST PROGRAM SERVICE ACCOMPLISHMENT WAS SUPPORT OF THE CITY OF GLOUCESTER'S HISTORIC AND CULTURAL HERITAGE. THE ORGANIZATION SUPPORTED A PROGRAM WITH A GOAL TO PRODUCE TEN PUBLIC ART MURALS IN VARIOUS LOCATIONS AROUND THE CITY. IT ALSO CONTINUED A PROJECT TO RESTORE BRONZE PLAQUES WHICH COMMEMORATE THE CITY'S HISTORIC IDENTITY.

🔒

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 $208,840
Program Service Revenue $0
Investment Income $838
Other Revenue $0
TOTAL REVENUE $209,678

Expense Breakdown

Grants Paid $7,500
Salaries & Benefits $0
Fundraising Expenses $388
Program Expenses $172,448
Other Expenses $171,367
TOTAL EXPENSES $178,867

Year-over-Year Comparison

2024 2023 Change
Revenue $209,678 $188,469 +0.1%
Expenses $178,867 $164,230 +0.1%
Net Income $30,811 $24,239 +0.3%
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
4
Independent Members
3
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
3
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARRETT S PETT PRESIDENT & DIRECTOR 20.00
Officer Director
$0 $0 $0
BRENT A TARR TREASURER & DIRECTOR 5.00
Officer Director
$0 $0 $0
FRANCES MONDELLO CLERK & DIRECTOR 0.00
Officer Director
$0 $0 $0
EUGENE P MONDELLO JR DIRECTOR 0.00
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 $209,678 $178,867 $332,330 $30,811
2023 $188,469 $164,230 $326,518 $24,239
2022 $220,205 $143,463 $302,279 $76,742
2021 $260,407 $193,917 $205,037 $66,490
2018 $317,572 $183,045 $243,709 $134,527
Explore More Nonprofits
Top 100 Nonprofits in Massachusetts Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare THE GLOUCESTER FUND INC with other nonprofits in Massachusetts and across the country.