TR UW OF MARSHALL SIMONDS

EIN: 046032675 501(c)(3)

DALLAS, TX

Total Revenue
$263,032
Total Expenses
$113,796
Total Assets
$2,499,552
Net Assets
$2,499,552
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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
1974
Legal Domicile
MA
Principal Officer
SAME AS ABOVE
Phone
8888663275
Tax Period
2025-01-01 to 2025-12-31

TR UW OF MARSHALL SIMONDS, founded in 1974, is a small nonprofit that reported $263K in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $149K, a strong 57% operating margin.

Mission

TO FUND A PUBLIC PARK FOR THE TOWN OF BURLINGTON, MASSACHUSETTS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $263,032
Other Revenue $0
TOTAL REVENUE $263,032

Expense Breakdown

Grants Paid $73,762
Salaries & Benefits $35,019
Fundraising Expenses $0
Program Expenses $87,770
Other Expenses $5,015
TOTAL EXPENSES $113,796

Year-over-Year Comparison

2025 2024 Change
Revenue $263,032 $226,530 +0.2%
Expenses $113,796 $115,935 0.0%
Net Income $149,236 $110,595 +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

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

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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
BANK OF AMERICA N A TRUSTEE 1.0
$35,019 $0 $35,019
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 $263,032 $113,796 $2,499,552 $149,236
2024 $226,530 $115,935 $2,349,537 $110,595
2023 $60,499 $108,830 $2,241,394 $-48,331
2022 $-56,928 $104,502 $2,297,127 $-161,430
2021 $477,888 $102,398 $2,452,146 $375,490
2020 $149,730 $98,003 $2,074,248 $51,727
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