THOMAS ROTCH TRUST UNDER WILL EE WATTS III TRUSTEE

EIN: 046034871 501(c)(3)

BOSTON, MA

Total Revenue
$279,840
Total Expenses
$129,893
Total Assets
$2,312,804
Net Assets
$2,312,804
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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
1914
Legal Domicile
MA
Principal Officer
EE WATTS III
Phone
7813261045
Tax Period
2024-01-01 to 2024-12-31

THOMAS ROTCH TRUST UNDER WILL EE WATTS III TRUSTEE, founded in 1914, is a small nonprofit that reported $280K in total revenue in fiscal year 2024. Revenue surged 753% from the prior year, signaling strong growth momentum. The organization ran a surplus of $150K, a strong 54% operating margin.

Mission

TO PROVIDE FUNDS FOR BOTH SCIENTIFIC AND EDUCATIONAL PURPOSES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $279,840
Other Revenue $0
TOTAL REVENUE $279,840

Expense Breakdown

Grants Paid $103,416
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $103,416
Other Expenses $26,477
TOTAL EXPENSES $129,893

Year-over-Year Comparison

2024 2023 Change
Revenue $279,840 $32,799 +7.5%
Expenses $129,893 $34,345 +2.8%
Net Income $149,947 $-1,546 -98.0%
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

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Governance

Voting Members
1
Independent Members
1
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
1
$1,059
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EDWARD E WATTS III TRUSTEE 1.00
Director
$0 $1,059 $1,059
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 $279,840 $129,893 $2,312,804 $149,947
2023 $116,393 $131,850 $2,235,158 $-15,457
2023 $32,799 $34,345 $2,278,917 $-1,546
2022 $165,586 $125,369 $2,217,861 $40,217
2021 $100,578 $120,398 $2,389,931 $-19,820
2020 $66,643 $125,268 $2,165,584 $-58,625
2019 $-24,204 $125,205 $2,224,209 $-149,409
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