Trust UArt 6 UWO Mary A Falvey For Visiting Nurse Association of Boston (EIN 046036229) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

John Beliveau

Phone

2077723761

Tax Period

2025-01-01 to 2025-12-31

Trust UArt 6 UWO Mary A Falvey For Visiting Nurse Association of Boston, founded in 1957, is a small nonprofit that reported $573K in total revenue in fiscal year 2025. Revenue surged 742% from the prior year, signaling strong growth momentum. The organization ran a surplus of $523K, a strong 91% operating margin.

Mission

Grants to Visiting Nurse Association of Boston in accordance with the terms of the trust.

🔒

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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $572,778

Other Revenue $0

TOTAL REVENUE $572,778

Expense Breakdown

Grants Paid $31,330

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,765

Other Expenses $18,462

TOTAL EXPENSES $49,792

Year-over-Year Comparison

	2025	2024	Change
Revenue	$572,778	$67,990	+7.4%
Expenses	$49,792	$48,958	+0.0%
Net Income	$522,986	$19,032	+26.5%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle Santiago	Trustee (end 5/2025)	1.00	Director	$0	$0	$0
John Beliveau	Trustee	1.00	Director	$0	$0	$0
David R Hines	Trustee (start 9/2025)	1.00	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
2025	$572,778	$49,792	$1,911,664	$522,986
2024	$67,990	$48,958	$1,650,902	$19,032
2023	$41,979	$35,212	$1,504,864	$6,767
2022	$31,877	$40,914	$1,305,005	$-9,037
2021	$92,470	$34,336	$1,603,706	$58,134
2020	$34,408	$35,988	$1,317,685	$-1,580
2019	$47,146	$39,152	$1,219,619	$7,994
2018	$116,157	$32,663	$1,015,308	$83,494

Trust UArt 6 UWO Mary A Falvey For Visiting Nurse Association of Boston