ROBERT G FOSTER TR UW

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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

1970

Legal Domicile

Principal Officer

Same as Box C Above

Phone

2393975002

Tax Period

2025-01-01 to 2025-12-31

ROBERT G FOSTER TR UW, founded in 1970, is a micro nonprofit that reported $70K in total revenue in fiscal year 2025. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $96K exceeded revenue, resulting in a 37% operating deficit.

Mission

SUPPORT VARIOUS CHARITABLE ORGANIZATIONS

Program Service Accomplishments

Program 1

Expenses: $52,343

PROVIDE SUPPORT TO FIRST BAPTIST CHURCH IN BEVERLY

Program 2

Expenses: $7,477

PROVIDE SUPPORT TO BEVERLY HOSPITAL CORP

Program 3

Expenses: $7,477

PROVIDE SUPPORT TO YMCA OF THE NORTH SHORE

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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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $70,393

Other Revenue $0

TOTAL REVENUE $70,393

Expense Breakdown

Grants Paid $74,774

Salaries & Benefits $17,337

Fundraising Expenses $0

Program Expenses $74,774

Other Expenses $4,350

TOTAL EXPENSES $96,461

Year-over-Year Comparison

	2025	2024	Change
Revenue	$70,393	$88,096	-0.2%
Expenses	$96,461	$92,812	+0.0%
Net Income	$-26,068	$-4,716	+4.5%

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

Governance

Voting Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$17,337	$0	$17,337

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	$70,393	$96,461	$1,440,843	$-26,068
2024	$88,096	$92,812	$1,467,136	$-4,716
2023	$-19,855	$89,543	$1,472,255	$-109,398
2022	$-58,958	$112,086	$1,582,888	$-171,044
2021	$561,598	$94,037	$1,753,612	$467,561
2020	$40,664	$94,619	$1,288,299	$-53,955