Boston Charitable Trust Fund City … - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

JERICA BRADLEY

Phone

6176354140

Tax Period

2024-07-01 to 2025-06-30

Boston Charitable Trust Fund City of Boston Trust Office, founded in 1985, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $23K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $142K exceeded revenue, resulting in a 514% operating deficit.

Mission

TO FUND OTHER CHARITABLE ORGANIZATIONS WHICH ENGAGE IN CHARITABLE SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $141,161 Revenue: $0

THE PRINCIPAL AND INCOME FROM ALL PROPERTY RECEIVED AND ACCEPTED BY THE TRUST SHALL BE DISTRIBUTED TO OR FOR THE USE OF OTHER CHARITABLE ORGANIZATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $100

Program Service Revenue $0

Investment Income $23,085

Other Revenue $0

TOTAL REVENUE $23,185

Expense Breakdown

Grants Paid $141,161

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,161

Other Expenses $1,228

TOTAL EXPENSES $142,389

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,185	$39,359	-0.4%
Expenses	$142,389	$1,487	+94.8%
Net Income	$-119,204	$37,872	-4.1%

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

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

$342,474

Total Directors

$147,594

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY GROFFENBERGER	CFO, COLLECTOR-TREASURER	1.0	Officer	$0	$25,327	$194,880
JERICA BRADLEY	1ST ASST. COLLECTOR-TREASURER	1.0	Officer Director	$0	$8,654	$147,594

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	$23,185	$142,389	$672,943	$-119,204
2024	$39,359	$1,487	$792,408	$37,872
2023	$32,625	$5,089	$754,346	$27,536
2022	$52,908	$497,900	$722,934	$-444,992
2021	$4,494,143	$14,650,396	$1,173,216	$-10,156,253
2020	$31,296,432	$20,468,301	$13,199,861	$10,828,131
2019	$16,120	$7,013	$495,630	$9,107
2018	$6,595	$2,739	$485,206	$3,856

Boston Charitable Trust Fund City of Boston Trust Office