Copley Square Charitable Trust (EIN 046710799) - Form 990 Financial Analysis & Trantor Score

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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

1992

Legal Domicile

Principal Officer

Nancy Brickley

Phone

6175016029

Tax Period

2023-01-01 to 2023-12-31

Copley Square Charitable Trust, founded in 1992, is a micro nonprofit in the Unknown sector that reported $88K in total revenue in fiscal year 2023. Revenue surged 425% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 82% operating margin.

Mission

Generation of investment income in support of the Friends of Copley Square, Inc. A 501(c)(3) organization.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $87,700

Other Revenue $0

TOTAL REVENUE $87,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $16,200

TOTAL EXPENSES $16,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$87,700	$16,700	+4.3%
Expenses	$16,200	$16,300	0.0%
Net Income	$71,500	$400	+177.8%

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

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
Brickley Nancy	Trustee	2.00	Director	$0	$0	$0
Cook Christopher	Trustee	2.00	Director	$0	$0	$0
Crosby Frank	Trustee	2.00	Director	$0	$0	$0
Donahue Dan	Trustee	2.00	Director	$0	$0	$0
Fonseca Leo	Trustee	2.00	Director	$0	$0	$0
Manizer-Cohen Megan	Trustee	2.00	Director	$0	$0	$0
Osgood Chris	Trustee	2.00	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
2024	No data	No data	No data	No data
2023	$87,700	$16,200	$2,732,300	$71,500
2022	$16,700	$16,300	$2,285,600	$400
2021	$378,800	$142,700	$2,807,400	$236,100
2020	$155,400	$15,115	$2,653,500	$140,285
2019	$20,400	$14,800	$2,252,500	$5,600
2018	$265,400	$177,600	$1,857,300	$87,800

Copley Square Charitable Trust