FRIENDS OF THE WILLIAM E CARTER SCHOOL (EIN 141921428) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

MARIANNE KOPACZYNSKI

Phone

6177630345

Tax Period

2023-07-01 to 2024-06-30

FRIENDS OF THE WILLIAM E CARTER SCHOOL is a 501(c)(3) with EIN 141921428, based in BOSTON, MA. Founded in 2004, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $5,910 in total revenue and $2,370 in total expenses, with net assets of $155,123.

Mission

TO SUPPORT THE WORKS OF THE WILLIAM E. CARTER SCHOOL IN BOSTON, MA WHICH SUPPORTS THE LEARNING OF STUDENTS WITH COMPLEX PHYSICAL, MEDICAL AND COGNITIVE DELAY CHALLENGES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $50

Program Service Revenue $0

Investment Income $5,860

Other Revenue $0

TOTAL REVENUE $5,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,815

Other Expenses $2,370

TOTAL EXPENSES $2,370

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,910	$1,245	+3.7%
Expenses	$2,370	$8,587	-0.7%
Net Income	$3,540	$-7,342	-1.5%

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

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
MARIANNE KOPACZYNSKI	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK O'CONNOR	TREASURER	1.00	Officer Director	$0	$0	$0
KATHLEEN RYAN	CLERK	1.00	Officer 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	No data	No data	No data	No data
2024	$5,910	$2,370	$155,123	$3,540
2023	$1,245	$8,587	$151,583	$-7,342
2022	$25,598	$2,985	$158,925	$22,613
2021	$962	$1,485	$136,312	$-523
2020	$3,286	$5,994	$136,834	$-2,708
2019	$17,387	$13,603	$139,542	$3,784

FRIENDS OF THE WILLIAM E CARTER SCHOOL