BOSTON GROUNDWATER TRUST (EIN 201941686) - 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

1986

Legal Domicile

Principal Officer

CHRISTIAN SIMONELLI

Phone

6178598439

Tax Period

2024-07-01 to 2025-06-30

BOSTON GROUNDWATER TRUST, founded in 1986, is a small nonprofit in the Science & Technology sector that reported $273K in total revenue in fiscal year 2024. The organization ran a surplus of $50K, a strong 18% operating margin.

Mission

SEE FORM 990 PART IIITHE TRUST WAS FORMED PURSUANT TO A CITY ORDINANCE TO MONITOR AND ANALYZE THE GROUND WATER LEVELS IN THE CITY OF BOSTON AND TO LESSEN THE BURDENS OF THE GOVERNMENT. THE TRUST ACTS FOR THE BENEFIT OF BOSTON GENERALLY.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $248,000

Program Service Revenue $0

Investment Income $25,315

Other Revenue $0

TOTAL REVENUE $273,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,199

Fundraising Expenses $0

Program Expenses $123,513

Other Expenses $72,483

TOTAL EXPENSES $223,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,315	$277,000	0.0%
Expenses	$223,682	$227,759	0.0%
Net Income	$49,633	$49,241	+0.0%

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

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

$126,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON DURKAN	TRUSTEE	1.00	Director	$0	$0	$0
AARON MICHLEWITZ	TRUSTEE	1.00	Director	$0	$0	$0
ANGIE LIOU	TRUSTEE	1.00	Director	$0	$0	$0
GARY SAUNDERS	TRUSTEE, CO-CHAIR	5.00	Director	$0	$0	$0
PETER SHILLAND	TRUSTEE	1.00	Director	$0	$0	$0
JANINE COMMERFORD	TRUSTEE, SECRETARY	1.00	Director	$0	$0	$0
ROBERT WHITNEY	TRUSTEE-TREASURER	5.00	Director	$0	$0	$0
BEATRICE NESSEN	TRUSTEE	1.00	Director	$0	$0	$0
ELLIOTT LAFFER	TRUSTEE	1.00	Director	$0	$0	$0
KATE ENGLAND	TRUSTEE	1.00	Director	$0	$0	$0
HENRY VITALE	TRUSTEE	1.00	Director	$0	$0	$0
ALICE BROWN	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTIAN SIMONELLI	EXECUTIVE DIRECTOR	40.00	Officer	$120,120	$6,000	$126,120

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	$273,315	$223,682	$1,073,856	$49,633
2024	$277,000	$227,759	$1,023,915	$49,241
2023	$277,473	$187,801	$974,373	$89,672
2022	$200,943	$206,089	$889,064	$-5,146
2021	$206,760	$207,825	$942,018	$-1,065
2020	$213,066	$152,627	$893,635	$60,439
2019	$210,558	$173,196	$831,758	$37,362

BOSTON GROUNDWATER TRUST