SYMMES MEMORIAL FUND CO ROCKLAND TRUST (EIN 203376787) - 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

2005

Legal Domicile

Principal Officer

John F Maher

Phone

7818609500

Tax Period

2024-01-01 to 2024-12-31

SYMMES MEMORIAL FUND CO ROCKLAND TRUST, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $53K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Net assets of $760K represent 173 months of operating reserves.

Mission

Support non-profit medical organizations in the Arlington, MA area

🔒

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 $0

Program Service Revenue $0

Investment Income $52,669

Other Revenue $0

TOTAL REVENUE $52,669

Expense Breakdown

Grants Paid $48,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,464

Other Expenses $9,464

TOTAL EXPENSES $57,464

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,669	$56,539	-0.1%
Expenses	$57,464	$52,660	+0.1%
Net Income	$-4,795	$3,879	-2.2%

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

N/A

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
John Maher	President	N/A	Officer Director	$0	$0	$0
Allen Reedy	Treasurer	N/A	Officer Director	$0	$0	$0
Jacqueline Keshian	Secretary/Clerk	N/A	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
2024	$52,669	$57,464	$759,971	$-4,795
2023	$56,539	$52,660	$763,282	$3,879
2022	$38,716	$57,764	$758,761	$-19,048
2021	$62,410	$56,790	$777,352	$5,620
2020	$28,693	$51,012	$771,142	$-22,319

SYMMES MEMORIAL FUND CO ROCKLAND TRUST