WTS BOSTON CHARITABLE FUND INC (EIN 208561545) - 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

2007

Legal Domicile

Principal Officer

MARIE J SULLIVAN

Phone

6173380063

Tax Period

2023-01-01 to 2023-12-31

WTS BOSTON CHARITABLE FUND INC, founded in 2007, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $41K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $25K, a strong 61% operating margin.

Mission

TO CELEBRATE, ENCOURAGE AND FURTHER WOMEN'S PARTICIPATION AND ADVANCEMENT IN THE FIELD OF TRANSPORTATION THROUGH THE CREATION OF SUITABLE COMMEMORATIONS OF SUCH PARTICIPATION AND THE ESTABLISHMENT OF AND SUPPORT FOR PROGRAMS, EDUCATIONAL RESOURCES, SCHOLARSHIPS AND EVENTS THAT ENCOURAGE AND SUPPORT WOMEN AND GIRLS TO PURSUE PUBLIC OR PRIVATE TRANSPORTATION-RELATED CAREERS.

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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 $40,665

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $40,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,125

Other Expenses $15,990

TOTAL EXPENSES $15,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,665	$34,915	+0.2%
Expenses	$15,990	$14,064	+0.1%
Net Income	$24,675	$20,851	+0.2%

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
ALYSSA PECK	TREASURER	1.00	Officer Director	$0	$0	$0
LISA A BROTHERS	DIRECTOR	1.00	Director	$0	$0	$0
LORETTA GIRARD DOUGHTY	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA S WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
SARAH E DENNECHUK LEGUELAFF	SECRETARY	1.00	Officer Director	$0	$0	$0
MARIE J SULLIVAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SELMA MANDZO-PRELDZEC	DIRECTOR	1.00	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	$40,665	$15,990	$193,018	$24,675
2022	$34,915	$14,064	$168,343	$20,851
2021	$29,993	$13,938	$147,492	$16,055
2020	$13,984	$1,983	$131,437	$12,001
2019	$190,719	$176,219	$119,436	$14,500
2018	$76,842	$108,599	$104,935	$-31,757

WTS BOSTON CHARITABLE FUND INC