MASSACHUSETTSMOSES HEALTH AND WELFARE FUND (EIN 222610041) - 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

1984

Legal Domicile

Principal Officer

JESSICA LEGER

Phone

6173672727

Tax Period

2023-01-01 to 2023-12-31

MASSACHUSETTSMOSES HEALTH AND WELFARE FUND, founded in 1984, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $4.1M left a modest 4% surplus.

Mission

PROVIDE MEDICAL AND HEALTH CARE BENEFITS

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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 $4,153,827

Investment Income $88,804

Other Revenue $0

TOTAL REVENUE $4,242,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $190,165

TOTAL EXPENSES $4,055,422

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,242,631	$3,628,215	+0.2%
Expenses	$4,055,422	$3,348,674	+0.2%
Net Income	$187,209	$279,541	-0.3%

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
MATTHEW HALE	Chairman	1.00	Officer Director	$0	$0	$0
CHRIS GROLL	Trustee	1.00	Director	$0	$0	$0
PATRICK ATWELL	Trustee	1.00	Director	$0	$0	$0
MICHAEL GALVIN	Co-Chair	1.00	Officer Director	$0	$0	$0
ALLEN BONDESON	Trustee	1.00	Director	$0	$0	$0
STEVE PERRY	Trustee	1.00	Director	$0	$0	$0
JESSICA LEGER	Co-Chair	1.00	Officer Director	$0	$0	$0
PAULA DAVISON	Trustee	1.00	Director	$0	$0	$0
MICHAEL STRANGIE	Trustee	1.00	Director	$0	$0	$0
MARTIN ROACH	Trustee	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	$4,242,631	$4,055,422	$4,616,147	$187,209
2022	$3,628,215	$3,348,674	$4,428,938	$279,541
2021	$3,594,051	$3,080,561	$4,154,771	$513,490
2020	$3,526,206	$3,527,882	$3,621,884	$-1,676
2019	$3,720,651	$3,592,324	$3,623,560	$128,327
2018	$3,421,760	$3,323,556	$3,495,233	$98,204

MASSACHUSETTSMOSES HEALTH AND WELFARE FUND