BOSTON MUNICIPAL RESEARCH BUREAU (EIN 222673755) - 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

1985

Legal Domicile

Principal Officer

MARTHA M WALZ

Phone

6172271900

Tax Period

2023-01-01 to 2023-12-31

BOSTON MUNICIPAL RESEARCH BUREAU, founded in 1985, is a small nonprofit in the Public & Societal Benefit sector that reported $644K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $752K exceeded revenue, resulting in a 17% operating deficit.

Mission

MONITOR AND PUBLISH ADMINISTRATIVE AND FINANCIAL ISSUES CONCERNING THE CITY OF BOSTON.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $769,933

Program Service Revenue $0

Investment Income $34,753

Other Revenue $-160,199

TOTAL REVENUE $644,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $585,185

Fundraising Expenses $67,457

Program Expenses $543,428

Other Expenses $166,330

TOTAL EXPENSES $751,515

Year-over-Year Comparison

	2023	2022	Change
Revenue	$644,487	$585,570	+0.1%
Expenses	$751,515	$733,060	+0.0%
Net Income	$-107,028	$-147,490	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD BALDINI	CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIE LEE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PASQUALE NUZZO	TREASURER	1.00	Officer Director	$0	$0	$0
ANITA S AGAJANIAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK J FLAHERTY	DIRECTOR	1.00	Director	$0	$0	$0
ZOYA PURI	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BELLOWS	DIRECTOR	1.00	Director	$0	$0	$0
KARA L BUCKLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNA ACCOMMANDO	DIRECTOR	1.00	Director	$0	$0	$0
DONALD J CHIOFARO	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA GREENBERG	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE S DICARA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN P DREW	DIRECTOR	1.00	Director	$0	$0	$0
RONALD M DRUKER	DIRECTOR	1.00	Director	$0	$0	$0
DANA GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
PIERCE J HALEY	DIRECTOR	1.00	Director	$0	$0	$0
MARK HANDLEY	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK J HASWELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN B HYNES III	DIRECTOR	1.00	Director	$0	$0	$0
MARTY JONES	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT JONES	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM F KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
ANNE SHAUGHNESSY	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW J KIEFER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SUTHERLAND	DIRECTOR	1.00	Director	$0	$0	$0
AMY LATIMER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK LEE	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH LEARY	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN SAVAGE	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY GUERRIERO	DIRECTOR	1.00	Director	$0	$0	$0
CATHY E MINEHAN	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS K MOISE	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD C MURAIDA	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY G MURNANE	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP CARVER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN A NUCCI	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS N O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
GREG CONTENTE	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH DUFFY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SWEENEY	DIRECTOR	1.00	Director	$0	$0	$0
CHAD REMIS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES TIERNEY	DIRECTOR	1.00	Director	$0	$0	$0
CHARLENE RIDEOUT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WOODALL	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY SHERMAN STAMLER	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA SMALL	DIRECTOR	1.00	Director	$0	$0	$0
KATHY SPIEGELMAN	DIRECTOR	1.00	Director	$0	$0	$0
WALTER J ST ONGE III	DIRECTOR	1.00	Director	$0	$0	$0
JESSE STANESA	DIRECTOR	1.00	Director	$0	$0	$0
JAMES J SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE BEATTIE	STAFF	20.00	Highest	$135,525	$0	$135,525
PAM KOCHER	FORMER PRESIDENT	40.00	Highest	$182,077	$0	$182,077

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	$644,487	$751,515	$1,545,884	$-107,028
2022	$585,570	$733,060	$1,368,728	$-147,490
2021	$901,435	$802,085	$1,906,928	$99,350
2020	$795,983	$792,767	$1,757,844	$3,216
2019	$828,827	$817,295	$1,431,177	$11,532
2018	$816,779	$1,011,398	$1,298,826	$-194,619

BOSTON MUNICIPAL RESEARCH BUREAU