UNITED FUND OF NEW BOSTON

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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

1969

Legal Domicile

Principal Officer

CAROLE EHLER

Tax Period

2019-01-01 to 2019-12-31

UNITED FUND OF NEW BOSTON, founded in 1969, is a micro nonprofit that reported $11K in total revenue in fiscal year 2019. Net assets of $36K represent 41 months of operating reserves.

Mission

To accept donations and distribute funds to local non-profits that promote the welfare of the citizens of New Boston.

Program Service Accomplishments

Program 1

Expenses: $10,961

To provide funding for non-profits that promote the welfare of citizens of New Boston

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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 (2019)

Revenue Breakdown

Contributions & Grants $7,675

Program Service Revenue $0

Investment Income $51

Other Revenue $2,809

TOTAL REVENUE $10,535

Expense Breakdown

Grants Paid $10,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,961

Other Expenses $461

TOTAL EXPENSES $10,961

Year-over-Year Comparison

	2019	2018	Change
Revenue	$10,535	$10,486	+0.0%
Expenses	$10,961	$11,728	-0.1%
Net Income	$-426	$-1,242	-0.7%

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
CAROLE EHLER	PRESIDENT	N/A	Officer Director	$0	$0	$0
KELLEY BRANSON	VP	N/A	Officer Director	$0	$0	$0
SYLVIA WILLIAMS	SECRETARY	N/A	Officer Director	$0	$0	$0
DEANA STILES	TREASURER	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
2019	$10,535	$10,961	$35,758	$-426
2018	$10,049	$10,845	$35,388	$-796