H MEREDITH BERRY TRUST 1972

EIN: 237305188 501(c)(3)

NEW YORK, NY

Total Revenue
$2,410
Total Expenses
$3,135
Total Assets
$627,089
Net Assets
$627,089
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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
1972
Legal Domicile
MA
Principal Officer
W ADAM WICHERN
Phone
5085860059
Tax Period
2024-01-01 to 2024-12-31

H MEREDITH BERRY TRUST 1972, founded in 1972, is a micro nonprofit that reported $2K in total revenue in fiscal year 2024. Expenses of $3K exceeded revenue, resulting in a 30% operating deficit.

Mission

SUPPORT OF THE BERWICK BOYS FOUNDATION, INC.

Program Service Accomplishments

Program 1
Expenses: $3,135 Revenue: $0

IN ACCORDANCE WITH THE PROVISIONS OF THE TRUST, THE ENTIRE NET INCOME IS DISTRIBUTED TO THE BERWICK BOYS FOUNDATION. THERE ARE NO OTHER ACTIVITIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $10
Other Revenue $2,400
TOTAL REVENUE $2,410

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,135
Other Expenses $3,135
TOTAL EXPENSES $3,135

Year-over-Year Comparison

2024 2023 Change
Revenue $2,410 $2,419 0.0%
Expenses $3,135 $3,172 0.0%
Net Income $-725 $-753 0.0%
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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Governance

Voting Members
2
Independent Members
2
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
W ADAM WICHERN III TRUSTEE 0.00
Director
$0 $0 $0
GEORGE C HOFFMAN MD TRUSTEE 0.00
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 $2,410 $3,135 $627,089 $-725
2023 $2,419 $3,172 $627,814 $-753
2021 $2,400 $4,314 $632,970 $-1,914
2020 $2,501 $4,491 $634,884 $-1,990
2019 $3,610 $4,379 $636,874 $-769
2018 $8,811 $12,679 $631,323 $-3,868
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