Speare Memorial at Boulder Point Inc (EIN 263888977) - 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

2008

Legal Domicile

Principal Officer

Michelle McEwen

Phone

6035361120

Tax Period

2024-07-01 to 2025-06-30

Speare Memorial at Boulder Point Inc, founded in 2008, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $313K in total revenue in fiscal year 2024.

Mission

The Organization provides medical office space in Plymouth, New Hampshire.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $31,365

Other Revenue $-344,132

TOTAL REVENUE $-312,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-312,767	$-481,774	-0.4%
Expenses	N/A	N/A	N/A
Net Income	N/A	$-481,774	N/A

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

$697,956

Total Directors

$697,956

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle McEwen	President/CEO	1.00	Officer Director	$0	$64,510	$480,523
Joseph Caristi	CFO	1.00	Officer Director	$0	$34,255	$217,433
Walter Johnson	Treasurer	1.00	Officer Director	$0	$0	$0
Julie Bernier	Board Member	1.00	Director	$0	$0	$0
Ken Evans	Board Member	1.00	Director	$0	$0	$0
Margaret Turner	Board Member	1.00	Director	$0	$0	$0
Robert Maloney	Past Board Member	1.00	Director	$0	$0	$0
Thomas Myrick	Past Board Member	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
2025	$-312,767	No data	$12,916,401	No data
2024	$-481,774	No data	$13,455,143	No data
2023	$-35,675	No data	$11,797,686	No data
2022	$-12,878	No data	$6,707,046	No data
2021	$117,400	No data	$5,439,318	No data
2020	$54,914	No data	$5,824,189	No data
2019	$57,758	No data	$6,164,506	No data
2018	$38,810	No data	$6,450,790	No data

Speare Memorial at Boulder Point Inc