THE BOSTON WINTER BALL CORPORATION (EIN 274099031) - 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

2011

Legal Domicile

Principal Officer

MICHAEL KAPOS

Phone

6178558789

Tax Period

2018-01-01 to 2018-12-31

THE BOSTON WINTER BALL CORPORATION, founded in 2011, is a small nonprofit that reported $470K in total revenue in fiscal year 2018. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $455K left a modest 3% surplus.

Mission

THE BOSTON WINTER BALL IS A 501(C)(3) TAX-EXEMPT ORGANIZATION DEDICATED TO ENGAGING THE YOUNG LEADERS OF BOSTON BY BRINGING THEM TOGETHER IN SUPPORT OF GREAT CAUSES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $577,572

Program Service Revenue $0

Investment Income $3,530

Other Revenue $-110,721

TOTAL REVENUE $470,381

Expense Breakdown

Grants Paid $400,000

Salaries & Benefits $0

Fundraising Expenses $10,806

Program Expenses $407,567

Other Expenses $54,817

TOTAL EXPENSES $454,817

Year-over-Year Comparison

	2018	2017	Change
Revenue	$470,381	$793,023	-0.4%
Expenses	$454,817	$658,868	-0.3%
Net Income	$15,564	$134,155	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL KAPOS	PRESIDENT/DIRECTOR	8.00	Officer Director	$0	$0	$0
MICHAEL HUFFSTETLER	TREASURER/DIRECTOR	8.00	Officer Director	$0	$0	$0
ALEX BAIN	CLERK/DIRECTOR	2.00	Officer Director	$0	$0	$0
ADAM REASONER	DIRECTOR	2.00	Director	$0	$0	$0
ALLEN POTTS	DIRECTOR	2.00	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
2018	$470,381	$454,817	$69,266	$15,564

THE BOSTON WINTER BALL CORPORATION