BOSTON SOCIETY WESLEY N GRAY TRUST

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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

2009

Legal Domicile

Principal Officer

KEVIN K BAXTER

Phone

6175234575

Tax Period

2023-01-01 to 2023-12-31

BOSTON SOCIETY WESLEY N GRAY TRUST, founded in 2009, is a micro nonprofit in the Religion sector that reported $18K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $17K left a modest 7% surplus.

Mission

TO FURTHER THE MISSION OF THE BOSTON SOCIETY OF THE NEW JERUSALEM, A CHURCH IN BOSTON THAT FOLLOWS THE SWEDENBORGIAN TRADITION OF TEACHING A LIFE OF LOVE, CHARITY AND SERVICE, AND OTHER MISSIONARY ACTIVITIES.

Program Service Accomplishments

Program 1

Expenses: $10,000

THE TRUST IS ALWAYS ACTIVELY PURSUING OPPORTUNITIES TO ADMINISTER THE INCOME FOR THE CHARITABLE PURPOSES SPECIFICALLY SET FORTH IN THE DECLARATION OF TRUST.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $17,975

Other Revenue $0

TOTAL REVENUE $17,975

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $6,723

TOTAL EXPENSES $16,723

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,975	$31,126	-0.4%
Expenses	$16,723	$5,638	+2.0%
Net Income	$1,252	$25,488	-1.0%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
KEVIN BAXTER	TRUSTEE	1.00	Director	$0	$0	$0
JANET FORBES	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW MCLAIN	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$17,975	$16,723	$721,963	$1,252
2022	$31,126	$5,638	$646,421	$25,488
2021	$34,649	$5,764	$790,915	$28,885
2020	$34,417	$4,696	$699,748	$29,721
2019	$52,736	$5,896	$596,895	$46,840
2018	$167,694	$8,676	$508,067	$159,018