JOAN B BERKOWITZ SUPPORTING ORGANIZATION INC (EIN 331025137) - 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

2001

Legal Domicile

Principal Officer

ROSEMARY MATTUCK

Phone

6179352259

Tax Period

2024-08-01 to 2025-07-31

JOAN B BERKOWITZ SUPPORTING ORGANIZATION INC, founded in 2001, is a micro nonprofit in the Education sector that reported $72K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $98K exceeded revenue, resulting in a 36% operating deficit.

Mission

TO PERFORM THE FUNCTIONS OF, CARRY OUT THE PURPOSES OF AND UNDERTAKE ANY OTHER ACTIVITY TO SUPPORT THE CHARITABLE PURPOSES AND ACTIVITIES OF THE CHILDREN'S CENTER OF BROOKLINE AND GREATER BOSTON, INC. ALL ACTIVITIES SHALL BE FOR THE EXCLUSIVE BENEFIT OF THAT ORGANIZATION WHICH IS AN ORGANIZATION DESCRIBED UNDER SECTIONS 501(C)(3) AND 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE.

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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 $72,381

Other Revenue $0

TOTAL REVENUE $72,381

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,000

Other Expenses $23,150

TOTAL EXPENSES $98,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,381	$76,463	-0.1%
Expenses	$98,150	$75,396	+0.3%
Net Income	$-25,769	$1,067	-25.2%

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
ROHIT GUPTA	DIRECTOR	0.30	Director	$0	$0	$0
YUVAL GILBERT	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
ROSEMARY MATTUCK	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
LAURA WALSH	SECRETARY/DIRECTOR	0.10	Officer Director	$0	$0	$0
ILAN WAPINSKY	DIRECTOR	0.30	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	$72,381	$98,150	$2,377,075	$-25,769
2024	$76,463	$75,396	$2,268,028	$1,067
2023	$42,279	$74,803	$1,990,733	$-32,524
2022	$42,478	$83,346	$1,932,977	$-40,868
2021	$42,719	$60,075	$2,099,030	$-17,356
2020	$90,156	$75,123	$1,689,681	$15,033
2019	$151,638	$77,038	$1,660,386	$74,600
2018	$76,691	$71,173	$1,599,310	$5,518

JOAN B BERKOWITZ SUPPORTING ORGANIZATION INC