RSM BOSTON FOUNDATION INC (EIN 464101902) - 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

2013

Legal Domicile

Principal Officer

ANTHONY BOUCHER

Phone

6179129000

Tax Period

2023-01-01 to 2023-12-31

RSM BOSTON FOUNDATION INC, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $355K in total revenue in fiscal year 2023. The organization ran a surplus of $92K, a strong 26% operating margin.

Mission

THE RSM BOSTON FOUNDATION ("FOUNDATION") INSPIRES EMPLOYEES OF RSM US LLP TO BECOME INVOLVED IN GIVING BACK TO COMMUNITIES AND CAUSES THAT THEY CARE ABOUT; AND, IN SO DOING, TO SUPPORT ONE ANOTHER AND TO BUILD A STRONGER TEAM. THE FOUNDATION IS WHOLLY INDEPENDENT OF RSM US LLP AND IS RUN ENTIRELY BY THE VOLUNTEER EFFORTS OF BOSTON OFFICE EMPLOYEES AND FORMER EMPLOYEES STILL DEVOTED TO THE MISSION WHO SERVE AS DIRECTORS, OFFICERS AND MEMBERS OF COMMITTEES THAT ADDRESS THE MISSION NEEDS OF THE ORGANIZATION.

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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 $354,971

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $354,971

Expense Breakdown

Grants Paid $206,975

Salaries & Benefits $0

Fundraising Expenses $22,159

Program Expenses $233,181

Other Expenses $56,014

TOTAL EXPENSES $262,989

Year-over-Year Comparison

	2023	2022	Change
Revenue	$354,971	$344,837	+0.0%
Expenses	$262,989	$332,769	-0.2%
Net Income	$91,982	$12,068	+6.6%

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

375

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
MADISON MCCABE	PRES./EXEC. DIRECTOR	15.00	Officer Director	$0	$0	$0
MOLLY GRIFFITHS	CLERK/SECRETARY	2.00	Officer Director	$0	$0	$0
ANTHONY BOUCHER	TREASURER	2.00	Officer Director	$0	$0	$0
BRAD ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE BERKELEY	DIRECTOR	3.00	Director	$0	$0	$0
NEIL BLICHER	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN BOYCE	DIRECTOR	1.00	Director	$0	$0	$0
GAIL FAVREAU	DIRECTOR (THRU MARCH 2023)	1.00	Director	$0	$0	$0
MICHAEL FORASTE	DIRECTOR	4.00	Director	$0	$0	$0
ROB FRATTASIO	DIRECTOR (THRU MARCH 2023)	1.00	Director	$0	$0	$0
JOHN GERACI	DIRECTOR	1.00	Director	$0	$0	$0
KARIN GILMARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JOE GOLDBERG	DIRECTOR	1.00	Director	$0	$0	$0
SARAH GOSCINAK	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER MACKENZIE	DIRECTOR	2.00	Director	$0	$0	$0
ALEX MONAHAN	DIRECTOR	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	$354,971	$262,989	$498,239	$91,982
2022	$344,837	$332,769	$399,257	$12,068
2021	$323,832	$327,638	$399,189	$-3,806
2020	$330,318	$267,404	$388,995	$62,914
2019	$697,017	$620,386	$555,640	$76,631
2018	$536,605	$490,550	$249,449	$46,055

RSM BOSTON FOUNDATION INC