ACLU FOUNDATION OF MASSACHUSETTS INC (EIN 473686152) - 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

2015

Legal Domicile

Principal Officer

CAROL ROSE

Phone

6174823170

Tax Period

2024-04-01 to 2025-03-31

ACLU FOUNDATION OF MASSACHUSETTS INC, founded in 2015, is a community nonprofit in the Civil Rights & Advocacy sector that reported $8.1M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 18% operating margin.

Mission

ACLU FOUNDATION OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LITIGATION.

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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 $6,655,410

Program Service Revenue $179,503

Investment Income $700,415

Other Revenue $525,454

TOTAL REVENUE $8,060,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,042,540

Fundraising Expenses $732,906

Program Expenses $5,134,611

Other Expenses $1,541,822

TOTAL EXPENSES $6,584,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,060,782	$5,380,516	+0.5%
Expenses	$6,584,362	$6,379,070	+0.0%
Net Income	$1,476,420	$-998,554	-2.5%

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

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

$795,367

Total Directors

Key Employees

$219,846

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
APRIL EVANS	CHAIR (AS OF 6/24)	1.00	Officer Director	$0	$0	$0
SUMA NAIR	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN KAY	DIRECTOR (AS OF 6/24)	0.50	Officer Director	$0	$0	$0
STEPHEN HALL	TREASURER	0.50	Officer Director	$0	$0	$0
MARTIN MURPHY	DIRECTOR (TO 6/24)	0.50	Director	$0	$0	$0
MARTIN FANTOZZI	CLERK	0.50	Officer Director	$0	$0	$0
MARIA MANNING	DIRECTOR	0.50	Director	$0	$0	$0
LAEL CHESTER	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN WHITEHEAD	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN PRUSSIA	DIRECTOR	0.50	Director	$0	$0	$0
HOLLY GUNNER	DIRECTOR (AS OF 6/24)	0.50	Director	$0	$0	$0
ELLEN FISHER	DIRECTOR	0.50	Director	$0	$0	$0
DAVID BOWMAN	DIRECTOR (AS OF 6/24)	0.50	Director	$0	$0	$0
CHARLOTTE STREAT	DIRECTOR	0.50	Director	$0	$0	$0
JOCELYN SARGENT	DIRECTOR	0.50	Director	$0	$0	$0
SHIRLEY LAI	DIRECTOR OF FINANCE	30.00	Officer	$169,795	$89,204	$315,597
CAROL ROSE	EXECUTIVE DIRECTOR	28.00	Officer	$233,581	$146,083	$479,770
JESSIE ROSSMAN	LEGAL DIRECTOR	33.00	Key Emp	$155,772	$32,169	$219,846
GAVRIEL WOLFE	LEGISLATIVE DIRECTOR	8.00	Highest	$30,607	$86,987	$244,025
LAURA ROTOLO	FIELD DIRECTOR	18.00	Highest	$86,301	$81,758	$238,669
WHITNEY TAYLOR	POLITICAL DIRECTOR	28.00	Highest	$123,131	$20,211	$196,112
BIANCA WARD	CHIEF DEVELOPMENT OFFICER	32.00	Highest	$142,221	$21,592	$199,368
KAFI HARRINGTON	CHIEF OPERATIONS AND TALENT OFFICER	30.00	Highest	$166,377	$30,720	$252,556

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	$8,060,782	$6,584,362	$32,511,599	$1,476,420
2024	$5,380,516	$6,379,070	$30,503,828	$-998,554
2023	$10,032,565	$5,844,798	$28,597,681	$4,187,767
2022	$5,947,455	$5,097,688	$25,972,208	$849,767
2021	$7,416,592	$5,157,927	$25,120,569	$2,258,665
2020	$6,679,350	$5,061,980	$18,953,551	$1,617,370
2019	$14,788,123	$5,132,484	$19,291,009	$9,655,639

ACLU FOUNDATION OF MASSACHUSETTS INC