WOMEN'S TRANSPORTATION SEMINAR GREATER BOSTON CHAPTER (EIN 521269968) - 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

1981

Legal Domicile

Principal Officer

SARAH BERGMAN

Phone

6174946352

Tax Period

2024-01-01 to 2024-12-31

WOMEN'S TRANSPORTATION SEMINAR GREATER BOSTON CHAPTER, founded in 1981, is a small nonprofit in the Community Improvement sector that reported $241K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $224K left a modest 7% surplus.

Mission

THE EXCLUSIVE PURPOSE OF THE CORPORATION IS TO PROMOTE THE EDUCATION OF PROFESSIONALS EMPLOYED IN THE TRAFFIC AND TRANSPORTATION INDUSTRY.

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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 $10,581

Program Service Revenue $114,525

Investment Income $5,959

Other Revenue $109,729

TOTAL REVENUE $240,794

Expense Breakdown

Grants Paid $15,225

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $208,445

TOTAL EXPENSES $223,670

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,794	$217,715	+0.1%
Expenses	$223,670	$188,883	+0.2%
Net Income	$17,124	$28,832	-0.4%

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
ALYSSA REZENDES PECK	TREASURER	6.00	Officer Director	$0	$0	$0
JACKIE CARVER	DIRECTOR	4.00	Director	$0	$0	$0
KATIE KALUGIN	SECRETARY	6.00	Officer Director	$0	$0	$0
GINA SOLMAN	PAST PRESIDENT	4.00	Director	$0	$0	$0
SELMA MANDZO-PRELDZIC	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
ALI MATTSON	DIRECTOR	4.00	Director	$0	$0	$0
KARI RICHARDS	DIRECTOR	4.00	Director	$0	$0	$0
SARAH D BERGMAN	PRESIDENT	12.00	Officer Director	$0	$0	$0
MARCIA KELLY	DIRECTOR	4.00	Director	$0	$0	$0
ALLISON SWEENEY	DIRECTOR	4.00	Director	$0	$0	$0
LAURA CANHAM	DIRECTOR	4.00	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	$240,794	$223,670	$577,105	$17,124
2023	$217,715	$188,883	$538,524	$28,832
2022	$178,000	$147,702	$483,061	$30,298
2021	$86,881	$62,926	$482,738	$23,955
2020	$154,593	$79,055	$471,515	$75,538

WOMEN'S TRANSPORTATION SEMINAR GREATER BOSTON CHAPTER