St Helenas Foundation of Boston Inc (EIN 823687486) - 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

2017

Legal Domicile

Phone

6177946233

Tax Period

2024-07-01 to 2025-06-30

St Helenas Foundation of Boston Inc, founded in 2017, is a small nonprofit that reported $119K in total revenue in fiscal year 2024. The organization ran a surplus of $92K, a strong 77% operating margin.

Mission

To provide assistance to the residents of St. Helenas House as well as to residents in need in the South End District of Boston and surrounding neighborhoods by funding social and health programs designed to meet their physical social and psychological needs.

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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 $119,207

Other Revenue $0

TOTAL REVENUE $119,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $27,019

TOTAL EXPENSES $27,019

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,207	$115,253	+0.0%
Expenses	$27,019	$25,759	+0.0%
Net Income	$92,188	$89,494	+0.0%

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

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
Reverend Kevin J OLeary	President and Director	1.25	Officer Director	$0	$0	$0
Charles P Petit	Treasurer and Director	1.25	Officer Director	$0	$0	$0
James E McCall	Director	0.50	Director	$0	$0	$0
Sandra B Harris	Director	0.50	Director	$0	$0	$0
John Gonsalves Jr	Director	0.50	Director	$0	$0	$0
Alex Stopkey	Director	0.50	Director	$0	$0	$0
Kevin Mihal	Secretary Clerk and Director	0.50	Officer Director	$0	$0	$0
Rose McCullough	Director	0.50	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	$119,207	$27,019	$2,044,558	$92,188
2024	No data	No data	No data	No data
2023	$48,742	$28,838	$1,867,804	$19,904
2022	$-16,006	$16,678	$1,842,972	$-32,684
2021	$18,145	$9,479	$1,880,333	$8,666

St Helenas Foundation of Boston Inc