CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST (EIN 853810338) - 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

2020

Legal Domicile

Principal Officer

JONATHAN KLEIN

Phone

6173578548

Tax Period

2024-01-01 to 2024-12-31

CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $446K in total revenue in fiscal year 2024. Revenue surged 505% from the prior year, signaling strong growth momentum.

Mission

CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST (THE 'TRUST') WAS FORMED TO SUPPORT THE ACTIVITIES OF CASTLE SQUARE TENANTS ORGANIZATION, INC. (CSTO) AS WELL AS OTHER ORGANIZATION'S WHICH ENHANCE THE EDUCATIONAL AND CULTURAL EXPERIENCES, AFFORDABLE HOUSING OR ECONOMIC OPPORTUNITIES FOR LOW INCOME RESIDENTS OF THE SOUTH END AND CHINATOWN NEIGHBORHOODS OF BOSTON AND THE GREATER BOSTON AREA.

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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 $445,750

Investment Income $0

Other Revenue $0

TOTAL REVENUE $445,750

Expense Breakdown

Grants Paid $354,555

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $445,750

Other Expenses $91,195

TOTAL EXPENSES $445,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$445,750	$73,665	+5.1%
Expenses	$445,750	$73,665	+5.1%
Net Income	$0	$0	N/A

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
JONATHAN KLEIN	CHAIR	2.00	Officer Director	$0	$0	$0
ANN MOY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KATHRYN MCHUGH	TREASURER	2.00	Officer Director	$0	$0	$0
VINCENT O'DONNELL	CLERK	1.00	Officer Director	$0	$0	$0
TERRANCE WOOLFORK	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE HOLMES	DIRECTOR (UNTIL 10/2024)	1.00	Director	$0	$0	$0
CHU HUANG	DIRECTOR	1.00	Director	$0	$0	$0
VERNON MILLS	DIRECTOR (AS OF 10/2024)	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	$445,750	$445,750	$20,897,102	No data
2023	$73,665	$73,665	$19,381,203	No data
2022	$38,728	$38,628	$17,103,886	$100
2021	$53,346	$53,346	$20,830,426	No data

CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST