MASSACHUSETTS BOARD OF BAR OVERSEERS HEALTH CARE REIMBURSEMENT ACCOUNT PLAN

EIN: 900961763 Mutual Benefit

BOSTON, MA

Total Revenue
$132,096
Total Expenses
$28,958
Total Assets
$3,514,103
Net Assets
$3,514,103
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
MA
Principal Officer
RODNEY DOWELL
Phone
6177288700
Tax Period
2025-01-01 to 2025-12-31

MASSACHUSETTS BOARD OF BAR OVERSEERS HEALTH CARE REIMBURSEMENT ACCOUNT PLAN, founded in 2013, is a small nonprofit in the Mutual Benefit sector that reported $132K in total revenue in fiscal year 2025. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $103K, a strong 78% operating margin.

Mission

TO PROVIDE PARTICIPANTS WITH REIMBURSEMENTS OF QUALIFIED HEALTH CARE EXPENSES THAT ARE EXCLUDABLE FROM THE PARTICIPANT'S GROSS INCOME.

Program Service Accomplishments

Program 1

TO PROVIDE PARTICIPANTS WITH REIMBURSEMENTS OF QUALIFIED HEALTH CARE EXPENSES THAT ARE EXCLUDABLE FROM THE PARTICIPANT'S GROSS INCOME.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $8,902
Program Service Revenue $0
Investment Income $123,194
Other Revenue $0
TOTAL REVENUE $132,096

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $28,958
TOTAL EXPENSES $28,958

Year-over-Year Comparison

2025 2024 Change
Revenue $132,096 $299,344 -0.6%
Expenses $28,958 $27,426 +0.1%
Net Income $103,138 $271,918 -0.6%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
12

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
2
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
R MICHAEL CASSIDY ESQ CHAIR 1.00
Officer Director
$0 $0 $0
RICHARD C VAN NOSTRAND ESQ ESQ VICE CHAIR 1.00
Officer Director
$0 $0 $0
RITA BALIAN ALLEN MS PCC TRUSTEE 1.00
Director
$0 $0 $0
JESSE M BOODOO TRUSTEE 1.00
Director
$0 $0 $0
ELISABETH O DA SILVA TRUSTEE 1.00
Director
$0 $0 $0
PHYLLIS FEDERICO TRUSTEE 1.00
Director
$0 $0 $0
ASHLEY E HAYES TRUSTEE 1.00
Director
$0 $0 $0
FRANK E HILL III TRUSTEE 1.00
Director
$0 $0 $0
WILLIAM KENNEDY TRUSTEE 1.00
Director
$0 $0 $0
DAVID B KRIEGER MD TRUSTEE 1.00
Director
$0 $0 $0
LYNNE SOUTTER TRUSTEE 1.00
Director
$0 $0 $0
AZIZAH P YASIN TRUSTEE 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
2025 $132,096 $28,958 $3,514,103 $103,138
2024 $299,344 $27,426 $3,191,017 $271,918
2023 $215,556 $24,466 $2,797,169 $191,090
2022 $191,269 $25,105 $2,406,089 $166,164
2021 $102,871 $26,949 $2,713,052 $75,922
2020 $97,715 $23,971 $2,522,636 $73,744
2019 $58,109 $22,062 $2,289,917 $36,047
2018 $121,426 $20,718 $1,935,732 $100,708
Explore More Nonprofits
→Top 100 Nonprofits in Massachusetts →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare MASSACHUSETTS BOARD OF BAR OVERSEERS HEALTH CARE REIMBURSEMENT ACCOUNT PLAN with other nonprofits in Massachusetts and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.