Massachusetts Opportunity Alliance… - Form 990 Financial Data

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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

2024

Legal Domicile

Principal Officer

Catherine Kniker

Phone

7817862662

Tax Period

2024-01-01 to 2024-12-31

Massachusetts Opportunity Alliance Inc, founded in 2024, is a community nonprofit in the Community Improvement sector that reported $2.3M in total revenue in fiscal year 2024. The organization ran a surplus of $1.8M, a strong 77% operating margin.

Mission

Is to defend and strengthen the Massachusetts business climate, ensure long-term economic success and prosperity, promote social mobility, and enhance economic opportunities for all in the Commonwealth.

Program Service Accomplishments

Program 1

The Alliance has been principally involved in organizational activities. The Alliance plans to engage in the following activities which are intended to promote the Alliance's members common business interest of improving and promoting the Massachusetts business environment: Research and Analysis of Massachusetts Business Climate DataIssue Advocacy Supporting Massachusetts Business Climate Public Awareness and Educational Communications on Business Climate

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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 $2,255,000

Program Service Revenue $0

Investment Income $20,144

Other Revenue $0

TOTAL REVENUE $2,275,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $517,070

TOTAL EXPENSES $517,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,275,144	N/A	N/A
Expenses	$517,070	N/A	N/A
Net Income	$1,758,074	N/A	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

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
TC Lee	Chairman	1.00	Officer Director	$0	$0	$0
Catherine Kniker	Treasurer	1.00	Officer Director	$0	$0	$0
Kevin Martin	Secretary	1.00	Officer Director	$0	$0	$0
Brian Kavoogian	Director	1.00	Director	$0	$0	$0
Adam Portnoy	Director	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	$2,275,144	$517,070	$1,758,074	$1,758,074

Massachusetts Opportunity Alliance Inc