Bunker Hill Associates

Nonprofit profile at a glance

EIN
043069463
IRS 990 coverage
2025–2025
Forms available
Form 990 2025, Form 990-EZ 2024
Location
Charlestown, MA, USA
Phone
6172425493
Rating
43
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$269,341
Expenses
$229,877
Assets
$155,009
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

42 people listed

Executive titles in this filing

  • John Caldwell (Vice President)
  • Nolan Carrier (President)
  • John Driscoll (President)

People named in this filing

  • Ronan FitzPatrick (Treasurer)
  • Maureen Collier (Associate)
  • James Lister (Associate)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To award academic and community grants

What it reported doing in 2025

Old Charlestown School Boys ($100), Sal Didomenico ($550), Charlestown Boys and Girls Club ($100), Michael P Quinn Scholarship ($200), Bunker Hill Knights of Columbus ($1000), Miscellaneous ($150), Gorman Scholarship ($600), Special Townies ($400), Lilly Meyers ($2500), Brendan Jaena ($2500), Bunker Hill Knights of Columbus ($1600), American Legion ($400), Townie Cup ($500), Bunker Hill Pipes and Drums ($1000), American Legion ($500), Old Charlestown School Girls ($1500), Go MGH ($250), Charlestown Halloween ($200), Malden Catholic ($2000), Arlington Catholic ($2000), Boys and Girls Club ($4000), Saint Francis de Sales($5000), YMCA ($1785), Harvard Kent ($2000), Friends of Harvard Mall ($500), Charlestown Lacrosse ($1500), Charlestown Soccer ($2000), Town Boxing Club ($3800)

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 22
  • Transparency & Controls: 90
  • Accountability: 6
  • Sustainability: 56
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 22.5%; rating input score 22
  • Program expense ratio: 26.4%; rating input score 26
  • Fundraising efficiency: $0.94 raised per $1 spent on fundraising; rating input score 6; 6th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 8th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 14.7%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 0.67; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 24.7% per year; rating input score 100; 90th percentile among comparable filings
  • Asset growth: 15.1% per year; rating input score 100; 75th percentile among comparable filings

Details

  • Where the money goes: 22.5% of revenue deployed · 26.4% of spending went to programs
  • Governance: 0 of 42 board members independent · 1 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $61K in reported program spending
  • Leadership: top reported pay $0 · 42 people listed
  • Consistency: 42 of 42 current checks pass
  • Schedules: 3 filed schedules
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 22/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 26/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 6/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.