Lucy Stone Community Cooperative Inc

Nonprofit profile at a glance

EIN
364680475
IRS 990-EZ coverage
2014–2025
Forms available
Form 990 2021, Form 990-EZ 2025, Form 990-N 2011
Location
Roxbury, MA, USA
Phone
6179496125
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Housing Development, Construction, Management

Reported finances

Revenue
$73,017
Expenses
$76,211
Assets
$466,907
Liabilities
$388,845

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

Leadership & pay

4 people listed

Executive titles in this filing

  • JENNIFER HORAN (PRESIDENT)

People named in this filing

  • JENNIFER HORAN (PRESIDENT)
  • ISAAC WANG (TREASURER)
  • KALISKA ROSS (SECRETARY)

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

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

Overview

Mission

The lucy stone community cooperative is an intentional community living the values and tradition of unitarian universalism through cooperative home ownership. We seek to grow a diverse community centered in justice. Through shared resources and faithful action, we align our daily lives with our core values of sustainability, spiritual practice, and social change.

What it reported doing in 2025

Lucy stone community cooperative provided affordable cooperative housing to eligible residents.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.7%; rating input score 95
  • Program expense ratio: 90.7%; rating input score 91

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -4.4%; rating input score 35; 35th percentile among comparable filings
  • Total-asset coverage ratio: 6.13; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0.83; rating input score 5; 5th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 1.2% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: -8.8% per year; rating input score 0; 26th percentile among comparable filings
  • Asset growth: -8.4% per year; rating input score 0; 19th percentile among comparable filings

Details

  • Where the money goes: 94.7% of revenue deployed · 90.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $69K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2014 to 2025
  • 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 — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 35/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 5/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.