Civic Intelligence

Metrowest Legal Services Inc

EIN 04-3177488 • 501(c)3 • Framingham, MA

View Organization Page

Profile

Metrowest legal services (mwls) provides free legal advocacy in civil cases to protect and advance the rights of the poor, elderly, disabled, homeless and other disenfranchised people in our service area so they may obtain legal, social and economic justice. Mwls assists client eligible persons in securing access to basic needs and in challenging institutional barriers in order to achieve justice.

1671 Worcester Road 203Framingham, MA 01701

www.mwlegal.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.10x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.11x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$6,670,214

Up $1,200,016 (+22%) from 2024

Liabilities

Down

$637,601

Down $96,975 (-13%) from 2024

Net Assets

Up

$6,032,613

Up $1,296,991 (+27%) from 2024

Operations
Liabilities / Revenue41st percentileNet Margin72nd percentile

Revenue

Up

$5,958,016

Up $815,277 (+16%) from 2024

Expenses

Up

$4,861,374

Up $595,086 (+14%) from 2024

Net Income

Up

$1,096,642

Up $220,191 (+25%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,435,267Liabilities 2011: $95,595Net Assets 2011: $1,339,6722011Assets 2012: $1,233,678Liabilities 2012: $94,545Net Assets 2012: $1,139,1332012Assets 2013: $1,255,571Liabilities 2013: $93,634Net Assets 2013: $1,161,9372013Assets 2014: $1,331,218Liabilities 2014: $99,764Net Assets 2014: $1,231,4542014Assets 2015: $1,449,775Liabilities 2015: $138,677Net Assets 2015: $1,311,0982015Assets 2016: $1,491,106Liabilities 2016: $99,712Net Assets 2016: $1,391,3942016Assets 2017: $1,800,708Liabilities 2017: $115,841Net Assets 2017: $1,684,8672017Assets 2018: $2,340,462Liabilities 2018: $205,113Net Assets 2018: $2,135,3492018Assets 2019: $2,329,743Liabilities 2019: $139,531Net Assets 2019: $2,190,2122019Assets 2020: $3,106,879Liabilities 2020: $715,670Net Assets 2020: $2,391,2092020Assets 2021: $3,699,605Liabilities 2021: $462,761Net Assets 2021: $3,236,8442021Assets 2022: $3,717,973Liabilities 2022: $433,554Net Assets 2022: $3,284,4192022Assets 2023: $4,595,431Liabilities 2023: $740,868Net Assets 2023: $3,854,5632023Assets 2024: $5,470,198Liabilities 2024: $734,576Net Assets 2024: $4,735,6222024Assets 2025: $6,670,214Liabilities 2025: $637,601Net Assets 2025: $6,032,6132025

Highlighted filing

2025

Assets$6,670,214
Liabilities$637,601
Net Assets$6,032,613
Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,542,4082011Revenue 2012: $1,276,573Expenses 2012: $1,477,112Net Income 2012: -$200,5392012Revenue 2013: $1,391,584Expenses 2013: $1,368,780Net Income 2013: $22,8042013Revenue 2014: $1,467,111Expenses 2014: $1,397,594Net Income 2014: $69,5172014Revenue 2015: $1,590,300Expenses 2015: $1,510,656Net Income 2015: $79,6442015Revenue 2016: $1,622,044Expenses 2016: $1,541,748Net Income 2016: $80,2962016Revenue 2017: $2,008,223Expenses 2017: $1,714,750Net Income 2017: $293,4732017Revenue 2018: $2,492,767Expenses 2018: $2,042,285Net Income 2018: $450,4822018Revenue 2019: $2,133,193Expenses 2019: $2,086,711Net Income 2019: $46,4822019Revenue 2020: $2,498,974Expenses 2020: $2,291,668Net Income 2020: $207,3062020Revenue 2021: $3,530,825Expenses 2021: $2,773,025Net Income 2021: $757,8002021Revenue 2022: $3,482,434Expenses 2022: $3,298,025Net Income 2022: $184,4092022Revenue 2023: $4,281,881Expenses 2023: $3,767,914Net Income 2023: $513,9672023Revenue 2024: $5,142,739Expenses 2024: $4,266,288Net Income 2024: $876,4512024Revenue 2025: $5,958,016Expenses 2025: $4,861,374Net Income 2025: $1,096,6422025

Highlighted filing

2025

Revenue$5,958,016
Expenses$4,861,374
Net Income$1,096,642
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,670,214
Liabilities
$637,601
Net assets
$6,032,613
Revenue
$5,958,016
Expenses
$4,861,374
Net income
$1,096,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.67$0.64$6.03$5.96$4.86$1.10
2024Detailed filing. Detailed filing data is available for this year.$5.47$0.73$4.74$5.14$4.27$0.88
2023Detailed filing. Detailed filing data is available for this year.$4.60$0.74$3.85$4.28$3.77$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.43$3.28$3.48$3.30$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.46$3.24$3.53$2.77$0.76
2020Detailed filing. Detailed filing data is available for this year.$3.11$0.72$2.39$2.50$2.29$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.14$2.19$2.13$2.09$0.05
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.34$0.21$2.14$2.49$2.04$0.45
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.80$0.12$1.68$2.01$1.71$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.10$1.39$1.62$1.54$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.14$1.31$1.59$1.51$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.10$1.23$1.47$1.40$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.09$1.16$1.39$1.37$0.02
2012Summary only. Only limited summary data is available for this year.$1.23$0.09$1.14$1.28$1.48$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.10$1.34$1.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$7,266,219
Mission and Program Overview

Mission

Metrowest legal services (mwls) provides free legal advocacy in civil cases to protect and advance the rights of the poor, elderly, disabled, homeless and other disenfranchised people in our service area so they may obtain legal, social and economic justice. Mwls assists client eligible persons in securing access to basic needs and in challenging institutional barriers in order to achieve justice.

Metrowest legal services (mwls) provides free legal services to eligible individuals and families in our catchment area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,593,082$3,806,147▲ $213,065
Savings and Temporary Cash Investments$1,012,884$1,580,465▲ $567,581
Accounts Receivable$618,224$1,091,958▲ $473,734
Prepaid Expenses and Deferred Charges$50,412$14,388▼ $36,024
Cash and Non-Interest-Bearing Accounts$50--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$5,470,198$6,670,214▲ $1,200,016
Other Assets Total$195,546$177,256▼ $18,290
Liabilities
Accounts Payable and Accrued Expenses$545,685$497,362▼ $48,323
Other Liabilities$137,546$94,241▼ $43,305
Escrow Account Liability$51,345$45,998▼ $5,347
Total Liabilities$734,576$637,601▼ $96,975
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,156,836$4,972,011▲ $815,175
Net Assets With Donor Restrictions$578,786$1,060,602▲ $481,816
Total Net Assets Fund Balance$4,735,622$6,032,613▲ $1,296,991
Total Liabilities and Net Assets / Fund Balance$5,470,198$6,670,214▲ $1,200,016

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$160,941$160,941
Other Land Buildings$0$30,153$30,153
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth Soule EsqExecutive DirectorFT$159,965$17,503$177,468
Stephen MatthewsAdvocacy DirectorFT$136,749$17,723$154,472
Jennifer OllingtonDeputy DirectorFT$116,832$33,589$150,421
Veranira OcheaSupervising AttorneyFT$114,992$34,989$149,981
Mary KielyCFOFT$117,030$26,526$143,556
Daniel DaleySenior Staff AttorneyFT$103,546$34,880$138,426
Cheryl PalmieriDirector of ProbonoFT$117,380$15,724$133,104

Board Members and Trustees

NameTitle
Stephen Richmond EsqPresident
Deepika Bhayana EsqVice-president
Adam Slutsky EsqDirector
Colleen Cunnally EsqDirector
Darcy HamiltonDirector
Gheed MurtadiDirector
Jeanine GraychukDirector
Jennifer RahallDirector
Josiane TrizotiDirector
Katherine Garrahan EsqDirector
Marcus Hughes EsqDirector
Paula Nedder EsqDirector
Damien Powell EsqClerk
Carolyn Flammey CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,789,799
Program Service Revenue
$15,083
Investment Income
$138,553
Other Revenue
$14,581
All Other Contributions
$4,470,256
Change in Net Assets
$1,096,642

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,936,090
Revenue Not Reported on Financial Statements
$21,926
Revenue Not Reported on Form 990
$693,791
Total Revenue per Audited Statements
$6,629,881
Total Revenue per Form 990
$5,958,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,934,257
Other Expenses$927,117
Total Fundraising Expense$206,558
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,499,536$29,393$76,693$2,605,622
Other Employee Benefits$656,900$127$25,581$682,608
Fees for Services Other$447,045$27,280$8,290$482,615
Current Officers, Directors, Trustees, and Key Employees$84,898$211,723$48,963$345,584
Payroll Taxes$196,763$16,490$9,537$222,790
Occupancy$106,707$9,671$8,808$125,186
Pension Plan Contributions$61,509$8,212$7,932$77,653
Fees for Services Accounting-$50,700-$50,700
All Other Expenses$38,063$1,304$752$40,119
Office Expenses$29,463$698$1,971$32,132
Insurance$19,844$1,520$1,331$22,695
Travel$21,428$298$744$22,470
Fees for Service Investment Mgmnt Fees-$21,926-$21,926
Other Expenses$18,537$530$13,024$19,067
Fees for Services Lobbying-$1,841-$1,841
Total Functional Expenses$4,261,129$393,687$206,558$4,861,374

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,332,890
Total Expenses per Form 990$4,861,374
Expenses per Audited Statements$4,839,448
Expenses Not Reported on Form 990$493,442
Expenses Not Reported on Financial Statements$21,926
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,203
Fundraising Direct Expenses$28,622
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Together for Jazz$35,835$30,835$1,725$29,110
Golf Tournament$43,976$12,368$25$12,343
Total Events$79,811$43,203$28,622$14,581
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liabilities$61,178
Operating Lease Liabilities$33,063
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is circulated to the board of directors prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“The board of directors are required to review the conflict of interest policy annually. All board members are also required to submit an annual disclosure statement of conflicts.”

Form 990, Part VI, Section B, Line 15A

“The board of directors determine the salary of the executive director by using a comparability study to organizations similar in size.”

Form 990, Part VI, Section C, Line 19

“Mwls makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Metrowest Legal Services Inc
EIN
04-3177488
Phone
5086201830
Address
1671 WORCESTER ROAD 203, FRAMINGHAM, MA 01701

Signing Officer

Name
Elizabeth Soule
Title
Executive Director
Phone
5086201830
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Soule
Formed
1976
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
40
Volunteers
93

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Caitlin Limoges CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Mwls maintains and administers client funds relative to cases that are currently in litigation. The amounts are paid out as directed by the clients.”

PART X, LINE 2:

“Mwls accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statement regarding a tax position taken or expected to be taken in a tax return. Mwls has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at june 30, 2025. Mwls's information returns are subject to examination by federal and state jurisdictions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses 28,622.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses 28,622.”

Raw XML AppendixShowing 400 of 682 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt01091958
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0METROWEST LEGAL SERVICES (MWLS) PROVIDES FREE LEGAL SERVICES TO ELIGIBLE INDIVIDUALS AND FAMILIES IN OUR CATCHMENT AREA.
IRS990/AddressChangeInd0X
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELIZABETH SOULE
IRS990/BooksInCareOfDetail/PhoneNum05086201830
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01671 WORCESTER ROAD 203
IRS990/BooksInCareOfDetail/USAddress/CityNm0FRAMINGHAM
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IRS990/Desc0MWLS HANDLED 3,949 CASES DURING FY25, AN INCREASE OF 18% OVER FY24. OF THOSE HANDLED, THE TYPES OF CASES HANDLED WERE CONSISTENT WITH THE RESULTS OF THE 2023 NEEDS ASSESSMENT. CASES HANDLED INCLUDED HOUSING AND IMMIGRATION - 31% EACH, FAMILY - 16%, DOCUMENT DRAFTING FOR SENIORS - 10%, GOVERNMENT BENEFITS AND HEALTH CARE ACCESS - 6%, CONSUMER - 4%, AND EDUCATION - 2%. MWLS ADVOCACY RESULTED IN SIGNIFICANT ECONOMIC BENEFITS FOR CLIENTS DURING THE YEAR INCLUDING $6,795,587 IN DIRECT DOLLAR BENEFITS TO CLIENTS AND $4,108,684 IN DIRECT DOLLAR SAVINGS TO CLIENTS. MWLS CONTINUED TO RECRUIT AND TRAIN PRIVATE ATTORNEYS PARTICIPATING IN THE PRIVATE BAR INVOLVEMENT PROGRAM. MWLS CONTINUED ITS LAWYER FOR THE DAY IN MARLBOROUGH AND STARTED A NEW LAWYER FOR THE DAY IN THE NORFOLK PROBATE AND FAMILY COURT IN CANTON IN THE SPRING OF 2025. THE SENIOR CITIZEN LEGAL PROJECT HELD 108 ELDER LEGAL CLINICS AT 10 LOCAL SENIOR CENTERS THAT PROVIDED LEGAL ADVICE TO 474 SENIORS. THE IMMIGRATION UNIT HELD BI-MONTHLY CLINICS AT VOICES AGAINST VIOLENCE WHERE IMMIGRANT SURVIVORS WERE SCREENED FOR POSSIBLE IMMIGRATION RELIEF AVAILABLE TO THEM. MWLS CONDUCTED EXTENSIVE OUTREACH ACROSS SUBSTANTIVE UNITS AND AS AN ORGANIZATION. OUTREACH TOOK MULTIPLE FORMS INCLUDING PARTICIPATING IN MANY LOCAL AND REGIONAL EVENTS AND ACTIVITIES SUCH AS HEALTH FAIRS, SENIOR FAIRS, TABLING EVENTS THAT ARE HELD BY CITIES/TOWNS, SCHOOL EVENTS, AND EVENTS HELD BY OTHER COMMUNITY PARTNERS AS WELL AS COMMUNITY LEGAL EDUCATION.MWLS ALSO PROVIDED 21 TRAINING EVENTS, BENEFITING 855 ATTENDEES.MWLS STAFF ALSO PARTICIPATED IN COALITIONS, COMMITTEES, AND ROUNDTABLES WHICH PROVIDE AN OPPORTUNITY TO MAKE OTHER COMMUNITY PARTNERS AWARE OF THE SERVICES PROVIDED AND HOW TO ACCESS THEM.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADVOCACY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DEPUTY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF PROBONO
IRS990/Form990PartVIISectionAGrp/TitleTxt19SUPERVISING ATTORNEY
IRS990/Form990PartVIISectionAGrp/TitleTxt20SENIOR STAFF ATTORNEY
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IRS990/MissionDesc0METROWEST LEGAL SERVICES (MWLS) PROVIDES FREE LEGAL SERVICES IN CIVIL CASES TO PROTECT AND ADVANCE THE RIGHTS OF LOW-INCOME, ELDERLY, DISABLED AND OTHER DISENFRANCHISED PEOPLE IN THE 45 COMMUNITIES IT SERVES, WITH THE GOAL OF HELPING CLIENTS OBTAIN LEGAL, SOCIAL AND ECONOMIC JUSTICE.
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