Civic Intelligence

Friends of Grafton Inc

EIN 04-3214054 • 501(c)3 • Grafton, MA

Profile

To provide aid for the grafton families and individuals

PO Box 324Grafton, MA 01519

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-18%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$147,094

Down $31,993 (-18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$147,094

Down $31,993 (-18%) from 2023

Revenue

Up

$202,084

Up $18,546 (+10%) from 2023

Expenses

Up

$237,924

Up $4,508 (+1.9%) from 2023

Net Income

Up

-$35,840

Up $14,038 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $86,402Liabilities 2013: $02013Assets 2014: $82,753Liabilities 2014: $0Net Assets 2014: $82,7532014Assets 2015: $96,272Liabilities 2015: $0Net Assets 2015: $96,2722015Assets 2016: $114,402Liabilities 2016: $0Net Assets 2016: $114,4022016Assets 2017: $122,328Liabilities 2017: $0Net Assets 2017: $122,3282017Assets 2018: $136,220Liabilities 2018: $0Net Assets 2018: $136,2202018Assets 2019: $130,843Liabilities 2019: $0Net Assets 2019: $130,8432019Assets 2020: $235,408Liabilities 2020: $0Net Assets 2020: $235,4082020Assets 2021: $181,299Liabilities 2021: $0Net Assets 2021: $181,2992021Assets 2022: $224,841Liabilities 2022: $0Net Assets 2022: $224,8412022Assets 2023: $179,087Liabilities 2023: $0Net Assets 2023: $179,0872023Assets 2024: $147,094Liabilities 2024: $0Net Assets 2024: $147,0942024

Highlighted filing

2024

Assets$147,094
Liabilities$0
Net Assets$147,094

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $62,676Expenses 2013: $41,575Net Income 2013: $21,1012013Revenue 2014: $55,204Expenses 2014: $59,880Net Income 2014: -$4,6762014Revenue 2015: $56,791Expenses 2015: $41,290Net Income 2015: $15,5012015Revenue 2016: $80,898Expenses 2016: $62,576Net Income 2016: $18,3222016Revenue 2017: $54,203Expenses 2017: $44,402Net Income 2017: $9,8012017Revenue 2018: $86,111Expenses 2018: $66,861Net Income 2018: $19,2502018Revenue 2019: $79,045Expenses 2019: $87,927Net Income 2019: -$8,8822019Revenue 2020: $236,446Expenses 2020: $134,729Net Income 2020: $101,7172020Revenue 2021: $180,865Expenses 2021: $233,445Net Income 2021: -$52,5802021Revenue 2022: $238,218Expenses 2022: $178,585Net Income 2022: $59,6332022Revenue 2023: $183,538Expenses 2023: $233,416Net Income 2023: -$49,8782023Revenue 2024: $202,084Expenses 2024: $237,924Net Income 2024: -$35,8402024

Highlighted filing

2024

Revenue$202,084
Expenses$237,924
Net Income-$35,840

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$259,376
Mission and Program Overview

Mission

To provide aid for the grafton families and individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$139,465$90,522▼ $48,943
Cash and Non-Interest-Bearing Accounts$30,423$48,399▲ $17,976
Land, Buildings, and Equipment, Net$2,240$1,600▼ $640
Savings and Temporary Cash Investments$319$323▲ $4
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$179,087$147,094▼ $31,993
Other Assets Total$6,640$6,250▼ $390
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$179,087$147,094▼ $31,993
Total Liabilities and Net Assets / Fund Balance$179,087$147,094▼ $31,993

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,600$2,954$4,554
Compensation and Service Providers

Board Members and Trustees

NameTitle
Krista KileyPresident
Lisa ArbogastVice President
ALLISON O'BRIENDirector
Jessica MeloDirector
Joan FoleyDirector
Joann BrennanDirector
Michael RoseenDirector
Paula QuartulliDirector
Rachel CostelloDirector
Roxanne KaminskiDirector
Dolores CharronSecretary
Owen CarrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$196,868
Program Service Revenue
$0
Investment Income
$5,216
Other Revenue
$0
All Other Contributions
$196,868
Change in Net Assets
$-35,840

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Food Inventory$85,006
Total Noncash Contributions$85,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,924
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$2,267-$2,267
Fees for Services Accounting-$2,250-$2,250
Other Expenses$219,973$691-$691
Depreciation Depletion$640--$640
All Other Expenses-$436-$436
Total Functional Expenses$220,613$17,311$0$237,924
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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 A, Line 2

There are two family relationships: dolores charron secretary is the niece of rachel costello, director paula quartulli, director is mother-in-law of michael rosen, director

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

The board of directors reviews the form 990

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

Responses to the conflict of interest questionnaire are monitored and action is taken if any responses merit concern.

Form 990, Part VI, Section C, Line 19

Governing documents are available via written request to organization.

Filing and Contact Details

Filer

Filer Name
Friends of Grafton Inc
EIN
04-3214054
Phone
5082774535
Address
PO BOX 324, GRAFTON, MA 01519

Signing Officer

Name
Owen Carr
Title
Treasurer
Phone
5082774535
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Owen Carr
Formed
1993
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Cerrone Graham & Shepherd Pc
Address
370 MAIN ST SUITE 750, WORCESTER, MA 01608
Preparer
Marie M Shepherd CPA
Phone
5087548512
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING 2.

Raw XML AppendixShowing 400 of 419 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.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025226
IRS990ScheduleA/InvestmentIncomeCYPct00.02410
IRS990ScheduleA/InvestmentIncomePYPct00.02590
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0100000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88030
IRS990ScheduleA/PublicSupportPY509Pct00.86570
IRS990ScheduleA/PublicSupportTotal509Amt0920576
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0169418
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0193124
IRS990ScheduleA/Total509Grp/TotalAmt0920576
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0238218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0175269
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01600
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02954
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04554
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01600
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/FoodInventoryGrp/NonCashCheckboxInd0X
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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE TWO FAMILY RELATIONSHIPS: DOLORES CHARRON SECRETARY IS THE NIECE OF RACHEL COSTELLO, DIRECTOR PAULA QUARTULLI, DIRECTOR IS MOTHER-IN-LAW OF MICHAEL ROSEN, DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RESPONSES TO THE CONFLICT OF INTEREST QUESTIONNAIRE ARE MONITORED AND ACTION IS TAKEN IF ANY RESPONSES MERIT CONCERN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE VIA WRITTEN REQUEST TO ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0220613
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt084 NORTH STREET
IRS990/USAddress/CityNm0GRAFTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001519
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0GRAFTONFOODBANK.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0OWEN CARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05082774535
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRIENDS OF GRAFTON INC
ReturnHeader/Filer/BusinessNameControlTxt0FRIE
ReturnHeader/Filer/EIN0043214054
ReturnHeader/Filer/PhoneNum05082774535

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