Civic Intelligence

Foundation for Metrowest Inc.

990 • Fiscal year 2020 • EIN 04-3266789

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 29, 2021

Organization ProfileWWW.FOUNDATIONFORMETROWEST.ORG

View Organization Page

3 Eliot StreetNatick, MA 01760

(508) 647-2260

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.04x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.16x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$155,701

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

47th percentile

5.8%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

85%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$27,665,015

Up $1,527,993 (+5.8%) from 2019

Net Assets

Up

$26,610,260

Up $1,505,938 (+6.0%) from 2019

Liabilities

Up

$1,054,755

Up $22,055 (+2.1%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin58th percentile

Revenue

Up

$6,710,428

Up $3,086,725 (+85%) from 2019

Expenses

Up

$6,250,533

Up $3,155,957 (+102%) from 2019

Net Income

Down

$459,895

Down $69,232 (-13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $9,262,674Liabilities 2010: $637,606Net Assets 2010: $8,625,0682010Assets 2011: $10,506,761Liabilities 2011: $578,335Net Assets 2011: $9,928,4262011Assets 2012: $11,909,244Liabilities 2012: $640,487Net Assets 2012: $11,268,7572012Assets 2013: $13,581,824Liabilities 2013: $685,913Net Assets 2013: $12,895,9112013Assets 2014: $14,921,327Liabilities 2014: $634,976Net Assets 2014: $14,286,3512014Assets 2015: $15,981,049Liabilities 2015: $675,306Net Assets 2015: $15,305,7432015Assets 2016: $18,155,328Liabilities 2016: $595,003Net Assets 2016: $17,560,3252016Assets 2017: $22,989,071Liabilities 2017: $965,267Net Assets 2017: $22,023,8042017Assets 2018: $22,699,842Liabilities 2018: $923,572Net Assets 2018: $21,776,2702018Assets 2019: $26,137,022Liabilities 2019: $1,032,700Net Assets 2019: $25,104,3222019Assets 2020: $27,665,015Liabilities 2020: $1,054,755Net Assets 2020: $26,610,2602020Assets 2021: $31,216,524Liabilities 2021: $1,198,522Net Assets 2021: $30,018,0022021Assets 2022: $26,238,503Liabilities 2022: $1,209,201Net Assets 2022: $25,029,3022022Assets 2023: $28,303,759Liabilities 2023: $1,650,576Net Assets 2023: $26,653,1832023Assets 2024: $32,913,172Liabilities 2024: $1,728,686Net Assets 2024: $31,184,4862024

Highlighted filing

2020

Assets$27,665,015
Liabilities$1,054,755
Net Assets$26,610,260
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $1,220,6722010Expenses 2011: $1,309,0202011Revenue 2012: $2,937,964Expenses 2012: $1,780,991Net Income 2012: $1,156,9732012Revenue 2013: $3,821,467Expenses 2013: $1,533,059Net Income 2013: $2,288,4082013Revenue 2014: $3,300,358Expenses 2014: $1,924,794Net Income 2014: $1,375,5642014Revenue 2015: $4,018,576Expenses 2015: $2,451,993Net Income 2015: $1,566,5832015Revenue 2016: $3,611,897Expenses 2016: $2,248,213Net Income 2016: $1,363,6842016Revenue 2017: $5,503,101Expenses 2017: $2,732,867Net Income 2017: $2,770,2342017Revenue 2018: $4,651,602Expenses 2018: $2,854,992Net Income 2018: $1,796,6102018Revenue 2019: $3,623,703Expenses 2019: $3,094,576Net Income 2019: $529,1272019Revenue 2020: $6,710,428Expenses 2020: $6,250,533Net Income 2020: $459,8952020Revenue 2021: $9,263,838Expenses 2021: $5,405,551Net Income 2021: $3,858,2872021Revenue 2022: $4,580,455Expenses 2022: $5,176,761Net Income 2022: -$596,3062022Revenue 2023: $4,705,239Expenses 2023: $6,164,602Net Income 2023: -$1,459,3632023Revenue 2024: $9,173,420Expenses 2024: $5,628,632Net Income 2024: $3,544,7882024

Highlighted filing

2020

Revenue$6,710,428
Expenses$6,250,533
Net Income$459,895
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 29, 2021
Return Version
2020v4.0
Gross Receipts
$15,595,534
Mission and Program Overview

Mission

The foundation for metrowest connects philanthropic opportunity with demonstrated need in metrowest. We promote philanthropy in the region, help donors maximize the impact of their local giving, serve as a resource for local non-profit organizations, and enhance the quality of life for all of our citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,661,506$24,291,448▲ $1,629,942
Pledges and Grants Receivable$2,261,672$1,783,999▼ $477,673
Savings and Temporary Cash Investments$493,792$852,631▲ $358,839
Cash and Non-Interest-Bearing Accounts$552,918$624,344▲ $71,426
Prepaid Expenses and Deferred Charges$11,724$16,756▲ $5,032
Land, Buildings, and Equipment, Net$17,352$13,195▼ $4,157
Total Assets$26,137,022$27,665,015▲ $1,527,993
Other Assets Total$138,058$82,642▼ $55,416
Liabilities
Other Liabilities$996,575$998,364▲ $1,789
Grants Payable$20,300$40,000▲ $19,700
Accounts Payable and Accrued Expenses$6,859$11,562▲ $4,703
Unsecured Notes Loans Payable$8,966$4,829▼ $4,137
Total Liabilities$1,032,700$1,054,755▲ $22,055
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,583,732$21,449,426▲ $1,865,694
Net Assets With Donor Restrictions$5,520,590$5,160,834▼ $359,756
Total Net Assets Fund Balance$25,104,322$26,610,260▲ $1,505,938
Total Liabilities and Net Assets / Fund Balance$26,137,022$27,665,015▲ $1,527,993

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,195$121,328$134,523

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$17,228,010$148,551▲ $1,303,919$-11,962$18,018,670
2019$14,044,430$1,343,223▲ $2,470,099$133$17,228,010
2018$13,891,057$2,088,744▼ $878,151$139,827$14,044,430
2017$11,148,674$1,978,534▲ $1,633,029$370,871$13,891,057
2016$8,037,701$1,237,416▲ $581,965$-1,514,316$11,148,674
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith SalernoExecutive DiFT$146,937$8,764$155,701
Judith SalernoExecutive Director-$146,937$8,764$155,701
Jay KimCOOFT$146,521$6,297$152,818

Board Members and Trustees

NameTitle
Louis CrosierChairman
Michael McauliffeVice Chair
Andrea SussmanTrustee
Andrew GallinaroTrustee
Charles CarterTrustee
Christine MillerTrustee
Christopher GullottiTrustee
David SwartzTrustee
Garry HolmesTrustee
Jackie ChristianoTrustee
John DesistoTrustee
Katherine GarrahanTrustee
Kyle SchafferTrustee
Margaret KleyTrustee
Margaret RamseyTrustee
Steven ScheinkopfTrustee
Susan KavoogianTrustee
Kennth VonaMember at La
Roland HochMember at La
Tom CrottyMember at La
James HanrahanSecretary
Susan ElliotTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,865,084
Program Service Revenue
$9,409
Investment Income
$835,935
Other Revenue
$0
All Other Contributions
$5,865,084
Change in Net Assets
$459,895

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded17$629,262Quoted Stock Prices
Total Noncash Contributions17$629,262-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,610,058
Revenue Not Reported on Financial Statements
$100,370
Revenue Not Reported on Form 990
$1,038,452
Other Revenue Adjustments
$8,413
Total Revenue per Audited Statements
$7,648,510
Total Revenue per Form 990
$6,710,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,727,625
Salaries, Compensation, and Employee Benefits$1,027,441
Other Expenses$495,467
Total Fundraising Expense$450,536
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,693,528--$4,693,528
Other Salaries and Wages$370,056$181,451$188,227$739,734
Current Officers, Directors, Trustees, and Key Employees-$108,991$46,710$155,701
Fees for Service Investment Mgmnt Fees$91,957--$91,957
Information Technology-$54,982$22,457$77,439
Payroll Taxes$33,198$19,181$21,395$73,774
Occupancy$27,000$15,600$17,400$60,000
Fees for Services Other-$9,074$40,162$49,236
Other Employee Benefits$21,612$9,351$12,584$43,547
Office Expenses$6,934$31,982$4,468$43,384
Grants to Domestic Individuals$34,097--$34,097
Fees for Services Accounting-$24,778-$24,778
Pension Plan Contributions$6,492$5,009$3,184$14,685
Depreciation Depletion-$7,290-$7,290
Other Expenses$24,133$4,510$93,949$4,510
Fees for Services Legal-$550-$550
Total Functional Expenses$5,327,248$472,749$450,536$6,250,533

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,250,533
Expenses per Audited Statements$6,142,572
Total Expenses per Audited Statements$6,142,572
Expenses Not Reported on Financial Statements$107,961
Other Expense Adjustments$16,004
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Middlesex Opportunity IncFramingham, MA501c3General Support$275,500
Watch IncWaltham, MA501c3General Support$222,500
Jewish Family Service of MetrowestFramingham, MA501c3General Support$181,000
Metrowest YmcaFramingham, MA501c3General Support$151,500
Healthy WalthamWaltham, MA501c3General Support$115,500
Advocates IncFramingham, MA501c3General Support$100,000
Metrowest Collaborative DevelopmentNewton, MA501c3General Support$100,000
Waltham Boys and Girls ClubWaltham, MA501c3General Support$99,250
The Human Relations ServiceWellesley, MA501c3General Support$92,500
Hockomock YmcaNorth Attleboro, MA501c3General Support$82,500
Salvation Army - Framingham CorpsFramingham, MA501c3General Support$82,500
Hope and Comfort IncNeedham Heights, MA501c3General Support$82,000
Catholic Charities of Worcester CouWorcester, MA501c3General Support$80,000
Metrowest Legal Services IncFramingham, MA501c3General Support$75,000
A Place to TurnNatick, MA501c3General Support$72,600
Metrowest Workers CenterFramingham, MA501c3General Support$70,600
LOVIN' SPOONFULSBoston, MA501c3General Support$70,000
Latino Health Insurance ProgramFramingham, MA501c3General Support$70,000
Middlesex Human Service Agency IncWaltham, MA501c3General Support$70,000
DANIEL'S TABLE INCFramingham, MA501c3General Support$65,100
Natick Service Council IncNatick, MA501c3General Support$64,250
Greater Framingham Community ChurchFramingham, MA501c3General Support$55,000
BraceFramingham, MA501c3General Support$53,000
Framingham Adult Esl Program FundFramingham, MAGovGeneral Support$52,375
Boys and Girls Clubs of MetrowestMarlborough, MA501c3General Support$50,000
JEWISH FAMILY AND CHILDREN'S SERVICWaltham, MA501c3General Support$50,000
Reach Beyond Domestic ViolenceWaltham, MA501c3General Support$45,750
Town of WellesleyWellesley, MAGovGeneral Support$45,100
Wayside Youth & Family Support NetwFramingham, MA501c32020 Family Support$42,000
United Way of Tri-countyFramingham, MA501c3General Support$41,100
Dignity MattersWayland, MA501c3General Support$36,884
Gaining Ground IncConcord, MA501c3General Support$35,000
Massachusetts Bay Community CollegeWellesley Hills, MA501c3General Support$35,000
Open Table IncConcord, MA501c3General Support$35,000
Salvation Army - Waltham CorpsWaltham, MA501c3General Support$32,500
Doc Wayne Youth ServicesincBoston, MA501c3General Support$31,000
Edward M Kennedy Community HealthWorcester, MA501c3General Support$30,000
Friends of the Waltham Family SchooWaltham, MA501c3General Support$30,000
Southborough Friends of the Youth CSouthborough, MA501c3General Support$30,000
Trinity Boston ConnectsBoston, MA501c32020 Family Support$30,000
Bethany Hill PlaceFramingham, MA501c3General Support$28,000
Hopkinton Center for TheartsHopkinton, MA501c3General Support$25,000
Massachusetts Alliance of PortuguesCambridge, MA501c3General Support$25,000
The Umbrella Community Arts CenterConcord, MA501c3General Support$25,000
Trustees of ReservationsBeverly, MA501c3General Support$25,000
Ymca of WalthamWaltham, MA501c3General Support$25,000
Amazing Things Art CenterFramingham, MA501c3General Support$20,000
Needham Community Council Food PantNeedham Heights, MA501c3General Support$20,000
Project Just Because IncHopkinton, MA501c3General Support$20,000
The Center for Arts in NatickNatick, MA501c3General Support$20,000
The Discovery MuseumsActon, MA501c3General Support$20,000
Victim Rights Law CenterBoston, MA501c3General Support$20,000
New Life Furniture Bank of MaMedfield, MA501c3General Support$18,000
Feeding AmericaWashington, DC501c3General Support$17,000
Agency Endowment Grants---$16,004
Society of St Vincent De PaulLincoln, MA501c3General Support$15,500
Sudbury Community Food PantrySudbury, MA501c3General Support$15,100
Lexington Historical SocietyLexington, MA501c3General Support$15,070
Charles River CenterNeedham, MA501c3General Support$15,000
Employment Options IncMarlborough, MA501c3General Support$15,000
Family Promise MetrowestNatick, MA501c3General Support$15,000
Framingham History CenterFramingham, MA501c3General Support$15,000
Gore Place SocietyWaltham, MA501c3General Support$15,000
Marlborough Community CupboardMarlborough, MA501c3General Support$15,000
Massachusetts Military Support FounBuzzards Bay, MA501c3General Support$15,000
Medway Village Church Food PantryMedway, MA501c3General Support$15,000
One Family IncBoston, MA501c3General Support$15,000
Share Our StrengthBaltimore, MD501c32020 Family Support$15,000
THE CHILDREN'S ROOMArlington, MA501c3General Support$15,000
Thrive Support and AdvocacyMarlborough, MA501c3General Support$15,000
Tsne Misisonworksgardening in theBoston, MA501c3General Support$15,000
Vna Care NetworkWorcester, MA501c3General Support$15,000
Walpole Community Food PantryWalpole, MA501c3General Support$15,000
Waltham Partnership for YouthfamilWaltham, MA501c3General Support$15,000
Minute Man Arc for Human ServicesConcord, MA501c3General Support$14,000
Maynard Food PantryMaynard, MA501c3General Support$12,500
Minuteman Senior ServicesBedford, MA501c3General Support$12,500
Wellesley Health DepartmentWellesley, MAGovGeneral Support$12,500
Wellesley Police DepartmentWellesley, MAGovGeneral Support$12,470
Friends of the Southborough CouncilSouthborough, MA501c3General Support$12,400
Food Link IncArlington, MA501c3General Support$12,000
Wellesley Fire DepartmentWellesley, MAGovGeneral Support$11,900
Hoops and HomeworkFramingham, MA501c3General Support$11,500
Acton Community Supper & Food PantrActon, MA501c3General Support$10,000
African Cultural Services IncWaltham, MA501c3General Support$10,000
Babson CollegeBabson Park, MA501c3General Support$10,000
Berkshire United WayPittsfield, MA501c32020 Family Support$10,000
Boston Charitable TrustCity Hall No M, MA501c32020 Family Support$10,000
Center for Disaster PhilanthropyWashington, DC501c32020 Family Support$10,000
Centre Street Food PantryNewton, MA501c3General Support$10,000
Christ Church Episcopal WalthamWaltham, MA501c3General Support$10,000
Combined Jewish PhilanthropiesBoston, MA501c32020 Family Support$10,000
Direct ReliefSanta Barbara, CA501c32020 Family Support$10,000
English at LargeWoburn, MA501c3General Support$10,000
From the TopBoston, MA501c3General Support$10,000
Hudson Community Food PantryHudson, MA501c3General Support$10,000
Immaculata High SchoolSomerville, NJ501c3General Support$10,000
John Andrew Mazie Memorial FdnWayland, MA501c3General Support$10,000
Justice Resource Insitute IncNeedham Heights, MA501c3General Support$10,000
Maynard Education FoundationMaynard, MA501c3General Support$10,000
Metrowest Mediation ServicesFramingham, MA501c3General Support$10,000
Needham Community CouncilNeedham, MA501c3General Support$10,000
Rise Above FoundationNorthbridge, MA501c3General Support$10,000
The Boston FoundationBoston, MA501c32020 Family Support$10,000
The Wayside InnSudbury, MA501c3General Support$10,000
Waypoint AdventureLexington, MA501c3General Support$10,000
Elizabeth Seton ResidenceWellesley, MA501c3General Support$9,679
JEFF'S PLACEFramingham, MA501c3General Support$9,250
Natick High SchoolNatick, MAGovGeneral Support$9,000
Commonwealth Green Low-income HousiWorcester, MA501c3General Support$8,500
Gifts of Hope UnlimitedSudbury, MA501c3General Support$8,500
Munroe Center for the ArtsLexington, MA501c32020 Family Support$8,500
Wellesley Youth CommissionWellesley, MAGovGeneral Support$8,500
Ashland Emergency FundAshland, MA501c3General Support$7,500
Chesterbrook Community FoundationWaltham, MA501c3General Support$7,500
Lexington SymphonyLexington, MA501c3General Support$7,500
Needham Community Farm IncNeedham, MA501c3General Support$7,500
Pearl Street Cupboard & Cafe UnitFramingham, MA501c3General Support$7,500
Ria HouseFramingham, MA501c3General Support$7,500
Lexington Youth and Family ServicesLexington, MA501c32020 Family Support$7,450
Community InvestorsWellesley Hills, MA501c3General Support$7,060
Ashland Healthy HarvestAshland, MA501c3General Support$7,000
Medfield Food CupboardMedfield, MA501c3General Support$7,000
Town of LexingtonLexington, MAGovGeneral Support$7,000
Hope Worldwide New England IncFramingham, MA501c3General Support$6,000
Massachusetts Audubon SocietyLincoln, MA501c3General Support$6,000
Newton South High SchoolNewton, MAGovGeneral Support$6,000
Southborough Open Land FoundationSouthborough, MA501c3General Support$6,000
Cultural Alliance of MedfieldMedfield, MA501c3General Support$5,500
Natick Community Organic FarmNatick, MA501c3General Support$5,500
Cornell University Division of AlumIthaca, NY501c32020 Family Support$5,250
Southborough LibrarySouthborough, MA501c3General Support$5,109
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowments$915,722
Operating Lease Liability$82,642
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
Yes
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, Page 6, Part VI, Line 2

“Tom crotty david bannon trustee trustee business michael mcauliffe jim hanrahan trustee trustee business michael mcauliffe john o'neil trustee trustee business michael mcauliffe susan elliot trustee trustee business michael mcauliffe garry holmes trustee trustee business michael mcauliffe david bannon trustee trustee business david shuman garry holmes trustee trustee business”

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by the audit committee with the audiotors, then copies are provided for all trustees for review at the next full board meeting.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest disclosures must be signed by all staff, trustees and committee members, disclosures are sent to all trustees as part of the annual audit process, committee members receive disclosures following the annual meeting.”

Form 990, Page 6, Part VI, Line 15A

“Executive compensation is determined based on: 360 performance review containing feedback from staff, trustees and independent persons and review of other local community foundation salaries.”

Form 990, Page 6, Part VI, Line 15B

“Executive compensation is determined based on: 360 performance review containing feedback from staff, trustees and independent persons and review of other local community foundation salaries.”

Form 990, Page 6, Part VI, Line 18

“The organization's forms 990 and form 1023 are available on the organization's web site, on guidestar and upon request at the organiztion's office.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are made available to the public on the organization's web site.”

Filing and Contact Details

Filer

Filer Name
Foundation for Metrowest Inc
EIN
04-3266789
Phone
5086472260
Address
3 ELIOT STREET, NATICK, MA 01760

Signing Officer

Name
Louis Crosier
Title
Chairman
Phone
5086472260
Signed
2021-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louis Crosier
Formed
1995
Legal Domicile
Ma
Voting Board Members
22
Independent Board Members
22
Employees
14
Volunteers
60

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET 3RD FLOOR, LOWELL, MA 01851-2701
Preparer
Jayne a Andrews
Phone
9784522500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation for metrowest connects philanthropic opportunity with demonstrated need in metrowest. We promote philanthropy in the region, help donors maximize the impact of their local giving, serve as a resource for local non-profit organizations, and enhance the quality of life for all of our citizens.”

Form 990, Part XI, Line 9

“Net agency endowment activity 7,591”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization's endowment funds are intended to be used for making grants to other non-profit organizations which support the needs of the metrowest community.”

Schedule D, Page 3, Part X

“The organization incorporated under chapter 180 of the massachusetts general laws as a tax-exempt entity, has been granted tax-exempt status under international revenue code (irc) section 501(c)(3) and is classified as other than a private foundation as defined by section 509(a) of the irc. Therefore, it is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. The organization is required by fasb asc 740-10, income taxes, to evaluate and disclose tax positions that could have been an effect on the organization's financial statements. The organization reports its activities to the internal revenue service and to the commonwealth of massachusetts on an annual basis. These informational returns are generally subject to audit and review by the government agencies for a period of three years after filing. Management believes it is no longer subject to review by taxing authorities for periods prior to 2018. Substantially all of the organization's income, expenditures and activities relate to its exempt purpose. Therefore, management has determined that the organization is not subject to unrelated business income taxes and will continue to qualify as a tax-exempt not-for-profit entity.”

Schedule D, Page 4, Part XI, Line 4B

“Gifts to agency endowment funds 8,413”

Schedule D, Page 4, Part XII, Line 4B

“Grants from agency endowment funds 16,004”

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IRS990/RevenueAmt09409

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,665,015
Liabilities
$1,054,755
Net assets
$26,610,260
Revenue
$6,710,428
Expenses
$6,250,533
Net income
$459,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.9$1.73$31.2$9.17$5.63$3.54
2023Detailed filing. Detailed filing data is available for this year.$28.3$1.65$26.7$4.71$6.16$1.46
2022Detailed filing. Detailed filing data is available for this year.$26.2$1.21$25.0$4.58$5.18$0.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$1.20$30.0$9.26$5.41$3.86
2020Detailed filing. Detailed filing data is available for this year.$27.7$1.05$26.6$6.71$6.25$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.1$1.03$25.1$3.62$3.09$0.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.92$21.8$4.65$2.85$1.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$0.97$22.0$5.50$2.73$2.77
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$0.60$17.6$3.61$2.25$1.36
2015Detailed filing. Detailed filing data is available for this year.$16.0$0.68$15.3$4.02$2.45$1.57
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.9$0.63$14.3$3.30$1.92$1.38
2013Detailed filing. Detailed filing data is available for this year.$13.6$0.69$12.9$3.82$1.53$2.29
2012Summary only. Only limited summary data is available for this year.$11.9$0.64$11.3$2.94$1.78$1.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.58$9.93$1.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.26$0.64$8.63$1.22