Civic Intelligence

Baystate Financial Charitable Foundation Inc

EIN 04-3505349 • 501(c)3 • Boston, MA

Profile

The mission of baystate financial services foundation, inc. Is to raise money through various events to support local new england area charities. Some of the local charities that the foundation serves are the great bay community college, the foundation for nh community colleges, us ski & snowboard foundation and johnson & wales.

1 Marina Park Drive 16th FloorBoston, MA 02210

www.baystatefoundation.org

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

91st percentile

56%

Higher net margin than 91% 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

89th percentile

69%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$375,915

Up $154,051 (+69%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$375,915

Up $154,051 (+69%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin91st percentile

Revenue

Up

$272,555

Up $40,815 (+18%) from 2023

Expenses

Down

$120,242

Down $16,400 (-12%) from 2023

Net Income

Up

$152,313

Up $57,215 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$400K$300K$200K$100K$0Assets 2010: $77,682Liabilities 2010: $0Net Assets 2010: $77,6822010Assets 2011: $69,176Liabilities 2011: $0Net Assets 2011: $69,1762011Assets 2012: $66,667Liabilities 2012: $0Net Assets 2012: $66,6672012Assets 2013: $29,562Liabilities 2013: $0Net Assets 2013: $29,5622013Assets 2014: $53,523Liabilities 2014: $0Net Assets 2014: $53,5232014Assets 2015: $25,584Liabilities 2015: $0Net Assets 2015: $25,5842015Assets 2016: $70,944Liabilities 2016: $0Net Assets 2016: $70,9442016Assets 2017: $90,405Liabilities 2017: $0Net Assets 2017: $90,4052017Assets 2018: $114,361Liabilities 2018: $0Net Assets 2018: $114,3612018Assets 2019: $145,787Liabilities 2019: $0Net Assets 2019: $145,7872019Assets 2020: $116,808Liabilities 2020: $0Net Assets 2020: $116,8082020Assets 2021: $42,121Liabilities 2021: $0Net Assets 2021: $42,1212021Assets 2022: $120,693Liabilities 2022: $0Net Assets 2022: $120,6932022Assets 2023: $221,864Liabilities 2023: $0Net Assets 2023: $221,8642023Assets 2024: $375,915Liabilities 2024: $0Net Assets 2024: $375,9152024

Highlighted filing

2024

Assets$375,915
Liabilities$0
Net Assets$375,915
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $71,4542010Revenue 2011: $173,311Expenses 2011: $137,246Net Income 2011: $36,0652011Revenue 2012: $142,545Expenses 2012: $145,054Net Income 2012: -$2,5092012Revenue 2013: $124,327Expenses 2013: $161,432Net Income 2013: -$37,1052013Revenue 2014: $162,440Expenses 2014: $138,479Net Income 2014: $23,9612014Revenue 2015: $139,029Expenses 2015: $166,968Net Income 2015: -$27,9392015Revenue 2016: $136,982Expenses 2016: $91,622Net Income 2016: $45,3602016Revenue 2017: $178,101Expenses 2017: $158,640Net Income 2017: $19,4612017Revenue 2018: $158,423Expenses 2018: $134,467Net Income 2018: $23,9562018Revenue 2019: $159,527Expenses 2019: $128,101Net Income 2019: $31,4262019Revenue 2020: $19,836Expenses 2020: $48,815Net Income 2020: -$28,9792020Revenue 2021: $6,940Expenses 2021: $81,627Net Income 2021: -$74,6872021Revenue 2022: $167,410Expenses 2022: $88,838Net Income 2022: $78,5722022Revenue 2023: $231,740Expenses 2023: $136,642Net Income 2023: $95,0982023Revenue 2024: $272,555Expenses 2024: $120,242Net Income 2024: $152,3132024

Highlighted filing

2024

Revenue$272,555
Expenses$120,242
Net Income$152,313
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$375,915
Liabilities
$0
Net assets
$375,915
Revenue
$272,555
Expenses
$120,242
Net income
$152,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.00$3.76$2.73$1.20$1.52
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$2.32$1.37$0.95
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$1.67$0.89$0.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.07$0.82$0.75
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.17$0.00$1.17$0.20$0.49$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$1.60$1.28$0.31
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$1.58$1.34$0.24
2017Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$1.78$1.59$0.19
2016Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$1.37$0.92$0.45
2015Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$1.39$1.67$0.28
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$1.62$1.38$0.24
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$1.24$1.61$0.37
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$1.43$1.45$0.03
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$1.73$1.37$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$391,578
Mission and Program Overview

Mission

The mission of baystate financial services foundation, inc. Is to raise money through various events to support local new england area charities. Some of the local charities that the foundation serves are junior achievement of northern new england, read to a child, als association of ma, walden woods project, boston police activities league and the boys and girls club of boston.

To raise cash through various events to support ne/boston area charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$221,864$375,915▲ $154,051
Cash and Non-Interest-Bearing Accounts$216,088$368,295▲ $152,207
Investments Other Securities-$7,513-
Savings and Temporary Cash Investments-$107-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$221,864$375,915▲ $154,051
Other Assets Total$5,776$0▼ $5,776
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$221,864$375,915▲ $154,051
Total Liabilities and Net Assets / Fund Balance$221,864$375,915▲ $154,051
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
David C PorterPresident
Alan L SilvermanBoard Member
Andrew ClearyBoard Member
Bryan MorrellBoard Member
John ButterworthBoard Member
Michael ArnheiterBoard Member
Randy ParkerBoard Member
Walter R May IiiBoard Member (part Year)
Jill Tower ConstantineClerk
THOMAS O'CONNORLegal Advisor (part Year)
Maureen WholeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$284,433
Program Service Revenue
$0
Investment Income
$31
Other Revenue
$-11,909
All Other Contributions
$124,382
Change in Net Assets
$152,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,710
Other Expenses$24,532
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,710--$95,710
Fees for Services Accounting-$18,400-$18,400
Other Expenses-$1,624-$1,624
Office Expenses-$436-$436
All Other Expenses-$70-$70
Total Functional Expenses$95,710$24,532$0$120,242
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
BOSTON CHILDREN'S HOSPITALBoston, MA501c3 OrganizationTo Fulfill the Purposes of the Organization$17,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$119,023
Fundraising Gross Income$107,114
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$256,051$96,000$115,965$-19,965
Pickleball$5,045$5,045-$5,045
Total Events$267,165$107,114$119,023$-11,909
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
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
No
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

“Form 990 is reviewed by the president and treasurer before the return is filed.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 available upon request as well as at the massachusetts attorney general's division of public charities website. There are also various websites such as guidestar which provide access to the organization's form 990.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and tax filings available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Baystate Financial Services
EIN
04-3505349
Phone
6175854500
Address
1 MARINA PARK DRIVE 16TH FLOOR, BOSTON, MA 02210

Signing Officer

Name
Maureen Wholey
Title
Treasurer
Phone
6175854500
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David C Porter
Formed
2000
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
140

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
800 SOUTH STREET STE 250, WALTHAM, MA 02453
Preparer
Jeffrey Solomon
Phone
7814538700
Raw XML AppendixShowing 400 of 426 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/BooksInCareOfDetail/PhoneNum06175854500
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/ConservationEasementsInd00
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IRS990/CreditCounselingInd00
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IRS990/PYOtherRevenueAmt0104554
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0221864
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0107
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0129500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt041500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt020000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0206000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0127156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019836
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0212250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0534764
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt041500
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019836
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06069
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0107114
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-11909
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03058
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3 ORGANIZATION
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FULFILL THE PURPOSES OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOSTON CHILDREN'S HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0042774441
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0401 PARK DRIVE SUITE 602
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002215
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE DETERMINED ON A CASE-BY-CASE BASIS AND ARE DETERMINED BASED ON ALLIANCE WITH THE COMPANY'S MISSION OF HELPING CHILDREN IN THE LOCAL COMMUNITY. THE COMPANY MONITORS GRANT FUNDS BY TRACKING EMAILS WITH THE REQUEST, KEEPS COPIES OF DISBURSEMENT CHECKS WITH BACK UP AND VERIFYS THE FUNDS WERE WITHDRAWAN THROUGH TRACKING OF BANK STATMENTS AND CREDIT CARD CHARGES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST AS WELL AS AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE. THERE ARE ALSO VARIOUS WEBSITES SUCH AS GUIDESTAR WHICH PROVIDE ACCESS TO THE ORGANIZATION'S FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND TAX FILINGS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095710
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120242
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalVolunteersCnt0140
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 MARINA PARK DRIVE 16TH FLOOR
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IRS990/WebsiteAddressTxt0WWW.BAYSTATEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN WHOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER

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