METROWEST LEGAL SERVICES INC (EIN 043177488) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

ELIZABETH SOULE

Phone

5086201830

Tax Period

2024-07-01 to 2025-06-30

METROWEST LEGAL SERVICES INC, founded in 1976, is a community nonprofit in the Unknown sector that reported $6.0M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 18% operating margin.

Mission

METROWEST LEGAL SERVICES (MWLS) PROVIDES FREE LEGAL SERVICES TO ELIGIBLE INDIVIDUALS AND FAMILIES IN OUR CATCHMENT AREA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,789,799

Program Service Revenue $15,083

Investment Income $138,553

Other Revenue $14,581

TOTAL REVENUE $5,958,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,934,257

Fundraising Expenses $206,558

Program Expenses $4,261,129

Other Expenses $927,117

TOTAL EXPENSES $4,861,374

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,958,016	$5,142,739	+0.2%
Expenses	$4,861,374	$4,266,288	+0.1%
Net Income	$1,096,642	$876,451	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$321,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN RICHMOND ESQ	PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROLYN FLAMMEY CPA	TREASURER	1.00	Officer Director	$0	$0	$0
DAMIEN POWELL ESQ	CLERK	1.00	Officer Director	$0	$0	$0
DEEPIKA BHAYANA ESQ	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHERINE GARRAHAN ESQ	DIRECTOR	1.00	Director	$0	$0	$0
PAULA NEDDER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN CUNNALLY ESQ	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS HUGHES ESQ	DIRECTOR	1.00	Director	$0	$0	$0
GHEED MURTADI	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER RAHALL	DIRECTOR	1.00	Director	$0	$0	$0
JOSIANE TRIZOTI	DIRECTOR	1.00	Director	$0	$0	$0
ADAM SLUTSKY ESQ	DIRECTOR	1.00	Director	$0	$0	$0
DARCY HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
JEANINE GRAYCHUK	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH SOULE ESQ	EXECUTIVE DIRECTOR	35.00	Officer	$159,965	$17,503	$177,468
MARY KIELY	CFO	35.00	Officer	$117,030	$26,526	$143,556
STEPHEN MATTHEWS	ADVOCACY DIRECTOR	35.00	Highest	$136,749	$17,723	$154,472
JENNIFER OLLINGTON	DEPUTY DIRECTOR	35.00	Highest	$116,832	$33,589	$150,421
CHERYL PALMIERI	DIRECTOR OF PROBONO	35.00	Highest	$117,380	$15,724	$133,104
VERANIRA OCHEA	SUPERVISING ATTORNEY	35.00	Highest	$114,992	$34,989	$149,981
DANIEL DALEY	SENIOR STAFF ATTORNEY	35.00	Highest	$103,546	$34,880	$138,426

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,958,016	$4,861,374	$6,670,214	$1,096,642
2024	$5,142,739	$4,266,288	$5,470,198	$876,451
2023	$4,281,881	$3,767,914	$4,595,431	$513,967
2022	$3,482,434	$3,298,025	$3,717,973	$184,409
2021	$3,530,825	$2,773,025	$3,699,605	$757,800
2020	$2,498,974	$2,291,668	$3,106,879	$207,306
2019	$2,133,193	$2,086,711	$2,329,743	$46,482

METROWEST LEGAL SERVICES INC