COMMUNITY FOUNDATION FOR METROWEST INC (EIN 043266789) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

ROLAND HOCH

Phone

5086472260

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION FOR METROWEST INC, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.2M in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 39% operating margin.

Mission

THE FOUNDATION FOR METROWEST IMPROVES THE QUALITY OF LIFE IN 30+ METROWEST COMMUNITIES BY PROVIDING FINANCIAL AND EDUCATIONAL RESOURCES TO LOCAL NONPROFIT ORGANIZATIONS, SHARING ESSENTIAL DATA ABOUT OUR REGION TO INFORM DECISION MAKING, AND PARTNERING WITH DONORS TO HELP GUIDE AND ALIGN THEIR GIVING WITH THE AREAS OF GREATEST NEED IN THE COMMUNITY.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,636,822

Program Service Revenue $13,607

Investment Income $1,569,240

Other Revenue $-46,249

TOTAL REVENUE $9,173,420

Expense Breakdown

Grants Paid $3,418,426

Salaries & Benefits $1,350,321

Fundraising Expenses $599,194

Program Expenses $4,268,463

Other Expenses $859,885

TOTAL EXPENSES $5,628,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,173,420	$4,705,239	+0.9%
Expenses	$5,628,632	$6,164,602	-0.1%
Net Income	$3,544,788	$-1,459,363	-3.4%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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

$242,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY KIM	EXECUTIVE DI	40.00	Officer	$235,776	$7,050	$242,826
MARY CROWLEY	DIRECTOR OF	40.00	Highest	$131,212	$3,943	$135,155
CAROLINE MURPHY	VICE PRESIDE	40.00	Highest	$127,585	$3,810	$131,395
LEE GAGEN	DIR. OF DEVE	40.00	Highest	$116,534	$3,195	$119,729
MEGAN BRANSFIELD	DIR. OF OPER	40.00	Highest	$102,125	$3,060	$105,185
ROLAND HOCH	CHAIR	5.00	Officer Director	$0	$0	$0
JACKIE CHRISTIANO	TREASURER	5.00	Officer Director	$0	$0	$0
SUSAN KAVOOGIAN	VICE CHAIR	5.00	Officer Director	$0	$0	$0
CHRISTOPHER GULLOTTI	SECRETARY	5.00	Officer Director	$0	$0	$0
CHRISTINE SCHUSTER	TRUSTEE	5.00	Director	$0	$0	$0
KENNETH VONA	TRUSTEE	5.00	Director	$0	$0	$0
SUSIE ESTELLA	TRUSTEE	5.00	Director	$0	$0	$0
DANA NESHE	TRUSTEE	5.00	Director	$0	$0	$0
CHARLES CARTER	TRUSTEE	5.00	Director	$0	$0	$0
JENNIFER LEISMAN DESERT	TRUSTEE	5.00	Director	$0	$0	$0
JOHN DESISTO	TRUSTEE	5.00	Director	$0	$0	$0
KATHERINE GARRAHAN	TRUSTEE	5.00	Director	$0	$0	$0
GARRY HOLMES	TRUSTEE	5.00	Director	$0	$0	$0
MARGARET RAMSEY	TRUSTEE	5.00	Director	$0	$0	$0
MAGGIE KLEY	TRUSTEE	5.00	Director	$0	$0	$0
KATHRYN FAGIN	TRUSTEE	5.00	Director	$0	$0	$0
STEVEN SCHEINKOPF	TRUSTEE	5.00	Director	$0	$0	$0
DAVID SWARTZ	TRUSTEE	5.00	Director	$0	$0	$0
CRAIG SANTOS	TRUSTEE	5.00	Director	$0	$0	$0
LILY YUN	TRUSTEE	5.00	Director	$0	$0	$0
NEETI CIOLINI	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL MCAULIFFE	TRUSTEE	5.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2024	$9,173,420	$5,628,632	$32,913,172	$3,544,788
2023	$4,705,239	$6,164,602	$28,303,759	$-1,459,363
2022	$4,580,455	$5,176,761	$26,238,503	$-596,306
2021	$9,263,838	$5,405,551	$31,216,524	$3,858,287
2020	$6,710,428	$6,250,533	$27,665,015	$459,895
2019	$3,623,703	$3,094,576	$26,137,022	$529,127
2018	$4,651,602	$2,854,992	$22,699,842	$1,796,610

COMMUNITY FOUNDATION FOR METROWEST INC