COMMUNITY FOUNDATION FOR METROWEST INC

EIN: 043266789 501(c)(3) Philanthropy & Grantmaking

NATICK, MA

Total Revenue
$9,173,420
Total Expenses
$5,628,632
Total Assets
$32,913,172
Net Assets
$31,184,486
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
MA
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.

Program Service Accomplishments

Program 1
Expenses: $4,268,463 Revenue: $13,607

GRANTMAKING PROGRAMS. WE PROVIDE SUPPORT TO OUR NONPROFIT PARTNERS IN THE REGION THROUGH MULTIPLE ANNUAL GRANT PROGRAMS EACH YEAR. THESE INCLUDE AREAS OF FOCUS OF HUMAN SERVICES, HUNGER RELIEF, ARTS...

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GRANTMAKING PROGRAMS. WE PROVIDE SUPPORT TO OUR NONPROFIT PARTNERS IN THE REGION THROUGH MULTIPLE ANNUAL GRANT PROGRAMS EACH YEAR. THESE INCLUDE AREAS OF FOCUS OF HUMAN SERVICES, HUNGER RELIEF, ARTS & CULTURE, YOUTH DEVELOPMENT, ENVIRONMENT, AND EMERGENCY RELIEF.

Program 2

ACTION PROJECTS. WE CONTINUE TO FOCUS ON OUR DEEPER, MORE STRATEGIC COMMUNITY INVESTMENTS IN THE AREA OF EQUITY IN EDUCATION, WORKFORCE DEVELOPMENT, AND OUR NEWEST ONE LAUNCHED IN 2023 HOUSING AND...

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ACTION PROJECTS. WE CONTINUE TO FOCUS ON OUR DEEPER, MORE STRATEGIC COMMUNITY INVESTMENTS IN THE AREA OF EQUITY IN EDUCATION, WORKFORCE DEVELOPMENT, AND OUR NEWEST ONE LAUNCHED IN 2023 HOUSING AND HOMELESSNESS PREVENTION.

Program 3

YOUTH IN PHILANTHROPY. EACH YEAR, WE RUN 10-12 YOUTH IN PHILANTHROPY PROGRAMS ACROSS METROWEST, THAT ENGAGES 200+ YOUNG PEOPLE AGES 12-18 IN THIS EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS LEARN ABOUT...

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YOUTH IN PHILANTHROPY. EACH YEAR, WE RUN 10-12 YOUTH IN PHILANTHROPY PROGRAMS ACROSS METROWEST, THAT ENGAGES 200+ YOUNG PEOPLE AGES 12-18 IN THIS EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS LEARN ABOUT PHILANTHROPY AND NONPROFITS, READ REAL GRANT APPLICATIONS, CONDUCT SITE VISITS, AND SUPPORT THE FOUNDATION IN DETERMINING WHERE TO GRANT FUNDS WITHIN OUR 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%)

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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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Governance

Voting Members
20
Independent Members
20
Employees
12
Volunteers
50

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
5
$242,826
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
4
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
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