COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS (EIN 223089640) - 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

1991

Legal Domicile

Principal Officer

SHANNON GUREK

Phone

4137322858

Tax Period

2024-04-01 to 2025-03-31

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS, founded in 1991, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $37.1M in total revenue in fiscal year 2024. The organization ran a surplus of $7.3M, a strong 20% operating margin.

Mission

ENRICH REGIONAL QUALITY OF LIFE BY ENCOURAGING PHILANTHROPY AND DEVELOPING AN ENDOWMENT CATALYST, AND COORDINATOR FOR CHARITABLE ACTIVITIES, AND PROMOTING EFFICIENCY IN THE MANAGEMENT OF CHARITABLE FUNDS.

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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 $16,884,625

Program Service Revenue $20,497

Investment Income $20,082,004

Other Revenue $114,758

TOTAL REVENUE $37,101,884

Expense Breakdown

Grants Paid $24,568,213

Salaries & Benefits $3,395,387

Fundraising Expenses $1,267,528

Program Expenses $26,394,322

Other Expenses $1,804,272

TOTAL EXPENSES $29,767,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,101,884	$37,016,434	+0.0%
Expenses	$29,767,872	$20,102,825	+0.5%
Net Income	$7,334,012	$16,913,609	-0.6%

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

150

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

$453,762

Total Directors

Key Employees

$185,563

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN BURKE	PRESIDENT & CEO	40.00	Officer	$217,975	$32,649	$250,624
SHANNON GUREK	VP FINANCE & OPERATIONS	40.00	Officer	$185,203	$17,935	$203,138
JOANNA BALLANTINE	VP PHILANTHROPIC SERVICES	40.00	Key Emp	$170,241	$15,322	$185,563
DENISE HURST	VP OF COMMUNITY IMPACT	40.00	Highest	$140,272	$38,178	$178,450
BRIANA WALES-THAXTON	VP PEOPLE AND CULTURE	40.00	Highest	$135,047	$37,708	$172,755
MEREDITH LEWIS	DIR OF CMTY IMPACT AND PTR.	40.00	Highest	$106,006	$29,799	$135,805
KARIN GEORGE	CHAIR	5.00	Officer Director	$0	$0	$0
CHARLES D'AMOUR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TARA BREWSTER	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
NIKKI BURNETT	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
JOHN DAVIS	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
LINDA DUNLAVY	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
MAURICIA GEISSLER	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
MAGDALENA GOMEZ	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
GILLIAN HINKSON	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
MARK KEROACK	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
SARAH LAPOLICE	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
PAUL MURPHY	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
PAYTON SHUBRICK	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
DOUG A THEOBALD	FOUNDATION TRUSTEE UNTIL 10/24	1.00	Director	$0	$0	$0
GREGORY THOMAS	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
AARON VEGA	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
BECKY WAI-LING PACKARD	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
FRANCIA WISNEWSKI	FOUNDATION TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE SCHUTT	FOUNDATION TRUSTEE	1.00	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	$37,101,884	$29,767,872	$292,131,079	$7,334,012
2024	$37,016,434	$20,102,825	$282,374,225	$16,913,609
2023	$15,810,875	$21,533,142	$239,194,168	$-5,722,267
2022	$50,890,910	$18,863,401	$263,677,089	$32,027,509
2021	$46,842,739	$20,700,867	$231,278,704	$26,141,872
2020	$38,643,760	$13,204,025	$163,110,259	$25,439,735
2019	$11,538,109	$11,218,682	$153,197,188	$319,427
2018	$18,997,007	$11,501,536	$146,127,827	$7,495,471

COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS