Metrowest Tourism and Visitors Bureau Inc (EIN 275299802) - 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

2010

Legal Domicile

Principal Officer

Stacey David

Phone

5084344433

Tax Period

2024-07-01 to 2025-06-30

Metrowest Tourism and Visitors Bureau Inc, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $792K in total revenue in fiscal year 2024. Expenses of $933K exceeded revenue, resulting in a 18% operating deficit.

Mission

Promotion of travel, tourism and convention industry in the Metrowest region of Massachusetts.

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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 $684,332

Program Service Revenue $99,012

Investment Income $8,174

Other Revenue $0

TOTAL REVENUE $791,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $258,883

Fundraising Expenses $0

Program Expenses $761,789

Other Expenses $674,155

TOTAL EXPENSES $933,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$791,518	$828,666	0.0%
Expenses	$933,038	$838,945	+0.1%
Net Income	$-141,520	$-10,279	+12.8%

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

N/A

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

$93,680

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Levinsky	Chair	2.00	Officer Director	$0	$0	$0
Chelsie Vokes	Vice Chair	2.00	Officer Director	$0	$0	$0
Towma Rastad	Treasurer (Thru 6/2024)	2.00	Officer Director	$0	$0	$0
Lindsey Jaworek	Clerk	2.00	Officer Director	$0	$0	$0
Lou Carrier	Director	1.00	Director	$0	$0	$0
David Laurent	Director	1.00	Director	$0	$0	$0
Corey Shea	Director	1.00	Director	$0	$0	$0
Dr John Palabiyik	Director	1.00	Director	$0	$0	$0
Kim Sternick	Director	1.00	Director	$0	$0	$0
Aziz Tilavov	Director	1.00	Director	$0	$0	$0
Jason Palitsch	Director	1.00	Director	$0	$0	$0
Melanie Hamblem	Treasurer (Eff 9/2024)	2.00	Officer Director	$0	$0	$0
Jennifer Kearney	Director (Eff 7/2025)	1.00	Director	$0	$0	$0
Michelle Mercier	Director (Eff 7/2025)	1.00	Director	$0	$0	$0
Reyad Shah	Director (Eff 7/2025)	1.00	Director	$0	$0	$0
Stacey David	Executive Director	40.00	Officer	$0	$4,776	$93,680

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	$791,518	$933,038	$181,440	$-141,520
2024	$828,666	$838,945	$330,536	$-10,279
2023	$473,726	$498,483	$409,625	$-24,757
2022	$157,028	$407,147	$526,689	$-250,119
2021	$422,113	$271,827	$299,407	$150,286
2019	$458,345	$539,069	$147,852	$-80,724
2018	$577,578	$427,876	$232,628	$149,702

Metrowest Tourism and Visitors Bureau Inc