Totals
- Total revenue
- $1,965,392
- Total expenses
- $1,804,206
- Contributions and grants received
- $864,857
- Grants paid
- $1,125,000
- Program service revenue
- $0
- Investment income
- $1,134,349
- Other revenue
- -$33,814
- Total assets, end of year
- $31,779,497
- Total liabilities, end of year
- $86,953
- Net assets or fund balances, end of year
- $31,692,544
- Program services expenses (Part IX)
- $1,125,000
- Management and general expenses
- $582,475
- Fundraising expenses
- $96,731
- Program service expenses (Part III)
- $1,125,000
Program services were 62.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$177,675
-
1f · All other contributions, gifts and grants
$687,182
-
3 · Investment income
total $1,005,241 · excluded $1,005,241
-
7a · Gross sales of assets other than inventory
securities $7,447,775
-
7b · Less cost or other basis and sales expenses
securities $7,318,667
-
7c · Gain or loss
securities $129,108
-
7d · Net gain or loss
total $129,108 · related or exempt $129,108
-
8a · Fundraising events: gross income
$64,141
-
8a · Fundraising events: contributions included on line 1c
$177,675
-
8b · Fundraising events: direct expenses
$97,955
-
8c · Net income from fundraising events
total -$33,814 · excluded -$33,814
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,125,000 · program services $1,125,000
-
7 · Other salaries and wages
total $335,296 · management and general $215,545 · fundraising $119,751
-
11f · Fees: investment management
total $103,589 · management and general $103,589
-
11g · Fees: other
total $146,319 · management and general $117,393 · fundraising $28,926
-
12 · Advertising and promotion
total $35,812 · management and general $5,063 · fundraising $30,749
-
13 · Office expenses
total $29,131 · management and general $14,399 · fundraising $14,732
-
16 · Occupancy
total $51,511 · management and general $51,511
-
17 · Travel
total $7,245 · management and general $7,245
-
23 · Insurance
total $24,228 · management and general $24,228
-
24a · Other expenses: COMPUTER FEES
total $17,521 · management and general $17,521
-
24b · Other expenses: FEES
total $9,538 · management and general $9,538
-
24c · Other expenses: TRAINING & SEMINARS
total $5,550 · management and general $5,550
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $5,457 · management and general $5,457
-
24e · All other expenses
total -$91,991 · management and general $5,436 · fundraising -$97,427
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $461,448 · end of year $707,772
-
3 · Pledges and grants receivable
beginning of year $143,159 · end of year $176,099
-
9 · Prepaid expenses and deferred charges
beginning of year $11,761 · end of year $11,499
-
11 · Investments: publicly traded securities
beginning of year $28,263,293 · end of year $30,840,235
-
15 · Other assets
beginning of year $87,169 · end of year $43,892
-
17 · Accounts payable and accrued expenses
beginning of year $72,921 · end of year $86,953
-
25 · Other liabilities
beginning of year $45,661 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $28,847,478 · end of year $31,692,544
-
28 · Net assets with donor restrictions
beginning of year $770 · end of year $0
Mission and programs · 2025
Mission
TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS OF ALL AGES IN THE CENTRAL AND METROWEST REGIONS OF MASSACHUSETTS.
-
SUPPORT OF COMMUNITY HEALTH AND WELLNESS PROGRAMS THAT IMPROVE THE HEALTH STATUS OF THE POPULATION, ESPECIALLY THE YOUTH AND THE ECONOMICALLY DISADVANTAGED.SUPPORT COMMUNITY GRANTS FOCUSED ON YOUTH MENTAL HEALTH AND BEHAVIORAL HEALTH AND HELPING INDIVIDUALS REACH RECOVERY FROM SUBSTANCE USE DISORDER.
Expenses $1,125,000 · Grants $1,125,000
As filed on the 2025 return.
Listed in Part VII
-
John AndreoliJOHN ANDREOLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Degrush DoELIZABETH DEGRUSH DO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert Klugman MDROBERT KLUGMAN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marianne E Felice MDMARIANNE E FELICE MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joshua M Greenberg MDJOSHUA M GREENBERG MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kristine BostekKRISTINE BOSTEK
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Katharine Barnard MDKATHARINE BARNARD MD
VICE BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Allison BecklerALLISON BECKLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew MadiganANDREW MADIGAN
CLERK
- Total calculated
- $0
- Hours/week
- 1
-
Sanjay ShahSANJAY SHAH
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Naomi SleeperNAOMI SLEEPER
AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Tiffany A Moore Simas MDTIFFANY A MOORE SIMAS MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael DipierroMICHAEL DIPIERRO
TRUSTEE EMERITI
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Lb Greene EsqELIZABETH LB GREENE ESQ
TRUSTEE EMERITI
- Total calculated
- $0
- Hours/week
- 1
-
Thomas J SullivanTHOMAS J SULLIVAN
TRUSTEE EMERITI
- Total calculated
- $0
- Hours/week
- 1
-
Thomas McNamaraTHOMAS MCNAMARA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kelsa ZereskiKELSA ZERESKI
PRESIDENT
- Total calculated
- $156,908
- From this org
- $154,236
- From related orgs
- $0
- Other
- $2,672
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,236
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $2,672
- Filer's total
- $156,908
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$50,000
SUPPORTING CHILDREN IN CRISIS WITH CRITICAL MENTAL HEALTHCARE
-
$30,000
EVIDENCE-BASED SUPPORT FOR IMPROVED HEALTH OUTCOMES
-
$30,000
JOB OPPORTUNITIES IN BEHAVIORAL SERVICES (JOBS II) PROGRAM
-
$30,000
"SHINE THE LIGHT" INITIATIVE
-
$30,000
R.O.O.T.S. AT EVERGREEN GROVE PROGRAM
-
$30,000
RECOVERY MOVEMENT THERAPY INITIATIVE
-
$30,000
WOMENS RESIDENTIAL REHABILITATION SUPPORT (RRS) PROGRAM
-
$30,000
TRAUMA-INFORMED MENTAL HEALTH SERVICES
-
PROGRAM FOR CHILDREN
-
$30,000
COMMUNITY SUPPORT FOR PEOPLE WITH DISABILITIES
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 6 August 2026
- IRS schema version
- 2025v4.2
- Source object
- 202642199349300119
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.