Totals
- Total revenue
- $695,207
- Total expenses
- $1,511,886
- Contributions and grants received
- $220,696
- Grants paid
- $850,000
- Program service revenue
- $0
- Investment income
- $500,070
- Other revenue
- -$25,559
- Total assets, end of year
- $27,900,604
- Total liabilities, end of year
- $163,975
- Net assets or fund balances, end of year
- $27,736,629
- Program services expenses (Part IX)
- $850,000
- Management and general expenses
- $560,591
- Fundraising expenses
- $101,295
- Program service expenses (Part III)
- $850,000
Program services were 56.2% 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
$187,561
-
1f · All other contributions, gifts and grants
$33,135
-
3 · Investment income
total $825,361 · excluded $825,361
-
7a · Gross sales of assets other than inventory
securities $4,571,637
-
7b · Less cost or other basis and sales expenses
securities $4,896,928
-
7c · Gain or loss
securities -$325,291
-
7d · Net gain or loss
total -$325,291 · related or exempt -$325,291
-
8a · Fundraising events: gross income
$60,399
-
8a · Fundraising events: contributions included on line 1c
$187,561
-
8b · Fundraising events: direct expenses
$85,958
-
8c · Net income from fundraising events
total -$25,559 · excluded -$25,559
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $850,000 · program services $850,000
-
7 · Other salaries and wages
total $357,045 · management and general $242,538 · fundraising $114,507
-
11f · Fees: investment management
total $130,425 · management and general $130,425
-
11g · Fees: other
total $99,642 · management and general $73,415 · fundraising $26,227
-
12 · Advertising and promotion
total $22,681 · management and general $1,370 · fundraising $21,311
-
13 · Office expenses
total $28,282 · management and general $7,914 · fundraising $20,368
-
16 · Occupancy
total $48,609 · management and general $48,609
-
17 · Travel
total $1,733 · management and general $1,733
-
22 · Depreciation, depletion and amortization
total $703 · management and general $703
-
23 · Insurance
total $23,455 · management and general $23,455
-
24a · Other expenses: COMPUTER FEES
total $16,639 · management and general $14,544 · fundraising $2,095
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $9,606 · management and general $9,606
-
24c · Other expenses: TELEPHONE
total $4,679 · management and general $4,679
-
24d · Other expenses: MISCELLANEOUS EXPENSE
total $2,769 · management and general $24 · fundraising $2,745
-
24e · All other expenses
total -$84,382 · management and general $1,576 · fundraising -$85,958
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $419,609 · end of year $563,728
-
3 · Pledges and grants receivable
beginning of year $108,850 · end of year $110,257
-
9 · Prepaid expenses and deferred charges
beginning of year $13,257 · end of year $9,951
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $703
-
11 · Investments: publicly traded securities
beginning of year $25,360,818 · end of year $27,086,817
-
15 · Other assets
beginning of year $171,958 · end of year $129,851
-
17 · Accounts payable and accrued expenses
beginning of year $77,303 · end of year $74,168
-
25 · Other liabilities
beginning of year $132,469 · end of year $89,807
-
27 · Net assets without donor restrictions
beginning of year $25,864,753 · end of year $27,735,959
-
28 · Net assets with donor restrictions
beginning of year $670 · end of year $670
Mission and programs · 2023
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 $850,000 · Grants $850,000
As filed on the 2023 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
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Joshua M Greenberg MDJOSHUA M GREENBERG MD
VICE BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Maria T PaulMARIA T PAUL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kristine BostekKRISTINE BOSTEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Katharine Barnard MDKATHARINE BARNARD MD
CLERK
- Total calculated
- $0
- Hours/week
- 1
-
Allison BecklerALLISON BECKLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew MadiganANDREW MADIGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tara RiveraTARA RIVERA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sanjay ShahSANJAY SHAH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Naomi SleeperNAOMI SLEEPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kelsa ZereskiKELSA ZERESKI
PRESIDENT
- Total calculated
- $149,540
- From this org
- $145,383
- From related orgs
- $0
- Other
- $4,157
- Hours/week
- 40
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.
Grants on this return
-
$30,000
SHINE THE LIGHT INITIATIVE
-
$30,000
R.O.O.T.S. (RESILIENT, OPEN-MINDED, OPTIMISTIC, THRIVING, SERENE) PROGRAM
-
$26,000
FOOD PANTRY DELIVERY SYSTEM WORKFORCE INITIATIVE/MENTAL HEALTH WORKFORCE TUITION
-
$25,000
CAPITAL RENOVATIONS AT THE CHATHAM ST. ADULT MEN'S RECOVERY CENTER
-
$25,000
RESIDENTIAL RECOVERY SUPPORT EXPANSION
-
$24,300
WOMEN ENHANCING RECOVERY THROUGH FITNESS AND EMPOWERMENT
-
$24,000
JOBS (JOB OPPORTUNITIES IN BEHAVIORAL SERVICES) PROGRAM
-
$20,000
WOMEN'S SERVICES PROGRAM
-
METROWEST CARE CONNECTION PROGRAM
-
MIND MATTERS PROGRAM
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 31 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412189349300846
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.