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Nonprofiteer
← COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Form 990 for tax year 2023

Filed by COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS.

Totals

Total revenue
$37,016,434
Total expenses
$20,102,825
Contributions and grants received
$24,600,252
Grants paid
$15,060,428
Program service revenue
$400,612
Investment income
$12,015,570
Other revenue
$0
Total assets, end of year
$282,374,225
Total liabilities, end of year
$27,674,252
Net assets or fund balances, end of year
$254,699,973
Program services expenses (Part IX)
$17,077,488
Management and general expenses
$1,902,139
Fundraising expenses
$1,123,198
Program service expenses (Part III)
$17,077,488

Program services were 85.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AARON VEGA

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANNE PARADIS

    OUTGOING-TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BECKY WAI-LING PACKARD

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARLES D'AMOUR

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA ROYAL

    OUTGOING-TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUG A THEOBALD

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GILLIAN HINKSON

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREGORY THOMAS

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN DAVIS

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KARIN GEORGE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LINDA DUNLAVY

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MAGDALENA GOMEZ

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK KEROACK

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY-BETH COOPER

    OUTGOING-TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MAURICIA GEISSLER

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE SCHUTT

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NIKKI BURNETT

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL MURPHY

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • PAYTON SHUBRICK

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TARA BREWSTER

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MEGAN BURKE

    PRESIDENT & CEO

    Total calculated
    $203,679
    From this org
    $192,104
    From related orgs
    $0
    Other
    $11,575
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,104
    Bonus
    $5,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,575
    Filer's total
    $203,679

  • SHANNON GUREK

    VP FINANCE & OPERATIONS

    Total calculated
    $198,812
    From this org
    $193,691
    From related orgs
    $0
    Other
    $5,121
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,191
    Bonus
    $24,500
    Other
    $0
    Deferred
    $2,999
    Nontaxable benefits
    $2,122
    Filer's total
    $198,812

  • JOANNA BALLANTINE

    VP PHILANTHROPIC SERVICES

    Total calculated
    $182,803
    From this org
    $173,821
    From related orgs
    $0
    Other
    $8,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,481
    Bonus
    $18,340
    Other
    $0
    Deferred
    $8,723
    Nontaxable benefits
    $259
    Filer's total
    $182,803

  • BRIANA WALES-THAXTON

    VP PEOPLE AND CULTURE

    Total calculated
    $178,640
    From this org
    $142,886
    From related orgs
    $0
    Other
    $35,754
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,746
    Bonus
    $21,140
    Other
    $0
    Deferred
    $13,463
    Nontaxable benefits
    $22,291
    Filer's total
    $178,640

  • DENISE HURST

    VP OF COMMUNITY IMPACT

    Total calculated
    $176,877
    From this org
    $140,505
    From related orgs
    $0
    Other
    $36,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,365
    Bonus
    $11,140
    Other
    $0
    Deferred
    $13,317
    Nontaxable benefits
    $23,055
    Filer's total
    $176,877

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE EXECUTIVE TEAM EARNED BONUSES DURING CALENDAR YEAR 2023 WHICH WERE REPORTED ON THEIR W2'S.

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

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CFWM LLC

    VEHICLE TO HOLD REAL ESTATE · DE · income $0 · assets $0

    Directly controlled by CFWMA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v6.0
Source object
202520219349300422

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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