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Nonprofiteer
← COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS

Form 990 for tax year 2022

Filed by COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS.

Totals

Total revenue
$15,810,875
Total expenses
$21,533,142
Contributions and grants received
$12,036,254
Grants paid
$16,922,714
Program services expenses (Part IX)
$18,578,646
Management and general expenses
$2,044,577
Fundraising expenses
$909,919
Program service expenses (Part III)
$18,578,646

Program services were 86.3% 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

    FOUNDATION 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

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID PINSKY

    OUTGOING TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUG A THEOBALD

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH SILLIN

    OUTGOING 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

  • KARIN GEORGE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LINDA DUNLAVY

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK KEROACK

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY ANN SPENCER

    OUTGOING TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY-BETH COOPER

    FOUNDATION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MAURICIA GEISSLER

    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

  • BRUCE HILTUNEN

    VP FINANCE & OPERATIONS

    Total calculated
    $185,895
    From this org
    $155,533
    From related orgs
    $0
    Other
    $30,362
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,337
    Bonus
    $24,896
    Other
    $300
    Deferred
    $14,144
    Nontaxable benefits
    $16,218
    Filer's total
    $185,895

  • KATHARINE ALLAN ZOBEL

    OUTGOING PRESIDENT & CEO

    Total calculated
    $278,675
    From this org
    $237,314
    From related orgs
    $0
    Other
    $41,361
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,014
    Bonus
    $30,000
    Other
    $300
    Deferred
    $21,318
    Nontaxable benefits
    $20,043
    Filer's total
    $278,675

  • MEGAN BURKE

    PRESIDENT & CEO 01/23

    Total calculated
    $0
    Hours/week
    40

  • SHANNON GUREK

    VP FINANCE & OPERATIONS 10/22

    Total calculated
    $25,408
    From this org
    $25,285
    From related orgs
    $0
    Other
    $123
    Hours/week
    40

  • BRIANA WALES-THAXTON

    VP PEOPLE AND CULTURE

    Total calculated
    $167,447
    From this org
    $137,619
    From related orgs
    $0
    Other
    $29,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $114,159
    Bonus
    $23,160
    Other
    $300
    Deferred
    $10,916
    Nontaxable benefits
    $18,912
    Filer's total
    $167,447

  • DENISE HURST

    VP OF COMMUNITY IMPACT

    Total calculated
    $173,151
    From this org
    $143,423
    From related orgs
    $0
    Other
    $29,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,213
    Bonus
    $20,910
    Other
    $300
    Deferred
    $8,072
    Nontaxable benefits
    $21,656
    Filer's total
    $173,151

  • JOANNA BALLANTINE

    VP PHILANTHROPIC SERVICES

    Total calculated
    $111,682
    From this org
    $111,537
    From related orgs
    $0
    Other
    $145
    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 — 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 2022 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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202420179349300342

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

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