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Community Development : Community Foundations

Community Foundation of Western Massachusetts

Enriching the quality of life

three stars

82.56

333 Bridge Street Springfield, MA 01103
tel: (413) 732-2858   Web Site
EIN: 22-3089640

Board Leadership
Elizabeth Sillin
Chair

CEO
Katie Allan Zobel
President

  Score
(out of 100)
Rating
Overall Score & Rating 82.56 three stars
  Financial 76.68 two stars
  Accountability & Transparency 92.00 four stars
This rating was published 02/01/2021 and includes data from FY2019, the most recent 990 received at that time.

Founded in 1991, the Community Foundation of Western Massachusetts administers a charitable endowment consisting of approximately 550 separately identified funds ($120 million) serving the three counties bordering the Connecticut River in Western Massachusetts (Hampden, Hampshire, and Franklin counties). The Foundation also plays a central role in the charitable distributions from four large private foundations in the region, administered by Bank of America and representing approximately $24.6 million in additional charitable assets.

Founded in 1991, the Community Foundation of Western Massachusetts administers a charitable endowment consisting of approximately 550 separately identified funds ($120 million) serving the three counties bordering the Connecticut River in Western Massachusetts (Hampden, Hampshire, and Franklin counties). The Foundation also plays a central role in the charitable distributions from four large private foundations in the region, administered by Bank of America and representing approximately $24.6 million in additional charitable assets.

Financial

two stars

76.68

Accountability & Transparency

four stars

92.00

This rating was published 02/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
82.4%
  Administrative Expenses 11.6%
  Fundraising Expenses 5.9%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 11.74
  Program Expenses Growth 1.5%
  Liabilities to Assets 11.6%
All data for Financial Performance Metrics calculations was provided by Community Foundation of Western Massachusetts on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Community Foundation of Western Massachusetts on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Community Foundation of Western Massachusetts (MA) 82.56 three stars
DuPage Community Foundation (IL) 91.92 four stars
The Community Foundation of Western North Carolina (NC) 90.94 four stars
Central Carolina Community Foundation (SC) 93.32 four stars
Baltimore Community Foundation (MD) 85.17 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $7,044,029
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $7,044,029
   Program Service Revenue $396,147
Total Primary Revenue $7,440,176
   Other Revenue $4,097,933
TOTAL REVENUE $11,538,109
   
EXPENSES  
   Program Expenses $9,017,063
   Administrative Expenses $1,448,678
   Fundraising Expenses $752,941
TOTAL FUNCTIONAL EXPENSES $11,218,682
   
Payments to Affiliates $0
Excess (or Deficit) for the year $319,427
   
Net Assets $135,361,543

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grants Program $7,578,824 84.0%
Community Scholarship Program $1,438,239 16.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-03 02/01/2021 82.56 three stars
2018-03 07/01/2019 89.73 three stars
2017-03 08/01/2018 86.50 three stars
2016-03 12/01/2017 90.30 four stars
2015-03 10/01/2016 89.12 three stars
2014-03 06/01/2016 89.13 three stars
 
CN 2.0
2014-03 09/01/2015 90.28 four stars
2013-03 08/01/2014 96.35 four stars
2012-03 08/01/2013 91.35 four stars
2011-03 06/01/2012 82.98 three stars
2010-03 09/20/2011 91.09 four stars
 
CN 1.0
2010-03 07/01/2011 82.71 three stars
2009-03 11/24/2010 93.04 four stars
2008-03 08/01/2009 96.71 four stars
2007-03 09/01/2008 97.45 four stars
2006-03 02/01/2007 92.94 four stars
2005-03 01/01/2006 85.09 three stars
2004-03 02/01/2005 80.42 three stars
2003-03 12/01/2003 81.35 three stars
2002-03 10/15/2002 76.35 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 22-3089640
Name in IRS Master File COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (903) Community trust or component
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date April, 1991
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End March
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • March, 2018
  • March, 2017
  • March, 2016
  • March, 2015
  • March, 2014
Compensation % of Expenses Paid to Title
$210,155 1.87% Katharine Allan Zobel President

Highly Rated

Charity Name & State Overall Score Overall Rating
Community Foundation of Western Massachusetts (MA) 82.56 three stars
Community Foundation of North Central Florida (FL) 88.86 three stars
Erie Community Foundation (PA) 99.35 four stars
Lehigh Valley Community Foundation (PA) 96.66 four stars
Central Indiana Community Foundation (IN) 94.52 four stars

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Charity Contact Info

Community Foundation of Western Massachusetts
333 Bridge Street
Springfield, MA 01103
tel: (413) 732-2858
fax: (413) 733-8565
EIN: 22-3089640

Visit Web Site

Board Leadership

Elizabeth Sillin
Chair

CEO

Katie Allan Zobel
President

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