Community Foundation for MetroWest Inc
Nonprofit profile at a glance
- EIN
- 043266789
- IRS 990 coverage
- 2010–2025
- Forms available
- Form 990 2025
- Location
- Natick, MA, USA
- Phone
- 5086472260
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Community Foundations
Reported finances
- Revenue
- $10,233,861
- Expenses
- $6,601,655
- Assets
- $38,440,110
- Liabilities
- $2,037,272
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
26 people listed
Executive titles in this filing
- Jay Kim (Executive Director)
- Caroline Murphy (Vice President)
Highest reported compensation
- Jay Kim (Executive Director): $253,416 total reported compensation
- Caroline Murphy (Vice President): $155,810 total reported compensation
- Mary Crowley (Director of Finance): $147,058 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Community Foundation for MetroWest, Inc. improves the quality of life in 30+ MetroWest communities by providing financial and educational resources to local nonprofit organizations, sharing essential data about our region to inform decision making, and partnering with donors to help guide and align their giving with the areas of greatest need in the community.
What it reported doing in 2025
Youth in Philanthropy. Each year, we run 10-12 Youth in Philanthropy programs across MetroWest, that engages 200+ young people ages 12-18 in this experiential leadership program. Students learn about philanthropy and nonprofits, read real grant applications, conduct site visits, and support the Foundation in determining where to grant funds within our community.
Operating model
- Revenue model
- Donor-supported. 83% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 81% of its reported program spending out as grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 65
- Transparency & Controls: 76
- Accountability: 100
- Sustainability: 76
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 64.2%; rating input score 64
- Program expense ratio: 77%; rating input score 77
- Fundraising efficiency: $11.28 raised per $1 spent on fundraising; rating input score 37; 37th percentile among comparable filings
Transparency & Controls
- Consistency checks: 88.9%; rating input score 89; 4th percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 87.6%; rating input score 88; 26th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 35.5%; rating input score 86; 86th percentile among comparable filings
- Total-asset coverage ratio: 5.82; rating input score 80; 80th percentile among comparable filings
- Liabilities to assets ratio: 0.05; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 10.2%; rating input score 24; 24th percentile among comparable filings
Growth
- Program expense growth: 11.7% per year; rating input score 100; 73rd percentile among comparable filings
- Revenue growth: 8.7% per year; rating input score 100; 67th percentile among comparable filings
- Asset growth: 8.2% per year; rating input score 100; 57th percentile among comparable filings
Details
- Where the money goes: 64.2% of revenue deployed · 77% of spending went to programs
- Governance: 21 of 21 board members independent · 8 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $5.1M in reported program spending
- Leadership: top reported pay $253K · 26 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $139K reported
- Consistency: 31 of 33 current checks pass · 2 findings to review
- Schedules: 8 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 162 filed money-flow records
- Related organizations: 147 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 37/100.
- High — Sustainability: Officer compensation ratio scored 24/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.