Friends of the Berkley Council on Aging
Nonprofit profile at a glance
- EIN
- 800253490
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2019
- Location
- Berkley, MA, USA
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Single Organization Support
Reported finances
- Revenue
- $121,165
- Expenses
- $90,657
- Assets
- $58,524
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Roberta Poli (President)
- Jeanne Plunkett (Vice President)
People named in this filing
- Roberta Poli (President)
- Elisabeth Monkowski (Treasurer)
- Katherine Ann Medeiros (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To enrich the programs of the Berkley Council on Aging. To rent, lease, build, purchase property in connection with the achievement of any of the foregoing purposes: to raise, hold and dispurse funds for the accomplishment of the above purposes to engage in any lawful act or activity for which non-profit corporations may be organized under Chapter 180 of the Massachusetts General Law.
What it reported doing in 2024
To raise, hold and disburse funds for the accomplishment of the above purposes. To engage in any lawful act or activity for which non-profit corporations may be organized under chapter 180 of the Massachusetts general law
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Member-benefit provider. The nonprofit used 98% of its reported program spending for member benefits.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 82
- Sustainability: 58
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 74.8%; rating input score 75
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 25.2%; rating input score 79; 79th percentile among comparable filings
- Total-asset coverage ratio: 0.65; rating input score 45; 45th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 22.4% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 21.9% per year; rating input score 100; 85th percentile among comparable filings
- Asset growth: 17% per year; rating input score 100; 76th percentile among comparable filings
Details
- Where the money goes: 74.8% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $91K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 9 filing years from 2011 to 2024
- Contacts: How to reach this organization
- 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 — Sustainability: Total-asset coverage ratio scored 45/100.