Montachusett Recovery Foundation Corp

Nonprofit profile at a glance

EIN
853284326
IRS 990 coverage
2024–2025
Forms available
Form 990 2025, Form 990-EZ 2023
Location
Leominster, MA, USA
Phone
9782275036
Rating
56
Verdict
MIXED
Rating confidence
Moderate
Sector
Management & Technical Assistance

Reported finances

Revenue
$378,167
Expenses
$316,203
Assets
$133,284
Liabilities
$2,310

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Highest reported compensation

  • MARCIE HAGAR (EXECUTIVE DI): $61,896 total reported compensation
  • GARY JOHNSON (DIRECTOR OF): $19,588 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

1) to support the recovery community, and systems of care that are recovery oriented, throughout the montachusett region by being an active element in creating, advancing, and protecting recovery initiatives that contribute to combating negative stigmas and promote equity, diversity, inclusion and belonging. 2) to conduct such other charitable and educational activities and programs in furtherance of the foregoing purposes as may be carried out by an organization organized under m.g.l. C. 180 as described in section 501 (c)(3) of the internal revenue code of 1986, as amended.

What it reported doing in 2025

To support the recovery community, and systems of care that are recovery oriented, throughout the montachusett region by being an active element in creating, advancing, and protecting recovery initiatives that contribute to combating negative stigmas and promote equity, diversity, inclusion and belonging. To conduct such other charitable and educational activities and programs in furtherance of the foregoing purposes as may be carried out by an organization organized under m.g.l. C. 180 as described in section 501 (c)(3) of the internal revenue code of 1986, as amended.

Operating model

Revenue model
Donor-supported. 87% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 29
  • Transparency & Controls: 90
  • Accountability: 63
  • Sustainability: 43
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 29.7%; rating input score 30
  • Program expense ratio: 35.5%; rating input score 36
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 1 of 8 controls in place; rating input score 12
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 16.4%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 0.42; rating input score 22; 22nd percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 36; 36th percentile among comparable filings
  • Officer compensation ratio: 25.8%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: -9.5% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: 28.4% per year; rating input score 100; 92nd percentile among comparable filings
  • Asset growth: 19.6% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 29.7% of revenue deployed · 35.5% of spending went to programs
  • Governance: 9 of 9 board members independent · 1 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $112K in reported program spending
  • Leadership: top reported pay $62K · 10 people listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • 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: Mission deployment rate scored 30/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 36/100.
  • High — Accountability: Governance controls: 6 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 22/100.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 36/100.