Nonprofit · EIN 22-3089640
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
Tax-exempt · SPRINGFIELD, MA 01103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $37,101,884 | $29,767,872 | $7,334,012 | $292,131,079 | $5,871,426 | $286,259,653 |
| March 31, 2024 | 990 | $37,016,434 | $20,102,825 | $16,913,609 | $282,374,225 | $27,674,252 | $254,699,973 |
| March 31, 2023 | 990 | $15,810,875 | $21,533,142 | -$5,722,267 | $239,194,168 | $23,725,012 | $215,469,156 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $16,884,625
- of which government grants
- $186,526
- Program service revenue
- $20,497
- Investment income
- $20,082,004
- Net rental income
- $3,000
- Net gain from sales of assets
- $14,152,007
- Other revenue
- $114,758
Expenses
- Grants and similar amounts paid
- $24,568,213
- Compensation of officers, directors and key employees
- $635,736
- Other salaries and wages
- $2,091,463
- Salaries, compensation and benefits (total)
- $3,395,387
- Professional fundraising fees
- $0
- Legal fees
- $32,318
- Accounting fees
- $57,330
- Occupancy
- $140,696
- Travel
- $24,268
- Depreciation
- $20,040
- Program services (functional)
- $26,394,322
- Management and general (functional)
- $2,106,022
- Fundraising (functional)
- $1,267,528
Balance sheet and other
- Total assets, start of year
- $282,374,225
- Total assets, end of year
- $292,131,079
- Total liabilities, end of year
- $5,871,426
- Net assets, end of year
- $286,259,653
- Land, buildings and equipment
- $56,081
- Publicly traded securities
- $273,228,453
- Net assets without donor restrictions
- $107,730,305
- Net assets with donor restrictions
- $178,529,348
- Gross unrelated business income
- $13,801
- Gross receipts
- $67,870,737
- Employees
- 29
- Volunteers
- 150
- Year formed
- 1991
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEGAN BURKE | PRESIDENT & CEO Officer | 40 | $217,975 | $32,649 |
| SHANNON GUREK | VP FINANCE & OPERATIONS Officer | 40 | $185,203 | $17,935 |
| JOANNA BALLANTINE | VP PHILANTHROPIC SERVICES Key employee | 40 | $170,241 | $15,322 |
| DENISE HURST | VP OF COMMUNITY IMPACT Highest-paid employee | 40 | $140,272 | $38,178 |
| BRIANA WALES-THAXTON | VP PEOPLE AND CULTURE Highest-paid employee | 40 | $135,047 | $37,708 |
| MEREDITH LEWIS | DIR OF CMTY IMPACT AND PTR. Highest-paid employee | 40 | $106,006 | $29,799 |
| KARIN GEORGE | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CHARLES D'AMOUR | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TARA BREWSTER | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| NIKKI BURNETT | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN DAVIS | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDA DUNLAVY | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAURICIA GEISSLER | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAGDALENA GOMEZ | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GILLIAN HINKSON | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK KEROACK | FOUNDATION TRUSTEE Trustee or director | 1 | $0 |
| SARAH LAPOLICE | FOUNDATION TRUSTEE Trustee or director | 1 | $0 |
| PAUL MURPHY | FOUNDATION TRUSTEE Trustee or director | 1 | $0 |
| PAYTON SHUBRICK | FOUNDATION TRUSTEE Trustee or director | 1 | $0 |
| DOUG A THEOBALD | FOUNDATION TRUSTEE UNTIL 10/24 Trustee or director | 1 | $0 |
| GREGORY THOMAS | FOUNDATION TRUSTEE Trustee or director | 1 | $0 |
| AARON VEGA | FOUNDATION TRUSTEE Trustee or director | 1 | $0 |
| BECKY WAI-LING PACKARD | FOUNDATION TRUSTEE Trustee or director | 1 | $0 |
| FRANCIA WISNEWSKI | FOUNDATION TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE SCHUTT | FOUNDATION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEGAN BURKE | PRESIDENT & CEO Officer | 40 | $192,104 | $11,575 |
| SHANNON GUREK | VP FINANCE & OPERATIONS Officer | 40 | $193,691 | $5,121 |
| JOANNA BALLANTINE | VP PHILANTHROPIC SERVICES Key employee | 40 | $173,821 | $8,982 |
| BRIANA WALES-THAXTON | VP PEOPLE AND CULTURE Highest-paid employee | 40 | $142,886 | $35,754 |
| DENISE HURST | VP OF COMMUNITY IMPACT Highest-paid employee | 40 | $140,505 | $36,372 |
| AARON VEGA | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNE PARADIS | OUTGOING-TRUSTEE Trustee or director | 1 | $0 | $0 |
| BECKY WAI-LING PACKARD | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLES D'AMOUR | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINA ROYAL | OUTGOING-TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG A THEOBALD | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GILLIAN HINKSON | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREGORY THOMAS | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN DAVIS | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARIN GEORGE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LINDA DUNLAVY | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAGDALENA GOMEZ | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK KEROACK | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY-BETH COOPER | OUTGOING-TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAURICIA GEISSLER | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHELLE SCHUTT | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| NIKKI BURNETT | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL MURPHY | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| PAYTON SHUBRICK | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| TARA BREWSTER | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHARINE ALLAN ZOBEL | OUTGOING PRESIDENT & CEO Officer | 40 | $237,314 | $41,361 |
| BRUCE HILTUNEN | VP FINANCE & OPERATIONS Officer | 40 | $155,533 | $30,362 |
| DENISE HURST | VP OF COMMUNITY IMPACT Highest-paid employee | 40 | $143,423 | $29,728 |
| BRIANA WALES-THAXTON | VP PEOPLE AND CULTURE Highest-paid employee | 40 | $137,619 | $29,828 |
| JOANNA BALLANTINE | VP PHILANTHROPIC SERVICES Highest-paid employee | 40 | $111,537 | $145 |
| SHANNON GUREK | VP FINANCE & OPERATIONS 10/22 Officer | 40 | $25,285 | $123 |
| AARON VEGA | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNE PARADIS | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| BECKY WAI-LING PACKARD | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLES D'AMOUR | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINA ROYAL | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID PINSKY | OUTGOING TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG A THEOBALD | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH SILLIN | OUTGOING TRUSTEE Trustee or director | 1 | $0 | $0 |
| GILLIAN HINKSON | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREGORY THOMAS | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARIN GEORGE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LINDA DUNLAVY | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK KEROACK | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY ANN SPENCER | OUTGOING TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY-BETH COOPER | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAURICIA GEISSLER | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| NIKKI BURNETT | FOUNDATION TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL MURPHY | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MEGAN BURKE | PRESIDENT & CEO 01/23 Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 BRIDGE ST, SPRINGFIELD, MA 01103-1411
- In care of
- % RON ANCRUM
- Principal officer (990 for 2024)
- SHANNON GUREK, 333 BRIDGE STREET, SPRINGFIELD, MA 01103
- Signed the 990
- SHANNON GUREK, VP FOR FINANCE & OPERATIONS
- Phone
- (413) 732-2858
- Website
- WWW.COMMUNITYFOUNDATION.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS SEEKS TO ENRICH THE QUALITY OF LIFE OF THE PEOPLE OF OUR REGION BY ENCOURAGING PHILANTHROPY, DEVELOPING A PERMANENT, FLEXIBLE ENDOWMENT, ASSESSING AND RESPONDING TO EMERGING AND CHANGING NEEDS, SERVING AS A RESOURCE, CATALYST, AND COORDINATOR FOR CHARITABLE ACTIVITIES, AND PROMOTING EFFICIENCY IN THE MANAGEMENT OF CHARITABLE FUNDS.
Program accomplishments
- COMPETITIVE GRANT PROGRAM AND DESIGNATED GRANTS ADMINISTERED TO BENEFIT RESIDENTS OF THE THREE COUNTIES SERVED. APPROXIMATELY 450 PROJECTS FUNDED THROUGH THIS PROCESS. THROUGH DONOR ADVISED GRANTS, APPROXIMATELY 1,880 GRANTS WERE MADE TO PUBLIC CHARITIES.Expenses $24,894,122 · grants $23,068,013 · revenue $20,497
- COMMUNITY SCHOLARSHIP PROGRAM PROVIDES A CENTRALIZED APPLICATION PROCESS FOR SCHOLARSHIPS AND LOANS TO BENEFIT RESIDENTS OF WESTERN MASSACHUSETTS. AWARDS ARE BASED ON APPLICANTS' FINANCIAL NEED, ACADEMIC MERIT, RESPONSES TO QUESTIONS AND EXTRA CURRICULAR ACTIVITIES INACCORDANCE WITH THE TERMS OF THE INDIVIDUAL FUNDS.Expenses $1,500,200 · grants $1,500,200
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3089640
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $292,131,079
- Income (IRS master file)
- $67,870,737
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $37,101,884 | $29,767,872 | $292,131,079 | XML |
| 990-T | March 2025 | – | – | – | IRS |
| 990 | March 2024 | $37,016,434 | $20,102,825 | $282,374,225 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990 | March 2023 | $15,810,875 | $21,533,142 | $239,194,168 | XML |
| 990-T | March 2023 | – | – | – | IRS |
| 990 | March 2022 | $50,890,910 | $18,863,401 | $263,677,089 | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3089640).
Questions about COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
- What is the EIN of COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS is 22-3089640.
- Is COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS?
- The 990 for the year ended March 31, 2025 names SHANNON GUREK.
- Who are the officers and directors of COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS?
- The 990 for the year ended March 31, 2025 lists 25 people; 6 received compensation from the organization, the highest $217,975 (MEGAN BURKE, PRESIDENT & CEO).
- How much revenue does COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $37,101,884, expenses of $29,767,872 and total assets of $292,131,079 at year end.
Other nonprofits in SPRINGFIELD
- MASSMUTUAL FOUNDATION INC EIN 47-4967720 · last filed 990-PF for 2024
- IRENE E AND GEORGE A DAVIS FOUNDATION EIN 61-1816364 · last filed 990-PF for 2024
- JEWISH FEDERATION OF WESTERN MASSACHUSETTS INC EIN 04-2127023 · last filed 990 for 2024
- GLASS CHARITABLE FOUNDATION EIN 36-7255316 · last filed 990-PF for 2024
- FRIENDS OF SPRINGFIELD PREPARATORY CHARTER SCHOOL INC EIN 46-4391150 · last filed 990 for 2025
- BENSON FAM CHARITABLE TR EIN 22-5017058 · last filed 990-PF for 2024
- ROTARY CLUB OF SPRINGFIELD MASSACHUSETTS INC EIN 84-3165015 · last filed 990-EZ for 2025
- SINAI FEDERATION CHARITABLE FOUNDATION INC EIN 36-4525930 · last filed 990 for 2025
All nonprofits in SPRINGFIELD · Massachusetts · Philanthropy, voluntarism and grantmaking foundations