Charity profile · Historical source record

Community Foundation of Western Massachusetts

Historical collection: May 2019 · Rating details mostly from 2017. Source & context

The mission

What this organization describes

Enriching the quality of life
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.

Mission and tagline reproduced from the source record.

Historical scorecard

Three perspectives. One record.

86.50Overall score
out of 100
82.67Financial score
out of 100
92.00Accountability & transparency
out of 100

These are the dataset’s historical numeric fields, not a current rating or a new DonorAPI.com assessment. Read the score context ↗

Financial context

Revenue, expenses, and composition

Total revenue · USD$13,942,094
Total expenses · USD$10,280,261

Program expenses

$8,902,706.03 recorded amount
86.6%

Fundraising expenses

$555,134.09 recorded amount
5.4%

Administrative expenses

$812,140.62 recorded amount
7.9%
Fundraising efficiency
$0.05 spent per $1 raised in donations, as defined in the source.

Expense shares are displayed as percentages. Component amounts in this collection match total expenses multiplied by the source ratios; rounding can leave a small difference from the total. The source does not supply a row-specific fiscal year. Field definitions ↗

Historical leadership record

The leadership information supplied

Recorded leader
Katharine Allan Zobel
Recorded compensation
$175,338.00
Recorded compensation percentage
1.70%

These fields do not establish the current officeholder or current compensation. The metadata does not specify the denominator of the leader compensation percentage. Read with context ↗

Inspect all 23 original source fields

Exact source strings are retained below, including numeric precision. A blank value is marked as not reported; zero remains zero.

All 23 original fields for Community Foundation of Western Massachusetts
Source fieldOriginal source value
ascore
Accountability & transparency score
92.0
category
Category
Community Development
description
Mission & description
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 $24.6 million in additional charitable assets.
ein
EIN
22-3089640
tot_exp
Total expenses
10280261.0
admin_exp_p
Administrative expense fraction
0.079
fund_eff
Fundraising efficiency ($ per $1 raised)
0.05
fund_exp_p
Fundraising expense fraction
0.054000000000000006
program_exp_p
Program expense fraction
0.866
fscore
Financial score
82.67
leader
Recorded leader
Katharine Allan Zobel
leader_comp
Recorded leader compensation
175338.0
leader_comp_p
Recorded leader compensation fraction
0.017
motto
Tagline
Enriching the quality of life
name
Charity name
Community Foundation of Western Massachusetts
tot_rev
Total revenue
13942094.0
score
Overall score
86.5
state
State code
MA
subcategory
Subcategory
Community Foundations
size
Source size label
mid
program_exp
Program expenses
8902706.026
fund_exp
Fundraising expenses
555134.094
admin_exp
Administrative expenses
812140.6190000001

Source: Charity Navigator Scores Expenses Dataset, version 1, attributed to katyjqian on Kaggle. Collection: May 2019; rating details mostly from 2017. Read attribution, scope, and reuse notes.