Worcester Educational Development Foundation INC FY2021 filing

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To collaborate with the Worcester public schools to provide programs and resources to improve learning and success for students. We are working to eliminate barriers to students reaching their full academic potential by supporting rich opportunities for students including arts and culture, athletics, and health and wellness.

501(c)(3) charity; gifts are tax-deductible.
43¢ of each $1 spent went to programs.
$19K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $31K a year · 5% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
43%
of spending
Concern: 43% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$19K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
31 mo
of spending, in cash
Looks good: 31.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $20K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$13K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$119K
Spent
$154K
To programs
43%
Net assets
$391K
By yearFY2021–FY2025
Revenue
$119K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$119K
FY2022$797K
FY2023$438K
FY2024$995K
FY2025$641K
Expenses
$154K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$154K
FY2022$578K
FY2023$657K
FY2024$614K
FY2025$833K
Net assets
$391K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$391K
FY2022$599K
FY2023$386K
FY2024$778K
FY2025$595K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

43 cents of each dollar spent went to programs.

Program services 43% · $66K Management & general 57% · $88K Fundraising 0% · $360

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $19K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director and Vic
$18,700Pt VII · Sec A
First Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

McHala Brophy’s $49K as Former Executive Director is at the 40th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
McHala Brophy$49,039$23,077———
Louise Clarke——$18,575$17,700$18,700

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Worcester Educational Development Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects students and teachers with resources to enrich learning and advance equity in Worcester schools.

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Provided by the organization

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3 programs · $66K · in their own filed words · FY2020
01

COLLEGE/CAREER readiness programs including educational programs, materials & supplies and scholarships.

$31Kprogram expense
02

Science and technology programs includes middles school labortories have been outfitted with new equipment to study microsopy and density.

$23Kprogram expense
03

Coats for kids program

$12Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Dcu for KidsFY2024$8K
Total grants receivedfrom 2 funders$20K
Grants paid · 5 grants · $97K · 2020–2024
Unitemized GrantFY2024$24,019
Unitemized GrantFY2023$28,536
Unitemized GrantFY2022$17,565
Unitemized GrantFY2021$20,843
Unitemized GrantFY2020$6,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$119K
Ln 12
Gifts and grantsLn 1h$117K
Investment incomeLn 3$2K
Money outPt IX
$154K
Ln 25
Programscol B$66K
Managementcol C$88K
Fundraisingcol D$360
Owns and owesPt X
$391K
net assets · Ln 32
Cash and savingsLn 1–2$401K
Total assetsLn 16$404K
LiabilitiesLn 26$13K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$117K
Government grantsLn 1e$14K
Investment incomeLn 3$2K
Total revenueLn 12$119K
Assets in detailPt X, end of year
CashLn 1$401K
Cash and savings togetherLn 1–2$401K
Total assetsLn 16$404K
LiabilitiesLn 26$13K
Net assetsLn 32$391K
OperationsPt I, VI
EmployeesI 51
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$438K$401K
Total assetsLn 16$441K$404K
LiabilitiesLn 26$14K$13K
Net assetsLn 32$426K$391K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$6K$6K
Other salaries and wagesLn 7$38K$38K
Payroll taxesLn 10$3K$3K
Accounting feesLn 11c$8K$8K
Other fees for servicesLn 11g$20K$20K
Office expensesLn 13$2K$284$1K$212
OccupancyLn 16$2K$2K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$72K$61K$11K$148
All other expensesLn 24e−$120−$985$865
Total functional expensesLn 25$154K$66K$88K$360

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $641K$833K−$192K$595K 990 PDF
FY2024 $995K$614K$381K$778K 990 PDF
FY2023 $438K$657K−$219K$386K 990 PDF
FY2022 $797K$578K$220K$599K 990 PDF
FY2021 Viewing $119K$154K−$36K$391K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $118,537 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $500,316$117,011
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $2,352$1,526
I-11 Other revenuePrior year $4,614$0
I-12 Total revenuePrior year $507,282$118,537
I-13 Grants and similar amounts paidPrior year $19,161$6,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $19,971$41,371
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $423,086$106,943
I-18 Total expensesPrior year $462,218$154,314
I-19 Revenue less expensesPrior year $45,064−$35,777
Part VI · Governance 13 of 13 board members independent, 2 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $118,537 across 5 lines filed
VIII-1e Government grants$13,938
VIII-1f All other contributions, gifts and grants$103,073
VIII-1h Total contributions, gifts and grants$117,011
VIII-3 Investment incomeExcluded from tax $1,526$1,526
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $1,526$118,537
Part IX · Statement of functional expenses $154,314 across 10 lines filed
IX-2 Grants to domestic individualsPrograms $6,000$6,000
IX-7 Other salaries and wagesManagement $38,080$38,080
IX-10 Payroll taxesManagement $3,291$3,291
IX-11c Accounting feesManagement $7,765$7,765
IX-11g Other fees for servicesManagement $20,084$20,084
IX-13 Office expensesPrograms $284 · Management $1,060 · Fundraising $212$1,556
IX-16 OccupancyManagement $2,422$2,422
IX-23 InsuranceManagement $3,337$3,337
IX-24 Other expenses (24a–d)Programs $61,083 · Management $10,668 · Fundraising $148$71,899
IX-24e All other expensesPrograms −$985 · Management $865−$120
IX-25 Total functional expensesPrograms $66,382 · Management $87,572 · Fundraising $360$154,314
Part X · Balance sheet $404,067 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $438,219$401,162
X-9 Prepaid expenses and deferred chargesStart of year $2,359$2,905
X-16 Total assetsStart of year $440,578$404,067
X-17 Accounts payable and accrued expensesStart of year $8,940$13,387
X-26 Total liabilitiesStart of year $14,121$13,387
X-27 Net assets without donor restrictionsStart of year $82,364$50,167
X-28 Net assets with donor restrictionsStart of year $344,093$340,513
X-32 Total net assets or fund balancesStart of year $426,457$390,680
X-33 Total liabilities and net assetsStart of year $440,578$404,067
Part XI · Reconciliation of net assets $390,680 net assets at year end
XI-1 Total revenue$118,537
XI-2 Total expenses$154,314
XI-3 Revenue less expenses−$35,777
XI-4 Net assets at start of year$426,457
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$390,680

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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