Worcester Educational Development Foundation INC FY2022 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.
84¢ of each $1 spent went to programs.
$18K 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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FY2022 · 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
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$18K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
11 mo
of spending, in cash
Looks good: 10.7 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
$22K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$797K
+573% vs prior year
Spent
$578K
To programs
84%
Net assets
$599K
By yearFY2021–FY2025
Revenue
$797K
FY2022▲ +573%
Tap a bar for its year
Revenue by fiscal year
FY2021$119K
FY2022$797K
FY2023$438K
FY2024$995K
FY2025$641K
Expenses
$578K
FY2022▲ +274%
Tap a bar for its year
Expenses by fiscal year
FY2021$154K
FY2022$578K
FY2023$657K
FY2024$614K
FY2025$833K
Net assets
$599K
FY2022▲ +53%
Tap a bar for its year
Net assets by fiscal year
FY2021$391K
FY2022$599K
FY2023$386K
FY2024$778K
FY2025$595K

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

84 cents of each dollar spent went to programs.

Program services 84% · $486K Management & general 13% · $75K Fundraising 3% · $17K

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

14 people listed on the 990; $18K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director and VP
$17,700Pt VII · Sec A
$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 · $453K · in their own filed words · FY2021
01

Culture and arts programs including student concerts and other supports of arts and music programs.

$281Kprogram expense
02

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

$164Kprogram expense
03

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

$8Kprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$797K
Ln 12
Gifts and grantsLn 1h$793K
Other incomeLn 4–11$3K
Investment incomeLn 3$1K
Money outPt IX
$578K
Ln 25
Programscol B$486K
Managementcol C$75K
Fundraisingcol D$17K
Owns and owesPt X
$599K
net assets · Ln 32
Cash and savingsLn 1–2$516K
Total assetsLn 16$621K
LiabilitiesLn 26$22K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$793K
Investment incomeLn 3$1K
Other incomeLn 4–11$3K
Total revenueLn 12$797K
Assets in detailPt X, end of year
CashLn 1$516K
Cash and savings togetherLn 1–2$516K
InvestmentsLn 11–13$98K
Total assetsLn 16$621K
LiabilitiesLn 26$22K
Net assetsLn 32$599K
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 FY22End FY22
Cash and savingsLn 1–2$401K$516K
InvestmentsLn 11–13$0$98K
Total assetsLn 16$404K$621K
LiabilitiesLn 26$13K$22K
Net assetsLn 32$391K$599K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$21K$21K
Other salaries and wagesLn 7$38K$25K$13K
Payroll taxesLn 10$3K$2K$1K
Accounting feesLn 11c$8K$8K
Other fees for servicesLn 11g$24K$2K$21K$1K
Office expensesLn 13$5K$1K$3K$499
OccupancyLn 16$1K$1K
TravelLn 17$110K$110K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$360K$351K$8K$942
All other expensesLn 24e$3K$104$2K$392
Total functional expensesLn 25$578K$486K$75K$17K

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 Viewing $797K$578K$220K$599K 990 PDF
FY2021 $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 FY2022 990 (6 parts)
Part I · Summary $797,236 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $117,011$793,013
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,526$1,291
I-11 Other revenuePrior year $0$2,932
I-12 Total revenuePrior year $118,537$797,236
I-13 Grants and similar amounts paidPrior year $6,000$20,843
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $41,371$41,112
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $106,943$515,640
I-18 Total expensesPrior year $154,314$577,595
I-19 Revenue less expensesPrior year −$35,777$219,641
Part VI · Governance 14 of 14 board members independent, 2 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
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 $797,236 across 5 lines filed
VIII-1f All other contributions, gifts and grants$793,013
VIII-1h Total contributions, gifts and grants$793,013
VIII-3 Investment incomeExcluded from tax $1,291$1,291
VIII-8 Net income from fundraising eventsExcluded from tax $2,932$2,932
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $4,223$797,236
Part IX · Statement of functional expenses $577,595 across 11 lines filed
IX-2 Grants to domestic individualsPrograms $20,843$20,843
IX-7 Other salaries and wagesManagement $25,231 · Fundraising $12,614$37,845
IX-10 Payroll taxesManagement $2,178 · Fundraising $1,089$3,267
IX-11c Accounting feesManagement $8,290$8,290
IX-11g Other fees for servicesPrograms $2,460 · Management $20,691 · Fundraising $1,182$24,333
IX-13 Office expensesPrograms $1,285 · Management $2,823 · Fundraising $499$4,607
IX-16 OccupancyManagement $1,493$1,493
IX-17 TravelPrograms $110,085$110,085
IX-23 InsuranceManagement $3,580$3,580
IX-24 Other expenses (24a–d)Programs $351,275 · Management $8,227 · Fundraising $942$360,444
IX-24e All other expensesPrograms $104 · Management $2,312 · Fundraising $392$2,808
IX-25 Total functional expensesPrograms $486,052 · Management $74,825 · Fundraising $16,718$577,595
Part X · Balance sheet $620,760 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $401,162$516,371
X-3 Pledges and grants receivableStart of year $0$4,370
X-9 Prepaid expenses and deferred chargesStart of year $2,905$2,508
X-12 Other securitiesStart of year $0$97,511
X-16 Total assetsStart of year $404,067$620,760
X-17 Accounts payable and accrued expensesStart of year $13,387$21,728
X-26 Total liabilitiesStart of year $13,387$21,728
X-27 Net assets without donor restrictionsStart of year $50,167$25,629
X-28 Net assets with donor restrictionsStart of year $340,513$573,403
X-32 Total net assets or fund balancesStart of year $390,680$599,032
X-33 Total liabilities and net assetsStart of year $404,067$620,760
Part XI · Reconciliation of net assets $599,032 net assets at year end
XI-1 Total revenue$797,236
XI-2 Total expenses$577,595
XI-3 Revenue less expenses$219,641
XI-4 Net assets at start of year$390,680
XI-5 Net unrealized gains (losses) on investments−$11,289
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$599,032

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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