Liabilities / Assets
34th percentile
Higher debt load relative to assets than 34% of similar nonprofits.
990 • Fiscal year 2015 • EIN 04-2701694
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
34th percentile
Higher debt load relative to assets than 34% of similar nonprofits.
Liabilities / Revenue
53rd percentile
Higher debt load relative to revenue than 53% of similar nonprofits.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 6.8% of source-year revenue.
Asset Growth
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
97th percentile
Faster revenue growth than 97% of similar nonprofits.
Assets
Up$7,234,293
Up $228,635 (+3.3%) from 2014
Net Assets
Up$6,729,535
Up $251,437 (+3.9%) from 2014
Liabilities
Down$504,758
Down $22,802 (-4.3%) from 2014
Revenue
Up$2,412,736
Up $1,648,299 (+216%) from 2014
Expenses
Up$657,919
Up $21,573 (+3.4%) from 2014
Net Income
Up$1,754,817
Up $1,626,726 (+1270%) from 2014
The foundation is charged with receiving donations, investing, and making expenditures exclusively for the benefit of westfield state university, and particularly both to provide scholarships and to sponsor educational activities.
To support westfield state university through active fund-raising and advocacy.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $6,201,245 | $6,398,482 | ▲ $197,237 |
| Land, Buildings, and Equipment, Net | $460,649 | $499,855 | ▲ $39,206 |
| Pledges and Grants Receivable | $223,899 | $177,810 | ▼ $46,089 |
| Cash and Non-Interest-Bearing Accounts | $90,902 | $130,156 | ▲ $39,254 |
| Savings and Temporary Cash Investments | $19,057 | $19,068 | ▲ $11 |
| Prepaid Expenses and Deferred Charges | $9,906 | $8,922 | ▼ $984 |
| Total Assets | $7,005,658 | $7,234,293 | ▲ $228,635 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $304,800 | $247,200 | ▼ $57,600 |
| Other Liabilities | $209,260 | $225,712 | ▲ $16,452 |
| Accounts Payable and Accrued Expenses | $12,500 | $30,846 | ▲ $18,346 |
| Deferred Revenue | $1,000 | $1,000 | → $0 |
| Total Liabilities | $527,560 | $504,758 | ▼ $22,802 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $3,205,298 | $3,276,788 | ▲ $71,490 |
| Temporarily Rstr Net Assets | $3,146,133 | $3,193,253 | ▲ $47,120 |
| Unrestricted Net Assets | $126,667 | $259,494 | ▲ $132,827 |
| Total Net Assets Fund Balance | $6,478,098 | $6,729,535 | ▲ $251,437 |
| Total Liabilities and Net Assets / Fund Balance | $7,005,658 | $7,234,293 | ▲ $228,635 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $360,877 | - | $360,877 |
| Buildings | $102,111 | $117,700 | $219,811 |
| Equipment | $36,867 | $29,732 | $66,599 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2014 | $5,018,472 | $71,490 | ▲ $142,235 | $225,860 | $5,006,337 |
| 2013 | $4,262,336 | $54,024 | ▲ $832,253 | $130,141 | $5,018,472 |
| 2012 | $3,775,859 | $78,345 | ▲ $546,733 | $138,601 | $4,262,336 |
| 2011 | $3,731,143 | $114,213 | ▲ $35,206 | $104,703 | $3,775,859 |
| 2010 | $3,214,055 | $85,551 | ▲ $550,812 | $119,275 | $3,731,143 |
| Name | Title | Full / Part Time | Other | Total |
|---|---|---|---|---|
| Michael Knapik | Executive Director | PT | $146,364 | $146,364 |
| Name | Title |
|---|---|
| Robin Jensen | Chair |
| Edward Marth | Past Chair |
| James Leahy | Vice Chair |
| Andrew Melendez | Director |
| Andrew Oleksak | Director |
| Eileen Swan Rockwal | Director |
| James Huffmire | Director |
| John Davies | Director |
| John Torrone | Director |
| Joseph Pellegrino | Director |
| Kevin Queenin | Director |
| Mark Lambert | Director |
| Mary Larrivee | Director |
| Matthew Carlin | Director |
| Patricia Conant | Director |
| Robert Piper | Director |
| Sheridan Carey | Director |
| Gina Barry | Clerk |
| Roland Joyal | Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $461,360 |
| Other Expenses | $196,559 |
| Total Fundraising Expense | $53,068 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $317,759 | - | - | $317,759 |
| Grants to Domestic Individuals | $143,601 | - | - | $143,601 |
| Fees for Services Accounting | - | $37,276 | - | $37,276 |
| Occupancy | - | $19,700 | - | $19,700 |
| Advertising | - | $19,230 | - | $19,230 |
| Depreciation Depletion | - | $14,844 | - | $14,844 |
| Office Expenses | - | $12,813 | - | $12,813 |
| Interest | - | $9,774 | - | $9,774 |
| Insurance | - | $8,691 | - | $8,691 |
| Fees for Services Legal | - | $5,087 | - | $5,087 |
| Conferences and Meetings | - | $4,890 | - | $4,890 |
| Other Expenses | - | $4,136 | $1,996 | $1,996 |
| All Other Expenses | - | $943 | - | $943 |
| Travel | - | $316 | - | $316 |
| Total Functional Expenses | $461,360 | $143,491 | $53,068 | $657,919 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $910,762 |
| Expenses per Audited Statements | $657,919 |
| Total Expenses per Form 990 | $657,919 |
| Expenses Not Reported on Form 990 | $252,843 |
| Expenses Not Reported on Financial Statements | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Westfield State University | Westfield, MA | Section 115 | On-behalf Payments to Westfield State University. | $317,759 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $74,852 |
| Fundraising Direct Expenses | $58,843 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Golf Tournament | $49,987 | $49,987 | $3,427 | $46,560 |
| Class Reunions | $12,780 | $12,780 | $3,652 | $9,128 |
| Total Events | $74,852 | $74,852 | $58,843 | $16,009 |
| Liability | Amount |
|---|---|
| Agency Funds Held | $225,712 |
“A copy of the form 990 is made available to the board of directors by management.”
“If there is a potential conflict of interest, the governing board will investigate the matter, afford the person(s) with the potential conflict of interest to explain the situation, and then determine if action is necessary.”
“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public by request.”
“The organization's financial statement oversight process and selection of the the independent accountant process has not changed during the year.”
“Endowment funds held by the westfield state foundation, inc. Are largely restricted to scholarships, with a small percentage for the use of the foundation.”
“Generally accepted accounting principles practiced in the united states of america require an entity to assess the probability that a tax position has a "more likely than not" (mltn) sustainability after review by tax authorities. If a tax position is deemed not to meet this threshold, any unrecognized tax benefits and costs are estimated and recognized. Tax returns are routinely open for review by the tax authorities for three years from their due date. In certain circumstances, the statute of limitations may remain open indefinitely. As a not-for-profit entity exempt for income taxes, the foundation may, however, be subject to tax on unrelated business income.”
“Fundraising expense 58,843.”
“Fundraising expense 58,843.”
“The organization's endownment funds for prior years have been restated to exclude amounts held that, although classified as temporarily restricted, are not part of the organization's endowment funds.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 12500 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 30846 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO SUPPORT WESTFIELD STATE UNIVERSITY THROUGH ACTIVE FUND-RAISING AND ADVOCACY. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 19230 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 19230 |
| IRS990/AllOtherContributionsAmt | 0 | 591684 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 943 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 943 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | MICHAEL KNAPIK |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4135725210 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2 BROAD STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WESTFIELD |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01085 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 90902 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 130156 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 4890 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 4890 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 591684 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 461360 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1700629 |
| IRS990/CYOtherExpensesAmt | 0 | 196559 |
| IRS990/CYOtherRevenueAmt | 0 | 120423 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1754817 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 657919 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 53068 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2412736 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1000 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 1000 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 14844 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 14844 |
| IRS990/Desc | 0 | STUDENT SCHOLARSHIPS- SCHOLARSHIPS GIVEN TO OVER 150 WESTFIELD STATE UNIVERSITY STUDENT FOR FALL AND SPRING SEMESTERS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 143601 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 37276 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 37276 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 5087 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 5087 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 36243 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 32480 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | EDWARD MARTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROLAND JOYAL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ROBIN JENSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | SHERIDAN CAREY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MARK LAMBERT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | GINA BARRY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOHN DAVIES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JAMES HUFFMIRE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MARY LARRIVEE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | ROBERT PIPER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | KEVIN QUEENIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MATTHEW CARLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | PATRICIA CONANT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | JOHN TORRONE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | JAMES LEAHY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | ANDREW MELENDEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | ANDREW OLEKSAK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | JOSEPH PELLEGRINO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | EILEEN SWAN ROCKWAL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | MICHAEL KNAPIK |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 127078 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 113884 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PAST CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | CLERK |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1980 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 58843 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 74852 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1564835 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 19 |
| IRS990/GrantAmt | 0 | 143601 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 143601 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 143601 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 317759 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 317759 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 6521976 |
| IRS990/GrossReceiptsAmt | 0 | 7428720 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 19 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 8691 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 8691 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 9774 |
| IRS990/InterestGrp/TotalAmt | 0 | 9774 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 135794 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 135794 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 6201245 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 6398482 |
| IRS990/IRPDocumentCnt | 0 | 17 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 147432 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 460649 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 499855 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 647287 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 4957141 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE FOUNDATION IS CHARGED WITH RECEIVING DONATIONS, INVESTING, AND MAKING EXPENDITURES EXCLUSIVELY FOR THE BENEFIT OF WESTFIELD STATE UNIVERSITY, AND PARTICULARLY BOTH TO PROVIDE SCHOLARSHIPS AND TO SPONSOR EDUCATIONAL ACTIVITIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 304800 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 247200 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6478098 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6729535 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1564835 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1564835 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 16009 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 16009 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -1503380 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 19700 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 19700 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 12813 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 12813 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | DEVELOPMENT |
| IRS990/OtherExpensesGrp/Desc | 1 | BANK FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | UTILITIES |
| IRS990/OtherExpensesGrp/Desc | 3 | ALUMNI MERCHANDISE |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 51072 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1996 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 5791 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 4136 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 51072 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 5791 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4136 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1996 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 209260 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 225712 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 14469 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 14469 |
| IRS990/OtherRevenueTotalAmt | 0 | 14469 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 3205298 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 3276788 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 223899 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 177810 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 9906 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 8922 |
| IRS990/PrincipalOfficerNm | 0 | GINA BARRY |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | ON-BEHALF PAYMENTS TO WESTFIELD STATE UNIVERSITY AND GRANTS TO VARIOUS DEPARTMENTS FOR ACADEMIC PROJECTS. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 317759 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 317759 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 556113 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 478219 |
| IRS990/PYInvestmentIncomeAmt | 0 | 132915 |
| IRS990/PYOtherExpensesAmt | 0 | 158127 |
| IRS990/PYOtherRevenueAmt | 0 | 75409 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 128091 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 636346 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 764437 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1754817 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 89945 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 89945 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 19057 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 19068 |
| IRS990ScheduleA/CollegeOrganizationInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 591684 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 533128 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 528081 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 463228 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 311000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 2427121 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt | 0 | 194000 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 194000 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 135794 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 132915 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 141660 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 167954 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 141809 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 720132 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 586241 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 104414 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 65980 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 72540 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 68912 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15000 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 326846 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.71460 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.73060 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 2621121 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 785684 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 533128 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 528081 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 463228 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 311000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 2621121 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 3668099 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.