Civic Intelligence

Westfall Education Foundation

990EZ • Fiscal year 2015 • EIN 20-4951223

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 14, 2016

19463 Pherson PikeWilliamsport, OH 43164

(740) 207-1024

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

Up

$228,071

Up $62,306 (+38%) from 2011

Net Assets

$228,071

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$50,961

Up $19,883 (+64%) from 2011

Expenses

Up

$35,001

Up $6,269 (+22%) from 2011

Net Income

Up

$15,960

Up $13,614 (+580%) from 2011

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $165,765Liabilities 2011: $02011Assets 2015: $228,071Net Assets 2015: $228,0712015Assets 2016: $240,715Net Assets 2016: $240,7152016Assets 2017: $253,093Net Assets 2017: $253,0932017Assets 2018: $272,046Net Assets 2018: $272,0462018Assets 2019: $302,004Net Assets 2019: $302,0042019Assets 2020: $275,842Net Assets 2020: $275,8422020Assets 2021: $261,701Net Assets 2021: $261,7012021Assets 2022: $229,937Net Assets 2022: $229,9372022Assets 2023: $262,668Net Assets 2023: $262,6682023Assets 2024: $412,423Liabilities 2024: $97Net Assets 2024: $412,3262024

Highlighted filing

2015

Assets$228,071
Liabilities-
Net Assets$228,071

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $31,078Expenses 2011: $28,732Net Income 2011: $2,3462011Revenue 2015: $50,961Expenses 2015: $35,001Net Income 2015: $15,9602015Revenue 2016: $52,947Expenses 2016: $40,303Net Income 2016: $12,6442016Revenue 2017: $49,236Expenses 2017: $36,858Net Income 2017: $12,3782017Revenue 2018: $70,676Expenses 2018: $49,712Net Income 2018: $20,9642018Revenue 2019: $96,680Expenses 2019: $66,722Net Income 2019: $29,9582019Revenue 2020: $83,681Expenses 2020: $109,843Net Income 2020: -$26,1622020Revenue 2021: $66,668Expenses 2021: $80,809Net Income 2021: -$14,1412021Revenue 2022: $62,850Expenses 2022: $94,615Net Income 2022: -$31,7652022Revenue 2023: $101,477Expenses 2023: $68,746Net Income 2023: $32,7312023Revenue 2024: $251,415Expenses 2024: $101,757Net Income 2024: $149,6582024

Highlighted filing

2015

Revenue$50,961
Expenses$35,001
Net Income$15,960
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 14, 2016
Return Version
2014v6.0
Gross Receipts
$50,961
Mission and Program Overview

Mission

To enhance the educational programs of westfall local schools.

Program Services

DescriptionGrantsExpenses
TO ENHANCE THE EDUCATIONAL PROGRAMS OF WESTFALL LOCAL SCHOOLS. IT SUPPORTS INNOVATIVE PROGRAMS, PARTNERSHIPS, AND COLLABORATIONS TO IMPROVE THE QUALITY OF EDUCATION FOR ALL CHILDREN IN THE WESTFALL LOCAL SCHOOLS. THE FOUNDATION WORKS WITH, BUT IS INDEPENDENT OF THE WESTFALL LOCAL SCHOOLS.$18,707$35,001
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESLEY BARNESChairman-$0--
ANN ESSMANVice Chairma-$0--
WILMA BEERMANMember-$0--
NICK DOWNSMember-$0--
JACKIE EITELSecretary-$0--
JOYCE LEFFELMember-$0--
DARREN METZGERTreasurerPT$0--
EMILY NELSONMemberPT$0--
JAY WIPPELMember-$0--
CONNIE YOUNGMember-$0--
JARED CLARKMember-$0--
JAMA COBBMember-$0--
CARA RIDDELEx-Officio-$0--
SEAN RUTHEx-Officio-$0--
Filing and Contact Details

Filer

Filer Name
Westfall Education Foundation
EIN
20-4951223
Address
19463 PHERSON PIKE, WILLIAMSPORT, OH 43164

Signing Officer

Name
Darren Metzger
Title
Treasurer
Signed
2016-01-14

Preparer

Firm
Balestra Harr & Scherer Cpas Inc
Address
PO BOX 875, CIRCLEVILLE, OH 43113-0875
Preparer
Jeffrey a Harr
Phone
7404745210
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

12,500 0 0

Form 990-ez, Part I, Line 16

Expenses office 637 insurance 1,352 program costs 13,881 state filing fee 100 total 15,970

Form 990-ez, Part III, Line 28

To enhance the educational programs of westfall local schools. It supports innovative programs, partnerships, and collaborations to improve the quality of education for all children in the westfall local schools. The foundation works with, but is independent of the westfall local schools.

Raw XML Appendix175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 637 INSURANCE 1,352 PROGRAM COSTS 13,881 STATE FILING FEE 100 TOTAL 15,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ENHANCE THE EDUCATIONAL PROGRAMS OF WESTFALL LOCAL SCHOOLS. IT SUPPORTS INNOVATIVE PROGRAMS, PARTNERSHIPS, AND COLLABORATIONS TO IMPROVE THE QUALITY OF EDUCATION FOR ALL CHILDREN IN THE WESTFALL LOCAL SCHOOLS. THE FOUNDATION WORKS WITH, BUT IS INDEPENDENT OF THE WESTFALL LOCAL SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

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