Civic Intelligence

The Westfield Foundation

990 • Fiscal year 2013 • EIN 22-2155896

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 22, 2014

Organization Profilewww.westfieldfoundation.com
PO Box 229507091

(908) 233-9787

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.27x

Higher debt load relative to assets than 52% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

95th percentile

7.23x

Higher debt load relative to revenue than 95% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

16th percentile

$45,000

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

85th percentile

19%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$14,292,935

Up $2,300,119 (+19%) from 2012

Net Assets

Up

$10,375,031

Up $1,258,959 (+14%) from 2012

Liabilities

Up

$3,917,904

Up $1,041,160 (+36%) from 2012

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin70th percentile

Revenue

$541,620

No earlier filing loaded for comparison.

Expenses

Up

$478,450

Up $94,816 (+25%) from 2012

Net Income

$63,170

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$40M$30M$20M$10M$0Assets 2011: $10,700,483Liabilities 2011: $2,568,452Net Assets 2011: $8,132,0312011Assets 2012: $11,992,816Liabilities 2012: $2,876,744Net Assets 2012: $9,116,0722012Assets 2013: $14,292,935Liabilities 2013: $3,917,904Net Assets 2013: $10,375,0312013Assets 2014: $15,249,704Liabilities 2014: $4,212,856Net Assets 2014: $11,036,8482014Assets 2015: $15,010,597Liabilities 2015: $4,334,033Net Assets 2015: $10,676,5642015Assets 2016: $15,654,870Liabilities 2016: $4,420,118Net Assets 2016: $11,234,7522016Assets 2017: $20,749,887Liabilities 2017: $4,767,931Net Assets 2017: $15,981,9562017Assets 2018: $22,844,058Liabilities 2018: $4,851,077Net Assets 2018: $17,992,9812018Assets 2019: $26,906,425Liabilities 2019: $5,327,645Net Assets 2019: $21,578,7802019Assets 2020: $29,890,184Liabilities 2020: $5,813,684Net Assets 2020: $24,076,5002020Assets 2021: $31,951,644Liabilities 2021: $6,264,208Net Assets 2021: $25,687,4362021Assets 2022: $25,538,120Liabilities 2022: $5,103,867Net Assets 2022: $20,434,2532022Assets 2023: $28,314,788Liabilities 2023: $6,163,700Net Assets 2023: $22,151,0882023Assets 2024: $29,749,068Liabilities 2024: $5,831,817Net Assets 2024: $23,917,2512024

Highlighted filing

2013

Assets$14,292,935
Liabilities$3,917,904
Net Assets$10,375,031
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $436,6532011Expenses 2012: $383,6342012Revenue 2013: $541,620Expenses 2013: $478,450Net Income 2013: $63,1702013Revenue 2014: $957,852Expenses 2014: $540,022Net Income 2014: $417,8302014Revenue 2015: $854,389Expenses 2015: $522,222Net Income 2015: $332,1672015Revenue 2016: $707,867Expenses 2016: $651,684Net Income 2016: $56,1832016Revenue 2017: $3,530,877Expenses 2017: $621,579Net Income 2017: $2,909,2982017Revenue 2018: $4,817,524Expenses 2018: $1,296,726Net Income 2018: $3,520,7982018Revenue 2019: $1,665,026Expenses 2019: $908,762Net Income 2019: $756,2642019Revenue 2020: $1,290,312Expenses 2020: $1,001,236Net Income 2020: $289,0762020Revenue 2021: $1,641,422Expenses 2021: $1,248,226Net Income 2021: $393,1962021Revenue 2022: $965,070Expenses 2022: $1,177,586Net Income 2022: -$212,5162022Revenue 2023: $940,824Expenses 2023: $1,309,753Net Income 2023: -$368,9292023Revenue 2024: $2,576,289Expenses 2024: $1,375,594Net Income 2024: $1,200,6952024

Highlighted filing

2013

Revenue$541,620
Expenses$478,450
Net Income$63,170
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 22, 2014
Return Version
2013v3.1
Gross Receipts
$541,620
Mission and Program Overview

Mission

The Organization is a not-for-profit established to support the public well-being and improve the quality of life in the community. It administers endowment and other funds established by individuals and organizations, invests them and makes grants to meet community needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,661,841$14,147,343▲ $2,485,502
Savings and Temporary Cash Investments$330,975$143,473▼ $187,502
Accounts Receivable-$2,119-
Total Assets$11,992,816$14,292,935▲ $2,300,119
Liabilities
Other Liabilities$2,872,494$3,911,654▲ $1,039,160
Accounts Payable and Accrued Expenses$4,250$6,250▲ $2,000
Total Liabilities$2,876,744$3,917,904▲ $1,041,160
Net Assets / Fund Balance
Unrestricted Net Assets$3,840,938$4,364,877▲ $523,939
Temporarily Rstr Net Assets$3,203,436$3,932,081▲ $728,645
Permanently Rstr Net Assets$2,071,698$2,078,073▲ $6,375
Total Net Assets Fund Balance$9,116,072$10,375,031▲ $1,258,959
Total Liabilities and Net Assets / Fund Balance$11,992,816$14,292,935▲ $2,300,119

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$11,431$11,431

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,071,698---$2,071,698
2012$2,041,313$30,385--$2,071,698
2011$2,017,938$23,375--$2,041,313
2010$1,993,190$24,748--$2,017,938
2009$1,888,708$104,482--$1,993,190
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Betsy ChanceOffice ManagerPT$45,000$45,000

Board Members and Trustees

NameTitle
Alice FertigBoard member
Darielle WalshBoard member
Janet SarkosBoard member
Jay BoyleBoard Member
Karen FountainBoard member
Laverne I MooreBoard member
Michelle MattessichBoard member
Mitch BeinhakerBoard member
Ray KostyackBoard member
Richard ColreraBoard member
Russell M FinesteinBoard member
William FoleyBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$155,026
Program Service Revenue
$0
Investment Income
$386,594
Other Revenue
$0
All Other Contributions
$155,026
Change in Net Assets
$63,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$541,620
Revenue Not Reported on Form 990
$1,195,788
Total Revenue per Audited Statements
$1,737,408
Total Revenue per Form 990
$541,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$414,838
Salaries, Compensation, and Employee Benefits$48,856
Other Expenses$14,756
Total Fundraising Expense$5,695
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$414,838--$414,838
Other Salaries and Wages$33,750$11,250-$45,000
Fees for Services Accounting-$9,350-$9,350
Occupancy$5,600$1,400-$7,000
Office Expenses-$4,327-$4,327
Payroll Taxes$2,892$964-$3,856
Insurance-$3,498-$3,498
Information Technology-$2,192-$2,192
Fees for Services Other-$1,365-$1,365
Other Expenses-$-21,595$5,695$-21,595
Total Functional Expenses$457,080$15,675$5,695$478,450

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$478,450
Total Expenses per Audited Statements$478,450
Total Expenses per Form 990$478,450
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$40,000
----$20,000
----$16,250
----$15,000
----$10,524
----$10,000
----$10,000
----$10,000
----$7,500
----$7,500
----$6,808
----$6,000
----$5,100
----$5,000
----$5,000
----$5,000
----$5,000
----$4,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Managed funds$3,911,654
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The Organization requires certain board members to review the 990 filing and related documents prior to submittal to the respected tax agency.”

Conflict of interest policy compliance Part VI line 12C

“The Organization requires all employees and board members to immediately disclose any relationship that may potentially give rise to a conflict of interest.”

CEO executive director top management comp Part VI line 15A

“The board of directors determine and review the compensation of all employees on an annual basis.”

Governing documents etc available to public Part VI line 19

“The Organization makes available all governing documents and policies and procedures to the general public upon request. The 990 and the related schedules are made available upon request and can also be found on Guidestar.com, which is a third-party independent website that makes available to the public certian nonprofit information.”

Filing and Contact Details

Filer

EIN
22-2155896

Signing Officer

Name
Betsy Chance
Title
Office Manager
Phone
9082339787
Signed
2014-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy Chance
Formed
1975
Legal Domicile
Nj
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
20

Preparer

Preparer
Steven Ketcham CPA
Phone
9082324618
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding difference”

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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherExpensesGrp/Desc0Fees and licenses
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Miscellaneous and sundry
IRS990/OtherExpensesGrp/Desc3Less managed account portion
IRS990/OtherExpensesGrp/FundraisingAmt05695
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1524
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2-21595
IRS990/OtherExpensesGrp/TotalAmt02400
IRS990/OtherExpensesGrp/TotalAmt15695
IRS990/OtherExpensesGrp/TotalAmt2524
IRS990/OtherExpensesGrp/TotalAmt3-21595
IRS990/OtherLiabilitiesGrp/BOYAmt02872494
IRS990/OtherLiabilitiesGrp/EOYAmt03911654
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011250
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033750
IRS990/OtherSalariesAndWagesGrp/TotalAmt045000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0964
IRS990/PayrollTaxesGrp/ProgramServicesAmt02892
IRS990/PayrollTaxesGrp/TotalAmt03856
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02071698
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02078073
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Betsy Chance
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0450499
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0322494
IRS990/PYInvestmentIncomeAmt0216815
IRS990/PYOtherExpensesAmt012118
IRS990/PYRevenuesLessExpensesAmt0283680
IRS990/PYSalariesCompEmpBnftPaidAmt049022
IRS990/PYTotalExpensesAmt0383634
IRS990/PYTotalRevenueAmt0667314
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt063170
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0330975
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0143473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0155026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0450499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0750343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0253542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01734649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0386594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0216815
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0290293
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0226395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0268231
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01388328
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55540
IRS990ScheduleA/PublicSupportPY170Pct00.54460
IRS990ScheduleA/PublicSupportTotal170Amt01734649
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0155026
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0450499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0750343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0125239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0253542
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01734649
IRS990ScheduleA/TotalSupportAmt03122977
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02071698
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02071698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02041313
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt030385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02071698
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02017938
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt023375
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02041313
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01993190
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt024748
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02017938
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01888708
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0104482
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01993190
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt03901
IRS990ScheduleD/DonorAdvisedFundsHeldCnt04
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0141834
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011431
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011431
IRS990ScheduleD/ExpensesSubtotalAmt0478450
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01195788
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03911654
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Managed funds
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt01195788
IRS990ScheduleD/RevenueSubtotalAmt0541620
IRS990ScheduleD/TotalExpensesPerForm990Amt0478450
IRS990ScheduleD/TotalLiabilityAmt03911654
IRS990ScheduleD/TotalRevenuePerForm990Amt0541620
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01737408
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0478450
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010524
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt65000
IRS990ScheduleI/RecipientTable/CashGrantAmt720000
IRS990ScheduleI/RecipientTable/CashGrantAmt816250
IRS990ScheduleI/RecipientTable/CashGrantAmt95000
IRS990ScheduleI/RecipientTable/CashGrantAmt105100
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/CashGrantAmt1215000
IRS990ScheduleI/RecipientTable/CashGrantAmt1340000
IRS990ScheduleI/RecipientTable/CashGrantAmt145000
IRS990ScheduleI/RecipientTable/CashGrantAmt156808
IRS990ScheduleI/RecipientTable/CashGrantAmt164000
IRS990ScheduleI/RecipientTable/CashGrantAmt175000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Camp Speers-Eljibar
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Cerebral Palsy League
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Family Promise
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13Furniture Assist
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14Habitat for Humanity
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15Imagine Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16Jewish Family Service of Centr NJ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17Overlook Hospital Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18Summer Youth Employment
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine19Union County College Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine110Westfield Chamber of Commerce
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine111Westfield Symphony Orchestra
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine112Westield United Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine113Westfield YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine114Youth and Family Counseling
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine115YWCA Eastern Union County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine116Alzheimers Association
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine117SAGE Eldercare
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Organization requires that all grant recipients use grant funds in the United States. All receipients are required to immediately disclose to the Organization instances in which expenditures are not spent in this manner.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/Total501c3OrgCnt018
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization requires certain board members to review the 990 filing and related documents prior to submittal to the respected tax agency.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization requires all employees and board members to immediately disclose any relationship that may potentially give rise to a conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board of directors determine and review the compensation of all employees on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization makes available all governing documents and policies and procedures to the general public upon request. The 990 and the related schedules are made available upon request and can also be found on Guidestar.com, which is a third-party independent website that makes available to the public certian nonprofit information.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding difference
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,292,935
Liabilities
$3,917,904
Net assets
$10,375,031
Revenue
$541,620
Expenses
$478,450
Net income
$63,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$5.83$23.9$2.58$1.38$1.20
2023Detailed filing. Detailed filing data is available for this year.$28.3$6.16$22.2$0.94$1.31$0.37
2022Detailed filing. Detailed filing data is available for this year.$25.5$5.10$20.4$0.97$1.18$0.21
2021Detailed filing. Detailed filing data is available for this year.$32.0$6.26$25.7$1.64$1.25$0.39
2020Detailed filing. Detailed filing data is available for this year.$29.9$5.81$24.1$1.29$1.00$0.29
2019Detailed filing. Detailed filing data is available for this year.$26.9$5.33$21.6$1.67$0.91$0.76
2018Detailed filing. Detailed filing data is available for this year.$22.8$4.85$18.0$4.82$1.30$3.52
2017Detailed filing. Detailed filing data is available for this year.$20.7$4.77$16.0$3.53$0.62$2.91
2016Detailed filing. Detailed filing data is available for this year.$15.7$4.42$11.2$0.71$0.65$0.06
2015Detailed filing. Detailed filing data is available for this year.$15.0$4.33$10.7$0.85$0.52$0.33
2014Detailed filing. Detailed filing data is available for this year.$15.2$4.21$11.0$0.96$0.54$0.42
2013Detailed filing. Detailed filing data is available for this year.$14.3$3.92$10.4$0.54$0.48$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$2.88$9.12$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$2.57$8.13$0.44