Civic Intelligence

The Westfield Foundation

EIN 22-2155896 • 501(c)3 • Westfield, NJ

Profile

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.

PO Box 2295Westfield, NJ 07091

www.westfieldfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.20x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

2.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$61,501

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

48th percentile

5.1%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

174%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$29,749,068

Up $1,434,280 (+5.1%) from 2023

Liabilities

Down

$5,831,817

Down $331,883 (-5.4%) from 2023

Net Assets

Up

$23,917,251

Up $1,766,163 (+8.0%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin88th percentile

Revenue

Up

$2,576,289

Up $1,635,465 (+174%) from 2023

Expenses

Up

$1,375,594

Up $65,841 (+5.0%) from 2023

Net Income

Up

$1,200,695

Up $1,569,624 (+425%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$29,749,068
Liabilities$5,831,817
Net Assets$23,917,251
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$2,576,289
Expenses$1,375,594
Net Income$1,200,695
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$29,749,068
Liabilities
$5,831,817
Net assets
$23,917,251
Revenue
$2,576,289
Expenses
$1,375,594
Net income
$1,200,695
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,576,289
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$28,201,171$29,538,033▲ $1,336,862
Savings and Temporary Cash Investments$94,505$162,331▲ $67,826
Prepaid Expenses and Deferred Charges$11,472--
Total Assets$28,314,788$29,749,068▲ $1,434,280
Other Assets Total$7,640$48,704▲ $41,064
Liabilities
Other Liabilities$5,696,700$5,831,817▲ $135,117
Deferred Revenue$400,000--
Accounts Payable and Accrued Expenses$67,000--
Total Liabilities$6,163,700$5,831,817▼ $331,883
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,559,743$16,770,141▲ $1,210,398
Net Assets With Donor Restrictions$6,591,345$7,147,110▲ $555,765
Total Net Assets Fund Balance$22,151,088$23,917,251▲ $1,766,163
Total Liabilities and Net Assets / Fund Balance$28,314,788$29,749,068▲ $1,434,280

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,515,368$513--$2,515,881
2023$2,459,443$55,925--$2,515,368
2022$2,453,468$5,975--$2,459,443
2021$2,392,933$60,535--$2,453,468
2020$2,338,081$54,852--$2,392,933
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathryn CurranExecutive DirectorPT$61,501$61,501
Francesca CenturioneOffice ManagerPT$20,795$20,795

Board Members and Trustees

NameTitle
Amy EisensteinBoard Director
Cheryl SwiftBoard Director
Colleen ThorburnBoard Director
David CollumBoard Director
Dr Kelly ClearyBoard Director
Glen DumontBoard Director
Gregory IrwinBoard Director
Gretchan OhligBoard Director
Louis MagroneBoard Director
Michael MoyeBoard Director
Michelle HabayebBoard Director
Munira IsmailBoard Director
Robert JohnBoard Director
Rupa MotwaniBoard Director
Toni JanotaBoard Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,013,704
Program Service Revenue
$0
Investment Income
$1,562,585
Other Revenue
$0
All Other Contributions
$1,013,704
Change in Net Assets
$1,200,695

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,988,303
Revenue Not Reported on Financial Statements
$587,986
Revenue Not Reported on Form 990
$1,153,454
Other Revenue Adjustments
$521,950
Total Revenue per Audited Statements
$3,141,757
Total Revenue per Form 990
$2,576,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,189,894
Other Expenses$95,630
Salaries, Compensation, and Employee Benefits$90,070
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$965,644--$965,644
Grants to Domestic Individuals$224,250--$224,250
Current Officers, Directors, Trustees, and Key Employees$66,701$16,675-$83,376
Fees for Services Other-$65,474-$65,474
Occupancy$18,272$4,568-$22,840
Office Expenses-$17,120-$17,120
Fees for Services Accounting-$10,750-$10,750
All Other Expenses$1,088$8,792-$9,880
Insurance-$7,488-$7,488
Payroll Taxes$5,355$1,339-$6,694
Other Expenses-$2,689-$2,689
Total Functional Expenses$1,281,310$94,284$0$1,375,594

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,375,594
Total Expenses per Audited Statements$1,375,594
Total Expenses per Form 990$1,375,594
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community AccessElizabeth, NJ--$37,500
Jewish Family ServiceElizabeth, NJ-Financial assistance$35,000
Center for Hope HospiceScotch Plains, NJ-Financial assistance$29,085
Family PromiseElizabeth, NJ--$29,025
Franklin SchoolWestfield, NJ--$20,000
Greater Somerset County YMCABasking Ridge, NJ-Financial assistance$20,000
Jefferson SchoolWestfield, NJ--$20,000
Students 2 ScienceEast Hanover, NJ-Financial assistance$20,000
Second Street Youth Center FoundatiPlainfield, NJ-Financial assistance$19,700
Trinitas Health FoundationElizabeth, NJ-Financial assistance$16,900
ImagineMountainside, NJ--$15,299
Boys and Girls Club of Union CountyUnion, NJ-Financial assistance$15,000
Our House FoundationNew Providence, NJ-Financial assistance$15,000
Sage EldercareSummit, NJ--$15,000
Literacy New JerseyMetuchen, NJ--$14,400
New Jersey Workshop for the ArtsWestfield, NJ--$12,194
CASA of Passaic and Union CntyElizabeth, NJ--$10,000
Womens Center for EntrepreneurshipChatham, NJ--$10,000
YMCA of Eastern Union CountyElizabeth, NJ-Financial assistance$10,000
Caring ContactWestfield, NJ-Financial assistance$8,000
Patriots Path CouncilCedar Knolls, NJ--$6,000
Gateway Family YMCAElizabeth, NJ--$5,000
Girls in GearMontclair, NJ--$5,000
Grreter Morris Habitat for HumanityRandolph, NJ-Financial assistance$5,000
Youth and Family Counseling ServiceWestfield, NJ--$5,000
Mobile Meals of WestfieldWestfield, NJ--$2,700
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$5,785,662
Lease liability$46,155
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 respective 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

Filer Name
The Westfield Foundation
EIN
22-2155896
In Care Of
% KATHRYN CURRAN
Phone
9082339787
Address
PO Box 2295, Westfield, NJ 07091

Signing Officer

Name
Kathryn Curran
Title
Executive Director
Phone
9082324618
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Curran
Formed
1975
Legal Domicile
Nj
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
18

Preparer

Firm
Ketcham & Associates LLC
Address
202 Mountain Avenue, Westfield, NJ 07090
Preparer
Steven Ketcham CPA
Phone
9082324618
Supplemental Narrative

Additional Explanations

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

“Less portion of investment income allocated to managed accounts.”

Financial Statement Notes

Part XI, Line 4B-Other revenue not included on Sch D but on 990

“Less portional allocated to managed accounts.”

Raw XML AppendixShowing 400 of 671 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt067000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AllOtherContributionsAmt01013704
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08792
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01088
IRS990/AllOtherExpensesGrp/TotalAmt09880
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Kathryn Curran
IRS990/BooksInCareOfDetail/PhoneNum09082339787
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2295
IRS990/BooksInCareOfDetail/USAddress/CityNm0Westfield
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007091
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016675
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt066701
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt083376
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01013704
IRS990/CYGrantsAndSimilarPaidAmt01189894
IRS990/CYInvestmentIncomeAmt01562585
IRS990/CYOtherExpensesAmt095630
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01200695
IRS990/CYSalariesCompEmpBnftPaidAmt090070
IRS990/CYTotalExpensesAmt01375594
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02576289
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0400000
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Makes grants to meet community needs and to improve the quality of life in the community.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt06591345
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt07147110
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01281310
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010750
IRS990/FeesForServicesAccountingGrp/TotalAmt010750
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt065474
IRS990/FeesForServicesOtherGrp/TotalAmt065474
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0Kathryn Curran
IRS990/Form990PartVIISectionAGrp/PersonNm1Francesca Centurione
IRS990/Form990PartVIISectionAGrp/PersonNm2Dr Kelly Cleary
IRS990/Form990PartVIISectionAGrp/PersonNm3David Collum
IRS990/Form990PartVIISectionAGrp/PersonNm4Glen Dumont
IRS990/Form990PartVIISectionAGrp/PersonNm5Amy Eisenstein
IRS990/Form990PartVIISectionAGrp/PersonNm6Michelle Habayeb
IRS990/Form990PartVIISectionAGrp/PersonNm7Gregory Irwin
IRS990/Form990PartVIISectionAGrp/PersonNm8Munira Ismail
IRS990/Form990PartVIISectionAGrp/PersonNm9Toni Janota
IRS990/Form990PartVIISectionAGrp/PersonNm10Robert John
IRS990/Form990PartVIISectionAGrp/PersonNm11Louis Magrone
IRS990/Form990PartVIISectionAGrp/PersonNm12Rupa Motwani
IRS990/Form990PartVIISectionAGrp/PersonNm13Michael Moye
IRS990/Form990PartVIISectionAGrp/PersonNm14Gretchan Ohlig
IRS990/Form990PartVIISectionAGrp/PersonNm15Cheryl Swift
IRS990/Form990PartVIISectionAGrp/PersonNm16Colleen Thorburn
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt061501
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120795
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Office Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt01189894
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0224250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0224250
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0965644
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0965644
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02576289
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07488
IRS990/InsuranceGrp/TotalAmt07488
IRS990/InvestmentExpenseAmt0-66036
IRS990/InvestmentIncomeGrp/ExclusionAmt01562585
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01562585
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt028201171
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029538033
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011431
IRS990/LandBldgEquipCostOrOtherBssAmt011431
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt022151088
IRS990/NetAssetsOrFundBalancesEOYAmt023917251
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01153454
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015559743
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt016770141
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04568
IRS990/OccupancyGrp/ProgramServicesAmt018272
IRS990/OccupancyGrp/TotalAmt022840
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017120
IRS990/OfficeExpensesGrp/TotalAmt017120
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07640
IRS990/OtherAssetsTotalGrp/EOYAmt048704
IRS990/OtherChangesInNetAssetsAmt0-521950
IRS990/OtherExpensesGrp/Desc0Fees and licenses
IRS990/OtherExpensesGrp/Desc1Less managed account portion
IRS990/OtherExpensesGrp/Desc2Payroll processing fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03283
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-43894
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22689
IRS990/OtherExpensesGrp/TotalAmt03283
IRS990/OtherExpensesGrp/TotalAmt1-43894
IRS990/OtherExpensesGrp/TotalAmt22689
IRS990/OtherLiabilitiesGrp/BOYAmt05696700
IRS990/OtherLiabilitiesGrp/EOYAmt05831817
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01339
IRS990/PayrollTaxesGrp/ProgramServicesAmt05355
IRS990/PayrollTaxesGrp/TotalAmt06694
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011472
IRS990/PrincipalOfficerNm0Kathryn Curran
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0107514
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01130453
IRS990/PYInvestmentIncomeAmt0833310
IRS990/PYOtherExpensesAmt098141
IRS990/PYRevenuesLessExpensesAmt0-368929
IRS990/PYSalariesCompEmpBnftPaidAmt081159
IRS990/PYTotalExpensesAmt01309753
IRS990/PYTotalRevenueAmt0940824
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01200695
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt094505
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0162331
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The 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. Even though the Organization's has been below the 33 1/3rd support test for 2024 and 2024 they are well in excess of the 10% threshold.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01013704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0107514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0108722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0325163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0326491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01881594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01562585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0833310
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0670102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01316259
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0963821
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05346077
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25860
IRS990ScheduleA/PublicSupportPY170Pct00.21640
IRS990ScheduleA/PublicSupportTotal170Amt01869234
IRS990ScheduleA/SubstantialContributorsTotAmt012360
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01013704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0107514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0108722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0325163
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0326491
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01881594
IRS990ScheduleA/TotalSupportAmt07227671
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/BeginningYearBalanceAmt02515368
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0513
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02515881
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02459443
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt055925
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02515368
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02453468
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05975
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02459443
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02392933
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt060535
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02453468
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02338081
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt054852
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02392933
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt010000
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt038801
IRS990ScheduleD/DonorAdvisedFundsHeldCnt05
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0441056
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011431
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011431
IRS990ScheduleD/ExpensesSubtotalAmt01375594
IRS990ScheduleD/InvestmentExpensesNotIncldAmt066036
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01153454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05785662
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt146155
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Managed funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Lease liability
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0521950
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt01153454
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0587986
IRS990ScheduleD/RevenueSubtotalAmt01988303
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Less portional allocated to managed accounts.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b-Other revenue not included on Sch D but on 990
IRS990ScheduleD/TotalExpensesPerForm990Amt01375594

Document Assets

No mirrored PDF or thumbnail assets are attached yet.