Civic Intelligence

The Westfield Foundation

990 • Fiscal year 2015 • EIN 22-2155896

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

Organization Profilewww.westfieldfoundation.com
PO Box 2295Westfield, NJ 07091

(908) 233-9787

Siviq Scores

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

Liabilities / Assets

55th percentile

0.29x

Higher debt load relative to assets than 55% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

5.07x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$45,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

35th percentile

-1.6%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$15,010,597

Down $239,107 (-1.6%) from 2014

Net Assets

Down

$10,676,564

Down $360,284 (-3.3%) from 2014

Liabilities

Up

$4,334,033

Up $121,177 (+2.9%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin88th percentile

Revenue

Down

$854,389

Down $103,463 (-11%) from 2014

Expenses

Down

$522,222

Down $17,800 (-3.3%) from 2014

Net Income

Down

$332,167

Down $85,663 (-21%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2015

Assets$15,010,597
Liabilities$4,334,033
Net Assets$10,676,564
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

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

2015

Revenue$854,389
Expenses$522,222
Net Income$332,167
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$854,389
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$14,805,818$14,200,933▼ $604,885
Savings and Temporary Cash Investments$443,886$809,664▲ $365,778
Total Assets$15,249,704$15,010,597▼ $239,107
Liabilities
Other Liabilities$4,208,006$4,321,853▲ $113,847
Accounts Payable and Accrued Expenses$4,850$12,180▲ $7,330
Total Liabilities$4,212,856$4,334,033▲ $121,177
Net Assets / Fund Balance
Unrestricted Net Assets$4,523,098$5,125,774▲ $602,676
Temporarily Rstr Net Assets$4,388,422$3,404,162▼ $984,260
Permanently Rstr Net Assets$2,125,328$2,146,628▲ $21,300
Total Net Assets Fund Balance$11,036,848$10,676,564▼ $360,284
Total Liabilities and Net Assets / Fund Balance$15,249,704$15,010,597▼ $239,107

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,125,328$21,300--$2,146,628
2014$2,078,073$47,255--$2,125,328
2013$2,071,698$6,375--$2,078,073
2012$2,041,313$30,385--$2,071,698
2011$2,017,938$23,375--$2,041,313
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth ChanceExecutive DirectorPT$45,000$45,000

Board Members and Trustees

NameTitle
Alice FertigBoard member
Beth CassieBoard member
Claudia AndreskiBoard member
Darielle WalshBoard member
Gerard AbbattistaBoard Member
Howard CohenBoard member
Janet SarkosBoard member
Jay BoyleBoard Member
Karen FountainBoard member
Mark SwingleBoard Member
Michelle MattessichBoard member
Ray KostyackBoard member
Robert GorelickBoard member
Russell M FinesteinBoard member
Sal CaruanaBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$212,401
Program Service Revenue
$0
Investment Income
$641,988
Other Revenue
$0
All Other Contributions
$212,401
Change in Net Assets
$332,167

Audited Revenue Reconciliation

Revenue per Audited Statements
$854,389
Revenue Not Reported on Form 990
$-692,450
Total Revenue per Audited Statements
$161,939
Total Revenue per Form 990
$854,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$467,373
Salaries, Compensation, and Employee Benefits$49,193
Other Expenses$5,656
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$344,473--$344,473
Grants to Domestic Individuals$122,900--$122,900
Other Salaries and Wages$33,750$11,250-$45,000
Fees for Services Accounting-$9,750-$9,750
Occupancy$5,600$1,400-$7,000
Payroll Taxes$3,145$1,048-$4,193
Office Expenses-$3,799-$3,799
Fees for Services Other-$3,732-$3,732
Insurance-$3,588-$3,588
Other Expenses$197$-22,560-$-22,560
Total Functional Expenses$510,065$12,157$0$522,222

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$522,222
Total Expenses per Audited Statements$522,222
Total Expenses per Form 990$522,222
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
YMCA of Plainfield--Financial assistance$30,000
Boys & Girls Clubs of Union County--Financial assistance$20,000
Roots and Wings--Financial assistance$20,000
Westfield YMCA--Financial assistance$20,000
CONTACT We Care--Financial assistance$16,600
Summer Youth Employment--Financial assistance$16,250
Westield United Fund--Financial assistance$15,000
Camp Speers-Eljabar--Financial assistance$11,370
Habitat for Humanity--Financial assistance$10,000
Music Counts Inc--Financial assistance$10,000
New Jersey Festival Orchestra--Financial assistance$10,000
Youth and Family Counseling--Financial assistance$10,000
YWCA Eastern Union County--Financial assistance$8,000
Family Promise--Financial assistance$7,500
Literacy New Jersey--Financial assistance$6,850
Groundwork Elizabeth--Financial assistance$6,500
Jewish Family Service of Centr NJ--Financial assistance$6,500
CASA of Union County--Financial assistance$6,000
Alzheimers Association--Financial assistance$5,000
Union County College--Financial assistance$5,000
Union County College Foundation--Financial assistance$5,000
Liberty Science Center--Financial assistance$4,425
Music for All Season--Financial assistance$3,984
JCC of Central New Jersey--Financial assistance$3,500
Imagine--Financial assistance$3,000
Emmanual Cancer Foundation--Financial assistance$2,500
Musical Club of Westfield--Financial assistance$2,500
Masters Gardeners of Union Co--Financial assistance$2,000
Restore Ministries--Financial assistance$1,500
The Community Players--Financial assistance$1,500
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$4,321,853
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 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

Filer Name
The Westfield Foundation
EIN
22-2155896
Address
PO Box 2295, Westfield, NJ 07091

Signing Officer

Name
Beth Cassie
Title
Executive Direc
Phone
9082339787
Signed
2016-11-07
Discuss with paid preparer
Yes

Organization Details

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

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

“Rounding difference”

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code, and is not a private organization within the meaning of Section 590(a).Management has evaluated the Organizations tax positions in regards to accounting for uncertainty in income taxes and concluded that the Organization had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. With few exceptions, the Organization is no longer subject to income tax examinations by the U.S. federal, state, or local tax authorities for years before 2012.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Director
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IRS990/PrincipalOfficerNm0Elizabeth Chance
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0750343
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01894384
IRS990ScheduleA/TotalSupportAmt04061811
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02078073
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt047255
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02071698
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06375
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02041313
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt030385
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02071698
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02017938
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt023375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02041313
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IRS990ScheduleD/DonorAdvisedFundsContriAmt0250
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt04301
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code, and is not a private organization within the meaning of Section 590(a).Management has evaluated the Organizations tax positions in regards to accounting for uncertainty in income taxes and concluded that the Organization had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. With few exceptions, the Organization is no longer subject to income tax examinations by the U.S. federal, state, or local tax authorities for years before 2012.
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0122900
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships and educational financial support
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt066
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IRS990ScheduleI/RecipientTable/CashGrantAmt16500
IRS990ScheduleI/RecipientTable/CashGrantAmt216250
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IRS990ScheduleI/RecipientTable/CashGrantAmt112500
IRS990ScheduleI/RecipientTable/CashGrantAmt126850
IRS990ScheduleI/RecipientTable/CashGrantAmt1316600
IRS990ScheduleI/RecipientTable/CashGrantAmt1420000
IRS990ScheduleI/RecipientTable/CashGrantAmt155000
IRS990ScheduleI/RecipientTable/CashGrantAmt163500
IRS990ScheduleI/RecipientTable/CashGrantAmt1710000
IRS990ScheduleI/RecipientTable/CashGrantAmt1820000
IRS990ScheduleI/RecipientTable/CashGrantAmt193000

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,010,597
Liabilities
$4,334,033
Net assets
$10,676,564
Revenue
$854,389
Expenses
$522,222
Net income
$332,167
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $10M-$25M nonprofits