Civic Intelligence

The Westfield Foundation

990 • Fiscal year 2016 • EIN 22-2155896

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 16, 2017

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

0.28x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

6.24x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

67th percentile

7.9%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

14th percentile

$45,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

60th percentile

4.3%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$15,654,870

Up $644,273 (+4.3%) from 2015

Net Assets

Up

$11,234,752

Up $558,188 (+5.2%) from 2015

Liabilities

Up

$4,420,118

Up $86,085 (+2.0%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin67th percentile

Revenue

Down

$707,867

Down $146,522 (-17%) from 2015

Expenses

Up

$651,684

Up $129,462 (+25%) from 2015

Net Income

Down

$56,183

Down $275,984 (-83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2016

Assets$15,654,870
Liabilities$4,420,118
Net Assets$11,234,752
Open 2016 Filing

Operations Trend

Revenue Growth16th 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

2016

Revenue$707,867
Expenses$651,684
Net Income$56,183
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 16, 2017
Return Version
2016v3.0
Gross Receipts
$707,867
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$13,782,942$14,423,744▲ $640,802
Savings and Temporary Cash Investments$1,227,655$1,231,126▲ $3,471
Total Assets$15,010,597$15,654,870▲ $644,273
Liabilities
Other Liabilities$4,321,853$4,382,618▲ $60,765
Grants Payable-$30,000-
Accounts Payable and Accrued Expenses$12,180$7,500▼ $4,680
Total Liabilities$4,334,033$4,420,118▲ $86,085
Net Assets / Fund Balance
Unrestricted Net Assets$5,125,774$5,730,613▲ $604,839
Temporarily Rstr Net Assets$3,404,162$3,289,731▼ $114,431
Permanently Rstr Net Assets$2,146,628$2,214,408▲ $67,780
Total Net Assets Fund Balance$10,676,564$11,234,752▲ $558,188
Total Liabilities and Net Assets / Fund Balance$15,010,597$15,654,870▲ $644,273

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,146,628$67,780--$2,214,408
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
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

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

Board Members and Trustees

NameTitle
Beth CassieBoard member
Claudia AndreskiBoard member
Darielle WalshBoard member
Frank IsoldiBoard member
Gerard AbbattistaBoard Member
Gil ChapmanBoard Member
Howard CohenBoard member
Janet SarkosBoard member
Jay BoyleBoard member
Karen FountainBoard member
Mark SwingleBoard Member
Michelle MattessichBoard member
Nancy WolfBoard member
Ray KostyackBoard member
Robert GorelickBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$249,402
Program Service Revenue
$0
Investment Income
$458,465
Other Revenue
$0
All Other Contributions
$249,402
Change in Net Assets
$56,183

Audited Revenue Reconciliation

Revenue per Audited Statements
$707,867
Revenue Not Reported on Form 990
$502,005
Total Revenue per Audited Statements
$1,209,872
Total Revenue per Form 990
$707,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$594,398
Salaries, Compensation, and Employee Benefits$48,608
Other Expenses$8,678
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$461,798--$461,798
Grants to Domestic Individuals$132,600--$132,600
Current Officers, Directors, Trustees, and Key Employees$33,750$11,250-$45,000
Fees for Services Accounting-$9,850-$9,850
Occupancy$5,600$1,400-$7,000
Office Expenses-$3,864-$3,864
Insurance-$3,690-$3,690
Payroll Taxes$2,706$902-$3,608
Fees for Services Other-$3,150-$3,150
Other Expenses-$-23,955-$-23,955
Total Functional Expenses$636,454$15,230$0$651,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$651,684
Total Expenses per Audited Statements$651,684
Total Expenses per Form 990$651,684
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westfield Rotary Foundation--Financial assistance$40,000
WHS Band Parents Association--Financial assistance$20,000
Westfield YMCA--Financial assistance$20,000
Summer Youth Employment--Financial assistance$16,250
Boys & Girls Clubs of Union County--Financial assistance$15,000
Cranford Dramatic Club---$15,000
Jewish Family Service of Centr NJ--Financial assistance$15,000
Westield United Fund--Financial assistance$15,000
YWCA Eastern Union County--Financial assistance$12,000
Caring Contact--Financial assistance$10,000
Groundwork Elizabeth--Financial assistance$10,000
Groundwork Elizabeth--Financial assistance$10,000
Imagine Inc---$10,000
New Jersey Festival Orchestra--Financial assistance$10,000
Westfield Lacrosse Club---$10,000
Westfield PAL---$10,000
Westfield Rescue Squad--Financial assistance$10,000
Liams Room---$8,340
Habitat for Humanity--Financial assistance$7,500
Union County College Foundation--Financial assistance$7,500
Community Access Unlimited---$6,400
College Womans Club---$6,000
JCC of Central New Jersey--Financial assistance$5,100
Alzheimers Association--Financial assistance$5,000
CASA of Union County--Financial assistance$5,000
Emmanual Science Center--Financial assistance$5,000
Union County College--Financial assistance$5,000
Liberty Science Center--Financial assistance$4,425
The Adult School---$1,400
NJ Intergenerational Orchestra---$1,250
Summit Speech School---$954
Young Entrepreneurs Academy---$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$4,382,618
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
Betsy Chance
Title
Executive Direc
Phone
9082324618
Signed
2017-08-16
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.”

Raw XML AppendixShowing 400 of 561 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/BOYAmt012180
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07500
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/AllOtherContributionsAmt0249402
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Elizabeth Chance
IRS990/BooksInCareOfDetail/PhoneNum09082339787
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2295
IRS990/BooksInCareOfDetail/USAddress/CityNm0Westfield
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007091
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011250
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt033750
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt045000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0249402
IRS990/CYGrantsAndSimilarPaidAmt0594398
IRS990/CYInvestmentIncomeAmt0458465
IRS990/CYOtherExpensesAmt08678
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt056183
IRS990/CYSalariesCompEmpBnftPaidAmt048608
IRS990/CYTotalExpensesAmt0651684
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0707867
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Makes grants to meet community needs and to improve the quality of life in the community.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0636454
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09850
IRS990/FeesForServicesAccountingGrp/TotalAmt09850
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03150
IRS990/FeesForServicesOtherGrp/TotalAmt03150
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/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
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/AverageHoursPerWeekRt1515.00
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/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/PersonNm0Gerard Abbattista
IRS990/Form990PartVIISectionAGrp/PersonNm1Claudia Andreski
IRS990/Form990PartVIISectionAGrp/PersonNm2Jay Boyle
IRS990/Form990PartVIISectionAGrp/PersonNm3Beth Cassie
IRS990/Form990PartVIISectionAGrp/PersonNm4Howard Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm5Frank Isoldi
IRS990/Form990PartVIISectionAGrp/PersonNm6Nancy Wolf
IRS990/Form990PartVIISectionAGrp/PersonNm7Karen Fountain
IRS990/Form990PartVIISectionAGrp/PersonNm8Ray Kostyack
IRS990/Form990PartVIISectionAGrp/PersonNm9Michelle Mattessich
IRS990/Form990PartVIISectionAGrp/PersonNm10Robert Gorelick
IRS990/Form990PartVIISectionAGrp/PersonNm11Janet Sarkos
IRS990/Form990PartVIISectionAGrp/PersonNm12Darielle Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm13Gil Chapman
IRS990/Form990PartVIISectionAGrp/PersonNm14Mark Swingle
IRS990/Form990PartVIISectionAGrp/PersonNm15Elizabeth Chance
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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/ReportableCompFromOrgAmt1545000
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/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0594398
IRS990/GrantsPayableGrp/EOYAmt030000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0132600
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0132600
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0461798
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0461798
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0707867
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03690
IRS990/InsuranceGrp/TotalAmt03690
IRS990/InvestmentIncomeGrp/ExclusionAmt0458465
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0458465
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013782942
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014423744
IRS990/IRPDocumentCnt00
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/NetAssetsOrFundBalancesBOYAmt010676564
IRS990/NetAssetsOrFundBalancesEOYAmt011234752
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0502005
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01400
IRS990/OccupancyGrp/ProgramServicesAmt05600
IRS990/OccupancyGrp/TotalAmt07000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03864
IRS990/OfficeExpensesGrp/TotalAmt03864
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Fees and licenses
IRS990/OtherExpensesGrp/Desc1Less managed account portion
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05079
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-23955
IRS990/OtherExpensesGrp/TotalAmt05079
IRS990/OtherExpensesGrp/TotalAmt1-23955
IRS990/OtherLiabilitiesGrp/BOYAmt04321853
IRS990/OtherLiabilitiesGrp/EOYAmt04382618
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0902
IRS990/PayrollTaxesGrp/ProgramServicesAmt02706
IRS990/PayrollTaxesGrp/TotalAmt03608
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02146628
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02214408
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Elizabeth Chance
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0212401
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0467373
IRS990/PYInvestmentIncomeAmt0641988
IRS990/PYOtherExpensesAmt05656
IRS990/PYRevenuesLessExpensesAmt0332167
IRS990/PYSalariesCompEmpBnftPaidAmt049193
IRS990/PYTotalExpensesAmt0522222
IRS990/PYTotalRevenueAmt0854389
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt056183
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01227655
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01231126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0249402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0212401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0326115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0155026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0450499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01393443
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0458465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0641988
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0631737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0386594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0216815
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02335599
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35200
IRS990ScheduleA/PublicSupportPY170Pct00.46180
IRS990ScheduleA/PublicSupportTotal170Amt01312605
IRS990ScheduleA/SubstantialContributorsTotAmt080838
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0249402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0212401
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0326115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0155026
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0450499
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01393443
IRS990ScheduleA/TotalSupportAmt03729042
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/BeginningYearBalanceAmt02146628
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt067780
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02214408
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02125328
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02146628
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02078073
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt047255
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02125328
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02071698
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06375
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02078073
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02041313
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt030385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02071698
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt04301
IRS990ScheduleD/DonorAdvisedFundsHeldCnt03
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0143339
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011431
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011431
IRS990ScheduleD/ExpensesSubtotalAmt0651684
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0502005
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04382618
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Managed funds
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0502005
IRS990ScheduleD/RevenueSubtotalAmt0707867
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalExpensesPerForm990Amt0651684
IRS990ScheduleD/TotalLiabilityAmt04382618
IRS990ScheduleD/TotalRevenuePerForm990Amt0707867
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01209872
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0651684
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0132600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships and educational financial support
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt062
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt216250
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt515000
IRS990ScheduleI/RecipientTable/CashGrantAmt612000
IRS990ScheduleI/RecipientTable/CashGrantAmt75000
IRS990ScheduleI/RecipientTable/CashGrantAmt85000
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1015000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt125100
IRS990ScheduleI/RecipientTable/CashGrantAmt1320000
IRS990ScheduleI/RecipientTable/CashGrantAmt145000
IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt164425
IRS990ScheduleI/RecipientTable/CashGrantAmt1720000
IRS990ScheduleI/RecipientTable/CashGrantAmt1810000
IRS990ScheduleI/RecipientTable/CashGrantAmt1940000
IRS990ScheduleI/RecipientTable/CashGrantAmt2010000
IRS990ScheduleI/RecipientTable/CashGrantAmt21954
IRS990ScheduleI/RecipientTable/CashGrantAmt2215000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,654,870
Liabilities
$4,420,118
Net assets
$11,234,752
Revenue
$707,867
Expenses
$651,684
Net income
$56,183
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. 2016 filings • 501(c)3 • $10M-$25M nonprofits