Civic Intelligence

The Westfield Foundation

990 • Fiscal year 2017 • EIN 22-2155896

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 24, 2018

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

52nd percentile

0.23x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

1.35x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

14th percentile

$45,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

90th percentile

33%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

399%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$20,749,887

Up $5,095,017 (+33%) from 2016

Net Assets

Up

$15,981,956

Up $4,747,204 (+42%) from 2016

Liabilities

Up

$4,767,931

Up $347,813 (+7.9%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin97th percentile

Revenue

Up

$3,530,877

Up $2,823,010 (+399%) from 2016

Expenses

Down

$621,579

Down $30,105 (-4.6%) from 2016

Net Income

Up

$2,909,298

Up $2,853,115 (+5078%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2017

Assets$20,749,887
Liabilities$4,767,931
Net Assets$15,981,956
Open 2017 Filing

Operations Trend

Revenue Growth98th 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

2017

Revenue$3,530,877
Expenses$621,579
Net Income$2,909,298
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 24, 2018
Return Version
2017v2.2
Gross Receipts
$3,530,877
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$15,457,126$20,400,994▲ $4,943,868
Savings and Temporary Cash Investments$197,745$348,893▲ $151,148
Total Assets$15,654,871$20,749,887▲ $5,095,016
Liabilities
Other Liabilities$4,382,618$4,756,681▲ $374,063
Grants Payable$30,000--
Accounts Payable and Accrued Expenses$7,500$11,250▲ $3,750
Total Liabilities$4,420,118$4,767,931▲ $347,813
Net Assets / Fund Balance
Unrestricted Net Assets$5,730,614$10,109,947▲ $4,379,333
Temporarily Rstr Net Assets$3,289,731$3,603,133▲ $313,402
Permanently Rstr Net Assets$2,214,408$2,268,876▲ $54,468
Total Net Assets Fund Balance$11,234,753$15,981,956▲ $4,747,203
Total Liabilities and Net Assets / Fund Balance$15,654,871$20,749,887▲ $5,095,016

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,214,408$54,468--$2,268,876
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
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

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

Board Members and Trustees

NameTitle
Claudia AndreskiBoard member
Darielle WalshBoard member
Frank IsoldiBoard member
Gerard AbbattistaBoard Member
Gil ChapmanBoard Member
Janet SarkosBoard member
Jay BoyleBoard member
Karen FountainBoard member
Mark SwingleBoard Member
Nancy WolfBoard member
Ray KostyackBoard member
Rich ElbertBoard member
Robert GorelickBoard member
Shelley BrindleBoard member
Stanley GerschBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$3,296,920
Program Service Revenue
$0
Investment Income
$233,957
Other Revenue
$0
All Other Contributions
$3,296,920
Change in Net Assets
$2,909,298

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,530,877
Revenue Not Reported on Form 990
$1,837,906
Total Revenue per Audited Statements
$5,368,783
Total Revenue per Form 990
$3,530,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$555,667
Salaries, Compensation, and Employee Benefits$48,644
Other Expenses$17,268
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$419,717--$419,717
Grants to Domestic Individuals$135,950--$135,950
Current Officers, Directors, Trustees, and Key Employees$33,750$11,250-$45,000
Fees for Services Accounting-$10,500-$10,500
Occupancy$8,400$2,100-$10,500
Fees for Services Other-$4,117-$4,117
Office Expenses-$3,721-$3,721
Payroll Taxes$2,733$911-$3,644
Insurance-$1,766-$1,766
Other Expenses$1,834$-19,142-$-19,142
Total Functional Expenses$602,384$19,195$0$621,579

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$621,579
Total Expenses per Audited Statements$621,579
Total Expenses per Form 990$621,579
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Family Service--Financial assistance$42,762
Youth and Family Counseling Service--Financial assistance$35,000
New Jersey Festival Orchestra--Financial assistance$20,000
Westfield Memorial Library--Financial assistance$20,000
Westfield Public Schools--Financial assistance$15,250
Boys and Girls Clubs of Union Count--Financial assistance$15,000
Westfield United Fund--Financial assistance$15,000
Imagine Inc--Financial assistance$14,233
Groundwork Elizabeth--Financial assistance$10,778
Caring Contact--Financial assistance$10,000
Habitat for Humanity--Financial assistance$10,000
Overlook Hospital Foundation--Financial assistance$10,000
Planned Parenthood--Financial assistance$9,800
CASA of Union County--Financial assistance$7,500
Trinitas Health Foundation--Financial assistance$7,200
Elizabeth Coalition to House the Ho--Financial assistance$7,000
Literacy New Jersey--Financial assistance$6,985
Westfield PAL--Financial assistance$6,500
YWCA of Union County--Financial assistance$5,500
Alzheimers New Jersey--Financial assistance$5,000
Emmanuel Cancer Foundation--Financial assistance$5,000
Our House Foundation--Financial assistance$5,000
Union County College--Financial assistance$5,000
Homefirst--Financial assistance$4,300
Westfield Neighborhood Council--Financial assistance$4,100
Arts Power--Financial assistance$4,000
Westfield YMCA--Financial assistance$4,000
Girls on the Run--Financial assistance$3,700
Summit Speech School--Financial assistance$2,025
Childrens Dyslexia Centers--Financial assistance$2,000
WHS Helping Hands Fund--Financial assistance$1,500
NJ Intergenerational Orchestra--Financial assistance$1,400
Westfield Art Association--Financial assistance$1,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Managed funds$4,756,681
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
Elizabeth Chance
Title
Executive Direc
Phone
9082324618
Signed
2018-07-24
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”

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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/TitleTxt10Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
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IRS990/PrincipalOfficerNm0Elizabeth Chance
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02078073
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02125328
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06375
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IRS990ScheduleD/DonorAdvisedFundsGrantsAmt04301
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IRS990ScheduleI/RecipientTable/CashGrantAmt810778
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IRS990ScheduleI/RecipientTable/CashGrantAmt106985
IRS990ScheduleI/RecipientTable/CashGrantAmt117000
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IRS990ScheduleI/RecipientTable/CashGrantAmt265000
IRS990ScheduleI/RecipientTable/CashGrantAmt274000

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,749,887
Liabilities
$4,767,931
Net assets
$15,981,956
Revenue
$3,530,877
Expenses
$621,579
Net income
$2,909,298
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

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