Civic Intelligence

The Westfield Foundation

990 • Fiscal year 2019 • EIN 22-2155896

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

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

45th percentile

0.20x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

3.20x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

8th percentile

$47,250

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$26,906,425

Up $4,062,367 (+18%) from 2018

Net Assets

Up

$21,578,780

Up $3,585,799 (+20%) from 2018

Liabilities

Up

$5,327,645

Up $476,568 (+9.8%) from 2018

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin90th percentile

Revenue

Down

$1,665,026

Down $3,152,498 (-65%) from 2018

Expenses

Down

$908,762

Down $387,964 (-30%) from 2018

Net Income

Down

$756,264

Down $2,764,534 (-79%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2019

Assets$26,906,425
Liabilities$5,327,645
Net Assets$21,578,780
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$1,665,026
Expenses$908,762
Net Income$756,264
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$1,665,026
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$22,472,537$26,704,738▲ $4,232,201
Savings and Temporary Cash Investments$371,521$201,687▼ $169,834
Total Assets$22,844,058$26,906,425▲ $4,062,367
Liabilities
Other Liabilities$4,511,327$5,185,728▲ $674,401
Grants Payable$330,000$130,000▼ $200,000
Accounts Payable and Accrued Expenses$9,750$11,917▲ $2,167
Total Liabilities$4,851,077$5,327,645▲ $476,568
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,263,058$13,657,454▲ $2,394,396
Net Assets With Donor Restrictions$6,729,923$7,921,326▲ $1,191,403
Total Net Assets Fund Balance$17,992,981$21,578,780▲ $3,585,799
Total Liabilities and Net Assets / Fund Balance$22,844,058$26,906,425▲ $4,062,367

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,249,193$47,657--$1,296,850
2018$1,196,188$53,005--$1,249,193
2017$1,141,720$54,468--$1,196,188
2016$1,073,940$67,780--$1,141,720
2015$1,052,640$21,300--$1,073,940
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth ChanceExecutive DirectorPT$47,250$47,250

Board Members and Trustees

NameTitle
Claudia AndreskiBoard Member
Corey Wu-JungBoard Member
Frank IsoldiBoard member
Gil ChapmanBoard member
Gregory IrwinBoard member
John SchmidtBoard member
Lawrence DarrowBoard member
Mark SwingleBoard member
Munira IsmailBoard member
Nancy WolfBoard Member
Rich ElbertBoard member
Robert GorelickBoard member
Rupa MotwaniBoard member
Stanley GerschBoard member
Timothy BoyleBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$739,287
Program Service Revenue
$0
Investment Income
$925,739
Other Revenue
$0
All Other Contributions
$739,287
Change in Net Assets
$756,264

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,665,026
Revenue Not Reported on Form 990
$2,829,535
Total Revenue per Audited Statements
$4,494,561
Total Revenue per Form 990
$1,665,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$834,210
Salaries, Compensation, and Employee Benefits$51,046
Other Expenses$23,506
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$679,095--$679,095
Grants to Domestic Individuals$155,115--$155,115
Other Salaries and Wages$37,800$9,450-$47,250
Occupancy$6,533$1,634-$8,167
Fees for Services Accounting-$6,500-$6,500
Fees for Services Other-$5,000-$5,000
All Other Expenses$1,310$3,059-$4,369
Insurance-$3,855-$3,855
Payroll Taxes$3,037$759-$3,796
Other Expenses$1,718$1,718-$3,436
Office Expenses-$894-$894
Total Functional Expenses$884,608$24,154$0$908,762

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$908,762
Total Expenses per Audited Statements$908,762
Total Expenses per Form 990$908,762
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of Westfield--Education scholarships$35,000
Westfield Historical Society--Financial assistance$24,000
Center for Hope Hospice--Financial assistance$20,000
Second Street Youth Center--Financial assistance$20,000
New Jersey Festival Orchestra--Financial assistance$17,000
Groundwork Elizabeth--Financial assistance$16,800
Boys and Girls Clubs of Union--Financial assistance$15,000
Somerset County YMCA--Financial assistance$15,000
Westfield United Fund--Financial assistance$15,000
Youth and Family Counseling Service--Financial assistance$15,000
Imagine--Financial assistance$14,938
Summer Youth Employment Program--Financial assistance$12,500
Soc for the Prevention of Teen Suic--Financial assistance$12,000
Mostly Music--Financial assistance$11,000
CASA of Union County--Financial assistance$10,000
Habitat for Humanity--Financial assistance$10,000
Jewish Family Service--Financial assistance$10,000
Trinitas Health Foundation--Financial assistance$10,000
Our House Foundation--Financial assistance$9,280
NJ Workshop for the Arts--Financial assistance$8,500
Cranford First Aid Squad---$8,260
Flintworks BSA Inc--Financial assistance$8,000
Two Hundred Club of Union County---$8,000
Family Promise--Financial assistance$7,500
Literacy NJ--Financial assistance$7,500
Furniture Assist--Financial assistance$6,500
YWCA of Union County--Financial assistance$6,000
Alzheimers New Jersey--Financial assistance$5,000
Caring Contact--Financial assistance$5,000
Elizabeth Coalition to House the Ho--Financial assistance$5,000
Emmanuel Cancer Foundation--Financial assistance$5,000
McCoy Scholarship--Financial assistance$5,000
New Jersey Orators Inc--Financial assistance$5,000
Town of Westfield---$5,000
Union County College--Financial assistance$5,000
JCC of Central New Jersey--Financial assistance$1,760
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$5,185,728
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 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
2020-11-15
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

“Portion of investment income allocated to managed accounts.”

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 2017.”

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IRS990/PrincipalOfficerNm0Elizabeth Chance
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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 2017.
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IRS990ScheduleI/RecipientTable/CashGrantAmt21760
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,906,425
Liabilities
$5,327,645
Net assets
$21,578,780
Revenue
$1,665,026
Expenses
$908,762
Net income
$756,264
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. 2019 filings • 501(c)3 • $25M-$50M nonprofits