Civic Intelligence

Westfield Rotary Club Foundation

EIN 23-7111919 • 501(c)3 • Westfield, NJ

Profile

Supports charitable endeavors and provides scholarships to worthy and deserving college students in the Westfield, NJ area.

202 Mountain AvenueWestfield, NJ 07090

www.westfieldrotary.com

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

94th percentile

88%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

48%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,083,263

Up $974,056 (+88%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,083,263

Up $974,056 (+88%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$308,177

Up $100,035 (+48%) from 2023

Expenses

Down

$113,187

Down $51,175 (-31%) from 2023

Net Income

Up

$194,990

Up $151,210 (+345%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $762,744Net Assets 2010: $762,7442010Assets 2011: $871,856Liabilities 2011: $0Net Assets 2011: $871,8562011Assets 2012: $845,331Liabilities 2012: $0Net Assets 2012: $845,3312012Assets 2013: $953,162Liabilities 2013: $0Net Assets 2013: $953,1622013Assets 2014: $1,019,305Liabilities 2014: $0Net Assets 2014: $1,019,3052014Assets 2015: $959,933Liabilities 2015: $0Net Assets 2015: $959,9332015Assets 2016: $974,364Liabilities 2016: $0Net Assets 2016: $974,3642016Assets 2017: $1,034,530Liabilities 2017: $0Net Assets 2017: $1,034,5302017Assets 2018: $1,075,831Liabilities 2018: $0Net Assets 2018: $1,075,8312018Assets 2019: $1,084,312Liabilities 2019: $0Net Assets 2019: $1,084,3122019Assets 2020: $1,089,623Liabilities 2020: $0Net Assets 2020: $1,089,6232020Assets 2021: $1,347,582Liabilities 2021: $0Net Assets 2021: $1,347,5822021Assets 2022: $1,001,249Liabilities 2022: $0Net Assets 2022: $1,001,2492022Assets 2023: $1,109,207Liabilities 2023: $0Net Assets 2023: $1,109,2072023Assets 2024: $2,083,263Liabilities 2024: $0Net Assets 2024: $2,083,2632024

Highlighted filing

2024

Assets$2,083,263
Liabilities$0
Net Assets$2,083,263
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2010: $78,241Expenses 2010: $125,931Net Income 2010: -$47,6902010Expenses 2011: $120,0592011Expenses 2012: $123,7652012Expenses 2013: $109,1972013Revenue 2014: $194,180Expenses 2014: $128,037Net Income 2014: $66,1432014Revenue 2015: $80,194Expenses 2015: $139,566Net Income 2015: -$59,3722015Revenue 2016: $117,673Expenses 2016: $103,241Net Income 2016: $14,4322016Revenue 2017: $165,212Expenses 2017: $105,046Net Income 2017: $60,1662017Revenue 2018: $152,269Expenses 2018: $110,968Net Income 2018: $41,3012018Revenue 2019: $121,950Expenses 2019: $113,469Net Income 2019: $8,4812019Revenue 2020: $117,349Expenses 2020: $112,038Net Income 2020: $5,3112020Revenue 2021: $381,335Expenses 2021: $123,376Net Income 2021: $257,9592021Revenue 2022: $102,189Expenses 2022: $141,892Net Income 2022: -$39,7032022Revenue 2023: $208,142Expenses 2023: $164,362Net Income 2023: $43,7802023Revenue 2024: $308,177Expenses 2024: $113,187Net Income 2024: $194,9902024

Highlighted filing

2024

Revenue$308,177
Expenses$113,187
Net Income$194,990
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,083,263
Liabilities
$0
Net assets
$2,083,263
Revenue
$308,177
Expenses
$113,187
Net income
$194,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.31$0.11$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.21$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.10$0.14$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.38$0.12$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.12$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.12$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.15$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.17$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.12$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08$0.14$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.19$0.13$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$0.08$0.13$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$308,177
Mission and Program Overview

Mission

Supports charitable endeavors and provides scholarships to worthy and deserving college students in the Westfield, NJ area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$996,362$1,902,759▲ $906,397
Savings and Temporary Cash Investments-$118,504-
Cash and Non-Interest-Bearing Accounts$112,845$62,000▼ $50,845
Total Assets$1,109,207$2,083,263▲ $974,056
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$653,959$1,551,423▲ $897,464
Net Assets Without Donor Restrictions$455,248$531,840▲ $76,592
Total Net Assets Fund Balance$1,109,207$2,083,263▲ $974,056
Total Liabilities and Net Assets / Fund Balance$1,109,207$2,083,263▲ $974,056

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$607,001$778,164--$1,385,165
2022$607,001---$607,001
2021$607,001---$607,001
2020$607,001---$607,001
2019$607,001---$607,001
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Barbara FrantzBoard Director
James LucarelliBoard Director
Lauren BarrBoard Director
Michael HartBoard Director
Stephan SpechtBoard Director
Steven KetchamBoard Director
Revenue and Support

Revenue Composition

Contributions and Grants
$61,818
Program Service Revenue
$25
Investment Income
$246,334
Other Revenue
$0
All Other Contributions
$61,818
Change in Net Assets
$194,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,090
Other Expenses$15,097
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$66,950--$66,950
Grants to Domestic Orgs$31,140--$31,140
Other Expenses$14,656$56-$14,656
Office Expenses-$25-$25
Total Functional Expenses$112,746$441$0$113,187
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Qualifying nonprofit Organizations--Financial assistance$31,140
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

“Certain key board members are tasked with reviewing the 990 and the related documents and forms and are required to approve of filing prior to submittal to respective tax agencies”

Conflict of interest policy compliance Part VI line 12C

“All board members are immediately required to disclose any relationship that may potentially give rise to a conflict of interest.”

CEO executive director top management comp Part VI line 15A

“Compensation is set and reviewed by the board of directors and is determined based on industry best practices as well as review of related organizations public documents and forms”

Other officer or key employee compensation Part VI line 15B

“Compensation is set and reviewed by the board of directors and is determined based on industry best practices as well as review of related organizations public documents and forms”

Governing documents etc available to public Part VI line 19

“The Organization makes available to the public their governing documents, financial statements and policies and procedures upon request. The 990 and related forms are also made available upon request.”

Filing and Contact Details

Filer

Filer Name
Westfield Rotary Club Foundation
EIN
23-7111919
Address
202 Mountain Avenue, Westfield, NJ 07090

Signing Officer

Name
Stephan Specht
Title
Treasurer
Phone
9082324618
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Ketcham
Formed
1965
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

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

“Receipt of funds from Westfield Womens Club due to dissolution of entity.”

Raw XML Appendix375 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.

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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt013334
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt022250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0143521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt090716
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt055428
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0143790
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0440783
IRS990ScheduleA/InvestmentIncomeCYPct00.47000
IRS990ScheduleA/InvestmentIncomePYPct00.35000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.53430
IRS990ScheduleA/PublicSupportPY509Pct00.64920
IRS990ScheduleA/PublicSupportTotal509Amt0505806
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0118084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0161578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117540
IRS990ScheduleA/Total509Grp/TotalAmt0505806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0205364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0208800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0102189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0305368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0124868
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0946589
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0607001
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0778164
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01385165
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0607001
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0607001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0607001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0607001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0607001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0607001
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0607001
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0607001
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt066950
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships for education
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Fair market value
IRS990ScheduleI/RecipientTable/CashGrantAmt031140
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Financial assistance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Qualifying nonprofit Organizations
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Fair market value
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Certain key board members are tasked with reviewing the 990 and the related documents and forms and are required to approve of filing prior to submittal to respective tax agencies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All board members are immediately required to disclose any relationship that may potentially give rise to a conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is set and reviewed by the board of directors and is determined based on industry best practices as well as review of related organizations public documents and forms
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation is set and reviewed by the board of directors and is determined based on industry best practices as well as review of related organizations public documents and forms
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization makes available to the public their governing documents, financial statements and policies and procedures upon request. The 990 and related forms are also made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Receipt of funds from Westfield Womens Club due to dissolution of entity.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01109207
IRS990/TotalAssetsEOYAmt02083263
IRS990/TotalAssetsGrp/BOYAmt01109207
IRS990/TotalAssetsGrp/EOYAmt02083263
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt061818
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0441
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0112746
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113187
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01109207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02083263
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0112746
IRS990/TotalProgramServiceRevenueAmt025
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0246334
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0308177
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01109207
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02083263
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0202 Mountain Avenue
IRS990/USAddress/CityNm0Westfield
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007090
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.westfieldrotary.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHAN SPECHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09082324618
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0237111919
ReturnHeader/Filer/USAddress/AddressLine1Txt0202 Mountain Avenue
ReturnHeader/Filer/USAddress/CityNm0Westfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007090
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205907840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ketcham & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0202 Mountain Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007090
ReturnHeader/PreparerPersonGrp/PhoneNum09082324618
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Ketcham CPA
ReturnHeader/ReturnTs02025-05-15T15:27:15-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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