Civic Intelligence

Westfield High School Ptso

EIN 27-1278594 • 501(c)3 • Westfield, NJ

Profile

Assist with funding of school programs

550 Dorian RoadWestfield, NJ 07090

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

26th percentile

-7.2%

Higher net margin than 26% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

NTEE S40 • <$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-3.9%

Faster asset growth than 45% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-21%

Faster revenue growth than 27% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,385

Down $1,841 (-3.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$45,385

Down $1,841 (-3.9%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$25,629

Down $6,879 (-21%) from 2024

Expenses

Up

$27,470

Up $1,689 (+6.6%) from 2024

Net Income

Down

-$1,841

Down $8,568 (-127%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$60K$40K$20K$0Assets 2021: $44,927Liabilities 2021: $0Net Assets 2021: $44,9272021Assets 2022: $52,577Net Assets 2022: $52,5772022Assets 2023: $40,499Net Assets 2023: $40,4992023Assets 2024: $47,226Net Assets 2024: $47,2262024Assets 2025: $45,385Net Assets 2025: $45,3852025

Highlighted filing

2025

Assets$45,385
Liabilities-
Net Assets$45,385
Open 2025 Filing

Operations Trend

Revenue Growth27th percentile

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

$60K$40K$20K$0-$20KRevenue 2021: $42,320Expenses 2021: $43,008Net Income 2021: -$6882021Revenue 2022: $38,713Expenses 2022: $31,063Net Income 2022: $7,6502022Revenue 2023: $41,002Expenses 2023: $53,077Net Income 2023: -$12,0752023Revenue 2024: $32,508Expenses 2024: $25,781Net Income 2024: $6,7272024Revenue 2025: $25,629Expenses 2025: $27,470Net Income 2025: -$1,8412025

Highlighted filing

2025

Revenue$25,629
Expenses$27,470
Net Income-$1,841
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,385
Liabilities
-
Net assets
$45,385
Revenue
$25,629
Expenses
$27,470
Net income
-$1,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.4$45.4$25.6$27.5$1.84
2024Detailed filing. Detailed filing data is available for this year.$47.2$47.2$32.5$25.8$6.73
2023Detailed filing. Detailed filing data is available for this year.$40.5$40.5$41.0$53.1$12.1
2022Detailed filing. Detailed filing data is available for this year.$52.6$52.6$38.7$31.1$7.65
2021Detailed filing. Detailed filing data is available for this year.$44.9$0.00$44.9$42.3$43.0$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$36,945
Mission and Program Overview

Mission

Assist with funding of school programs a

Assist with funding of school programs

Program Services

DescriptionGrantsExpenses
Sweatshirts, graduation expenses and celebration$0$10,191
Staff Appreciation and Recognition$0$6,185
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacey ShepherdCo-President-$0--
Wendy RotellaCo-President-$0--
Rachel BartonVice President 1-$0--
Amanda ComoVice President 2-$0--
Darcy VarnerVice President Communication-$0--
Ellie ZappullaRecording Secretary-$0--
Rosie RossittoCorresponding Secretary-$0--
Menghao ZhaoTreasurer-$0--
Lexi CoenAssistant Treasurer-$0--
Josephine StackAdvisor To The Board-$0--
Filing and Contact Details

Filer

Filer Name
Westfield High School PTSO
EIN
27-1278594
Phone
9088215642
Address
550 Dorian Road, Westfield, NJ 07090

Signing Officer

Name
Menghao Zhao
Title
Treasurer
Phone
9088215642
Signed
2025-10-27

Preparer

Firm
MD Tax Advisors LLC
Address
20 Commerce Dr Ste 135, Cranford, NJ 07016
Preparer
Mohit Desai
Phone
9084400411
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Gifts to School; Gifts to WHS; : , , , ; , 592.”

Form 990EZ, Part I, Line 16

“Staff Appreciation 6185.”

Form 990EZ, Part I, Line 16

“School Spirit Expense 1925.”

Form 990EZ, Part I, Line 16

“Gradation & Shirts Expense 10191.”

Form 990EZ, Part I, Line 16

“Supporting Events 3434.”

Raw XML Appendix194 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stacey Shepherd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Wendy Rotella
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rachel Barton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amanda Como
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Darcy Varner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ellie Zappulla
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Josephine Stack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Advisor to the Board
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021735
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist with funding of school programs
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt015889
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027470
IRS990EZ/TotalProgramServiceExpensesAmt016376
IRS990EZ/TotalRevenueAmt025629
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076825
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058402
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0111905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Gifts to School; Gifts to WHS; : , , , ; , 592.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Staff Appreciation 6185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Spirit Expense 1925.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Gradation & Shirts Expense 10191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supporting Events 3434.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Menghao Zhao
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09088215642
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westfield High School PTSO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0271278594
ReturnHeader/Filer/PhoneNum09088215642
ReturnHeader/Filer/USAddress/AddressLine1Txt0550 Dorian Road
ReturnHeader/Filer/USAddress/CityNm0Westfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007090
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0834064147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MD Tax Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 Commerce Dr Ste 135
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cranford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007016
ReturnHeader/PreparerPersonGrp/PhoneNum09084400411
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mohit Desai
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-05T02:20:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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