Civic Intelligence

Westra Fam Charitable Tr

EIN 38-7175518 • Manchester, MA

Manchester, MA
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-199%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

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.

<$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-10%

Faster asset growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-32%

Faster revenue growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$496,463

Down $56,773 (-10%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$496,463

No earlier filing loaded for comparison.

Revenue

Down

$29,039

Down $13,381 (-32%) from 2023

Expenses

Down

$86,894

Down $58,506 (-40%) from 2023

Net Income

Up

-$57,855

Up $45,125 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2019: $753,061Liabilities 2019: $1Net Assets 2019: $753,0612019Assets 2020: $744,612Liabilities 2020: $1Net Assets 2020: $744,6122020Assets 2021: $725,006Liabilities 2021: $12021Assets 2022: $656,216Liabilities 2022: $1Net Assets 2022: $656,2162022Assets 2023: $553,236Liabilities 2023: $12023Assets 2024: $496,463Liabilities 2024: $0Net Assets 2024: $496,4632024

Highlighted filing

2024

Assets$496,463
Liabilities$0
Net Assets$496,463

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2019: $21,804Expenses 2019: $76,618Net Income 2019: -$54,8142019Revenue 2020: $59,348Expenses 2020: $68,416Net Income 2020: -$9,0682020Revenue 2021: $94,610Expenses 2021: $115,396Net Income 2021: -$20,7862021Revenue 2022: $96,772Expenses 2022: $166,268Net Income 2022: -$69,4962022Revenue 2023: $42,420Expenses 2023: $145,400Net Income 2023: -$102,9802023Revenue 2024: $29,039Expenses 2024: $86,894Net Income 2024: -$57,8552024

Highlighted filing

2024

Revenue$29,039
Expenses$86,894
Net Income-$57,855

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R WESTRATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Westra Family Charitable Trust
EIN
38-7175518
Phone
6179519402
Address
7 OLD NECK ROAD, MANCHESTER, MA 01944

Signing Officer

Name
James R Westra
Title
Trustee
Signed
2025-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Goldberg & Associates Cpas
Address
35 HIGHLAND CIRCLE STE 103, NEEDHAM, MA 02494
Preparer
MICHAEL O'BRIEN
Phone
7814448455
Raw XML Appendix280 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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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0122600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt062635
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05095
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046923
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0359555
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0312632
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07884
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07884
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01082
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST COST BASIS BALANCE FORWARD FOR AMORTIZATION
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R WESTRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTRA FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0387175518
ReturnHeader/Filer/PhoneNum06179519402
ReturnHeader/Filer/USAddress/AddressLine1Txt07 OLD NECK ROAD
ReturnHeader/Filer/USAddress/CityNm0MANCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001944
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042924527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDBERG & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 HIGHLAND CIRCLE STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002494
ReturnHeader/PreparerPersonGrp/PhoneNum07814448455
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL O'BRIEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-22T10:30:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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