Civic Intelligence

Westfield Foundation for Education Inc

990EZ • Fiscal year 2018 • EIN 46-4414438

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

Organization ProfileWWW.WESTFIELDFOUNDATION.ORG
30 Court Street Ste 5Westfield, MA 01085-0000

(413) 575-1055

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-3.2%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$8,816

Down $1,597 (-15%) from 2017

Net Assets

Down

$8,816

Down $1,597 (-15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin20th percentile

Revenue

Down

$11,610

Down $383 (-3.2%) from 2017

Expenses

Down

$13,207

Down $4,412 (-25%) from 2017

Net Income

Up

-$1,597

Up $4,029 (+72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2015: $19,807Liabilities 2015: $0Net Assets 2015: $19,8072015Assets 2016: $16,039Liabilities 2016: $0Net Assets 2016: $16,0392016Assets 2017: $10,413Liabilities 2017: $0Net Assets 2017: $10,4132017Assets 2018: $8,816Liabilities 2018: $0Net Assets 2018: $8,8162018Assets 2019: $5,809Liabilities 2019: $02019Assets 2020: $6,120Liabilities 2020: $0Net Assets 2020: $6,1202020Assets 2021: $7,611Liabilities 2021: $0Net Assets 2021: $7,6112021Assets 2022: $7,034Liabilities 2022: $0Net Assets 2022: $7,0342022

Highlighted filing

2018

Assets$8,816
Liabilities$0
Net Assets$8,816
Open 2018 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2015: $24,179Expenses 2015: $4,372Net Income 2015: $19,8072015Revenue 2016: $19,554Expenses 2016: $23,322Net Income 2016: -$3,7682016Revenue 2017: $11,993Expenses 2017: $17,619Net Income 2017: -$5,6262017Revenue 2018: $11,610Expenses 2018: $13,207Net Income 2018: -$1,5972018Revenue 2019: $9,722Expenses 2019: $12,729Net Income 2019: -$3,0072019Revenue 2020: $11,177Expenses 2020: $10,866Net Income 2020: $3112020Revenue 2021: $2,308Expenses 2021: $817Net Income 2021: $1,4912021Revenue 2022: $121Expenses 2022: $698Net Income 2022: -$5772022

Highlighted filing

2018

Revenue$11,610
Expenses$13,207
Net Income-$1,597
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$15,511
Mission and Program Overview

Mission

To inspire students of the westfield public schools through funding of innovative education and enrichment opportunities that extend beyond the resources of the city of westfield.

Program Services

DescriptionGrantsExpenses
TO INSPIRE STUDENTS OF THE WESTFIELD PUBLIC SCHOOLS THROUGH FUNDING OF INNOVATIVE EDUCATION AND ENRICHMENT OPPORTUNITIES THAT EXTEND BEYOND THE RESOURCES OF THE CITY OF WESTFIELD.$11,975$11,975
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA TAYLORPresident-$0--
MARY ZAJDELTreasurer-$0--
LINDSAY PANISVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Westfield Foundation for Education
EIN
46-4414438
Phone
4135751055
Address
30 COURT STREET STE 5, WESTFIELD, MA 01085-0000

Signing Officer

Name
Laura Taylor
Title
President
Phone
4135751055
Signed
2018-10-24
Discuss with paid preparer
Yes

Preparer

Firm
John P Liptak CPA Pc
Address
30 COURT ST SUITE 6, WESTFIELD, MA 01085
Preparer
John P Liptak CPA Mst
Phone
4135680979
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 11,975”

Form 990-ez, Part I, Line 16

“Expenses advertising 245 office 397 dues 225 filing fees 35 total 902”

Form 990-ez, Part III

“To inspire students of the westfield public schools through funding of innovative education and enrichment opportunities that extend beyond the resources of the city of westfield.”

Raw XML Appendix139 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/BooksInCareOfDetail/PhoneNum04135751055
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010413
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-1597
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt01642
IRS990EZ/GamingGrossIncomeAmt011869
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011975
IRS990EZ/GrossReceiptsAmt015511
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010413
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0902
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO INSPIRE STUDENTS OF THE WESTFIELD PUBLIC SCHOOLS THROUGH FUNDING OF INNOVATIVE EDUCATION AND ENRICHMENT OPPORTUNITIES THAT EXTEND BEYOND THE RESOURCES OF THE CITY OF WESTFIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO INSPIRE STUDENTS OF THE WESTFIELD PUBLIC SCHOOLS THROUGH FUNDING OF INNOVATIVE EDUCATION AND ENRICHMENT OPPORTUNITIES THAT EXTEND BEYOND THE RESOURCES OF THE CITY OF WESTFIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011975
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011975
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03901
IRS990EZ/SpecialEventsNetIncomeLossAmt09610
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013207
IRS990EZ/TotalProgramServiceExpensesAmt011975
IRS990EZ/TotalRevenueAmt011610
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTFIELDFOUNDATION.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt053649
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt071237
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024179
IRS990ScheduleA/Total509Grp/TotalAmt071237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015511
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024179
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt071237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 11,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 245 OFFICE 397 DUES 225 FILING FEES 35 TOTAL 902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO INSPIRE STUDENTS OF THE WESTFIELD PUBLIC SCHOOLS THROUGH FUNDING OF INNOVATIVE EDUCATION AND ENRICHMENT OPPORTUNITIES THAT EXTEND BEYOND THE RESOURCES OF THE CITY OF WESTFIELD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PhoneNum04135751055
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD FOUNDATION FOR EDUCATION
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ReturnHeader/Filer/BusinessNameControlTxt0WEST
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ReturnHeader/Filer/PhoneNum04135751055
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:57:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263432522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN P LIPTAK CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 COURT ST SUITE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001085
ReturnHeader/PreparerPersonGrp/PhoneNum04135680979
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P LIPTAK CPA MST
ReturnHeader/ReturnTs02018-10-29T08:57:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,816
Liabilities
$0
Net assets
$8,816
Revenue
$11,610
Expenses
$13,207
Net income
-$1,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.12$0.70$0.58
2021Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$2.31$0.82$1.49
2020Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$11.2$10.9$0.31
2019Summary only. Only limited summary data is available for this year.$5.81$0.00$9.72$12.7$3.01
2018Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$11.6$13.2$1.60
2017Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$12.0$17.6$5.63
2016Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$19.6$23.3$3.77
2015Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$24.2$4.37$19.8