Civic Intelligence

Westfield Foundation for Education Inc

990EZ • Fiscal year 2020 • EIN 46-4414438

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

46th percentile

2.8%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

5.4%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$6,120

Up $311 (+5.4%) from 2019

Net Assets

$6,120

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin46th percentile

Revenue

Up

$11,177

Up $1,455 (+15%) from 2019

Expenses

Down

$10,866

Down $1,863 (-15%) from 2019

Net Income

Up

$311

Up $3,318 (+110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2020

Assets$6,120
Liabilities$0
Net Assets$6,120
Open 2020 Filing

Operations Trend

Revenue Growth76th 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

2020

Revenue$11,177
Expenses$10,866
Net Income$311
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$15,554
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.$10,383$10,383
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
2020-11-12
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: 10,383”

Form 990-ez, Part I, Line 16

“Expenses office 29 filing fees 54 total 83”

Form 990-ez, Part II, Line 24

“Receivable - laura taylor 0 271 total 0 271”

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 Appendix160 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/USAddress/CityNm0WESTFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05809
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt010383
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0271
IRS990EZ/OtherExpensesTotalAmt083
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/GrantsAndAllocationsAmt010383
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010383
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04377
IRS990EZ/SpecialEventsNetIncomeLossAmt011021
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010866
IRS990EZ/TotalProgramServiceExpensesAmt010383
IRS990EZ/TotalRevenueAmt011177
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTFIELDFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010437
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028976
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt070965
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt028976
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010437
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01520
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028976
IRS990ScheduleA/TotalSupportAmt028976
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt04377
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt015398
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt015398
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt011021
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesBingoAmt02458
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt02458
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0691
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt0691
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsBingoAmt01228
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt01228
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0MARY ZAJDEL
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt023 WINTERGREEN LANE
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0WESTFIELD
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd001085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 10,383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 29 FILING FEES 54 TOTAL 83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECEIVABLE - LAURA TAYLOR 0 271 TOTAL 0 271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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ReturnHeader/Filer/EIN0464414438
ReturnHeader/Filer/PhoneNum04135751055
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ReturnHeader/FilingSecurityInformation/IPTm010:23:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263432522
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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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P LIPTAK CPA MST
ReturnHeader/ReturnTs02020-11-12T10:23:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,120
Liabilities
$0
Net assets
$6,120
Revenue
$11,177
Expenses
$10,866
Net income
$311
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