Civic Intelligence

Westfield Foundation for Education Inc

990EZ • Fiscal year 2021 • EIN 46-4414438

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 26, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

65%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

24%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-79%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$7,611

Up $1,491 (+24%) from 2020

Net Assets

Up

$7,611

Up $1,491 (+24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin92nd percentile

Revenue

Down

$2,308

Down $8,869 (-79%) from 2020

Expenses

Down

$817

Down $10,049 (-92%) from 2020

Net Income

Up

$1,491

Up $1,180 (+379%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2021

Assets$7,611
Liabilities$0
Net Assets$7,611
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$2,308
Expenses$817
Net Income$1,491
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$2,308
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.--
Compensation and Service Providers
Top Officer Pay77th 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
2021-10-26
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 343 filing fees 54 total 397”

Form 990-ez, Part II, Line 24

“Receivable - laura taylor 271 271 total 271 271”

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 Appendix126 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LAURA TAYLOR
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARY ZAJDEL
CompensationExplanation/CompensationExplanationGrp/PersonNm2LINDSAY PANIS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY ZAJDEL
IRS990EZ/BooksInCareOfDetail/PhoneNum04135751055
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023 WINTERGREEN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05849
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07340
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02308
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01491
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07611
IRS990EZ/GrossReceiptsAmt02308
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07611
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07611
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY ZAJDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSAY PANIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0271
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0271
IRS990EZ/OtherExpensesTotalAmt0397
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0817
IRS990EZ/TotalRevenueAmt02308
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTFIELDFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010437
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029764
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt052931
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt029764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010437
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029764
IRS990ScheduleA/TotalSupportAmt029764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 343 FILING FEES 54 TOTAL 397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECEIVABLE - LAURA TAYLOR 271 271 TOTAL 271 271
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04135751055
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD FOUNDATION FOR EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0464414438
ReturnHeader/Filer/PhoneNum04135751055
ReturnHeader/Filer/USAddress/AddressLine1Txt030 COURT STREET STE 5
ReturnHeader/Filer/USAddress/CityNm0WESTFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0010850000
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263432522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN P LIPTAK CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 COURT ST STE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001085
ReturnHeader/PreparerPersonGrp/PhoneNum04135680979
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P LIPTAK CPA MST
ReturnHeader/ReturnTs02021-11-01T10:55:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,611
Liabilities
$0
Net assets
$7,611
Revenue
$2,308
Expenses
$817
Net income
$1,491
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