Civic Intelligence

Westfield Technical Academy Foundation Inc.

990EZ • Fiscal year 2021 • EIN 47-4528117

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

59 Llewellyn DriveWestfield, MA 01085

(413) 250-8810

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

Asset Growth

3rd percentile

-96%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$111

Down $2,952 (-96%) from 2020

Net Assets

Down

$111

Down $2,652 (-96%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,952

Down $1,719 (-37%) from 2020

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $3,000Net Assets 2015: $3,0002015Assets 2016: $3,786Net Assets 2016: $3,7862016Assets 2017: $4,940Net Assets 2017: $4,9402017Assets 2018: $4,994Net Assets 2018: $4,9942018Assets 2019: $3,934Net Assets 2019: $3,9342019Assets 2020: $3,063Liabilities 2020: $300Net Assets 2020: $2,7632020Assets 2021: $111Net Assets 2021: $1112021Assets 2022: $586,349Liabilities 2022: $185,012Net Assets 2022: $401,3372022Assets 2023: $553,828Liabilities 2023: $336,933Net Assets 2023: $216,8952023Assets 2024: $384,013Liabilities 2024: $0Net Assets 2024: $384,0132024

Highlighted filing

2021

Assets$111
Liabilities-
Net Assets$111

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $3,0002015Revenue 2016: $15,240Expenses 2016: $14,454Net Income 2016: $7862016Revenue 2017: $7,390Expenses 2017: $6,236Net Income 2017: $1,1542017Revenue 2018: $8,500Expenses 2018: $8,446Net Income 2018: $542018Revenue 2019: $3,500Expenses 2019: $4,560Net Income 2019: -$1,0602019Revenue 2020: $3,500Expenses 2020: $4,671Net Income 2020: -$1,1712020Expenses 2021: $2,9522021Revenue 2022: $405,552Expenses 2022: $4,326Net Income 2022: $401,2262022Revenue 2023: $27,426Expenses 2023: $211,757Net Income 2023: -$184,3312023Revenue 2024: $237,552Expenses 2024: $70,434Net Income 2024: $167,1182024

Highlighted filing

2021

Revenue-
Expenses$2,952
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Mission and Program Overview

Mission

To encourage, foster, teach, engage and provide opportunities, specifically in areas of technical education, and to provide assistance, financial or otherwise, at the local, state, national or international levels in the promotion of such technical education.

Program Services

DescriptionGrantsExpenses
TO ENCOURAGE, FOSTER, TEACH, ENGAGE AND PROVIDE OPPORTUNITIES, SPECIFICALLY IN AREAS OF TECHNICAL EDUCATION, AND TO PROVIDE ASSISTANCE, FINANCIAL OR OTHERWISE, AT THE LOCAL, STATE, NATIONAL OR INTERNATIONAL LEVELS IN THE PROMOTION OF SUCH TECHNICAL EDUCATION.-$2,495
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH TREMBLAYPresident-$0--
LEON SCOTT RICETreasurer-$0--
PETER CLARKVice Preside-$0--
JOSEPH B MITCHELLClerk-$0--
ROBERT BOYERDirector-$0--
DAVID MACIVERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Westfield Technical Academy
EIN
47-4528117
Phone
4132508810
Address
59 LLEWELLYN DRIVE, WESTFIELD, MA 01085

Signing Officer

Name
Joseph Tremblay
Title
President
Phone
4135646942
Signed
2022-05-10
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 uniform expenses 2,495 ma filing fees 107 total 2,602

Form 990-ez, Part III

To encourage, foster, teach, engage and provide opportunities, specifically in areas of technical education, and to provide assistance, financial or otherwise, at the local, state, national or international levels in the promotion of such technical education.

Form 990-ez, Part III, Line 28

To encourage, foster, teach, engage and provide opportunities, specifically in areas of technical education, and to provide assistance, financial or otherwise, at the local, state, national or international levels in the promotion of such technical education.

Raw XML Appendix130 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LEON SCOTT RICE
IRS990EZ/BooksInCareOfDetail/PhoneNum04132508810
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0231 COLLEGE HIGHWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHAMPTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03063
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0111
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2952
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03063
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03063
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0111
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03063
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0111
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH TREMBLAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEON SCOTT RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEPH B MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT BOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID MACIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02602
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE, FOSTER, TEACH, ENGAGE AND PROVIDE OPPORTUNITIES, SPECIFICALLY IN AREAS OF TECHNICAL EDUCATION, AND TO PROVIDE ASSISTANCE, FINANCIAL OR OTHERWISE, AT THE LOCAL, STATE, NATIONAL OR INTERNATIONAL LEVELS IN THE PROMOTION OF SUCH TECHNICAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENCOURAGE, FOSTER, TEACH, ENGAGE AND PROVIDE OPPORTUNITIES, SPECIFICALLY IN AREAS OF TECHNICAL EDUCATION, AND TO PROVIDE ASSISTANCE, FINANCIAL OR OTHERWISE, AT THE LOCAL, STATE, NATIONAL OR INTERNATIONAL LEVELS IN THE PROMOTION OF SUCH TECHNICAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02495
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02952
IRS990EZ/TotalProgramServiceExpensesAmt02495
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022890
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt022890
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07390
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt022890
IRS990ScheduleA/TotalSupportAmt022890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES UNIFORM EXPENSES 2,495 MA FILING FEES 107 TOTAL 2,602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ENCOURAGE, FOSTER, TEACH, ENGAGE AND PROVIDE OPPORTUNITIES, SPECIFICALLY IN AREAS OF TECHNICAL EDUCATION, AND TO PROVIDE ASSISTANCE, FINANCIAL OR OTHERWISE, AT THE LOCAL, STATE, NATIONAL OR INTERNATIONAL LEVELS IN THE PROMOTION OF SUCH TECHNICAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ENCOURAGE, FOSTER, TEACH, ENGAGE AND PROVIDE OPPORTUNITIES, SPECIFICALLY IN AREAS OF TECHNICAL EDUCATION, AND TO PROVIDE ASSISTANCE, FINANCIAL OR OTHERWISE, AT THE LOCAL, STATE, NATIONAL OR INTERNATIONAL LEVELS IN THE PROMOTION OF SUCH TECHNICAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH TREMBLAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04135646942
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD TECHNICAL ACADEMY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0474528117
ReturnHeader/Filer/PhoneNum04132508810
ReturnHeader/Filer/USAddress/AddressLine1Txt059 LLEWELLYN DRIVE
ReturnHeader/Filer/USAddress/CityNm0WESTFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001085
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/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P LIPTAK CPA MST
ReturnHeader/ReturnTs02022-05-16T08:55:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TREMBLAY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings