Civic Intelligence

Westfield Scholarship Charitable Trust

EIN 58-6394018 • 501(c)3 • Perry, GA

Profile

To provide scholarships to students attending the westfield school, inc.

P O Box 2300Perry, GA 31069

n/A

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.07x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

1.19x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$695,120

Up $51,675 (+8.0%) from 2023

Liabilities

Up

$46,500

Up $8,831 (+23%) from 2023

Net Assets

Up

$648,620

Up $42,844 (+7.1%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin16th percentile

Revenue

Up

$39,024

Up $40,944 (+2133%) from 2023

Expenses

Up

$46,630

Up $2,485 (+5.6%) from 2023

Net Income

Up

-$7,606

Up $38,459 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$800K$600K$400K$200K$0Assets 2011: $737,251Liabilities 2011: $52,060Net Assets 2011: $685,1912011Assets 2012: $736,007Liabilities 2012: $52,400Net Assets 2012: $683,6072012Assets 2013: $776,327Liabilities 2013: $54,500Net Assets 2013: $721,8272013Assets 2014: $769,109Liabilities 2014: $53,750Net Assets 2014: $715,3592014Assets 2015: $690,422Liabilities 2015: $53,900Net Assets 2015: $636,5222015Assets 2016: $726,387Liabilities 2016: $106,225Net Assets 2016: $620,1622016Assets 2017: $699,991Liabilities 2017: $56,500Net Assets 2017: $643,4912017Assets 2018: $597,858Liabilities 2018: $53,700Net Assets 2018: $544,1582018Assets 2019: $719,740Liabilities 2019: $54,900Net Assets 2019: $664,8402019Assets 2020: $709,661Liabilities 2020: $45,612Net Assets 2020: $664,0492020Assets 2021: $766,409Liabilities 2021: $46,550Net Assets 2021: $719,8592021Assets 2022: $626,080Liabilities 2022: $48,822Net Assets 2022: $577,2582022Assets 2023: $643,445Liabilities 2023: $37,669Net Assets 2023: $605,7762023Assets 2024: $695,120Liabilities 2024: $46,500Net Assets 2024: $648,6202024

Highlighted filing

2024

Assets$695,120
Liabilities$46,500
Net Assets$648,620
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2011: $30,190Expenses 2011: $66,460Net Income 2011: -$36,2702011Revenue 2012: $7,054Expenses 2012: $65,934Net Income 2012: -$58,8802012Revenue 2013: $43,162Expenses 2013: $73,720Net Income 2013: -$30,5582013Revenue 2014: $41,063Expenses 2014: $71,264Net Income 2014: -$30,2012014Revenue 2015: $57,537Expenses 2015: $71,577Net Income 2015: -$14,0402015Revenue 2016: $22,798Expenses 2016: $71,090Net Income 2016: -$48,2922016Revenue 2017: $92,777Expenses 2017: $73,224Net Income 2017: $19,5532017Revenue 2018: $50,982Expenses 2018: $69,907Net Income 2018: -$18,9252018Revenue 2019: $156,744Expenses 2019: $58,476Net Income 2019: $98,2682019Revenue 2020: $10,605Expenses 2020: $50,796Net Income 2020: -$40,1912020Revenue 2021: $47,046Expenses 2021: $51,576Net Income 2021: -$4,5302021Revenue 2022: $68,291Expenses 2022: $53,471Net Income 2022: $14,8202022Revenue 2023: -$1,920Expenses 2023: $44,145Net Income 2023: -$46,0652023Revenue 2024: $39,024Expenses 2024: $46,630Net Income 2024: -$7,6062024

Highlighted filing

2024

Revenue$39,024
Expenses$46,630
Net Income-$7,606
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$695,120
Liabilities
$46,500
Net assets
$648,620
Revenue
$39,024
Expenses
$46,630
Net income
-$7,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.95$0.47$6.49$0.39$0.47$0.08
2023Summary only. Only limited summary data is available for this year.$6.43$0.38$6.06$0.02$0.44$0.46
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.49$5.77$0.68$0.53$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.66$0.47$7.20$0.47$0.52$0.05
2020Summary only. Only limited summary data is available for this year.$7.10$0.46$6.64$0.11$0.51$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.55$6.65$1.57$0.58$0.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.98$0.54$5.44$0.51$0.70$0.19
2017Summary only. Only limited summary data is available for this year.$7.00$0.57$6.43$0.93$0.73$0.20
2016Summary only. Only limited summary data is available for this year.$7.26$1.06$6.20$0.23$0.71$0.48
2015Summary only. Only limited summary data is available for this year.$6.90$0.54$6.37$0.58$0.72$0.14
2014Summary only. Only limited summary data is available for this year.$7.69$0.54$7.15$0.41$0.71$0.30
2013Summary only. Only limited summary data is available for this year.$7.76$0.55$7.22$0.43$0.74$0.31
2012Summary only. Only limited summary data is available for this year.$7.36$0.52$6.84$0.07$0.66$0.59
2011Summary only. Only limited summary data is available for this year.$7.37$0.52$6.85$0.30$0.66$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 2, 2025
Return Version
2024v5.0
Gross Receipts
$146,426
Mission and Program Overview

Mission

To provide scholarships to students attending the westfield school, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$606,449$652,959▲ $46,510
Savings and Temporary Cash Investments$36,996$42,161▲ $5,165
Total Assets$643,445$695,120▲ $51,675
Liabilities
Accounts Payable and Accrued Expenses$37,669$46,500▲ $8,831
Total Liabilities$37,669$46,500▲ $8,831
Net Assets / Fund Balance
Net Assets With Donor Restrictions$605,776$648,620▲ $42,844
Total Net Assets Fund Balance$605,776$648,620▲ $42,844
Total Liabilities and Net Assets / Fund Balance$643,445$695,120▲ $51,675
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John W HulbertTrustee
Sheldon SheltonTrustee
William CarrollTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$38,480
Other Revenue
$544
Change in Net Assets
$-7,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,500
Other Expenses$6,130
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$40,500--$40,500
Fees for Service Investment Mgmnt Fees-$5,996-$5,996
Other Expenses-$134-$134
Total Functional Expenses$40,500$6,130$0$46,630
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8B

“N/a - there are no separate committees.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the governing body of the westfield scholarship charitable trust.”

Form 990, Page 6, Part VI, Line 19

“Governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Westfield Scholarship Charitable
EIN
58-6394018
Phone
4789870547
Address
P O BOX 2300, PERRY, GA 31069

Signing Officer

Name
William Carroll
Title
Trustee
Phone
4789870547
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Carroll
Formed
1999
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Mcnair Mclemore Middlebrooks & Co LLC
Address
POST OFFICE BOX ONE, MACON, GA 31202-0001
Preparer
W Mitch Greer
Phone
4787466277
Raw XML Appendix366 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 40,500 DISTRIBUTION FROM THE WESTFIELD SCHOLARSHIP CHARITABLE TRUST TO THE WESTFIELD SCHOOLS, INC. (AS INDICATED ON SCHEDULE A, PAGE 1, LINE 12G) IS NECESSARY TO PROVIDE A SOURCE OF FINANCIAL AID FOR STUDENTS ATTENDING THE SCHOOL. THE FINANIAL AID AWARDED TO STUDENTS IS BASED ON FINANCIAL NEED AND SCHOOL SUPPORT. THE WESTFIELD SCHOOLS, INC. HAS AN ADEQUATE RELATIONSHIP WITH THE WESTFIED SCHOLARSHIP CHARITABLE TRUST BECAUSE IT APPOINTS ONE THE THE THREE TRUSTEES TO THE TRUST. THIS APPOINTED TRUSTEE IS THE HEADMASTER OF THE SCHOOL AND BOTH THE SCHOOL AND THE TRUST MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH EACH OTHER. BECAUSE OF THIS RELATIONSHIP, THE SCHOOL HAS A SIGNIFICANT VOICE IN THE DECISION MAKING PROCESS OF WHICH STUDENTS RECEIVE FINANCIAL AID. HOWEVER, THE SCHOOL DOES NOT HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ANY TIME DURING THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0693804
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0646244
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt040979
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt034582
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0652825
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0611662
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt010407
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt09694
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0683397
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0636550
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt022279
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0646244
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt022279
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt041500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE WESTFIELD SCHOOL INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0THE WESTFIELD SCHOOL INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt041500
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt040500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP FUNDS ARE PAID DIRECTLY TO THE WESTFIELD SCHOOL, INC. FOR APPROVED APPLICANTS ENROLLED IN THE SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A - THERE ARE NO SEPARATE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE GOVERNING BODY OF THE WESTFIELD SCHOLARSHIP CHARITABLE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0643445
IRS990/TotalAssetsEOYAmt0695120
IRS990/TotalAssetsGrp/BOYAmt0643445
IRS990/TotalAssetsGrp/EOYAmt0695120
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06130
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040500
IRS990/TotalFunctionalExpensesGrp/TotalAmt046630
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037669
IRS990/TotalLiabilitiesEOYAmt046500
IRS990/TotalLiabilitiesGrp/BOYAmt037669
IRS990/TotalLiabilitiesGrp/EOYAmt046500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0605776
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0648620
IRS990/TotalProgramServiceExpensesAmt040500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039024
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0643445
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0695120
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02005 US HWY 41 SOUTH
IRS990/USAddress/CityNm0PERRY
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd031069
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04789870547
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD SCHOLARSHIP CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0586394018
ReturnHeader/Filer/PhoneNum04789870547
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2300
ReturnHeader/Filer/USAddress/CityNm0PERRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031069
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581094351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX ONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MACON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0312020001
ReturnHeader/PreparerPersonGrp/PhoneNum04787466277
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W MITCH GREER
ReturnHeader/ReturnTs02025-10-15T13:41:57-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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