Civic Intelligence

Westfield Scholarship Charitable Tr

990 • Fiscal year 2020 • EIN 58-6394018

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 20, 2021

Organization ProfileN/A
P O Box 2300Perry, GA 31069

(478) 987-0547

Siviq Scores

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

Liabilities / Assets

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

4.30x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

1st percentile

-379%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.4%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Flat

$709,661

Flat from 2020

Net Assets

Flat

$664,049

Flat from 2020

Liabilities

Flat

$45,612

Flat from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin1st percentile

Revenue

Flat

$10,605

Flat from 2020

Expenses

Flat

$50,796

Flat from 2020

Net Income

Flat

-$40,191

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$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 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

2020

Assets$709,661
Liabilities$45,612
Net Assets$664,049
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2020

Revenue$10,605
Expenses$50,796
Net Income-$40,191
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 20, 2021
Return Version
2020v4.0
Gross Receipts
$189,604
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$686,900$686,713▼ $187
Savings and Temporary Cash Investments$32,840$22,948▼ $9,892
Total Assets$719,740$709,661▼ $10,079
Liabilities
Accounts Payable and Accrued Expenses$54,900$45,612▼ $9,288
Total Liabilities$54,900$45,612▼ $9,288
Net Assets / Fund Balance
Net Assets With Donor Restrictions$664,840$664,049▼ $791
Total Net Assets Fund Balance$664,840$664,049▼ $791
Total Liabilities and Net Assets / Fund Balance$719,740$709,661▼ $10,079
Compensation and Service Providers
Top Officer Pay51st percentile

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
$9,620
Other Revenue
$985
Change in Net Assets
$-40,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,412
Other Expenses$6,384
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$44,412--$44,412
Fees for Service Investment Mgmnt Fees-$4,986-$4,986
Fees for Services Accounting-$1,200-$1,200
Other Expenses-$198-$198
Total Functional Expenses$44,412$6,384$0$50,796
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
2021-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Carroll
Formed
1999
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
1
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 Appendix368 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 44,412 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.
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IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0676359
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0546929
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt023673
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt019143
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0686659
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0555258
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt023673
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt019143
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0581092735
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt044412
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE WESTFIELD SCHOOL INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0THE WESTFIELD SCHOOL INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt044412
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt044412
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0719740
IRS990/TotalAssetsEOYAmt0709661
IRS990/TotalAssetsGrp/BOYAmt0719740
IRS990/TotalAssetsGrp/EOYAmt0709661
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06384
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044412
IRS990/TotalFunctionalExpensesGrp/TotalAmt050796
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054900
IRS990/TotalLiabilitiesEOYAmt045612
IRS990/TotalLiabilitiesGrp/BOYAmt054900
IRS990/TotalLiabilitiesGrp/EOYAmt045612
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0664840
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0664049
IRS990/TotalProgramServiceExpensesAmt044412
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010605
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010605
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0719740
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0709661
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/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04789870547
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-20
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/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/PreparationDt02021-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W MITCH GREER
ReturnHeader/ReturnTs02021-08-02T14:24:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARROLL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$709,661
Liabilities
$45,612
Net assets
$664,049
Revenue
$10,605
Expenses
$50,796
Net income
-$40,191
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
2020Detailed filing. Detailed filing data is available for this year.$7.10$0.46$6.64$0.11$0.51$0.40
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