Civic Intelligence

Westfield Intermediate School PTO

EIN 83-2463310 • 501(c)3 • Westfield, MA

Profile

Educational and charitable

350 Southampton RdWestfield, MA 01085

www.schoolsofwestfield.org/o/wis/page/pto

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-2.9%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-14%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

-6.6%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$7,372

Down $1,223 (-14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$7,372

Down $1,223 (-14%) from 2024

Revenue

Down

$9,883

Down $702 (-6.6%) from 2024

Expenses

Up

$10,169

Up $1,957 (+24%) from 2024

Net Income

Down

-$286

Down $2,659 (-112%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2019: $3,683Liabilities 2019: $02019Assets 2020: $10,361Liabilities 2020: $02020Assets 2021: $3,832Liabilities 2021: $0Net Assets 2021: $3,8322021Assets 2022: $7,591Liabilities 2022: $0Net Assets 2022: $7,5912022Assets 2023: $6,222Liabilities 2023: $0Net Assets 2023: $6,2222023Assets 2024: $8,595Liabilities 2024: $0Net Assets 2024: $8,5952024Assets 2025: $7,372Liabilities 2025: $0Net Assets 2025: $7,3722025

Highlighted filing

2025

Assets$7,372
Liabilities$0
Net Assets$7,372

Operations Trend

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

$20K$10K$0-$10KRevenue 2019: $13,031Expenses 2019: $9,348Net Income 2019: $3,6832019Revenue 2020: $16,410Expenses 2020: $9,732Net Income 2020: $6,6782020Revenue 2021: $2,037Expenses 2021: $8,566Net Income 2021: -$6,5292021Revenue 2022: $12,118Expenses 2022: $8,359Net Income 2022: $3,7592022Revenue 2023: $11,556Expenses 2023: $12,925Net Income 2023: -$1,3692023Revenue 2024: $10,585Expenses 2024: $8,212Net Income 2024: $2,3732024Revenue 2025: $9,883Expenses 2025: $10,169Net Income 2025: -$2862025

Highlighted filing

2025

Revenue$9,883
Expenses$10,169
Net Income-$286

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 8, 2025
Return Version
2024v5.2
Gross Receipts
$9,993
Mission and Program Overview

Mission

EDUCATION AND CHARITABLE

Program Services

DescriptionGrantsExpenses
FIELD DAYS -WE PROVIDE WITH FUNDS TO BE USED TOWARDS INFLATABLE WATER SLIDES & OBSTACLE COURSES, VARIOUS GAMES, VARIOUS TYPES OF ARTS & CRAFTS,POPCORN,& WATER FOR FIELD DAYS.-$3,675
FIELD TRIPS-WE PROVIDE FUNDS TO THE WIS 6TH GRADE TO USE TOWARDS THEIR FIELD TRIPS TO OFFSET THE COST OF BUS TRANSPORTATION AND ADMISSION.-$3,462
PERSONAL APPREICIATION-WE PROVIDE THE PERSONNEL AT WID WITH VARIOUS CATERED EVENTS THROUGHOUT THE SCHOOL YEAR TO SHOW OUR APPRECIATION OF THEIR HARD WORK AND DEDICATION AND CLASSRO-$2,332
Other program services-$467
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE NUNEZPresidentPT$0--
HEIDI COLONNAFinancial SecretaryPT$0--
HEATHER HUTZENGAClerk Recording SecretaryPT$0--
NICOLE KWATOWSKISocial Media SecretaryPT$0--
JENNIFER LUCIERTreasurerPT$0--
KRISTIN BARDDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Westfield Intermediate School Pto
EIN
83-2463310
In Care Of
% JENNIFER LUCIER
Address
350 SOUTHAMPTON RD, WESTFIELD, MA 01085

Signing Officer

Name
Jennifer Lucier
Title
Treasurer
Phone
4135757865
Signed
2025-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Drenen Financial Services Inc
Address
89 SOUTH MAPLE STREET, WESTFIELD, MA 01085
Preparer
Freda Brown Ea
Phone
4135690015
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description Amount6TH GRADE CELEBRATION 253FIELD TRIPS 3,128SCHOOL STORE 214FIELD DAY 5TH & 6TH GRADE 3,119PERSONNEL APPRECIATION 1,799ENRICHMENT 114PAYMENT OF PRIOR YEAR EXPENSE BUS 564STATE OF MA PC FILING 36STATE OF MA ANNUAL REPORT 19

Other program services Part III line 31

School store -we purchase pens,pencils, erasers notebooks, water bottles & varius other supplies to stock the school store for students at wis $215 funds were provided for a 6th grade send-off celebration at wis $252 emergency funds- funded enrichment events provided to the students of westfield intermediat school (wis)

Raw XML Appendix180 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/PersonNm0JENNIFER LUSSIER
IRS990EZ/BooksInCareOfDetail/PhoneNum04133014947
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0265 NOTRE DAME ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07658
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07372
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02080
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-286
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07658
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07372
IRS990EZ/FundraisingGrossIncomeAmt03821
IRS990EZ/GamingGrossIncomeAmt0850
IRS990EZ/GrossReceiptsAmt09993
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07658
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07372
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07658
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07372
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEIDI COLONNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER HUTZENGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE KWATOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER LUCIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTIN BARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SOCIAL MEDIA SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09246
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND CHARITABLE
IRS990EZ/PrintingPublicationsPostageAmt0723
IRS990EZ/ProgramServiceRevenueAmt03242
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD DAYS -WE PROVIDE WITH FUNDS TO BE USED TOWARDS INFLATABLE WATER SLIDES & OBSTACLE COURSES, VARIOUS GAMES, VARIOUS TYPES OF ARTS & CRAFTS,POPCORN,& WATER FOR FIELD DAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PERSONAL APPREICIATION-WE PROVIDE THE PERSONNEL AT WID WITH VARIOUS CATERED EVENTS THROUGHOUT THE SCHOOL YEAR TO SHOW OUR APPRECIATION OF THEIR HARD WORK AND DEDICATION AND CLASSRO
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FIELD TRIPS-WE PROVIDE FUNDS TO THE WIS 6TH GRADE TO USE TOWARDS THEIR FIELD TRIPS TO OFFSET THE COST OF BUS TRANSPORTATION AND ADMISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03675
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12332
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23462
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0110
IRS990EZ/SpecialEventsNetIncomeLossAmt04561
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010169
IRS990EZ/TotalProgramServiceExpensesAmt09936
IRS990EZ/TotalRevenueAmt09883
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02166
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06601
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036211
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03242
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt03242
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt046054
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09653
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02102
IRS990ScheduleA/Total509Grp/TotalAmt046054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02102
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt046054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amount6TH GRADE CELEBRATION 253FIELD TRIPS 3,128SCHOOL STORE 214FIELD DAY 5TH & 6TH GRADE 3,119PERSONNEL APPRECIATION 1,799ENRICHMENT 114PAYMENT OF PRIOR YEAR EXPENSE BUS 564STATE OF MA PC FILING 36STATE OF MA ANNUAL REPORT 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL STORE -WE PURCHASE PENS,PENCILS, ERASERS NOTEBOOKS, WATER BOTTLES & VARIUS OTHER SUPPLIES TO STOCK THE SCHOOL STORE FOR STUDENTS AT WIS $215 FUNDS WERE PROVIDED FOR A 6TH GRADE SEND-OFF CELEBRATION AT WIS $252 EMERGENCY FUNDS- FUNDED ENRICHMENT EVENTS PROVIDED TO THE STUDENTS OF WESTFIELD INTERMEDIAT SCHOOL (WIS)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER LUCIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04135757865
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD INTERMEDIATE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0832463310
ReturnHeader/Filer/InCareOfNm0% JENNIFER LUCIER
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 SOUTHAMPTON RD
ReturnHeader/Filer/USAddress/CityNm0WESTFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001085
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200801914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DRENEN FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 SOUTH MAPLE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001085
ReturnHeader/PreparerPersonGrp/PhoneNum04135690015
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDA BROWN EA
ReturnHeader/ReturnTs02025-11-11T12:38:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.