Civic Intelligence

Westfield Intermediate School PTO

990EZ • Fiscal year 2024 • EIN 83-2463310

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

350 Southampton RdWestfield, MA 01085

(413) 575-7865

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-8.4%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,595

Up $2,373 (+38%) from 2023

Net Assets

Up

$8,595

Up $2,373 (+38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$10,585

Down $971 (-8.4%) from 2023

Expenses

Down

$8,212

Down $4,713 (-36%) from 2023

Net Income

Up

$2,373

Up $3,742 (+273%) from 2023

Historical Trend

Balance Sheet Trend

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

$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

2024

Assets$8,595
Liabilities$0
Net Assets$8,595

Operations Trend

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

2024

Revenue$10,585
Expenses$8,212
Net Income$2,373
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$10,626
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.-$3,424
Personal Appreiciation-We provide the personnel at WID with various catered evebts throughout the school year to show our appreciation of their hard work and dedication.-$1,191
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.-$945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE NUNEZPresidentPT$0--
CASSANDRA LAVERTYVice PresidentPT$0--
COLLEN CEKOVSKYClerk Recording SecretaryPT$0--
KYLA SANTONISocial Media SecretaryPT$0--
MEGHAN HESSTreasurerPT$0--
JUSTINE ANDRASFinancial SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Westfield Intermediate School Pto
EIN
83-2463310
Address
350 SOUTHAMPTON RD, Westfield, MA 01085

Signing Officer

Name
Meghan L Hess
Title
Treasurer
Phone
4135757865
Signed
2024-11-13
Discuss with paid preparer
No

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 AmountTEACHER REIMBURSEMENT 414FIELD TRIPS 945SCHOOL STORE SUPPLIES 200FIELD DAY 5TH & 6TH GRADE 3,186PERSONNEL APPRECIATION 1,191STUDENT ENRICHMENT ACTIVITIES 2,047EMERGENCY FUND 174STATE 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 $200Classroom Suppor We purchased a classroom speaker for students to us in thw WIS Music Department $170Funds were provided for a 6th grade send-off celebration at WIS $174Emergency Funds- We provide funds for snack bags to be made and handed out to WIS students in need $165Classroom Support - Funds were provided to fund a craft club that was organized on behalf of the students at WIS $44Funded enrichment events provided to the studens of Westfield Intermediat School (WIS) $2047

Raw XML Appendix160 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/PersonNm0MEGHAN L HESS
IRS990EZ/BooksInCareOfDetail/PhoneNum04135757865
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt032 COLONY CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06222
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08595
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02262
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02373
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06222
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08595
IRS990EZ/FundraisingGrossIncomeAmt08364
IRS990EZ/GrossReceiptsAmt010626
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06222
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08595
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06222
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08595
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/PersonNm1CASSANDRA LAVERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEN CEKOVSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KYLA SANTONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MEGHAN HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUSTINE ANDRAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SOCIAL MEDIA SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08212
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND CHARITABLE
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 evebts throughout the school year to show our appreciation of their hard work and dedication.
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/ProgramServiceExpensesAmt03424
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11191
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2945
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041
IRS990EZ/SpecialEventsNetIncomeLossAmt08323
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08212
IRS990EZ/TotalProgramServiceExpensesAmt05560
IRS990EZ/TotalRevenueAmt010585
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02166
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08314
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013156
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt045633
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt053889
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016891
IRS990ScheduleA/Total509Grp/TotalAmt053889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016891
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt053889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTEACHER REIMBURSEMENT 414FIELD TRIPS 945SCHOOL STORE SUPPLIES 200FIELD DAY 5TH & 6TH GRADE 3,186PERSONNEL APPRECIATION 1,191STUDENT ENRICHMENT ACTIVITIES 2,047EMERGENCY FUND 174STATE 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 $200Classroom Suppor We purchased a classroom speaker for students to us in thw WIS Music Department $170Funds were provided for a 6th grade send-off celebration at WIS $174Emergency Funds- We provide funds for snack bags to be made and handed out to WIS students in need $165Classroom Support - Funds were provided to fund a craft club that was organized on behalf of the students at WIS $44Funded enrichment events provided to the studens of Westfield Intermediat School (WIS) $2047
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGHAN L HESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04135757865
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFIELD INTERMEDIATE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0832463310
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/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Freda Brown EA
ReturnHeader/ReturnTs02024-11-13T12:21:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings