WESTFALL EDUCATION FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTFALL EDUCATION FOUNDATION (EIN 20-4951223)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-12
- IRS object ID
- 202441949349201214
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-12T15:29:53-04:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311413363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHM CPA GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 E CAMPUS VIEW BLVD STE 300 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204951223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTFALL EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 83 | AddressLine1Txt |
| City | WILLIAMSPORT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN METZGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2024-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARREN | PersonFirstNm |
| Person Last | METZGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN C HIXENBAUGH CPA | PreparerPersonNm |
| PTIN | P01052454 | PTIN |
| Phone | 6143895775 | PhoneNum |
| Preparation | 2024-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $116,088 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $82,706 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,352 | InvestmentIncomeAmt |
| Fundraising Gross Income | $32,030 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $14,611 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $17,419 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $101,477 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $56,828 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $810 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $510 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,598 | OtherExpensesTotalAmt |
| Total Expenses | $68,746 | TotalExpensesAmt |
| Excess Or Deficit For Year | $32,731 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $229,937 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $262,668 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,937 | BOYAmt |
| EOY | $262,668 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,937 | BOYAmt |
| EOY | $262,668 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,937 | BOYAmt |
| EOY | $262,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO ENHANCE THE EDUCATIONAL PROGRAMS OF WESTFALL LOCAL SCHOOLS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO ENHANCE THE EDUCATIONAL PROGRAMS OF WESTFALL LOCAL SCHOOLS. IT SUPPORTS INNOVATIVE PROGRAMS, PARTNERSHIPS, AND COLLABORATIONS TO IMPROVE THE QUALITY OF EDUCATION FOR ALL CHILDREN IN THE WESTFALL LOCAL SCHOOLS. THE FOUNDATION WORKS WITH, BUT IS INDEPENDENT OF THE WESTFALL LOCAL SCHOOLS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $56,828 | GrantsAndAllocationsAmt |
| Program Service Expenses | $68,746 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $68,746 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CHAD MOEHL | ||
| CHAIRPERSON | 4.00 | $0 |
| CHARLIE LESKO | ||
| VICE CHAIRPE | 3.00 | $0 |
| VALARIE CONWAY | ||
| SECRETARY | 3.00 | $0 |
| DARREN METZGER | ||
| TREASURER | 6.00 | $0 |
| CASSIDY CLARK | ||
| BOARD MEMBER | 2.00 | $0 |
| JEN HARROD | ||
| BOARD MEMBER | 3.00 | $0 |
| BECKY MOEHL | ||
| BOARD MEMBER | 2.00 | $0 |
| CHRISTOPHER NORRIS | ||
| BOARD MEMBER | 3.00 | $0 |
| KAY SWANEY | ||
| BOARD MEMBER | 3.00 | $0 |
| SHARON LINK | ||
| BOARD MEMBER | 2.00 | $0 |
| MARCI WIPPEL | ||
| BOARD MEMBER | 2.00 | $0 |
| STEPHANIE CAUDY | ||
| BOARD MEMBER | 2.00 | $0 |
| RENEA BROOKS | ||
| STUDENT LIAI | 000.00 | $0 |
| CAITLYN SHIPLEY | ||
| STUDENT LIAI | 1.00 | $0 |
| JEFF SHEETS | ||
| EX-OFFICIO | 1.00 | $0 |
| EMILY CLARK | ||
| EX-OFFICIO | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARREN METZGER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28300 CHILLICOTHE PIKE | AddressLine1Txt |
| City | WILLIAMSPORT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 431649614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7402071024 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,706 | CurrentTaxYearAmt |
| Total | $419,247 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $32,030 | CurrentTaxYearAmt |
| Total | $32,030 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,736 | CurrentTaxYearAmt |
| Total | $451,277 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $451,277 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,352 | CurrentTaxYearAmt |
| Total | $7,185 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,352 | CurrentTaxYearAmt |
| Total | $7,185 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,088 | CurrentTaxYearAmt |
| Total | $458,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98520 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PARTY W/A PURPO | Event1Nm |
| Gross Receipts Event1 | $36,842 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,825 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,017 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,488 | OtherDirectExpensesEvent1Amt |
| Event2 | ALUMNI SOFTBALL | Event2Nm |
| Gross Receipts Event2 | $19,963 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,950 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,013 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $9,123 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $56,805 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $24,775 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,030 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,611 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,611 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,419 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CLASS OF ACTIVITY: SCHOLARSHIPS CASH CONTRIBUTION: 18,500 |
| FORM 990-EZ, PART I, LINE 10 | NAME: WESTFALL LOCAL SCHOOLS ADDRESS: 19463 PHERSON PIKE WILLIAMSPORT, OH 43164 CASH CONTRIBUTION: 27,295 NONCASH CONTRIBUTION: 5,725 DESCRIPTION OF PROPERTY: BOOKS |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INSURANCE 800 STATE FILING FEE 100 SUPPLIES 3,434 BANK FEES 110 OPERATIONS 6,154 TOTAL 10,598 |
| FORM 990-EZ, PART III, LINE 28 | TO ENHANCE THE EDUCATIONAL PROGRAMS OF WESTFALL LOCAL SCHOOLS. IT SUPPORTS INNOVATIVE PROGRAMS, PARTNERSHIPS, AND COLLABORATIONS TO IMPROVE THE QUALITY OF EDUCATION FOR ALL CHILDREN IN THE WESTFALL LOCAL SCHOOLS. THE FOUNDATION WORKS WITH, BUT IS INDEPENDENT OF THE WESTFALL LOCAL SCHOOLS. |
| FORM 990-EZ, PART IV | CHAIR CHAD MOEHL AND BOARD MEMBER BECKY MOEHL ARE MARRIED. |
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