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WESTFALL EDUCATION FOUNDATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WESTFALL EDUCATION FOUNDATION (EIN 20-4951223)
Tax period
2017-09-01 to 2018-08-31
Filed
2019-07-02
IRS object ID
201911839349200631
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2019-07-02T14:10:11-05:00ReturnTs
Tax Period End2018-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311413363PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BHM CPA GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 875AddressLine1Txt
CityCIRCLEVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP431130875ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204951223EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTFALL EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line119463 PHERSON PIKEAddressLine1Txt
CityWILLIAMSPORTCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43164ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNDSEY CLARKPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Signature2019-07-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY A HARRPreparerPersonNm
PTINP00642474PTIN
Phone7404745210PhoneNum
Preparation2019-07-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.200.43.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-02IPDt
IP Tm14:10:11IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3CC8E5D4F68A06D71DD8EE1EC870672796115629AtSubmissionCreationDeviceId
At Submission Filing Device Id3CC8E5D4F68A06D71DD8EE1EC870672796115629AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$85,416GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$84,924ContributionsGiftsGrantsEtcAmt
Investment Income$492InvestmentIncomeAmt
Special Events Direct Expenses$14,740SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$14,740SpecialEventsNetIncomeLossAmt
Total Revenue$70,676TotalRevenueAmt
Grants And Similar Amounts Paid$34,653GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$600FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$108PrintingPublicationsPostageAmt
Other Expenses Total$14,351OtherExpensesTotalAmt
Total Expenses$49,712TotalExpensesAmt
Excess Or Deficit For Year$20,964ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$253,093NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$2,011OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$272,046NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$253,093BOYAmt
EOY$272,046EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$253,093BOYAmt
EOY$272,046EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$253,093BOYAmt
EOY$272,046EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO ENHANCE THE EDUCATIONAL PROGRAMS OF WESTFALL LOCAL SCHOOLS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
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.$34,653$49,712
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.
FieldValueIRS element (for citing)
Total Program Service Expenses$49,712TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (20 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WESLEY BARNES
BOARDMEMBER2.00$0
ANN ESSMAN
BOARDMEMBER2.00$0
NICK DOWNS
BOARDMEMBER1.00$0
JOYCE LEFFEL
BOARDMEMBER1.00$0
DARREN METZGER
TREASURER5.00$0
LYNDSEY CLARK
CHAIRPERSON5.00$0
JEN HARROD
BOARDMEMBER1.00$0
ERIN GEIGER
VICE CHAIRPE4.00$0
CHAD MOEHL
BOARDMEMBER2.00$0
BECKY MOEHL
BOARDMEMBER2.00$0
JUSTIN SCHOBELOCH
STUDENT LIAI1.00$0
CASSIDY CLARK
SECRETARY2.00$0
VALERIE CONWAY
BOARDMEMBER1.00$0
LYNN LANDIS
EX-OFFICIO1.00$0
CHRISTY RIGSBY
EX-OFFICIO1.00$0
OLIVIA BARNES
STUDENT LIAI1.00$0
CHRISTOPHER NORRIS
BOARDMEMBER1.00$0
STEPHANIE DAVEY
BOARDMEMBER1.00$0
JILL RIDDLE
BOARDMEMBER1.00$0
ERICA ROBINSON
BOARDMEMBER1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDARREN METZGERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line128300 CHILLICOTHE PIKEAddressLine1Txt
CityWILLIAMSPORTCityNm
State AbbreviationOHStateAbbreviationCd
ZIP431649614ZIPCd
FieldValueIRS element (for citing)
Phone7402071024PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,206CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,453CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,420CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,637CurrentTaxYearMinus1YearAmt
Current Tax Year$84,924CurrentTaxYearAmt
Total$309,640TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,206CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,453CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,420CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,637CurrentTaxYearMinus1YearAmt
Current Tax Year$84,924CurrentTaxYearAmt
Total$309,640TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$309,640PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$508CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$527CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$477CurrentTaxYearMinus1YearAmt
Current Tax Year$492CurrentTaxYearAmt
Total$2,533TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$508CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$527CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$477CurrentTaxYearMinus1YearAmt
Current Tax Year$492CurrentTaxYearAmt
Total$2,533TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,735CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,961CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,947CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,114CurrentTaxYearMinus1YearAmt
Current Tax Year$85,416CurrentTaxYearAmt
Total$312,173TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99190PublicSupportCY509Pct
Public Support PY5090.99100PublicSupportPY509Pct
Investment Income CY0.01000InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PARTY W/A PURPOEvent1Nm
Gross Receipts Event1$37,834GrossReceiptsEvent1Amt
Charitable Contri Event1$37,834CharitableContriEvent1Amt
Other Direct Expenses Event1$9,032OtherDirectExpensesEvent1Amt
Event2ALUMNI SOFTBALLEvent2Nm
Gross Receipts Event2$10,841GrossReceiptsEvent2Amt
Charitable Contri Event2$10,841CharitableContriEvent2Amt
Other Direct Expenses Event2$5,708OtherDirectExpensesEvent2Amt
Gross Receipts Total$48,675GrossReceiptsTotalAmt
Charitable Contributions Tot$48,675CharitableContributionsTotAmt
Oth Direct Expnss Total Events$14,740OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$14,740DirectExpenseSummaryEventsAmt
Net Income Summary-$14,740NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10CLASS OF ACTIVITY: SCHOLARSHIPS CASH CONTRIBUTION: 11,500
FORM 990-EZ, PART I, LINE 16EXPENSES OFFICE 275 CONFERENCES & MEETINGS 8,894 INSURANCE 800 PROGRAM COSTS 3,147 STATE FILING FEE 100 SUPPLIES 1,135 TOTAL 14,351
FORM 990-EZ, PART I, LINE 20TRANSFER TO EMILY NELSON MEMORIAL FUND -2,011
FORM 990-EZ, PART III, LINE 28TO 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 III, LINE 31TO 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.

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