WESTFALL EDUCATION FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WESTFALL EDUCATION FOUNDATION (EIN 20-4951223)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-01-15
- IRS object ID
- 201600159349200600
- Schema version
- 2014v6.0
- 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 | 2016-01-15T07:41:18-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | 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 | BALESTRA HARR & SCHERER CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 875 | AddressLine1Txt |
| City | CIRCLEVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 431130875 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | 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 | 19463 PHERSON PIKE | 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 | 2016-01-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A HARR | PreparerPersonNm |
| PTIN | P00642474 | PTIN |
| Phone | 7404745210 | PhoneNum |
| Preparation | 2016-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | $50,961 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $50,453 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $508 | InvestmentIncomeAmt |
| Total Revenue | $50,961 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $18,707 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $324 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $15,970 | OtherExpensesTotalAmt |
| Total Expenses | $35,001 | TotalExpensesAmt |
| Excess Or Deficit For Year | $15,960 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $212,111 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $228,071 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,111 | BOYAmt |
| EOY | $228,071 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,111 | BOYAmt |
| EOY | $228,071 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,111 | BOYAmt |
| EOY | $228,071 | 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 | $18,707 | GrantsAndAllocationsAmt |
| Program Service Expenses | $35,001 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $35,001 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| WESLEY BARNES | ||
| CHAIRMAN | 2.00 | $0 |
| ANN ESSMAN | ||
| VICE CHAIRMA | 4.00 | $0 |
| WILMA BEERMAN | ||
| MEMBER | 2.00 | $0 |
| NICK DOWNS | ||
| MEMBER | 2.00 | $0 |
| JACKIE EITEL | ||
| SECRETARY | 2.00 | $0 |
| JOYCE LEFFEL | ||
| MEMBER | 2.00 | $0 |
| DARREN METZGER | ||
| TREASURER | 5.00 | $0 |
| EMILY NELSON | ||
| MEMBER | 5.00 | $0 |
| JAY WIPPEL | ||
| MEMBER | 2.00 | $0 |
| CONNIE YOUNG | ||
| MEMBER | 2.00 | $0 |
| JARED CLARK | ||
| MEMBER | 2.00 | $0 |
| JAMA COBB | ||
| MEMBER | 2.00 | $0 |
| CARA RIDDEL | ||
| EX-OFFICIO | 2.00 | $0 |
| SEAN RUTH | ||
| EX-OFFICIO | 2.00 | $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 | 43164 | 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 Minus1 Year | $63,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,453 | CurrentTaxYearAmt |
| Total | $113,659 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $63,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,453 | CurrentTaxYearAmt |
| Total | $113,659 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $113,659 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $508 | CurrentTaxYearAmt |
| Total | $1,037 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $508 | CurrentTaxYearAmt |
| Total | $1,037 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $63,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,961 | CurrentTaxYearAmt |
| Total | $114,696 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99100 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99100 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | 12,500 0 0 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE 637 INSURANCE 1,352 PROGRAM COSTS 13,881 STATE FILING FEE 100 TOTAL 15,970 |
| 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. |
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