WESTERMAN FOUNDATION
Cite this
Plain text WESTERMAN FOUNDATION. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/westerman-foundation-752897679. Retrieved 2026-10-28.
APA furp.org. (n.d.). WESTERMAN FOUNDATION [Nonprofit organization profile; tax years 2019–2024]. Retrieved October 28, 2026, from https://furp.org/org/westerman-foundation-752897679
MLA “WESTERMAN FOUNDATION.” furp.org, tax years 2019–2024, https://furp.org/org/westerman-foundation-752897679. Accessed 28 Oct. 2026.
Retrieved 2026-10-28; covers tax years 2019–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $2.3M · expenses $2.1M · assets $35.7M
- EIN
- 75-2897679
- Address
- 6505 W PARK BLVD 306-294, PLANO, TX 75093-6208
- Website
- THEWESTERMANFOUNDATION.ORG
- NTEE code
- T22
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- June 2001 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Valerie H Goddard | EXECUTIVE DIRECTOR | 2019-2024 | $78,750 | $446,707 | 1 |
| Lindsey Thompson | PRESIDENT | 2019-2024 | $25,000 | $95,000 | 1 |
| Dan Carey | TREASURER | 2019-2024 | $5,000 | $24,000 | 1 |
| John Settich | VICE PRESIDENT | 2019-2024 | $5,000 | $23,500 | 1 |
| Julie Westerman | DIRECTOR | 2019-2024 | $5,000 | $23,500 | 1 |
| Sandra Zita Pratt (former) | SECRETARY | 2019-2022 | $5,000 | $13,500 | 1 |
| James Lewis Iii (former) | DIRECTOR | 2019-2022 | $5,000 | $13,500 | 1 |
People by year
2024 · 5 people listed · 5 paid, $119K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VALERIE H GODDARD | EXECUTIVE DIRECTOR | 20 | $78,750 | - | $0 | $78,750 | 1 |
| LINDSEY THOMPSON | PRESIDENT | 10 | $25,000 | - | $0 | $25,000 | 1 |
| JOHN SETTICH | VICE PRESIDENT | 1 | $5,000 | - | $0 | $5,000 | 1 |
| DAN CAREY | TREASURER | 1 | $5,000 | - | $0 | $5,000 | 1 |
| JULIE WESTERMAN | DIRECTOR | 1 | $5,000 | - | $0 | $5,000 | 1 |
2023 · 5 people listed · 5 paid, $119K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VALERIE H GODDARD | EXECUTIVE DIRECTOR | 20 | $78,750 | - | $0 | $78,750 | 1 |
| LINDSEY THOMPSON | PRESIDENT | 10 | $25,000 | - | $0 | $25,000 | 1 |
| JOHN SETTICH | VICE PRESIDENT | 1 | $5,000 | - | $0 | $5,000 | 1 |
| DAN CAREY | TREASURER | 1 | $5,000 | - | $0 | $5,000 | 1 |
| JULIE WESTERMAN | DIRECTOR | 1 | $5,000 | - | $0 | $5,000 | 1 |
2022 · 7 people listed · 7 paid, $116K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VALERIE H GODDARD | EXECUTIVE DIRECTOR | 20 | $73,750 | - | $0 | $73,750 | 1 |
| LINDSEY THOMPSON | PRESIDENT | 10 | $17,500 | - | $0 | $17,500 | 1 |
| JOHN SETTICH | VICE PRESIDENT | 1 | $5,000 | - | $0 | $5,000 | 1 |
| DAN CAREY | TREASURER | 1 | $5,000 | - | $0 | $5,000 | 1 |
| SANDRA ZITA PRATT | SECRETARY | 1 | $5,000 | - | $0 | $5,000 | 1 |
| JAMES LEWIS III | DIRECTOR | 1 | $5,000 | - | $0 | $5,000 | 1 |
| JULIE WESTERMAN | DIRECTOR | 1 | $5,000 | - | $0 | $5,000 | 1 |
2021 · 7 people listed · 7 paid, $103K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VALERIE H GODDARD | EXECUTIVE DIRECTOR | 20 | $70,040 | - | $0 | $70,040 | 1 |
| LINDSEY THOMPSON | PRESIDENT | 10 | $14,500 | - | $0 | $14,500 | 1 |
| JAMES LEWIS III | DIRECTOR | 1 | $6,000 | - | $0 | $6,000 | 1 |
| JOHN SETTICH | VICE PRESIDENT | 1 | $3,000 | - | $0 | $3,000 | 1 |
| DAN CAREY | TREASURER | 1 | $3,000 | - | $0 | $3,000 | 1 |
| SANDRA ZITA PRATT | SECRETARY | 1 | $3,000 | - | $0 | $3,000 | 1 |
| JULIE WESTERMAN | DIRECTOR | 1 | $3,000 | - | $0 | $3,000 | 1 |
2020 · 7 people listed · 6 paid, $95K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VALERIE H GODDARD | EXECUTIVE DIRECTOR | 20 | $75,417 | - | $0 | $75,417 | 1 |
| LINDSEY THOMPSON | PRESIDENT | 10 | $8,000 | - | $0 | $8,000 | 1 |
| JOHN SETTICH | VICE PRESIDENT | 1 | $3,000 | - | $0 | $3,000 | 1 |
| DAN CAREY | TREASURER | 1 | $3,000 | - | $0 | $3,000 | 1 |
| SANDRA ZITA PRATT | SECRETARY | 1 | $3,000 | - | $0 | $3,000 | 1 |
| JULIE WESTERMAN | DIRECTOR | 1 | $3,000 | - | $0 | $3,000 | 1 |
| JAMES LEWIS III | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2019 · 7 people listed · 7 paid, $88K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VALERIE H GODDARD | EXECUTIVE DIRECTOR | 20 | $70,000 | - | $0 | $70,000 | 1 |
| LINDSEY THOMPSON | PRESIDENT | 10 | $5,000 | - | $0 | $5,000 | 1 |
| DAN CAREY | TREASURER | 1 | $3,000 | - | $0 | $3,000 | 1 |
| JOHN SETTICH | VICE PRESIDENT | 1 | $2,500 | - | $0 | $2,500 | 1 |
| SANDRA ZITA PRATT | SECRETARY | 1 | $2,500 | - | $0 | $2,500 | 1 |
| JAMES LEWIS III | DIRECTOR | 1 | $2,500 | - | $0 | $2,500 | 1 |
| JULIE WESTERMAN | DIRECTOR | 1 | $2,500 | - | $0 | $2,500 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $160K
| Name | Location | Service | Paid |
|---|---|---|---|
| HIRTLE CALLAGHAN & CO | WEST CONSHOHOCKEN, PA | INVESTMENT MANAGEMENT | $160,238 |
2023 · 1 contractor · $166K
| Name | Location | Service | Paid |
|---|---|---|---|
| HIRTLE CALLAGHAN & CO | WEST CONSHOHOCKEN, PA | INVESTMENT MANAGEMENT | $166,471 |
2022 · 1 contractor · $140K
| Name | Location | Service | Paid |
|---|---|---|---|
| HIRTLE CALLAGHAN & CO | WEST CONSHOHOCKEN, PA | INVESTMENT MANAGEMENT | $140,346 |
2019 · 1 contractor · $170K
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLS FARGO BANK NA | EL RENO, OK | AGENT | $170,408 |
State business registration
- THE WESTERMAN FOUNDATION TX, CN, Active franchise taxpayer (SOS status A), formed 2000-06-05
The same business name in the same state, from the state’s official registry data.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 80 grants to organizations · $1.8M
2023 · 84 grants to organizations · $1.6M
2022 · 71 grants to organizations · $1.2M
2021 · 106 grants to organizations · $1.7M
2020 · 99 grants to organizations · $1.6M
2019 · 170 grants to organizations · $1.7M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $2,348,199 | $2,143,548 | $35,701,629 | $35,701,629 | - | - | $118,750 | - | - |
| 2023 · Form 990PF | ||||||||
| $561,991 | $1,952,769 | $34,116,770 | $34,116,770 | - | - | $118,750 | - | - |
| 2022 · Form 990PF | ||||||||
| -$247,175 | $1,632,629 | $32,208,228 | $32,208,228 | - | - | $116,250 | - | - |
| 2021 · Form 990PF | ||||||||
| $4,955,064 | $2,022,685 | $32,328,144 | $32,328,144 | - | - | $102,540 | - | - |
| 2020 · Form 990PF | ||||||||
| $2,916,153 | $1,825,137 | $30,642,068 | $30,641,998 | - | - | $95,417 | - | - |
| 2019 · Form 990PF | ||||||||
| $1,185,886 | $2,138,250 | $26,669,719 | $26,669,719 | - | - | $93,000 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| XY FOUNDATION | TX | T22 | $2,314,200 | $0 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| JLH FOUNDATION | TX | T22 | $2,977,282 | $3,395,121 | SEC/TREAS/DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| PABIS FOUNDATION | TX | T22 | $2,143,603 | $126,715 | AGENT FOR TRUSTEE | $22,596 | Same NTEE code T22, revenue within 2x, same state, similar name |
| G GOFF FOUNDATION | TX | T22 | $3,001,001 | $1,834,705 | Director, President, Treasurer | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| MOOZIE FOUNDATION | TX | T22 | $3,042,240 | $722,000 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| JIV DAYA FOUNDATION | TX | T22 | $2,148,326 | $3,959,664 | TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| SHERWOOD FOUNDATION | TX | T22 | $2,960,368 | $672,406 | Program Director | $65,087 | Same NTEE code T22, revenue within 2x, same state |
| EPHESIANS FOUNDATION | TX | T22 | $2,120,735 | $1,429,391 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| WILLIAM M WOOD FOUNDATION | TX | T22 | $2,675,012 | $4,425,396 | CO-TRUSTEE | $490,401 | Same NTEE code T22, revenue within 2x, same state |
| PERIWINKLE FOUNDATION | TX | T22 | $2,211,479 | $2,123,572 | Executive Director | $205,867 | Same NTEE code T22, revenue within 2x, same state |
| THE RHINES FOUNDATION | TX | T22 | $2,137,088 | $2,447,592 | SETTLOR & TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| PAZERA FAMILY FOUNDATION | TX | T22 | $2,548,730 | $104,780 | DIRECTOR, PRES, TREAS | $0 | Same NTEE code T22, revenue within 2x, same state |
| J L WILLIAMS FOUNDATION INC | TX | T22 | $1,975,419 | $1,580,280 | CHAIRMAN | $100,000 | Same NTEE code T22, revenue within 2x, same state |
| STEPHEN M SEAY FOUNDATION INC | TX | T22 | $2,265,651 | $1,367,814 | DIRECTOR | $7,471 | Same NTEE code T22, revenue within 2x, same state |
| FISHBACK FAMILY FOUNDATION | TX | T22 | $2,232,990 | $542,752 | Director | $11,333 | Same NTEE code T22, revenue within 2x, same state |
| MCQUADE FAMILY FOUNDATION | TX | T22 | $2,121,613 | $816,920 | AGENT FOR FIDUCIARY | $23,146 | Same NTEE code T22, revenue within 2x, same state |
| SMOOTHIE KING FOUNDATION | TX | T22 | $2,643,687 | $3,149 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| HANSEN STEWARDSHIP FOUNDATION | TX | T22 | $2,641,068 | $2,838,922 | CEO/CHAIR | $0 | Same NTEE code T22, revenue within 2x, same state |
| CLEMENTS FAMILY FOUNDATION | TX | T22 | $2,518,172 | $1,052,435 | Vice President | $24,000 | Same NTEE code T22, revenue within 2x, same state |
| CONSTANTIN FOUNDATION INC | TX | T22 | $2,129,018 | $4,252,977 | Executive Dir. | $112,500 | Same NTEE code T22, revenue within 2x, same state |
| BRAD BROCK FAMILY FOUNDATION | TX | T22 | $2,619,053 | $431,192 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| COOPER MATTHEWS FOUNDATION | TX | T22 | $2,747,029 | $1,858,638 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| HARTE CHARITABLE FOUNDATION | TX | T22 | $2,840,577 | $4,423,800 | TRS,SEC,DIR | $0 | Same NTEE code T22, revenue within 2x, same state |
| KING-WHITE FAMILY FOUNDATION INC | TX | T22 | $2,769,516 | $1,413,877 | BOARD MEMBER | $0 | Same NTEE code T22, revenue within 2x, same state |
| JOSEPHINE HUGHES STERLING FOUNDATION | TX | T22 | $2,434,578 | $3,179,962 | VP/Treas/Dir | $87,484 | Same NTEE code T22, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $2,143,548 spent · pay $118,750 · grants $1,784,357 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,784,357 | 83.2% | |
| Fees: other professional | $181,890 | 8.5% | |
| Pay: officers, directors, trustees | $118,750 | 5.5% | |
| Fees: accounting | $31,817 | 1.5% | |
| Other expenses | $26,734 | 1.2% | |
| Total | $2,143,548 | 100% |
2023 · Form 990PF · $1,952,769 spent · pay $118,750 · grants $1,611,400 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,611,400 | 82.5% | |
| Fees: other professional | $185,028 | 9.5% | |
| Pay: officers, directors, trustees | $118,750 | 6.1% | |
| Fees: accounting | $22,674 | 1.2% | |
| Other expenses | $14,917 | 0.8% | |
| Total | $1,952,769 | 100% |
2022 · Form 990PF · $1,632,629 spent · pay $116,250 · grants $1,197,366 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,197,366 | 73.3% | |
| Fees: other professional | $162,143 | 9.9% | |
| Taxes | $131,714 | 8.1% | |
| Pay: officers, directors, trustees | $116,250 | 7.1% | |
| Fees: accounting | $18,339 | 1.1% | |
| Other expenses | $6,817 | 0.4% | |
| Total | $1,632,629 | 100% |
2021 · Form 990PF · $2,022,685 spent · pay $114,540 · grants $1,689,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,689,000 | 83.5% | |
| Other expenses | $152,788 | 7.6% | |
| Pay: officers, directors, trustees | $102,540 | 5.1% | |
| Fees: other professional | $56,374 | 2.8% | |
| Other salaries and wages | $12,000 | 0.6% | |
| Fees: accounting | $6,418 | 0.3% | |
| Taxes | $3,565 | 0.2% | |
| Total | $2,022,685 | 100% |
2020 · Form 990PF · $1,825,137 spent · pay $95,417 · grants $1,602,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,602,500 | 87.8% | |
| Pay: officers, directors, trustees | $95,417 | 5.2% | |
| Other expenses | $89,976 | 4.9% | |
| Fees: other professional | $28,746 | 1.6% | |
| Taxes | $6,665 | 0.4% | |
| Fees: accounting | $1,833 | 0.1% | |
| Total | $1,825,137 | 100% |
2019 · Form 990PF · $2,138,250 spent · pay $93,000 · grants $1,690,525 · events $4,246
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,690,525 | 79.1% | |
| Fees: other professional | $214,933 | 10.1% | |
| Other expenses | $135,011 | 6.3% | |
| Pay: officers, directors, trustees | $93,000 | 4.3% | |
| Travel, conferences and meetings | $4,246 | 0.2% | |
| Occupancy | $325 | 0.0% | |
| Printing and publications | $210 | 0.0% | |
| Total | $2,138,250 | 100% |
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