Nonprofit · EIN 04-2701694
WESTFIELD STATE UNIVERSITY FOUNDATION INC
Tax-exempt · WESTFIELD, MA 01085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,906,297 | $1,645,915 | $1,260,382 | $25,055,206 | $289,602 | $24,765,604 |
| June 30, 2024 | 990 | $3,515,390 | $1,665,213 | $1,850,177 | $21,806,518 | $314,860 | $21,491,658 |
| June 30, 2023 | 990 | $2,361,466 | $1,402,589 | $958,877 | $18,693,573 | $326,218 | $18,367,355 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,355,575
- of which government grants
- $665,651
- Program service revenue
- $0
- Investment income
- $579,420
- Net gain from sales of assets
- -$1,420
- Net income from fundraising events
- -$39,947
- Other revenue
- -$28,698
Expenses
- Grants and similar amounts paid
- $1,473,376
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $22,840
- Depreciation
- $7,502
- Program services (functional)
- $1,473,376
- Management and general (functional)
- $100,451
- Fundraising (functional)
- $72,088
Balance sheet and other
- Total assets, start of year
- $21,806,518
- Total assets, end of year
- $25,055,206
- Total liabilities, end of year
- $289,602
- Net assets, end of year
- $24,765,604
- Land, buildings and equipment
- $380,410
- Publicly traded securities
- $21,601,958
- Net assets without donor restrictions
- $744,698
- Net assets with donor restrictions
- $24,020,906
- Gross receipts
- $3,177,669
- Employees
- 0
- Volunteers
- 125
- Year formed
- 1980
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dr Linda Thompson | President of WSU Officer | 1 | $0 | $315,893 | $70,868 |
| Lisa McMahon | Int Exec Director (Thru 11/24) Officer | 9 | $0 | $163,993 | $81,131 |
| William Hynes | Exec. Director (Eff. 11/24) Officer | 9 | $0 | $104,786 | $43,838 |
| Dr John A Dempsey | Director Trustee or director | 1 | $0 | $105,469 | $25,405 |
| George Flevotomos | Past Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kevin R Queenin | 1ST VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Heather Witalisz | 1st Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| James Krupienski | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Eileen S Rockwal | Clerk Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sheridan F Carey | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lawrence Gwozdz | Director Trustee or director | 1 | $0 | $0 | $0 |
| John P Morizio | Director Trustee or director | 1 | $0 | $0 | $0 |
| Andrea M Pianka | Director Trustee or director | 1 | $0 | $0 | $0 |
| Melissa A Alvarado | Director Trustee or director | 1 | $0 | $0 | $0 |
| Joshua T Clark | Director (Thru 04/2025) Trustee or director | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrew T Oleksak | Director Trustee or director | 1 | $0 |
| Sharon M Czarnecki | Director Trustee or director | 1 | $0 |
| Chelsea M Russell | Treasurer Trustee or director, Officer | 1 | $0 |
| Carlton Pickron | Director Trustee or director | 1 | $0 |
| Ralph M Studley | Director Trustee or director | 1 | $0 |
| Perry Davis | Director Trustee or director | 1 | $0 |
| Austin Morgan | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR LINDA THOMPSON | PRESIDENT OF WSU Officer | 1 | $0 | $302,167 | $68,248 |
| Lisa McMahon | Interim Executive Director Officer | 9 | $0 | $154,703 | $77,279 |
| Dr John A Dempsey | Director Trustee or director | 1 | $0 | $107,427 | $23,542 |
| George Flevotomos | chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Elizabeth D Scheibel | past chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kevin R Queenin | 1ST VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEATHER WITALISZ | 2ND VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES KRUPIENSKI | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Eileen S Rockwal | CLERK Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sheridan F Carey | Director Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE GWOZDZ | Director Trustee or director | 1 | $0 | $0 | $0 |
| John P Morizio | Director Trustee or director | 1 | $0 | $0 | $0 |
| Andrea M Pianka | Director Trustee or director | 1 | $0 | $0 | $0 |
| Melissa A Alvarado | Director Trustee or director | 1 | $0 | $0 | $0 |
| Joshua T Clark | Director Trustee or director | 1 | $0 | $0 | $0 |
| Daniel T Currier | Director Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW T OLEKSAK | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sharon M Czarnecki | Director Trustee or director | 1 | $0 | $0 | $0 |
| CHELSEA M RUSSELL | DIrector Trustee or director | 1 | $0 | $0 | $0 |
| Carlton Pickron | Director Trustee or director | 1 | $0 | $0 | $0 |
| RON J VENO | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ralph M Studley | Director Trustee or director | 1 | $0 | $0 | $0 |
| KAOLIN WESTCOTT | DIRECTOR (FROM 06/26/2024) Trustee or director | 1 | $0 | $0 | $0 |
| ISABELINA RODRIGUEZ | DIRECTOR (THRU 09/26/2023) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR LINDA THOMPSON | PRESIDENT OF WSU Officer | 1 | $0 | $316,892 | $14,612 |
| LISA MCMAHON | INTERIM EXECUTIVE DIRECTOR Officer | 9 | $0 | $156,228 | $22,759 |
| DR JOHN A DEMPSEY | DIRECTOR Trustee or director | 1 | $0 | $104,050 | $10,333 |
| GEORGE FLEVOTOMOS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ELIZABETH SCHEIBEL | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN R QUEENIN | 1ST VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEATHER WITALISZ | 2ND VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES KRUPIENSKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EILEEN S ROCKWAL | CLERK Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHERIDAN F CAREY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE GWOZDZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES G HUFFMIRE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN P MORIZIO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA M PIANKA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA ALVARADO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOSHUA CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL CURRIER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW T OLEKSAK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHARON CZARNECKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHELSEA M RUSSELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARLTON PICKRON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RON J VENO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ISABELINA RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RALPH STUDLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 WESTERN AVE, WESTFIELD, MA 01085-2560
- In care of
- % WILLIAM HYNES
- Principal officer (990 for 2024)
- WILLIAM HYNES, 333 Western Avenue, Westfield, MA 01085
- Signed the 990
- WILLIAM HYNES, EXECUTIVE DIRECTOR
- Phone
- (413) 572-5489
- Website
- WESTFIELD.MA.EDU
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
THE FOUNDATION IS CHARGED WITH RECEIVING DONATIONS, INVESTING, AND MAKING EXPENDITURES EXCLUSIVELY FOR THE BENEFIT OF WESTFIELD STATE UNIVERSITY, AND PARTICULARLY BOTH TO PROVIDE SCHOLARSHIPS AND TO SPONSOR EDUCATIONAL ACTIVITIES.
Program accomplishments
- STUDENT SCHOLARSHIPS - SCHOLARSHIPS GIVEN TO OVER 350 WESTFIELD STATE UNIVERSITY STUDENTS FOR FALL AND SPRING SEMESTERS.Expenses $927,423 · grants $927,423
- ON-BEHALF PAYMENTS TO WESTFIELD STATE UNIVERSITY AND GRANTS TO VARIOUS DEPARTMENTS FOR ACADEMIC PROJECTS.Expenses $545,953 · grants $545,953
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2701694
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B42I)
- Assets (IRS master file)
- $25,055,206
- Income (IRS master file)
- $3,177,669
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,906,297 | $1,645,915 | $25,055,206 | IRS |
| 990 | June 2024 | $3,515,390 | $1,665,213 | $21,806,518 | IRS |
| 990 | June 2023 | $2,361,466 | $1,402,589 | $18,693,573 | XML |
| 990 | June 2022 | $2,142,459 | $1,179,862 | $16,430,810 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2701694).
Questions about WESTFIELD STATE UNIVERSITY FOUNDATION INC
- What is the EIN of WESTFIELD STATE UNIVERSITY FOUNDATION INC?
- The employer identification number (EIN) of WESTFIELD STATE UNIVERSITY FOUNDATION INC is 04-2701694.
- Is WESTFIELD STATE UNIVERSITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to WESTFIELD STATE UNIVERSITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTFIELD STATE UNIVERSITY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTFIELD STATE UNIVERSITY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTFIELD STATE UNIVERSITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WESTFIELD STATE UNIVERSITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names WILLIAM HYNES.
- Who are the officers and directors of WESTFIELD STATE UNIVERSITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does WESTFIELD STATE UNIVERSITY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,906,297, expenses of $1,645,915 and total assets of $25,055,206 at year end.
Other nonprofits in WESTFIELD
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- MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES EIN 04-3099610 · last filed 990 for 2025
- WESTFIELD ATHENAEUM EIN 04-6004372 · last filed 990 for 2025
- WESTFIELD TECHNICAL ACADEMY FOUNDATION INC EIN 47-4528117 · last filed 990 for 2024
- KEVS FOUNDATION INC EIN 46-2130748 · last filed 990 for 2025
- WESTFIELD POLICE CADETS INC EIN 81-1332074 · last filed 990-EZ for 2025
- HIGHLAND ELEMENTARY PTO EIN 47-5143329 · last filed 990-EZ for 2025
- MUNGER HILL PARENT TEACHER ORGNAIZATION EIN 83-4698448 · last filed 990-EZ for 2025