STRATEGY STUDIO / PUBLIC DATA EXPLORER

FRIENDS OF WESTFIELD HOUSE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FRIENDS OF WESTFIELD HOUSE (EIN 81-0600855)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-08
IRS object ID
201233139349300328
Schema version
2011v1.2
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)
Timestamp2012-11-08T09:32:01-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN752393478EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13411 RICHMOND AVE SUITE 500AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77046ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN810600855EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE FRIENDS OF WESTFIELD HOUSEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFRIENameControl
Phone7137826079Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15800 WESTHEIMER ROADAddressLine1
CityHOUSTONCity
StateTXState
ZIP Code770575617ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJ BART DAYName
TitleSECRETARYTitle
Phone7137826079Phone
Date Signed2012-11-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCHARLES BUCEK JRName
PTINP00981117PTIN
Phone7136211515Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJIM KITCHELLNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15800 WESTHEIMER ROADAddressLine1
CityHOUSTONCity
StateTXState
ZIP Code770575617ZIPCode
FieldValueIRS element (for citing)
Gross Receipts65396GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.FOWH.ORGWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Year Formation2003YearFormation
State Legal DomicileTXStateLegalDomicile
Activity Or Mission DescriptionEDUCATIONActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year172376ContributionsGrantsPriorYear
Contributions Grants Current Year65332ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year3522InvestmentIncomePriorYear
Investment Income Current Year64InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year175898TotalRevenuePriorYear
Total Revenue Current Year65396TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year35000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY45000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year5564OtherExpensePriorYear
Other Expenses Current Year4598OtherExpensesCurrentYear
Total Expenses Prior Year40564TotalExpensesPriorYear
Total Expenses Current Year49598TotalExpensesCurrentYear
Revenues Less Expenses Prior Year135334RevenuesLessExpensesPriorYear
Revenues Less Expenses CY15798RevenuesLessExpensesCY
Total Assets BOY172082TotalAssetsBOY
Total Assets EOY187880TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY172082NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY187880NetAssetsOrFundBalancesEOY
Mission DescriptionTHE ORGANIZATION PROVIDES SCHOLARSHIPS FOR THEOLOGICAL STUDIES OF THE EVANGELICAL LUTHERAN CHURCH AT THE WESTERFIELD HOUSE OF THEOLOGICAL STUDIES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense49598Expense
Grants45000Grants
DescriptionPROVIDE SCHOLARSHIPS FOR THEOLOGICAL STUDIES OF THE EVANGELICAL LUTHERAN CHURCH AT THE WESTFIELD HOUSE, CAMBRIDGE, ENGLAND AND SUPPORT THE EDUCATION OF THEOLOGICAL STUDENTS.Description
Total Program Service Expense49598TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonTOMMY E BLACKWELLNamePerson
Telephone Number2813539867TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line128102 EMERALD OAKS DRIVEAddressLine1
CityMAGNOLIACity
StateTXState
ZIP Code77355ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
DAVID A SCHLESSELMAN
DIRECTOR2.00X000
J BART DAY
DIRECTOR/SECRETARY2.00X000
TOMMY E BLACKWELL
DIRECTOR/TREASURER2.00X000
SCOTT A BRUZEK
DIRECTOR2.00X000
KARL FRY
DIRECTOR2.00X000
MARK HUEHNERGARD
DIRECTOR2.00X000
ROGER HUMANN
DIRECTOR2.00X000
WILLIAM E KAISER
DIRECTOR2.00X000
JIM KITCHELL
DIRECTOR/CHAIRMAN2.00X000
REG QUIRK
DIRECTOR2.00X000
JIM VOELZ
DIRECTOR2.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions65332AllOtherContributions
Total Contributions65332TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column64TotalRevenueColumn
Exclusion$64ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column65396TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$64ExclusionAmount

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total45000Total
Program Services45000ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1750Total
Program Services1750ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total1307Total
Program Services1307ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1541Total
Program Services1541ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total49598Total
Program Services49598ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY172082BOY
EOY187880EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1541LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1541LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY172082BOY
EOY187880EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY172082BOY
EOY187880EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY172082BOY
EOY187880EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY172082BOY
EOY187880EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses15798ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years402600CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years14937CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years58529CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year172376CurrentTaxYearMinus1Year
Current Tax Year65332CurrentTaxYear
Total713774Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years402600CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years14937CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years58529CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year172376CurrentTaxYearMinus1Year
Current Tax Year65332CurrentTaxYear
Total713774Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total36210AmountsSubstContributorsTotal
Public Support Total170677564PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11120CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years16821CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2593CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year975CurrentTaxYearMinus1Year
Current Tax Year64CurrentTaxYear
Total31573Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1147CurrentTaxYearMinus4Years
Total1147Total
FieldValueIRS element (for citing)
Total Support746494TotalSupport
Public Support Pertcentage1700.90770PublicSupportPertcentage170
Public Support Pertcent Prior Year0.90480PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1541OtherCostOrOtherBasis
Depreciation1541Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionEUROPERegion
Number Of Offices1NumberOfOffices
Number Of Employees1NumberOfEmployees
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConducted
Specific Services ProvidedSCHOLARSHIPS - EDUCATIONSpecificServicesProvided
Total Expenditures49598TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees1SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent49598SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent49598TotalAmountSpent
No Recipient Over5 KXNoRecipientOver5K

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
EUROPESCHOLARSHIPS35000WIRE TRANSFER
EUROPEHOUSING10000WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: THE FACULTY AND STAFF OF WESTERFIELD HOUSE REVIEW ALL APPLICATIONS FOR SCHOLARSHIP AND MAKE NEED AND ACADEMIC BASED DECISIONS ON SCHOLARSHIP REWARD. FUNDS ARE REQUESTED BY THE PRECEPTOR AND WIRED TO THEM. STAFF AT WESTERFIELD HOUSE ARE RESPONSIBLE FOR ENSURING THAT THE FUNDS GRANTED ARE APPLIED TO APPLICANTS TO WHOM SCHOLARSHIPS WERE GRANTED. THE PRECEPTOR PROVIDES AN ANNUAL STATEMENT DETAILING SCHOLARSHIP AWARDS WHICH IS THEN VERIFIED AGAINST FUNDS DISBURSED.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE COMPLETED FORM 990 IS REVIEWED BY THE CHAIRMAN, TREASURER AND SECRETARY AFTER IT HAS BEEN PREPARED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC REVIEW UPON WRITTEN REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY.