Civic Intelligence

Winchester Foundation for Educational Excellence Inc.

990 • Fiscal year 2024 • EIN 04-3138413

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

Organization ProfileWWW.WFEE.ORG
PO Box 1005Winchester, MA 01890

(781) 756-8020

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-9.4%

Faster asset growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-14%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$312,289

Down $32,553 (-9.4%) from 2023

Net Assets

Down

$310,558

Down $31,470 (-9.2%) from 2023

Liabilities

Down

$1,731

Down $1,083 (-38%) from 2023

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin26th percentile

Revenue

Down

$294,700

Down $46,117 (-14%) from 2023

Expenses

Down

$326,170

Down $8,306 (-2.5%) from 2023

Net Income

Down

-$31,470

Down $37,811 (-596%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $159,642Liabilities 2011: $0Net Assets 2011: $159,6422011Assets 2012: $189,879Liabilities 2012: $0Net Assets 2012: $189,8792012Assets 2013: $175,131Liabilities 2013: $0Net Assets 2013: $175,1312013Assets 2014: $241,477Liabilities 2014: $1,573Net Assets 2014: $239,9042014Assets 2015: $130,687Liabilities 2015: $1,253Net Assets 2015: $129,4342015Assets 2016: $151,099Liabilities 2016: $1,300Net Assets 2016: $149,7992016Assets 2017: $186,156Liabilities 2017: $3,078Net Assets 2017: $183,0782017Assets 2018: $193,289Liabilities 2018: $1,284Net Assets 2018: $192,0052018Assets 2019: $221,156Liabilities 2019: $1,321Net Assets 2019: $219,8352019Assets 2020: $263,810Liabilities 2020: $1,403Net Assets 2020: $262,4072020Assets 2021: $274,349Liabilities 2021: $1,399Net Assets 2021: $272,9502021Assets 2022: $337,158Liabilities 2022: $1,471Net Assets 2022: $335,6872022Assets 2023: $344,842Liabilities 2023: $2,814Net Assets 2023: $342,0282023Assets 2024: $312,289Liabilities 2024: $1,731Net Assets 2024: $310,5582024Assets 2025: $220,835Liabilities 2025: $288Net Assets 2025: $220,5472025

Highlighted filing

2024

Assets$312,289
Liabilities$1,731
Net Assets$310,558
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $261,688Expenses 2011: $284,731Net Income 2011: -$23,0432011Revenue 2012: $244,332Expenses 2012: $214,095Net Income 2012: $30,2372012Revenue 2013: $217,478Expenses 2013: $232,226Net Income 2013: -$14,7482013Revenue 2014: $243,747Expenses 2014: $178,974Net Income 2014: $64,7732014Revenue 2015: $416,431Expenses 2015: $526,900Net Income 2015: -$110,4692015Revenue 2016: $470,117Expenses 2016: $449,752Net Income 2016: $20,3652016Revenue 2017: $304,133Expenses 2017: $270,854Net Income 2017: $33,2792017Revenue 2018: $248,351Expenses 2018: $239,424Net Income 2018: $8,9272018Revenue 2019: $299,013Expenses 2019: $271,183Net Income 2019: $27,8302019Revenue 2020: $238,061Expenses 2020: $195,489Net Income 2020: $42,5722020Revenue 2021: $226,268Expenses 2021: $215,725Net Income 2021: $10,5432021Revenue 2022: $285,615Expenses 2022: $222,878Net Income 2022: $62,7372022Revenue 2023: $340,817Expenses 2023: $334,476Net Income 2023: $6,3412023Revenue 2024: $294,700Expenses 2024: $326,170Net Income 2024: -$31,4702024Revenue 2025: $233,678Expenses 2025: $323,689Net Income 2025: -$90,0112025

Highlighted filing

2024

Revenue$294,700
Expenses$326,170
Net Income-$31,470
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$294,700
Mission and Program Overview

Mission

The foundation is dedicated to raising funds for the support of education and educational projects of the winchester public school district.

EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$344,842$312,289▼ $32,553
Total Assets$344,842$312,289▼ $32,553
Liabilities
Other Liabilities$2,814$1,731▼ $1,083
Total Liabilities$2,814$1,731▼ $1,083
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$297,894$253,030▼ $44,864
Net Assets With Donor Restrictions$44,134$57,528▲ $13,394
Total Net Assets Fund Balance$342,028$310,558▼ $31,470
Total Liabilities and Net Assets / Fund Balance$344,842$312,289▼ $32,553
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Elana RudigerPresident
Brian MilauskasVice President
Andrew CawthorneDirector
BOB O'CONNORDirector
Christie FreemanDirector
Deborah DepeterDirector
Elizabeth MooneyDirector
Emily TrentDirector
Janel NagtegaalDirector
Jennifer HaefeliDirector
Jenny HensleyDirector
Julia Borden-spillaneDirector
KATIE O'CONNORDirector
Kurt SpringDirector
Laura RogeDirector
MARIA O'CONNORDirector
Mara KellyDirector
Rebecca TellesfsenDirector
Rick BullockDirector
Jason RoederSecretary
Joani ValerianoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,344
Program Service Revenue
$142,321
Investment Income
$4,035
Other Revenue
$0
All Other Contributions
$148,344
Change in Net Assets
$-31,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$326,170
Total Fundraising Expense$100,690
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$27,335$38,592$69,281$69,281
Total Functional Expenses$186,888$38,592$100,690$326,170
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liabilities$1,731
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Upon completion of form 990, it is mailed to the president or treasurer for review and filing.”

Form 990, Part VI, Section C, Line 19

“The board of directors makes its governing documents and conflicts of interest policy. The financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Winchester Foundation for Educational
EIN
04-3138413
Phone
7817568020
Address
PO BOX 1005, WINCHESTER, MA 01890

Signing Officer

Name
Joani Valeriano
Title
Treasurer
Phone
7817568020
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joani Valeriano
Formed
1991
Legal Domicile
Ma
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
0

Preparer

Firm
Mahoney Fiorentino & Co Pc
Address
607 NORTH AVENUE 16, WAKEFIELD, MA 01880
Preparer
Gordon J Maloney
Phone
7812460275
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“N/A”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc0GRANTS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc2FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt031409
IRS990/OtherExpensesGrp/FundraisingAmt169281
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt038592
IRS990/OtherExpensesGrp/ProgramServicesAmt0159553
IRS990/OtherExpensesGrp/ProgramServicesAmt127335
IRS990/OtherExpensesGrp/TotalAmt0159553
IRS990/OtherExpensesGrp/TotalAmt197336
IRS990/OtherExpensesGrp/TotalAmt269281
IRS990/OtherLiabilitiesGrp/BOYAmt02814
IRS990/OtherLiabilitiesGrp/EOYAmt01731
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOANI VALERIANO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0GALA
IRS990/ProgramServiceRevenueGrp/Desc1ROAD RACE
IRS990/ProgramServiceRevenueGrp/Desc2TRIVIA BEE
IRS990/ProgramServiceRevenueGrp/Desc3TEACHER TRIBUTE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt066498
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt141046
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt226626
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt066498
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt141046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt226626
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38151
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS IN THE AMOUNT OF $29,075 PAID FOR IMPROVEMENTS TO PROFESSIONAL DEVELOPMENT.ALLOCATED OVERHEAD AMOUNTED TO $4,981.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt034056
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0177715
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02893
IRS990/PYOtherExpensesAmt0334476
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0160209
IRS990/PYRevenuesLessExpensesAmt06341
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0334476
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0340817
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-31470
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0148344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0177715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0140746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0140967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt085562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0693334
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02893
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0626
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01340
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0142321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0160209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0144334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0148417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0660956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02893
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0535
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0626
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01340
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09429
IRS990ScheduleA/InvestmentIncomeCYPct00.00690
IRS990ScheduleA/InvestmentIncomePYPct00.00480
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99310
IRS990ScheduleA/PublicSupportPY509Pct00.99520
IRS990ScheduleA/PublicSupportTotal509Amt01354290
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0290665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0337924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0285080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0206642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0233979
IRS990ScheduleA/Total509Grp/TotalAmt01354290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0294700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0340817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0285615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0207268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0235319
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01363719
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01731
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01731
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON COMPLETION OF FORM 990, IT IS MAILED TO THE PRESIDENT OR TREASURER FOR REVIEW AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MAKES ITS GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0344842
IRS990/TotalAssetsEOYAmt0312289
IRS990/TotalAssetsGrp/BOYAmt0344842
IRS990/TotalAssetsGrp/EOYAmt0312289

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,289
Liabilities
$1,731
Net assets
$310,558
Revenue
$294,700
Expenses
$326,170
Net income
-$31,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$2.34$3.24$0.90
2024Detailed filing. Detailed filing data is available for this year.$3.12$0.02$3.11$2.95$3.26$0.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.03$3.42$3.41$3.34$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.01$3.36$2.86$2.23$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.01$2.73$2.26$2.16$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.01$2.62$2.38$1.95$0.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.01$2.20$2.99$2.71$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.01$1.92$2.48$2.39$0.09
2017Summary only. Only limited summary data is available for this year.$1.86$0.03$1.83$3.04$2.71$0.33
2016Summary only. Only limited summary data is available for this year.$1.51$0.01$1.50$4.70$4.50$0.20
2015Summary only. Only limited summary data is available for this year.$1.31$0.01$1.29$4.16$5.27$1.10
2014Summary only. Only limited summary data is available for this year.$2.41$0.02$2.40$2.44$1.79$0.65
2013Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$2.17$2.32$0.15
2012Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$2.44$2.14$0.30
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$2.62$2.85$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits