Civic Intelligence

Wicklund School Foundation

990EZ • Fiscal year 2024 • EIN 20-2115731

Jun 01, 2023 to May 31, 2024 • Filed on Jun 23, 2024

300 East Legacy DrMountain House, CA 95391

(209) 836-7200

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

59th percentile

8.4%

Higher net margin than 59% 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

87th percentile

58%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

27th percentile

-18%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Up

$27,396

Up $10,067 (+58%) from 2023

Net Assets

Up

$21,884

Up $7,466 (+52%) from 2023

Liabilities

Flat

$2,910

Flat from 2023

Revenue

Down

$89,093

Down $19,516 (-18%) from 2023

Expenses

Down

$81,628

Down $25,519 (-24%) from 2023

Net Income

Up

$7,465

Up $6,003 (+411%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2009: $24,372Liabilities 2009: $02009Assets 2010: $23,457Liabilities 2010: $02010Assets 2011: $22,930Liabilities 2011: $02011Assets 2012: $17,424Liabilities 2012: $02012Assets 2016: $30,171Liabilities 2016: $0Net Assets 2016: $30,1712016Assets 2017: $30,160Liabilities 2017: $0Net Assets 2017: $30,1602017Assets 2018: $36,642Liabilities 2018: $0Net Assets 2018: $36,6422018Assets 2019: $40,871Liabilities 2019: $0Net Assets 2019: $40,8712019Assets 2020: $43,189Liabilities 2020: $0Net Assets 2020: $43,1892020Assets 2023: $17,329Liabilities 2023: $2,910Net Assets 2023: $14,4182023Assets 2024: $27,396Liabilities 2024: $2,910Net Assets 2024: $21,8842024

Highlighted filing

2024

Assets$27,396
Liabilities$2,910
Net Assets$21,884

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2009: $20,044Expenses 2009: $25,146Net Income 2009: -$5,1022009Revenue 2010: $14,263Expenses 2010: $15,178Net Income 2010: -$9152010Revenue 2011: $19,449Expenses 2011: $19,976Net Income 2011: -$5272011Revenue 2012: $11,995Expenses 2012: $17,501Net Income 2012: -$5,5062012Revenue 2016: $59,360Expenses 2016: $40,617Net Income 2016: $18,7432016Revenue 2017: $67,074Expenses 2017: $67,085Net Income 2017: -$112017Revenue 2018: $51,900Expenses 2018: $45,418Net Income 2018: $6,4822018Revenue 2019: $92,717Expenses 2019: $88,488Net Income 2019: $4,2292019Revenue 2020: $80,789Expenses 2020: $78,471Net Income 2020: $2,3182020Revenue 2023: $108,609Expenses 2023: $107,147Net Income 2023: $1,4622023Revenue 2024: $89,093Expenses 2024: $81,628Net Income 2024: $7,4652024

Highlighted filing

2024

Revenue$89,093
Expenses$81,628
Net Income$7,465
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jun 23, 2024
Return Version
2023v5.0
Gross Receipts
$116,177
Mission and Program Overview

Mission

To support the scholars, teachers and administrators at wicklund school.

Support scholars teachers and admin at wicklund

Program Services

DescriptionGrantsExpenses
splashathon teachers fundraiser--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TROY WEAVERCo TreasurerPT$0--
NICOLE WEAVERCo TreasurerPT$0--
VICKI BECKMANPresidentPT$0--
SHAWNTEL SCHENKVice PresidentPT$0--
LINDSEY FOCHLERMarketing ChairPT$0--
SHANNON MEYERCommunications ChairPT$0--
ANDREA GEHMILCHSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kids Night Out$4,127$4,127$821$3,306
Menchies$1,059$1,059$252$807
Total Events$93,612$93,612$85,032$8,580
Filing and Contact Details

Filer

Filer Name
Wicklund School Foundation
EIN
20-2115731
Phone
2098367200
Address
300 EAST LEGACY DR, MOUNTAIN HOUSE, CA 95391

Signing Officer

Name
Vicki Beckman
Title
President
Phone
2098367200
Signed
2024-06-23
Discuss with paid preparer
No

Preparer

Firm
209 Tax Preparation
Address
2150 PORTOLA AVE D319, LIVERMORE, CA 94551
Preparer
Nicolas D Powell
Phone
2099104020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

multiple events and expenses entered

Part I, line 8

Other Revenue: INTEREST INCOME Amount: 2

Part I, line 16

Description: WSF PROGRAM- DRAMA Amount: 6010

Part I, line 16

Description: WSF PROGRAM BATTLE OF THE BOOKS Amount: 896

Part I, line 16

Description: INCLUSION DEPARTMENT Amount: 1447

Part I, line 16

Description: WELLNESS COMMITTEE Amount: 16209

Part I, line 16

Description: SCIENCE OLYMPIAD COMMITTEE Amount: 830

Part I, line 16

Description: BAND AND CHOIR DEPT Amount: 1108

Part I, line 16

Description: ROBOTICS Amount: 1611

Part I, line 16

Description: OPERATING EXPENSES Amount: 5561

Part II, line 26

Description: ACCOUNTS PAYABLE BOY Amount: 2910 EOY Amount: 2910

Raw XML Appendix196 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt047956
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TROY AND NICOLE WEAVER
IRS990EZ/BooksInCareOfDetail/PhoneNum09257849636
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0593 ENGLE CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRACY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095391
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017329
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027396
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036258
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07465
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017329
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027396
IRS990EZ/FundraisingGrossIncomeAmt079917
IRS990EZ/GrossReceiptsAmt0116177
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014419
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021884
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014419
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024486
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TROY WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICKI BECKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAWNTEL SCHENK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDSEY FOCHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHANNON MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDREA GEHMILCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MARKETING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNICATIONS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033672
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SCHOLARS TEACHERS AND ADMIN AT WICKLUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0splashathon teachers fundraiser
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027084
IRS990EZ/SpecialEventsNetIncomeLossAmt052833
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02910
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02910
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081628
IRS990EZ/TotalRevenueAmt089093
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/SchoolInd0X
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
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0WICKLUND SCHOOL FOUNDATION IS A 100 PERCENT VOLUNTEER ORGANIZATION. BOARD MEMBERS DO NOT TAKE A SALARY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt085032
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MENCHIES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0KIDS NIGHT OUT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt088426
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt093612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt088426
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093612
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08580
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt02065
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02065
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt081894
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt082967
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0252
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0821
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0multiple events and expenses entered
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Revenue: INTEREST INCOME Amount: 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: WSF PROGRAM- DRAMA Amount: 6010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: WSF PROGRAM BATTLE OF THE BOOKS Amount: 896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: INCLUSION DEPARTMENT Amount: 1447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: WELLNESS COMMITTEE Amount: 16209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: SCIENCE OLYMPIAD COMMITTEE Amount: 830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: BAND AND CHOIR DEPT Amount: 1108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: ROBOTICS Amount: 1611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: OPERATING EXPENSES Amount: 5561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: ACCOUNTS PAYABLE BOY Amount: 2910 EOY Amount: 2910
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part II, line 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI BECKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02098367200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WICKLUND SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WICK
ReturnHeader/Filer/EIN0202115731
ReturnHeader/Filer/PhoneNum02098367200
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 EAST LEGACY DR
ReturnHeader/Filer/USAddress/CityNm0MOUNTAIN HOUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095391
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861967007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0209 TAX PREPARATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02150 PORTOLA AVE D319
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVERMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094551
ReturnHeader/PreparerPersonGrp/PhoneNum02099104020
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLAS D POWELL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-25T08:54:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VICKI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BECKMAN
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings