Civic Intelligence

Walden Green School Foundation

990EZ • Fiscal year 2014 • EIN 20-5989626

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 23, 2014

17339 Roosevelt Road49456

(616) 402-3347

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-58%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

12th percentile

-40%

Faster revenue growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$47,934

Down $8,920 (-16%) from 2013

Net Assets

Down

$47,934

Down $8,920 (-16%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$15,256

Down $10,052 (-40%) from 2013

Expenses

Up

$24,176

Up $14,585 (+152%) from 2013

Net Income

Down

-$8,920

Down $24,637 (-157%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $31,232Liabilities 2010: $0Net Assets 2010: $31,2322010Assets 2011: $37,877Liabilities 2011: $0Net Assets 2011: $37,8772011Assets 2012: $41,137Liabilities 2012: $0Net Assets 2012: $41,1372012Assets 2013: $56,854Liabilities 2013: $0Net Assets 2013: $56,8542013Assets 2014: $47,934Liabilities 2014: $0Net Assets 2014: $47,9342014Assets 2015: $49,093Liabilities 2015: $0Net Assets 2015: $49,0932015Assets 2016: $32,482Liabilities 2016: $0Net Assets 2016: $32,4822016Assets 2017: $39,700Liabilities 2017: $0Net Assets 2017: $39,7002017Assets 2018: $31,316Net Assets 2018: $31,3162018Assets 2019: $34,827Net Assets 2019: $34,8272019

Highlighted filing

2014

Assets$47,934
Liabilities$0
Net Assets$47,934

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $40,372Expenses 2010: $34,030Net Income 2010: $6,3422010Revenue 2011: $29,022Expenses 2011: $22,377Net Income 2011: $6,6452011Revenue 2012: $32,150Expenses 2012: $28,890Net Income 2012: $3,2602012Revenue 2013: $25,308Expenses 2013: $9,591Net Income 2013: $15,7172013Revenue 2014: $15,256Expenses 2014: $24,176Net Income 2014: -$8,9202014Revenue 2015: $18,585Expenses 2015: $17,426Net Income 2015: $1,1592015Revenue 2016: $17,098Expenses 2016: $33,709Net Income 2016: -$16,6112016Revenue 2017: $20,954Expenses 2017: $13,736Net Income 2017: $7,2182017Revenue 2018: $18,748Expenses 2018: $27,132Net Income 2018: -$8,3842018Revenue 2019: $22,326Expenses 2019: $18,815Net Income 2019: $3,5112019

Highlighted filing

2014

Revenue$15,256
Expenses$24,176
Net Income-$8,920
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 23, 2014
Return Version
2013v3.0
Gross Receipts
$20,053
Mission and Program Overview

Mission

To provide teachers and students of walden green montessori school with the tools they need to help students reach their human potential.

Program Services

DescriptionGrantsExpenses
PURCHASED NEEDED MONTESSORI MATERIALS FOR ALL CLASSROOMS, INCLUDING EQUIPMENT, FIXTURES, CLASSROOM SUPPLIES. ALL PROGRAMS BENEFIT OVER 240 STUDENTS AT WALDEN GREEN MONTESSORI SCHOOL.$21,821$21,821
PROVIDED FUNDING FOR TEACHERS TO ATTEND CONFERENCES, FIELD TRIPS AND SHOWS.$1,520$1,520
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAARIN ANDERSON-RYANDirector-$0--
KATHY BETTSDirector-$0--
ANGELA STANFORD-BUTLERPresident-$0--
ALLAN WESTMAAS IITreasurer-$0--
LESLEY VEGAVice President-$0--
ANN GRAHEKSecretary-$0--
AMY LINT - HARTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$8,021$8,021$3,496$4,525
Event 1$5,590-$82-
Total Events$19,157$13,567$4,797$8,770
Filing and Contact Details

Filer

EIN
20-5989626
Phone
6164023347

Signing Officer

Name
Allan Jay Westmaas Ii
Title
Treasurer
Phone
6164023347
Signed
2014-10-23
Discuss with paid preparer
Yes

Preparer

Preparer
Timothy D Arter
Phone
2317265800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: refund of deposit on grant money. Amount: 386.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: equipment and fixtures grants. Grantee name: walden green monessori school. Grantee address: 17339 roosevelt rd spring lake, mi 49456. Grantee relationship: school. Amount given: 21,821.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: field trips expense. Grantee name: walden green monessori school. Grantee address: 17339 roosevelt rd spring lake, mi 49456. Grantee relationship: school. Amount given: 1,519. Total included on form 990-ez, line 10: 23,340.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expense. Amount: 386.

Raw XML Appendix184 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ALLAN JAY WESTMAAS II
IRS990EZ/BooksInCareOfDetail/PhoneNum06164023347
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1016382 HIGHLAND DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SPRING LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode049456
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056854
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047934
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06100
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-8920
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt013567
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023340
IRS990EZ/GrossReceiptsAmt020053
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056854
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047934
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056854
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047934
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAARIN ANDERSON-RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY BETTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA STANFORD-BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLAN WESTMAAS II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLEY VEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN GRAHEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMY LINT - HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0386
IRS990EZ/OtherRevenueTotalAmt0386
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TEACHERS AND STUDENTS OF WALDEN GREEN MONTESSORI SCHOOL WITH THE TOOLS THEY NEED TO HELP STUDENTS REACH THEIR HUMAN POTENTIAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASED NEEDED MONTESSORI MATERIALS FOR ALL CLASSROOMS, INCLUDING EQUIPMENT, FIXTURES, CLASSROOM SUPPLIES. ALL PROGRAMS BENEFIT OVER 240 STUDENTS AT WALDEN GREEN MONTESSORI SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FUNDING FOR TEACHERS TO ATTEND CONFERENCES, FIELD TRIPS AND SHOWS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021821
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11520
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021821
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11520
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt04797
IRS990EZ/SpecialEventsNetIncomeLossAmt08770
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024176
IRS990EZ/TotalProgramServiceExpensesAmt023341
IRS990EZ/TotalRevenueAmt015256
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0383227982
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt023341
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10WALDEN GREEN MONTESSORI CHARTER SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt023341
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05590
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05590
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013567
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0WALK-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08770
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01219
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04797
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt082
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03496
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REFUND OF DEPOSIT ON GRANT MONEY. AMOUNT: 386.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EQUIPMENT AND FIXTURES GRANTS. GRANTEE NAME: WALDEN GREEN MONESSORI SCHOOL. GRANTEE ADDRESS: 17339 ROOSEVELT RD SPRING LAKE, MI 49456. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 21,821.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: FIELD TRIPS EXPENSE. GRANTEE NAME: WALDEN GREEN MONESSORI SCHOOL. GRANTEE ADDRESS: 17339 ROOSEVELT RD SPRING LAKE, MI 49456. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 1,519. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 23,340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OFFICE EXPENSE. AMOUNT: 386.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN JAY WESTMAAS II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06164023347
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10WALDEN GREEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0205989626
ReturnHeader/Filer/PhoneNum06164023347
ReturnHeader/Filer/USAddress/AddressLine1017339 ROOSEVELT ROAD
ReturnHeader/Filer/USAddress/City0SPRING LAKE
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049456
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382088116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BRICKLEY DELONG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 999
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MUSKEGON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0494430999
ReturnHeader/PreparerPersonGrp/PhoneNum02317265800
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY D ARTER
ReturnHeader/ReturnTs02014-11-05T08:56:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings