Civic Intelligence

Walden Green School Foundation

990EZ • Fiscal year 2015 • EIN 20-5989626

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 25, 2016

17339 Roosevelt RoadSpring Lake, MI 49456

(616) 846-3174

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

2.4%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$49,093

Up $1,159 (+2.4%) from 2014

Net Assets

Up

$49,093

Up $1,159 (+2.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$18,585

Up $3,329 (+22%) from 2014

Expenses

Down

$17,426

Down $6,750 (-28%) from 2014

Net Income

Up

$1,159

Up $10,079 (+113%) from 2014

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

2015

Assets$49,093
Liabilities$0
Net Assets$49,093

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

2015

Revenue$18,585
Expenses$17,426
Net Income$1,159
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 25, 2016
Return Version
2014v6.0
Gross Receipts
$19,656
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.$14,539$14,539
PROVIDED FUNDING FOR TEACHERS TO ATTEND CONFERENCES, FIELD TRIPS AND SHOWS.$2,446$2,446
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAARIN ANDERSON-RYANDirector-$0--
KATHY BETTSTreasurer-$0--
ANGELA STANFORD-BUTLERPresident-$0--
TERESA TURNER-HILLDirector-$0--
LESLEY VEGAVice President-$0--
JENNIFER THOMPSONSecretary-$0--
AMY LINT-HARTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$9,356$9,356$969$8,387
Walk-a-thon$3,474-$94-
Total Events$17,942$14,468$1,071$13,397
Filing and Contact Details

Filer

Filer Name
Walden Green Foundation
EIN
20-5989626
Phone
6168463174
Address
17339 ROOSEVELT ROAD, SPRING LAKE, MI 49456

Signing Officer

Name
Kathy Betts
Title
Treasurer
Phone
6168463174
Signed
2016-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Brickley Delong Pc
Address
PO BOX 999, MUSKEGON, MI 49443-0999
Preparer
Brenda K Jacobs
Phone
2317265800
Supplemental Narrative

Additional Explanations

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: 14,539.

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: 2,446. Total included on form 990-ez, line 10: 16,985.

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

Description: office expense. Amount: 441.

Raw XML Appendix199 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06168437217
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015105 LAKE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRAND HAVEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047934
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049093
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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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/PersonNm3TERESA TURNER-HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLEY VEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMY LINT-HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0441
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/GrantsAndAllocationsAmt014539
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12446
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014539
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12446
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01071
IRS990EZ/SpecialEventsNetIncomeLossAmt013397
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017426
IRS990EZ/TotalProgramServiceExpensesAmt016985
IRS990EZ/TotalRevenueAmt018585
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WGFOUNDATION.WEEBLY.COM
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SCHOOL DIRECTOR IS A MEMBER OF THE FOUNDATION. HE IS A COMMON SUPERVISOR FOR THE SCHOOL AND THE FOUNDATION. HE PROVIDES TO THE FOUNDATION A LIST OF ITEMS NEEDED FOR THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION IS A MONTESSORI CHARTER SCHOOL AND A DETERMINATION IS NOT REQUIRED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 2:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0383227982
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt016985
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WALDEN GREEN MONTESSORI CHARTER SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt016985
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03474
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03474
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01071
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt03474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014468
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013397
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01071
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt094
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY 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: 14,539.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: FIELD TRIPS EXPENSE. GRANTEE NAME: WALDEN GREEN MONESSORI SCHOOL. GRANTEE ADDRESS: 17339 ROOSEVELT RD SPRING LAKE, MI 49456. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 2,446. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,985.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE EXPENSE. AMOUNT: 441.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY BETTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06168463174
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALDEN GREEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0205989626
ReturnHeader/Filer/PhoneNum06168463174
ReturnHeader/Filer/USAddress/AddressLine1Txt017339 ROOSEVELT ROAD
ReturnHeader/Filer/USAddress/CityNm0SPRING LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049456
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382088116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRICKLEY DELONG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 999
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUSKEGON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0494430999
ReturnHeader/PreparerPersonGrp/PhoneNum02317265800
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA K JACOBS
ReturnHeader/ReturnTs02016-02-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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