Civic Intelligence

Winton Woods Educational Foundation Inc

990EZ • Fiscal year 2014 • EIN 22-3934120

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 27, 2014

1215 W Kemper Road45240-1617

(513) 207-0814

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

92nd percentile

51%

Higher net margin than 92% 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

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Up

$93,034

Up $13,879 (+18%) from 2013

Net Assets

Up

$93,034

Up $13,879 (+18%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$9,994

Up $1,831 (+22%) from 2013

Expenses

Down

$4,850

Down $1,431 (-23%) from 2013

Net Income

Up

$5,144

Up $3,262 (+173%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $66,180Liabilities 2011: $0Net Assets 2011: $66,1802011Assets 2012: $71,541Liabilities 2012: $02012Assets 2013: $79,155Net Assets 2013: $79,1552013Assets 2014: $93,034Net Assets 2014: $93,0342014Assets 2015: $95,534Net Assets 2015: $95,5342015Assets 2016: $95,740Net Assets 2016: $95,7402016Assets 2017: $113,353Net Assets 2017: $113,3532017Assets 2018: $118,652Net Assets 2018: $118,6522018Assets 2019: $126,720Net Assets 2019: $126,7202019Assets 2020: $139,124Net Assets 2020: $139,1242020Assets 2024: $222,469Net Assets 2024: $222,4692024Assets 2025: $249,339Net Assets 2025: $249,3392025

Highlighted filing

2014

Assets$93,034
Liabilities-
Net Assets$93,034

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $20,995Expenses 2011: $10,825Net Income 2011: $10,1702011Revenue 2012: $12,363Expenses 2012: $7,002Net Income 2012: $5,3612012Revenue 2013: $8,163Expenses 2013: $6,281Net Income 2013: $1,8822013Revenue 2014: $9,994Expenses 2014: $4,850Net Income 2014: $5,1442014Revenue 2015: $9,773Expenses 2015: $4,498Net Income 2015: $5,2752015Revenue 2016: $7,733Expenses 2016: $3,886Net Income 2016: $3,8472016Revenue 2017: $24,804Expenses 2017: $16,975Net Income 2017: $7,8292017Revenue 2018: $15,029Expenses 2018: $17,528Net Income 2018: -$2,4992018Revenue 2019: $22,794Expenses 2019: $18,079Net Income 2019: $4,7152019Revenue 2020: $15,857Expenses 2020: $10,952Net Income 2020: $4,9052020Revenue 2024: $14,951Expenses 2024: $22,538Net Income 2024: -$7,5872024Revenue 2025: $15,896Expenses 2025: $13,168Net Income 2025: $2,7282025

Highlighted filing

2014

Revenue$9,994
Expenses$4,850
Net Income$5,144
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 27, 2014
Return Version
2013v3.1
Gross Receipts
$10,394
Mission and Program Overview

Mission

Promote and enhance educational excellence of the winton woods school district.

Promote and enhance educational excellence of wwcs.

Program Services

DescriptionGrantsExpenses
MARKET PLACE ENTERPRISE WINTON WOODS INTERNATIONAL SCHOOL, OUTDOOR TEEN LAB, GO GREEN MIDDLE SCHOOL, AND ELL EXCELL ENGLISH LEARNING.-$4,125
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEANNE MONTGOMERYCorrespondin-$0--
CAMERON SEYMOURSecretary-$0--
DONNY AMREINTreasurer-$0--
SUE HEIDOTTINGBoard Member-$0--
RANDY LEMONBoard Member-$0--
TOM ROGERSBoard Member-$0--
MARY LOU AUFMANBoard Member-$0--
JANE CHEZEMBoard Member-$0--
PAULA KUHNPresident-$0--
SHAWN HAMILTONBoard Member-$0--
KACI SNELLBoard Member-$0--
DALE HEIDOTTINGBoard Member-$0--
DONITA JACKSONBoard Member-$0--
ANN STANKIEWICZBoard Member-$0--
Filing and Contact Details

Filer

EIN
22-3934120

Signing Officer

Name
Don Amrein
Title
Treasurer
Signed
2014-10-27
Discuss with paid preparer
Yes

Preparer

Preparer
Larry F Warner CPA
Phone
5138688600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses grants 4,000 ohio registration 50 go daddy 72 miscellaneous 3 total 4,125

Form 990-ez, Part I, Line 20

Unrealized gain on investments 8,735

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.

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CompensationExplanation/CompensationExplanationGrp/PersonNm1CAMERON SEYMOUR
CompensationExplanation/CompensationExplanationGrp/PersonNm2DONNY AMREIN
CompensationExplanation/CompensationExplanationGrp/PersonNm3SUE HEIDOTTING
CompensationExplanation/CompensationExplanationGrp/PersonNm4RANDY LEMON
CompensationExplanation/CompensationExplanationGrp/PersonNm5TOM ROGERS
CompensationExplanation/CompensationExplanationGrp/PersonNm6MARY LOU AUFMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm7JANE CHEZEM
CompensationExplanation/CompensationExplanationGrp/PersonNm8PAULA KUHN
CompensationExplanation/CompensationExplanationGrp/PersonNm9SHAWN HAMILTON
CompensationExplanation/CompensationExplanationGrp/PersonNm10KACI SNELL
CompensationExplanation/CompensationExplanationGrp/PersonNm11DALE HEIDOTTING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt08735
IRS990EZ/OtherExpensesTotalAmt04125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AND ENHANCE EDUCATIONAL EXCELLENCE OF WWCS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04125
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0400
IRS990EZ/SpecialEventsNetIncomeLossAmt0772
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04850
IRS990EZ/TotalProgramServiceExpensesAmt04125
IRS990EZ/TotalRevenueAmt09994
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029067
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010423
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05969
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08936
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04797
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt068307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GRANTS 4,000 OHIO REGISTRATION 50 GO DADDY 72 MISCELLANEOUS 3 TOTAL 4,125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 8,735
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DON AMREIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10WINTON WOODS EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0223934120
ReturnHeader/Filer/USAddress/AddressLine101215 W KEMPER ROAD
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0452401617
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311452851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEPHENSON AND WARNER INC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101502 UNIVERSITY BLVD STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0450113300
ReturnHeader/PreparerPersonGrp/PhoneNum05138688600
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY F WARNER CPA
ReturnHeader/ReturnTs02014-10-27T13:51:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits