Civic Intelligence

Waugh Invests in Student Excellence Education Foundation Inc.

990EZ • Fiscal year 2017 • EIN 30-0116474

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 18, 2017

Organization ProfileN/A
1851 Hartman LanePetaluma, CA 94954

(707) 765-3331

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$301,881

Down $51,509 (-15%) from 2016

Net Assets

Down

$301,881

Down $51,509 (-15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$120,024

Down $73,230 (-38%) from 2016

Expenses

Down

$171,533

Down $4,585 (-2.6%) from 2016

Net Income

Down

-$51,509

Down $68,645 (-401%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$600K$400K$200K$0Assets 2013: $326,136Liabilities 2013: $0Net Assets 2013: $326,1362013Assets 2014: $328,547Liabilities 2014: $0Net Assets 2014: $328,5472014Assets 2015: $336,254Liabilities 2015: $0Net Assets 2015: $336,2542015Assets 2016: $353,390Liabilities 2016: $0Net Assets 2016: $353,3902016Assets 2017: $301,881Net Assets 2017: $301,8812017Assets 2018: $315,338Liabilities 2018: $0Net Assets 2018: $315,3382018Assets 2019: $396,095Net Assets 2019: $396,0952019Assets 2020: $364,255Liabilities 2020: $0Net Assets 2020: $364,2552020Assets 2021: $413,147Net Assets 2021: $413,1472021Assets 2022: $460,519Net Assets 2022: $460,5192022Assets 2023: $573,424Liabilities 2023: $0Net Assets 2023: $573,4242023Assets 2024: $596,988Liabilities 2024: $0Net Assets 2024: $596,9882024

Highlighted filing

2017

Assets$301,881
Liabilities-
Net Assets$301,881
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$300K$200K$100K$0-$100KExpenses 2013: $179,2922013Revenue 2014: $182,836Expenses 2014: $180,425Net Income 2014: $2,4112014Revenue 2015: $192,495Expenses 2015: $184,788Net Income 2015: $7,7072015Revenue 2016: $193,254Expenses 2016: $176,118Net Income 2016: $17,1362016Revenue 2017: $120,024Expenses 2017: $171,533Net Income 2017: -$51,5092017Revenue 2018: $203,290Expenses 2018: $189,833Net Income 2018: $13,4572018Revenue 2019: $177,699Expenses 2019: $96,942Net Income 2019: $80,7572019Revenue 2020: $199,809Expenses 2020: $231,649Net Income 2020: -$31,8402020Revenue 2021: $90,391Expenses 2021: $41,499Net Income 2021: $48,8922021Revenue 2022: $162,033Expenses 2022: $114,661Net Income 2022: $47,3722022Revenue 2023: $271,345Expenses 2023: $158,440Net Income 2023: $112,9052023Revenue 2024: $213,655Expenses 2024: $190,091Net Income 2024: $23,5642024

Highlighted filing

2017

Revenue$120,024
Expenses$171,533
Net Income-$51,509
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 18, 2017
Return Version
2016v3.0
Gross Receipts
$140,806
Mission and Program Overview

Mission

To promote and maintain superior educational and enrichment opportunities for our district's students by providing financial support to the waugh school district.

Program Services

DescriptionGrantsExpenses
ASSISTED IN FUNDING THE ART, MUSIC, LIBRARY AND COMPUTER PROGRAMS FOR THE STUDENTS OF THE WAUGH SCHOOL DISTRICT.$166,393-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACIE COHNTreasurerPT$0--
ARIEL ROSTONIPresidentPT$0--
ANN MARIE NANGLETrustee-$0--
SCOTT WILLIAMSTrustee-$0--
MARCIA KEASLERTrustee-$0--
JULIE MANNTrustee-$0--
DEBRA ANN JAYTrustee-$0--
ASHLEY FITTINGTrustee-$0--
VICTORIA HATWIGTrustee-$0--
DARIN LANNERTTrustee-$0--
DENISE BUGBEETrustee-$0--
ANI LARSONTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$59,148$59,148$7,503$51,645
Visions & Vines$57,188$57,188$3,306$53,882
Total Events$116,336$116,336$20,782$95,554
Filing and Contact Details

Filer

Filer Name
Waugh Invests in Student Excellence
EIN
30-0116474
Phone
7077653331
Address
1851 HARTMAN LANE, PETALUMA, CA 94954

Signing Officer

Name
Ariel Rostoni
Title
President
Signed
2017-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Mcgaughey & Co Llp
Address
737 SOUTHPOINT BLVD STE K, PETALUMA, CA 94954-7462
Preparer
Timothy W Mcgaughey
Phone
7077623517
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: EDUCATIONAL ENHANCEMENTS | Donee's Name: WAUGH SCHOOL DISTRICT | Donee's Address: 1851 HARTMAN LANE PETALUMA CA 94954 | Cash Amount Given: $166000”

Other Expenses.1002

“Office Expenses $1817”

Other Expenses.1012

“Insurance $1500”

Other Expenses.1

“Credit card processing $697”

Other Expenses.2

“BANK CHARGES $419”

Other Expenses.3

“PAVER ENGRAVING $271”

Other Expenses.4

“WEBSITE $207”

Other Expenses.5

“ICE CREAM SOCIAL $122”

Raw XML Appendix204 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/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0949542535
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0353390
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACIE COHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ARIEL ROSTONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANN MARIE NANGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARCIA KEASLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEBRA ANN JAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ASHLEY FITTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VICTORIA HATWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DARIN LANNERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DENISE BUGBEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANI LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05033
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND MAINTAIN SUPERIOR EDUCATIONAL AND ENRICHMENT OPPORTUNITIES FOR OUR DISTRICT'S STUDENTS BY PROVIDING FINANCIAL SUPPORT TO THE WAUGH SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTED IN FUNDING THE ART, MUSIC, LIBRARY AND COMPUTER PROGRAMS FOR THE STUDENTS OF THE WAUGH SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0166393
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020782
IRS990EZ/SpecialEventsNetIncomeLossAmt095554
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0171533
IRS990EZ/TotalProgramServiceExpensesAmt0166393
IRS990EZ/TotalRevenueAmt0120024
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0193076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0192162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0182344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0692892
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0333
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0492
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0156
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01431
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99790
IRS990ScheduleA/PublicSupportPY170Pct00.99840
IRS990ScheduleA/PublicSupportTotal170Amt0692892
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0193076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0192162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0182344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101112
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0692892
IRS990ScheduleA/TotalSupportAmt0694323
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020782
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VISIONS & VINES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05400
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt057188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0116336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt057188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0116336
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt095554
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt04273
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04273
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010809
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07503
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATIONAL ENHANCEMENTS | Donee's Name: WAUGH SCHOOL DISTRICT | Donee's Address: 1851 HARTMAN LANE PETALUMA CA 94954 | Cash Amount Given: $166000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CREDIT CARD PROCESSING $697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAVER ENGRAVING $271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE $207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ICE CREAM SOCIAL $122
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARIEL ROSTONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAUGH INVESTS IN STUDENT EXCELLENCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAUG
ReturnHeader/Filer/EIN0300116474
ReturnHeader/Filer/PhoneNum07077653331
ReturnHeader/Filer/USAddress/AddressLine1Txt01851 HARTMAN LANE
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALDWIN MCGAUGHEY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0737 SOUTHPOINT BLVD STE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PETALUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949547462
ReturnHeader/PreparerPersonGrp/PhoneNum07077623517
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY W MCGAUGHEY
ReturnHeader/ReturnTs02017-12-18T09:22:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$301,881
Liabilities
-
Net assets
$301,881
Revenue
$120,024
Expenses
$171,533
Net income
-$51,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$2.14$1.90$0.24
2023Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$2.71$1.58$1.13
2022Detailed filing. Detailed filing data is available for this year.$4.61$4.61$1.62$1.15$0.47
2021Detailed filing. Detailed filing data is available for this year.$4.13$4.13$0.90$0.41$0.49
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$2.00$2.32$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.96$3.96$1.78$0.97$0.81
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$2.03$1.90$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.02$3.02$1.20$1.72$0.52
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$1.93$1.76$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$1.92$1.85$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$1.83$1.80$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.00$3.26$1.79