Civic Intelligence

Waugh Invests in Student Excellence Education Foundation Inc.

990EZ • Fiscal year 2019 • EIN 30-0116474

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 30, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$396,095

Up $80,757 (+26%) from 2018

Net Assets

Up

$396,095

Up $80,757 (+26%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$177,699

Down $25,591 (-13%) from 2018

Expenses

Down

$96,942

Down $92,891 (-49%) from 2018

Net Income

Up

$80,757

Up $67,300 (+500%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$396,095
Liabilities-
Net Assets$396,095

Operations Trend

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

2019

Revenue$177,699
Expenses$96,942
Net Income$80,757
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 30, 2020
Return Version
2018v3.1
Gross Receipts
$198,475
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.$91,213$75,090
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE MCGOWANTreasurerPT$0--
ANDRIA STEINKAMPPresidentPT$0--
LIZ MIKSISVice President-$0--
SUZY BERBERIANVice President-$0--
LISA JOHNSON-FOSTERCSO-$0--
HELEN WILLIAMS CHAFFINSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Visions & Vines$83,530$83,530$7,374$76,156
Total Events$83,530$83,530$20,776$62,754
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
Andria Steinkamp
Title
President
Signed
2020-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Mcgaughey & Co Llp
Address
737 SOUTHPOINT BLVD STE K, PETALUMA, CA 94954-7462
Preparer
Nina M Alejos
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: $75090

Other Expenses.1001

Advertising and Promotion $1396

Other Expenses.1002

Office Expenses $86

Other Expenses.1

FUN RUN $8895

Other Expenses.2

CHROMEBOOKS $5300

Other Expenses.3

SOFTWARE $3554

Other Expenses.4

PAVER ENGRAVING $1438

Other Expenses.5

PARENT GIVING $490

Raw XML Appendix178 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
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IRS990EZ/OtherExpensesTotalAmt021159
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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.
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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: $75090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUN RUN $8895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHROMEBOOKS $5300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOFTWARE $3554
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRIA STEINKAMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAUGH INVESTS IN STUDENT EXCELLENCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAUG
ReturnHeader/Filer/EIN0300116474
ReturnHeader/Filer/PhoneNum07077653331
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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/PreparerPersonNm0NINA M ALEJOS
ReturnHeader/ReturnTs02020-01-30T13:48:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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. 2019 filings • 501(c)3 • <$500k nonprofits