Civic Intelligence

Waugh Invests in Student Excellence Education Foundation Inc.

990 • Fiscal year 2020 • EIN 30-0116474

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 03, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

24th percentile

-16%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-8.0%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

12%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$364,255

Down $31,840 (-8.0%) from 2019

Net Assets

Down

$364,255

Down $31,840 (-8.0%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin24th percentile

Revenue

Up

$199,809

Up $22,110 (+12%) from 2019

Expenses

Up

$231,649

Up $134,707 (+139%) from 2019

Net Income

Down

-$31,840

Down $112,597 (-139%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2020

Assets$364,255
Liabilities$0
Net Assets$364,255
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$199,809
Expenses$231,649
Net Income-$31,840
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 3, 2021
Return Version
2019v5.0
Gross Receipts
$219,627
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$275,236$275,976▲ $740
Cash and Non-Interest-Bearing Accounts$120,859$88,279▼ $32,580
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$396,095$364,255▼ $31,840
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$396,095$364,255▼ $31,840
Total Net Assets Fund Balance$396,095$364,255▼ $31,840
Total Liabilities and Net Assets / Fund Balance$396,095$364,255▼ $31,840
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Andria SteinkampPresident
Liz MiksisVice President
Suzy BerberianVice President
Lisa Johnson-fosterCSO
Helen Williams ChaffinsSecretary
Shannon ThomsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$142,843
Program Service Revenue
$0
Investment Income
$1,075
Other Revenue
$55,891
All Other Contributions
$142,843
Change in Net Assets
$-31,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$199,910
Other Expenses$31,739
Total Fundraising Expense$569
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$199,910--$199,910
All Other Expenses$1,719$452-$2,171
Other Expenses$1,700$3,641-$1,700
Insurance-$1,500-$1,500
Fees for Services Other-$700-$700
Advertising--$569$569
Office Expenses-$436-$436
Total Functional Expenses$224,351$6,729$569$231,649
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Waugh School DistrictPetaluma, CA-Funding Various Programs$199,910
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,709
Fundraising Direct Expenses$19,818
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Visions & Vines$69,456$69,456$4,098$65,358
Lagunitas Fundraiser$6,253$6,253$1,825$4,428
Total Events$75,709$75,709$19,818$55,891
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

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
2021-03-03
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Baldwin Mcgaughey & Co Llp
Address
737 SOUTHPOINT BLVD STE K, PETALUMA, CA 94954
Preparer
Kyle C Swarthout
Phone
7077623517
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0113924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0131555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0193076
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0605596
IRS990ScheduleA/TotalSupportAmt0608511
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019818
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VISIONS & VINES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LAGUNITAS FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010628
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06253
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075709
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06253
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075709
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055891
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05923
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04098
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01825
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03267
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03267
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0199910
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDING VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WAUGH SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01851 HARTMAN LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PETALUMA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0364255
IRS990/TotalAssetsGrp/BOYAmt0396095
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IRS990/TotalContributionsAmt0142843
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0569
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06729
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0224351
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231649
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01075
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0199809
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0364255
IRS990/TravelGrp/TotalAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01851 HARTMAN LANE
IRS990/USAddress/CityNm0PETALUMA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0949542535
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRIA STEINKAMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-03
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/PreparerFirmEIN0205794102
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/ZIPCd094954
ReturnHeader/PreparerPersonGrp/PhoneNum07077623517
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE C SWARTHOUT
ReturnHeader/ReturnTs02021-03-03T11:30:39-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$364,255
Liabilities
$0
Net assets
$364,255
Revenue
$199,809
Expenses
$231,649
Net income
-$31,840
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