Civic Intelligence

Worthington Educational Foundation

990EZ • Fiscal year 2018 • EIN 31-1260837

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

200 E Wilson Bridge RdWorthington, OH 43085

(614) 264-1362

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

15th percentile

-23%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.8%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

100%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$281,867

Down $5,042 (-1.8%) from 2017

Net Assets

Down

$281,867

Down $5,042 (-1.8%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$22,000

Up $10,981 (+100%) from 2017

Expenses

Down

$27,045

Down $60,789 (-69%) from 2017

Net Income

Up

-$5,045

Up $71,770 (+93%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $461,062Net Assets 2012: $461,0622012Assets 2013: $482,875Net Assets 2013: $482,8752013Assets 2015: $378,708Net Assets 2015: $378,7082015Assets 2016: $420,211Net Assets 2016: $420,2112016Assets 2017: $286,909Net Assets 2017: $286,9092017Assets 2018: $281,867Net Assets 2018: $281,8672018Assets 2019: $287,810Liabilities 2019: $1,870Net Assets 2019: $285,9402019Assets 2020: $292,506Liabilities 2020: $941Net Assets 2020: $291,5652020Assets 2021: $315,518Liabilities 2021: $742Net Assets 2021: $314,7762021Assets 2022: $286,660Liabilities 2022: $742Net Assets 2022: $285,9182022

Highlighted filing

2018

Assets$281,867
Liabilities-
Net Assets$281,867

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2012: $44,786Expenses 2012: $35,174Net Income 2012: $9,6122012Revenue 2013: $49,483Expenses 2013: $37,717Net Income 2013: $11,7662013Revenue 2015: $68,017Expenses 2015: $75,533Net Income 2015: -$7,5162015Revenue 2016: $58,773Expenses 2016: $21,538Net Income 2016: $37,2352016Revenue 2017: $11,019Expenses 2017: $87,834Net Income 2017: -$76,8152017Revenue 2018: $22,000Expenses 2018: $27,045Net Income 2018: -$5,0452018Revenue 2019: $36,901Expenses 2019: $35,888Net Income 2019: $1,0132019Revenue 2020: $15,784Expenses 2020: $10,011Net Income 2020: $5,7732020Revenue 2021: $13,035Expenses 2021: $19,583Net Income 2021: -$6,5482021Revenue 2022: $18,072Expenses 2022: $9,036Net Income 2022: $9,0362022

Highlighted filing

2018

Revenue$22,000
Expenses$27,045
Net Income-$5,045
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$22,000
Mission and Program Overview

Mission

To operate exclusively for charitable, scientific, educational, and litereary purposes for promoting excellence in the worthington school district

To operate exclusively for charitable, scientific, educational, and literary purposes for promoting excellence in the worthington school district

Program Services

DescriptionGrantsExpenses
TEACHER/ EDUCATOR AWARDS - PROVIDES GRANTS TO EDUCATORS TO FUND INNOVATIVE PROJECTS AND PROGRAMS AND TO SUPPORT PILOT ACTIVITIES TO BENEFIT THE WORTHINGTON SCHOOL DISTRICT$21,770$21,770
OTHER ADMINISTRATIVE COSTS IN CONNECTION WITH PROVIDING PROGRAM SERVICES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER FLINTChair-$0--
STEVE GRIMMSecretary-$0--
BRIAN COOPERTrustee-$0--
BETHANY MOOREVice-Chair-$0--
KELLY NEEDLEMANTrustee-$0--
PAULA STANLEYTrustee-$0--
ANITA DORANTrustee-$0--
ERIC KLEINSCHMIDTTrustee-$0--
TOM NOVACKTrustee-$0--
HEATHER POPIOTrustee-$0--
KATHY STARKSTrustee-$0--
DEBBIE WOLFETreasurer-$0--
EMILIE GREENWALDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Worthington Educational Foundation
EIN
31-1260837
Address
200 E WILSON BRIDGE RD, WORTHINGTON, OH 43085

Signing Officer

Name
Debbie Wolfe
Title
Treasurer
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Schiffman Grow & Co Pc
Address
890 PROPRIETORS ROAD, WORTHINGTON, OH 43085-3152
Preparer
Samuel E Milliron
Phone
6142610600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 21,770

Form 990-ez, Part I, Line 16

Expenses insurance 47 banking fees 1 misc expenses 416 bank service charges 430 dues and subscriptions 817 total 1,711

Form 990-ez, Part I, Line 20

Unrealized appreciation - investments 2

Form 990-ez, Part III

To operate exclusively for charitable, scientific, educational, and literary purposes for promoting excellence in the worthington school district

Raw XML Appendix179 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 21,770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 47 BANKING FEES 1 MISC EXPENSES 416 BANK SERVICE CHARGES 430 DUES AND SUBSCRIPTIONS 817 TOTAL 1,711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED APPRECIATION - INVESTMENTS 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND LITERARY PURPOSES FOR PROMOTING EXCELLENCE IN THE WORTHINGTON SCHOOL DISTRICT
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/EIN0311260837
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ReturnHeader/ReturnTs02018-11-13T14:29:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings