Civic Intelligence

Worthington Educational Foundation

990EZ • Fiscal year 2021 • EIN 31-1260837

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 22, 2015

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.06x

Higher debt load relative to revenue than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

7.9%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$315,518

Up $23,012 (+7.9%) from 2020

Net Assets

Up

$314,776

Up $23,211 (+8.0%) from 2020

Liabilities

Down

$742

Down $199 (-21%) from 2020

Revenue

Down

$13,035

Down $2,749 (-17%) from 2020

Expenses

Up

$19,583

Up $9,572 (+96%) from 2020

Net Income

Down

-$6,548

Down $12,321 (-213%) from 2020

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 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

2021

Assets$315,518
Liabilities$742
Net Assets$314,776

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 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

2021

Revenue$13,035
Expenses$19,583
Net Income-$6,548
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 22, 2015
Return Version
2020v4.0
Gross Receipts
$13,035
Mission and Program Overview

Mission

To operate exclusively for charitable, scientific, educational, and litereary 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$12,225$12,225
OTHER ADMINISTRATIVE COSTS IN CONNECTION WITH PROVIDING PROGRAM SERVICES-$2,196
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAT KELSOChair-$0--
ISRAEL NAJERATrustee-$0--
DEBBIE WOLFETreasurer-$0--
KELLY NEEDLEMANTrustee-$0--
K J SHANNANTrustee-$0--
PAULA STANLEYSecretary-$0--
PAM STURIANOTrustee-$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
Phone
6142641362
Signed
2015-11-22
Discuss with paid preparer
Yes

Preparer

Firm
W3 Global Accounting LLC
Address
890 PROPRIETORS ROAD, WORTHINGTON, OH 43085
Preparer
Samuel E Milliron
Phone
6142610600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 12,225 relationship: worthington sd

Form 990-ez, Part I, Line 16

Expenses insurance 2,072 total 2,072

Form 990-ez, Part I, Line 20

Unrealized gain on investments 29,759

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 1,954 2,090 total 1,954 2,090

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 941 742

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

Other administrative costs in connection with providing program services

Raw XML Appendix173 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0PAT KELSO
CompensationExplanation/CompensationExplanationGrp/PersonNm1ISRAEL NAJERA
CompensationExplanation/CompensationExplanationGrp/PersonNm2DEBBIE WOLFE
CompensationExplanation/CompensationExplanationGrp/PersonNm3KELLY NEEDLEMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm4K J SHANNAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5PAULA STANLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm6PAM STURIANO
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEBBIE WOLFE
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0DEBBIE WOLFE
IRS990EZ/BooksInCareOfDetail/PhoneNum06142641362
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 E WILSON BRIDGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0200 E WISON BRIDGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WORTHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0290552
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0313428
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6548
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAT KELSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ISRAEL NAJERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBIE WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY NEEDLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4K J SHANNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAULA STANLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAM STURIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01954
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02090
IRS990EZ/OtherChangesInNetAssetsAmt029759
IRS990EZ/OtherExpensesTotalAmt02072
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND LITEREARY PURPOSES FOR PROMOTING EXCELLENCE IN THE WORTHINGTON SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER/EDUCATOR AWARDS - PROVIDES GRANTS TO EDUCATORS TO FUND INNOVATIVE PROJECTS AND PROGRAMS AND TO SUPPORT PILOT ACTIVITIES TO BENEFIT THE WORTHINGTON SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER ADMINISTRATIVE COSTS IN CONNECTION WITH PROVIDING PROGRAM SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012225
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012225
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12196
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0250
IRS990EZ/SaleOfAssetsGrossAmt06926
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0941
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0742
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019583
IRS990EZ/TotalProgramServiceExpensesAmt014421
IRS990EZ/TotalRevenueAmt013035
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt044038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05135
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010166
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08242
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt036852
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54440
IRS990ScheduleA/PublicSupportPY170Pct00.72020
IRS990ScheduleA/PublicSupportTotal170Amt044038
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0974
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02777
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt044038
IRS990ScheduleA/TotalSupportAmt080890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 12,225 RELATIONSHIP: WORTHINGTON SD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 2,072 TOTAL 2,072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 29,759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PREPAID EXPENSES AND DEFERRED CHARGES 1,954 2,090 TOTAL 1,954 2,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 941 742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND LITEREARY PURPOSES FOR PROMOTING EXCELLENCE IN THE WORTHINGTON SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER ADMINISTRATIVE COSTS IN CONNECTION WITH PROVIDING PROGRAM SERVICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06142641362
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORTHINGTON EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WORT
ReturnHeader/Filer/EIN0311260837
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 E WILSON BRIDGE RD
ReturnHeader/Filer/USAddress/CityNm0WORTHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043085
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823664672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0W3 GLOBAL ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0890 PROPRIETORS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORTHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043085
ReturnHeader/PreparerPersonGrp/PhoneNum06142610600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL E MILLIRON
ReturnHeader/ReturnTs02021-11-22T10:24:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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. 2021 filings • 501(c)3 • <$500k nonprofits