Civic Intelligence

Worthington Educational Foundation

990EZ • Fiscal year 2022 • EIN 31-1260837

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

Organization ProfileN/A
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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

32nd percentile

-9.1%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

39%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$286,660

Down $28,858 (-9.1%) from 2021

Net Assets

Down

$285,918

Down $28,858 (-9.2%) from 2021

Liabilities

Flat

$742

Flat from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin89th percentile

Revenue

Up

$18,072

Up $5,037 (+39%) from 2021

Expenses

Down

$9,036

Down $10,547 (-54%) from 2021

Net Income

Up

$9,036

Up $15,584 (+238%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2022

Assets$286,660
Liabilities$742
Net Assets$285,918
Open 2022 Filing

Operations Trend

Revenue Growth69th percentile

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

2022

Revenue$18,072
Expenses$9,036
Net Income$9,036
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$18,072
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
OTHER ADMINISTRATIVE COSTS IN CONNECTION WITH PROVIDING PROGRAM SERVICES-$2,072
TEACHER/EDUCATOR AWARDS - PROVIDES GRANTS TO EDUCATORS TO FUND INNOVATIVE PROJECTS AND PROGRAMS AND TO SUPPORT PILOT ACTIVITIES TO BENEFIT THE WORTHINGTON SCHOOL DISTRICT--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAT KELSOChair-$0--
ISRAEL NAJERAVice-Chair-$0--
DEBBIE WOLFETreasurer-$0--
KELLY NEEDLEMANTrustee-$0--
K J SHANNANTrustee-$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
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
W3 Global Accounting LLC
Address
890 PROPRIETORS ROAD, WORTHINGTON, OH 43085
Preparer
Nathan J Deroos
Phone
6142610600
Supplemental Narrative

Additional Explanations

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 -37,894”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 2,090 1,690 total 2,090 1,690”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 742 742”

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 Appendix152 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
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/BOYAmt0313428
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0284970
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01637
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09036
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06964
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0315518
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0286660
IRS990EZ/GainOrLossFromSaleOfAssetsAmt010856
IRS990EZ/GrossReceiptsAmt018072
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05579
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0314776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0285918
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0314776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0285918
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAT KELSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ISRAEL NAJERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBIE WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY NEEDLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4K J SHANNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02090
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01690
IRS990EZ/OtherChangesInNetAssetsAmt0-37894
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/ProgramServiceExpensesAmt02072
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt010856
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0742
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0742
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09036
IRS990EZ/TotalProgramServiceExpensesAmt02072
IRS990EZ/TotalRevenueAmt018072
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt042898
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05579
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010166
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034189
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55650
IRS990ScheduleA/PublicSupportPY170Pct00.54440
IRS990ScheduleA/PublicSupportTotal170Amt042898
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0974
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011834
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt042898
IRS990ScheduleA/TotalSupportAmt077087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 2,072 TOTAL 2,072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS -37,894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 2,090 1,690 TOTAL 2,090 1,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 742 742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND LITEREARY PURPOSES FOR PROMOTING EXCELLENCE IN THE WORTHINGTON SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER ADMINISTRATIVE COSTS IN CONNECTION WITH PROVIDING PROGRAM SERVICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/SignatureDt02022-11-10
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/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN J DEROOS
ReturnHeader/ReturnTs02022-12-13T13:09:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,660
Liabilities
$742
Net assets
$285,918
Revenue
$18,072
Expenses
$9,036
Net income
$9,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.01$2.86$0.18$0.09$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.01$3.15$0.13$0.20$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.93$0.01$2.92$0.16$0.10$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.02$2.86$0.37$0.36$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$2.87$0.11$0.88$0.77
2016Detailed filing. Detailed filing data is available for this year.$4.20$4.20$0.59$0.22$0.37
2015Detailed filing. Detailed filing data is available for this year.$3.79$3.79$0.68$0.76$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$4.83$0.49$0.38$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$4.61$0.45$0.35$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits