Civic Intelligence

Worthington Educational Foundation

990EZ • Fiscal year 2023 • EIN 31-1260837

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 20, 2024

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

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

3.6%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$296,941

Up $10,281 (+3.6%) from 2022

Net Assets

Up

$296,941

Up $11,023 (+3.9%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$18,725

Up $653 (+3.6%) from 2022

Expenses

Down

$6,998

Down $2,038 (-23%) from 2022

Net Income

Up

$11,727

Up $2,691 (+30%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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: $285,9182022Assets 2023: $296,941Net Assets 2023: $296,9412023

Highlighted filing

2023

Assets$296,941
Liabilities-
Net Assets$296,941
Open 2023 Filing

Operations Trend

Revenue Growth49th 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: $9,0362022Revenue 2023: $18,725Expenses 2023: $6,998Net Income 2023: $11,7272023

Highlighted filing

2023

Revenue$18,725
Expenses$6,998
Net Income$11,727
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 20, 2024
Return Version
2022v5.0
Gross Receipts
$18,725
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--
DEBBIE WOLFETreasurer-$0--
KELLY NEEDLEMANTrustee-$0--
K J SHANNANTrustee-$0--
GRETCHEN DINNEENTrustee-$0--
HEATHER DARBYTrustee-$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
2024-02-20
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 290 insurance 2,072 total 2,362”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments -704”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 1,690 1,978 total 1,690 1,978”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 742 0”

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 Appendix156 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
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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/BOYAmt0284970
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0294963
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01292
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011727
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04636
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0286660
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0296941
IRS990EZ/GainOrLossFromSaleOfAssetsAmt09379
IRS990EZ/GrossReceiptsAmt018725
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08054
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0285918
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0296941
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0285918
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0296941
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAT KELSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBBIE WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY NEEDLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3K J SHANNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GRETCHEN DINNEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEATHER DARBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01690
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01978
IRS990EZ/OtherChangesInNetAssetsAmt0-704
IRS990EZ/OtherExpensesTotalAmt02362
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/SaleOfAssetsGrossAmt09379
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0742
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06998
IRS990EZ/TotalProgramServiceExpensesAmt02072
IRS990EZ/TotalRevenueAmt018725
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05579
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06962
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032077
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50220
IRS990ScheduleA/PublicSupportPY170Pct00.55650
IRS990ScheduleA/PublicSupportTotal170Amt032356
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0974
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021858
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032356
IRS990ScheduleA/TotalSupportAmt064433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 290 INSURANCE 2,072 TOTAL 2,362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS -704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 1,690 1,978 TOTAL 1,690 1,978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 742 0
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06142641362
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-20
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN J DEROOS
ReturnHeader/ReturnTs02024-02-22T11:43:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,941
Liabilities
-
Net assets
$296,941
Revenue
$18,725
Expenses
$6,998
Net income
$11,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.97$2.97$0.19$0.07$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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