Civic Intelligence

Worthington Educational Foundation

990EZ • Fiscal year 2024 • EIN 31-1260837

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 30, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

2.2%

Faster asset growth than 52% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

49%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$303,335

Up $16,675 (+5.8%) from 2022

Net Assets

Up

$303,335

Up $17,417 (+6.1%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$27,868

Up $9,796 (+54%) from 2022

Expenses

Up

$21,144

Up $12,108 (+134%) from 2022

Net Income

Down

$6,724

Down $2,312 (-26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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 2024: $303,335Net Assets 2024: $303,3352024

Highlighted filing

2024

Assets$303,335
Liabilities-
Net Assets$303,335
Open 2024 Filing

Operations Trend

Revenue Growth83rd 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 2024: $27,868Expenses 2024: $21,144Net Income 2024: $6,7242024

Highlighted filing

2024

Revenue$27,868
Expenses$21,144
Net Income$6,724
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$27,868
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-$10,512
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAT KELSOChair-$0--
DEBBIE WOLFETreasurer-$0--
JENNY FUERSTVice Chair-$0--
SARAH MULLENTrustee-$0--
K J SHANNANTrustee-$0--
GRETCHEN DINNEENTrustee-$0--
SARAH KUHNELLTrustee-$0--
COLLEEN MOIDUTrustee-$0--
CHRIS MCCLOSKEYTrustee-$0--
LINDSAY RUPPTrustee-$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
2025-04-30
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 marketing and outreach 990 dues and subscription 344 meetings 320 insurance 2,102 licenses and fees 100 total 3,856”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments -330”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 1,978 1,057 total 1,978 1,057”

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 Appendix167 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/BOYAmt0294963
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0302278
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06724
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017288
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0296941
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0303335
IRS990EZ/GainOrLossFromSaleOfAssetsAmt016417
IRS990EZ/GrossReceiptsAmt027868
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09951
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0296941
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0303335
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0296941
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0303335
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/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAT KELSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBBIE WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY FUERST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH MULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4K J SHANNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GRETCHEN DINNEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH KUHNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COLLEEN MOIDU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRIS MCCLOSKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LINDSAY RUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01978
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01057
IRS990EZ/OtherChangesInNetAssetsAmt0-330
IRS990EZ/OtherExpensesTotalAmt03856
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/ProgramServiceExpensesAmt010512
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt016417
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021144
IRS990EZ/TotalProgramServiceExpensesAmt010512
IRS990EZ/TotalRevenueAmt027868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09951
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05579
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06347
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035066
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25490
IRS990ScheduleA/PublicSupportPY170Pct00.50200
IRS990ScheduleA/PublicSupportTotal170Amt011998
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0974
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06595
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011998
IRS990ScheduleA/TotalSupportAmt047064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING AND OUTREACH 990 DUES AND SUBSCRIPTION 344 MEETINGS 320 INSURANCE 2,102 LICENSES AND FEES 100 TOTAL 3,856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS -330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 1,978 1,057 TOTAL 1,978 1,057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND LITEREARY PURPOSES FOR PROMOTING EXCELLENCE IN THE WORTHINGTON SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER 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 III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06142641362
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN J DEROOS
ReturnHeader/ReturnTs02025-05-05T13:45:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$303,335
Liabilities
-
Net assets
$303,335
Revenue
$27,868
Expenses
$21,144
Net income
$6,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$3.03$0.28$0.21$0.07
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