Civic Intelligence

Wittmann School Education Foundation

EIN 33-0581361 • 501(c)3 • Cerritos, CA

Profile

To raise funds for school educational programs.

16801 Yvette AveCerritos, CA 90703

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

88th percentile

66%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Flat

$198,814

Flat from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Flat

$198,814

Flat from 2023

Operations
Liabilities / Revenue61st percentileNet Margin82nd percentile

Revenue

Flat

$104,942

Flat from 2023

Expenses

Flat

$109,335

Flat from 2023

Net Income

Flat

-$4,393

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2015: $53,523Liabilities 2015: $0Net Assets 2015: $53,5232015Assets 2016: $71,395Net Assets 2016: $71,3952016Assets 2017: $115,715Net Assets 2017: $115,7152017Assets 2018: $140,346Net Assets 2018: $140,3462018Assets 2019: $167,996Net Assets 2019: $167,9962019Assets 2021: $170,260Liabilities 2021: $0Net Assets 2021: $170,2612021Assets 2022: $203,207Liabilities 2022: $0Net Assets 2022: $203,2062022Assets 2023: $198,814Net Assets 2023: $198,8142023Assets 2024: $198,814Net Assets 2024: $198,8142024

Highlighted filing

2024

Assets$198,814
Liabilities-
Net Assets$198,814
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $74,860Expenses 2015: $80,428Net Income 2015: -$5,5682015Revenue 2016: $89,615Expenses 2016: $71,743Net Income 2016: $17,8722016Revenue 2017: $43,885Expenses 2017: $31,067Net Income 2017: $12,8182017Revenue 2018: $54,631Expenses 2018: $30,000Net Income 2018: $24,6312018Revenue 2019: $28,693Expenses 2019: $1,043Net Income 2019: $27,6502019Revenue 2021: $63,018Expenses 2021: $54,474Net Income 2021: $8,5442021Revenue 2022: $104,378Expenses 2022: $71,432Net Income 2022: $32,9462022Revenue 2023: $104,942Expenses 2023: $109,335Net Income 2023: -$4,3932023Revenue 2024: $104,942Expenses 2024: $109,335Net Income 2024: -$4,3932024

Highlighted filing

2024

Revenue$104,942
Expenses$109,335
Net Income-$4,393
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$198,814
Liabilities
-
Net assets
$198,814
Revenue
$104,942
Expenses
$109,335
Net income
-$4,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$1.99$1.05$1.09$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.99$1.99$1.05$1.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.04$0.71$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.63$0.54$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.29$0.01$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.55$0.30$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.44$0.31$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.90$0.72$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.75$0.80$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 10, 2024
Return Version
2023v5.1
Gross Receipts
$104,942
Mission and Program Overview

Mission

To raise funds for school educational programs

To raise funds for school educational programs.

Program Services

DescriptionGrantsExpenses
To raise funds for school educational programs, technology and other services that enhance the educational experiences.$108,745$108,745
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lan NgoCFOPT$0--
John VegaTreasurerPT$0--
Margaret LeePresidentPT$0--
Kate FernandoVPPT$0--
Dome HansawardVPPT$0--
Oliver PanopioVPPT$0--
Susana MunozVPPT$0--
Lorena NakagawaVPPT$0--
Angie DowneySecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Wittmann School Education Foundation
EIN
33-0581361
Phone
5629261321
Address
16801 Yvette Ave, Cerritos, CA 90703

Signing Officer

Name
Lan Ngo
Title
CFO
Phone
5629261321
Signed
2024-07-10

Preparer

Firm
Integrated Accounting & Financial Servic
Address
16203 Flallon Ave, Norwalk, CA 90650
Preparer
Accounting Financial Services
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Insurance 555.”

Form 990EZ, Part I, Line 16

“School programs 108745.”

Form 990EZ, Part I, Line 16

“Bank fees 35.”

Raw XML Appendix187 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/PersonNm0John Vega
IRS990EZ/BooksInCareOfDetail/PhoneNum05629261321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016801 Yvette Ace
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cerritos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090703
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0203207
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0198814
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0104942
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4393
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0203207
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0198814
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0104942
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0203207
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0198814
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0203207
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0198814
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lan Ngo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Vega
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Margaret Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kate Fernando
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dome Hansaward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Oliver Panopio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Susana Munoz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lorena Nakagawa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Angie Downey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0109335
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds for school educational programs.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To raise funds for school educational programs, technology and other services that enhance the educational experiences.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0108745
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0108745
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109335
IRS990EZ/TotalProgramServiceExpensesAmt0108745
IRS990EZ/TotalRevenueAmt0104942
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0104942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0104942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0209884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0209884
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104942
IRS990ScheduleA/Total509Grp/TotalAmt0209884
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0209884
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 555.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School programs 108745.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank fees 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lan Ngo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05629261321
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wittmann School Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WITT
ReturnHeader/Filer/EIN0330581361
ReturnHeader/Filer/PhoneNum05629261321
ReturnHeader/Filer/USAddress/AddressLine1Txt016801 Yvette Ave
ReturnHeader/Filer/USAddress/CityNm0Cerritos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461825010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrated Accounting & Financial Servic
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016203 Flallon Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norwalk
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090650
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Accounting Financial Services
ReturnHeader/ReturnTs02024-07-10T13:15:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ngo
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.