Civic Intelligence

Foundation for Educational Excellence

990 • Fiscal year 2016 • EIN 36-3524007

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

PO Box 337Winnebago, IL 61088

(815) 275-2292

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

36th percentile

-1.8%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$779,471

Down $14,242 (-1.8%) from 2015

Net Assets

Down

$779,471

Down $14,242 (-1.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$50,079

Down $38,481 (-43%) from 2015

Expenses

Down

$43,244

Down $26,603 (-38%) from 2015

Net Income

Down

$6,835

Down $11,878 (-63%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $650,053Liabilities 2011: $0Net Assets 2011: $650,0532011Assets 2012: $676,644Liabilities 2012: $0Net Assets 2012: $676,6442012Assets 2013: $724,541Liabilities 2013: $0Net Assets 2013: $724,5412013Assets 2014: $790,110Liabilities 2014: $0Net Assets 2014: $790,1102014Assets 2015: $793,713Liabilities 2015: $0Net Assets 2015: $793,7132015Assets 2016: $779,471Liabilities 2016: $0Net Assets 2016: $779,4712016Assets 2017: $847,530Liabilities 2017: $0Net Assets 2017: $847,5302017Assets 2018: $907,622Liabilities 2018: $0Net Assets 2018: $907,6222018Assets 2019: $926,469Liabilities 2019: $0Net Assets 2019: $926,4692019Assets 2020: $955,263Liabilities 2020: $0Net Assets 2020: $955,2632020Assets 2021: $1,233,264Liabilities 2021: $0Net Assets 2021: $1,233,2642021Assets 2022: $1,095,541Liabilities 2022: $0Net Assets 2022: $1,095,5412022Assets 2023: $1,170,615Liabilities 2023: $0Net Assets 2023: $1,170,6152023Assets 2024: $1,252,802Liabilities 2024: $0Net Assets 2024: $1,252,8022024Assets 2025: $1,335,389Liabilities 2025: $0Net Assets 2025: $1,335,3892025

Highlighted filing

2016

Assets$779,471
Liabilities$0
Net Assets$779,471

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2011: $62,1952011Expenses 2012: $39,9832012Expenses 2013: $35,4832013Revenue 2014: $49,171Expenses 2014: $45,202Net Income 2014: $3,9692014Revenue 2015: $88,560Expenses 2015: $69,847Net Income 2015: $18,7132015Revenue 2016: $50,079Expenses 2016: $43,244Net Income 2016: $6,8352016Revenue 2017: $54,470Expenses 2017: $42,120Net Income 2017: $12,3502017Revenue 2018: $32,802Expenses 2018: $43,462Net Income 2018: -$10,6602018Revenue 2019: $28,495Expenses 2019: $42,137Net Income 2019: -$13,6422019Revenue 2020: $29,566Expenses 2020: $30,739Net Income 2020: -$1,1732020Revenue 2021: $61,732Expenses 2021: $16,419Net Income 2021: $45,3132021Revenue 2022: $90,476Expenses 2022: $57,486Net Income 2022: $32,9902022Revenue 2023: $57,683Expenses 2023: $50,271Net Income 2023: $7,4122023Revenue 2024: $59,512Expenses 2024: $67,806Net Income 2024: -$8,2942024Revenue 2025: $70,696Expenses 2025: $53,625Net Income 2025: $17,0712025

Highlighted filing

2016

Revenue$50,079
Expenses$43,244
Net Income$6,835
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$89,184
Mission and Program Overview

Mission

To provide a long term, self sustaining endowment fund to enhance existing programs and to support special programs, projects, training, activities and services which have not or cannot be funded through existing public school revenue sources.

Educational enhancement for students of the winnebago community unit school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$482,797$498,831▲ $16,034
Investments Other Securities$273,557$220,123▼ $53,434
Cash and Non-Interest-Bearing Accounts$10,610$35,667▲ $25,057
Savings and Temporary Cash Investments$13,274$13,375▲ $101
Other Notes and Loans Receivable, Net$13,475$11,475▼ $2,000
Total Assets$793,713$779,471▼ $14,242
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$793,713$779,471▼ $14,242
Total Net Assets Fund Balance$793,713$779,471▼ $14,242
Total Liabilities and Net Assets / Fund Balance$793,713$779,471▼ $14,242

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$60,537--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sally HugginsPresident
Lynn EdwardsVice President
Brian LyonsDirector
Corey StoutDirector
David TownsendDirector
Dennis DargelDirector
Jack JanssenDirector
Janell HartjeDirector
Jason SmithDirector
Kathy NaillDirector
Nick RamseyDirector
Rebecaa HazzarddirECTOR
Rod StevensDirector
Stefanie KluckDirector
Tina KoonceDirector
Todd FranceDirector
Dawn NailorSecretary
Peggy JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,851
Program Service Revenue
$0
Investment Income
$28,853
Other Revenue
$2,375
All Other Contributions
$7,795
Change in Net Assets
$6,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,460
Other Expenses$5,784
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,460--$37,460
Fees for Services Accounting-$680-$680
Other Expenses$594$66-$660
Fees for Services Other-$124-$124
Fees for Service Investment Mgmnt Fees-$104-$104
Total Functional Expenses$42,270$974$0$43,244
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winnebago Dist 323Winnebago, IL-To Assist With Education Expense$37,460
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,480
Fundraising Direct Expenses$39,105
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
March Madness$45,358$37,452$16,033$21,419
Golf Outing$7,178$4,028-$4,028
Total Events$52,536$41,480$39,105$2,375
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

The board of directors meets monthly. The draft of the 990 is reviewed by the treasurer. A final copy is prepared and forwarded to the president for review and signature before submitting.

Form 990, Part VI, Section B, line 12C

Each director, principal officer and member of a committee with governing board-delegated powers shall receive a copy of the conflict of interest policy. The conflict of interest policy is regularly reviewed at board meetings.

Form 990, Part VI, Section C, line 19

Anyone making a request to inspect the governing documents, conflict of interest policy, and financial statements will be granted access to a file copy of the forms. The treasurer shall be responsible for maintaining the copy of each form and for making it available to all who make a request.

Filing and Contact Details

Filer

Filer Name
Foundation for Educational Excellence
EIN
36-3524007
Phone
8152752292
Address
PO BOX 337, WINNEBAGO, IL 61088

Signing Officer

Name
Peggy Johnson
Title
Treasurer
Phone
8152752292
Signed
2016-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally Huggins
Formed
1986
Legal Domicile
Il
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
0

Preparer

Firm
Wipfli LLP
Address
4949 Harrison Avenue Suite 300, Rockford, IL 61125-0407
Preparer
Jerry R Funk
Phone
8153997700
Raw XML AppendixShowing 400 of 462 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.

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IRS990/OtherExpensesGrp/Desc2POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt066
IRS990/OtherExpensesGrp/ProgramServicesAmt01941
IRS990/OtherExpensesGrp/ProgramServicesAmt11434
IRS990/OtherExpensesGrp/ProgramServicesAmt2841
IRS990/OtherExpensesGrp/ProgramServicesAmt3594
IRS990/OtherExpensesGrp/TotalAmt01941
IRS990/OtherExpensesGrp/TotalAmt11434
IRS990/OtherExpensesGrp/TotalAmt2841
IRS990/OtherExpensesGrp/TotalAmt3660
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt013475
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt011475
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SALLY HUGGINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt046040
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt064905
IRS990/PYInvestmentIncomeAmt039397
IRS990/PYOtherExpensesAmt04942
IRS990/PYOtherRevenueAmt03123
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt018713
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt069847
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt088560
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt06835
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013274
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt064549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0135284
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039397
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08243
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0109998
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt052536
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt040080
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt040992
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0133608
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35710
IRS990ScheduleA/PublicSupportPY170Pct00.49440
IRS990ScheduleA/PublicSupportTotal170Amt0135284
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064549
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0135284
IRS990ScheduleA/TotalSupportAmt0378890
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt079759
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt179827
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt260537
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIRST NATIONAL BANK CD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIRST NATIONAL BANK CD
IRS990ScheduleD/OtherSecuritiesGrp/Desc2GERMAN AMERICAN STATE BANK CD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0220123
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011056
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt07906
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03150
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039105
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MARCH MADNESS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017336
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045358
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04028
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041480
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02375
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016033
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016033
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03236
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03236
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt037460
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST WITH EDUCATION EXPENSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WINNEBAGO DIST 323
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0304 EAST MCNAIR RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINNEBAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061088
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES GRANT REQUESTS FROM THE SCHOOL DISTRICT WITH SUPPORTING DOCUMENTATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS MEETS MONTHLY. THE DRAFT OF THE 990 IS REVIEWED BY THE TREASURER. A FINAL COPY IS PREPARED AND FORWARDED TO THE PRESIDENT FOR REVIEW AND SIGNATURE BEFORE SUBMITTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS REGULARLY REVIEWED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANYONE MAKING A REQUEST TO INSPECT THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE GRANTED ACCESS TO A FILE COPY OF THE FORMS. THE TREASURER SHALL BE RESPONSIBLE FOR MAINTAINING THE COPY OF EACH FORM AND FOR MAKING IT AVAILABLE TO ALL WHO MAKE A REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0793713
IRS990/TotalAssetsEOYAmt0779471
IRS990/TotalAssetsGrp/BOYAmt0793713
IRS990/TotalAssetsGrp/EOYAmt0779471
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt018851
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0974

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.05$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.09$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.02$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.05$0.05$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.06