Civic Intelligence

Williamston Schools Foundation

990 • Fiscal year 2020 • EIN 38-2391436

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 13, 2021

PO Box 70Williamston, MI 48895

(517) 655-7513

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$9,500

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

61st percentile

13%

Faster asset growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$593,975

Up $68,772 (+13%) from 2019

Net Assets

Up

$593,975

Up $68,772 (+13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$252,152

Up $100,671 (+66%) from 2019

Expenses

Up

$166,552

Up $79,806 (+92%) from 2019

Net Income

Up

$85,600

Up $20,865 (+32%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $492,229Liabilities 2011: $02011Assets 2012: $513,346Liabilities 2012: $0Net Assets 2012: $513,3462012Assets 2013: $669,733Liabilities 2013: $0Net Assets 2013: $669,7332013Assets 2014: $715,814Liabilities 2014: $0Net Assets 2014: $715,8142014Assets 2015: $676,472Liabilities 2015: $0Net Assets 2015: $676,4722015Assets 2016: $755,598Liabilities 2016: $0Net Assets 2016: $755,5982016Assets 2017: $726,007Liabilities 2017: $0Net Assets 2017: $726,0072017Assets 2018: $507,783Liabilities 2018: $0Net Assets 2018: $507,7832018Assets 2019: $525,203Liabilities 2019: $0Net Assets 2019: $525,2032019Assets 2020: $593,975Liabilities 2020: $0Net Assets 2020: $593,9752020Assets 2021: $750,505Liabilities 2021: $0Net Assets 2021: $750,5052021Assets 2022: $668,945Liabilities 2022: $1,533Net Assets 2022: $667,4122022Assets 2023: $770,533Liabilities 2023: $0Net Assets 2023: $770,5332023Assets 2024: $738,668Liabilities 2024: $0Net Assets 2024: $738,6682024

Highlighted filing

2020

Assets$593,975
Liabilities$0
Net Assets$593,975

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $93,965Expenses 2011: $75,039Net Income 2011: $18,9262011Revenue 2012: $139,384Expenses 2012: $133,599Net Income 2012: $5,7852012Revenue 2013: $201,865Expenses 2013: $58,661Net Income 2013: $143,2042013Revenue 2014: $106,200Expenses 2014: $94,687Net Income 2014: $11,5132014Revenue 2015: $158,388Expenses 2015: $156,990Net Income 2015: $1,3982015Revenue 2016: $261,588Expenses 2016: $191,626Net Income 2016: $69,9622016Revenue 2017: $98,177Expenses 2017: $186,100Net Income 2017: -$87,9232017Revenue 2018: $144,210Expenses 2018: $387,817Net Income 2018: -$243,6072018Revenue 2019: $151,481Expenses 2019: $86,746Net Income 2019: $64,7352019Revenue 2020: $252,152Expenses 2020: $166,552Net Income 2020: $85,6002020Revenue 2021: $84,548Expenses 2021: $32,761Net Income 2021: $51,7872021Revenue 2022: $77,375Expenses 2022: $33,448Net Income 2022: $43,9272022Revenue 2023: $119,774Expenses 2023: $61,946Net Income 2023: $57,8282023Revenue 2024: $69,296Expenses 2024: $183,961Net Income 2024: -$114,6652024

Highlighted filing

2020

Revenue$252,152
Expenses$166,552
Net Income$85,600
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 13, 2021
Return Version
2019v5.1
Gross Receipts
$261,699
Mission and Program Overview

Mission

Provide funds to enrich and enhance the quality of education in the williamston community school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$142,211$155,935▲ $13,724
Cash and Non-Interest-Bearing Accounts$50,649$60,446▲ $9,797
Prepaid Expenses and Deferred Charges-$463-
Total Assets$539,237$593,975▲ $54,738
Other Assets Total$346,377$377,131▲ $30,754
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$259,710$309,149▲ $49,439
Net Assets Without Donor Restrictions$279,527$284,826▲ $5,299
Total Net Assets Fund Balance$539,237$593,975▲ $54,738
Total Liabilities and Net Assets / Fund Balance$539,237$593,975▲ $54,738

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$377,131--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$346,377$19,150▲ $39,883-$391,348
2019$324,152$22,225--$346,377
2018$187,510$136,642--$324,152
2017$85,663$109,145--$187,510
2016-$85,663--$85,663
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Casey BahleFoundation AdminPT$9,500$9,500

Board Members and Trustees

NameTitle
Norm JolinChair
Michelle LycosVice Chair
Sarah BelangerSchool Board Rep
Benjamin EichlerTrustee
Dave IndishTrustee
Dawn CunninghamTrustee
Jennifer Kildea DewaneTrustee
Kelly SestiTrustee
Narda MurpheyTrustee
Robyn BartigTrustee
Rebecca DurlingFaculty Rep
Adam SpinaSchool Superint
Deb GuentherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$169,514
Program Service Revenue
$0
Investment Income
$74,424
Other Revenue
$8,214
Change in Net Assets
$85,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$154,978
Salaries, Compensation, and Employee Benefits$10,551
Total Fundraising Expense$3,166
Other Expenses$1,023
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$145,478--$145,478
Current Officers, Directors, Trustees, and Key Employees$2,110$5,275$3,166$10,551
Grants to Domestic Individuals$9,500--$9,500
Travel-$398-$398
Office Expenses-$285-$285
Other Expenses-$143-$143
Total Functional Expenses$157,088$6,298$3,166$166,552
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Williamston Community SchoolsWilliamston, MIGovSupport$145,478
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$16,264
Gaming Direct Expenses$8,050
Fundraising Direct Expenses$1,497
Fundraising Gross Income$1,497
Professional Fundraising Fees$0
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The board receives and reviews a copy of the 990 prior to filing.

Governing documents etc available to public Part VI line 19

Documents are avaiable upon request.

Filing and Contact Details

Filer

Filer Name
Williamston Schools Foundation
EIN
38-2391436
Address
PO BOX 70, WILLIAMSTON, MI 48895

Signing Officer

Name
Deborah Guenther-austin
Title
Treasurer
Phone
5176557153
Signed
2021-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Norm Jolin
Formed
1981
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
The ALG Group
Address
1451 East Lansing Dr Ste 222, East Lansing, MI 48823
Preparer
Aj Gross CPA Ea
Phone
5177144965
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0111520
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt064401
IRS990/PYInvestmentIncomeAmt030927
IRS990/PYOtherExpensesAmt012595
IRS990/PYOtherRevenueAmt09034
IRS990/PYRevenuesLessExpensesAmt064735
IRS990/PYSalariesCompEmpBnftPaidAmt09750
IRS990/PYTotalExpensesAmt086746
IRS990/PYTotalRevenueAmt0151481
IRS990/ReconcilationRevenueExpnssAmt085600
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0168014
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0111520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt090075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0188059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0621738
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt074424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030927
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024969
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027983
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0167399
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54500
IRS990ScheduleA/PublicSupportPY170Pct00.34710
IRS990ScheduleA/PublicSupportTotal170Amt0443004
IRS990ScheduleA/SubstantialContributorsTotAmt0186234
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt01500
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt01500
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt07500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0169514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0113020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt091575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0189559
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0629238
IRS990ScheduleA/TotalSupportAmt0812885
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt08214
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt08034
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt016248
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.30000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02812
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0346377
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt019150
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0391348
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt011250
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt039883
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0324152
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt022225
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0346377
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0187510
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0136642
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0324152
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07298
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt085663
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0109145
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0187510
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt085663
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt085663
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0377131
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CAPITAL REGION COMM FUND
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.70000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0377131
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt08050
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt08050
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt08050
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt016264
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt016264
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt08214
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingManagerIsIndCntrctInd0X
IRS990ScheduleG/GamingManagerPersonNm0CASEY BAHLE
IRS990ScheduleG/GamingManagerServicesProvTxt0ADMINISTRATION
IRS990ScheduleG/GamingOtherFacilityPct01.000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0DEB GUENTHER
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 70 418 HIGHLAND ST
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0WILLIAMSTON
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd048895
IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR GRADUATES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/RecipientTable/CashGrantAmt0145478
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILLIAMSTON COMMUNITY SCHOOLS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0418 HIGHLAND ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WILLIAMSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd048895
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CHECKS ARE DIRECTLY DISBURSED TO THE UNIVERSITY ON BEHALF OF THE INDIVIDUAL AND ARE USED FOR TUITION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD RECEIVES AND REVIEWS A COPY OF THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAIABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.69$1.84$1.15
2023Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$1.20$0.62$0.58
2022Detailed filing. Detailed filing data is available for this year.$6.69$0.02$6.67$0.77$0.33$0.44
2021Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.85$0.33$0.52
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$2.52$1.67$0.86
2019Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$1.51$0.87$0.65
2018Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$1.44$3.88$2.44
2017Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.98$1.86$0.88
2016Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$2.62$1.92$0.70
2015Summary only. Only limited summary data is available for this year.$6.76$0.00$6.76$1.58$1.57$0.01
2014Summary only. Only limited summary data is available for this year.$7.16$0.00$7.16$1.06$0.95$0.12
2013Summary only. Only limited summary data is available for this year.$6.70$0.00$6.70$2.02$0.59$1.43
2012Summary only. Only limited summary data is available for this year.$5.13$0.00$5.13$1.39$1.34$0.06
2011Summary only. Only limited summary data is available for this year.$4.92$0.00$0.94$0.75$0.19