Civic Intelligence

William S Hart Education Foundation Wish Education Foundation

990 • Fiscal year 2018 • EIN 45-4705593

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

24343 Magic Mountian ParkwayValencia, CA 91355

(661) 799-9474

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$48,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

93rd percentile

134%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

148%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$112,492

Up $64,444 (+134%) from 2017

Net Assets

Up

$112,207

Up $65,725 (+141%) from 2017

Liabilities

Down

$285

Down $1,281 (-82%) from 2017

Revenue

Up

$283,468

Up $169,121 (+148%) from 2017

Expenses

Up

$217,743

Up $100,654 (+86%) from 2017

Net Income

Up

$65,725

Up $68,467 (+2497%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $109,283Liabilities 2012: $02012Assets 2013: $102,700Liabilities 2013: $02013Assets 2014: $55,308Liabilities 2014: $0Net Assets 2014: $55,3082014Assets 2015: $41,163Liabilities 2015: $0Net Assets 2015: $41,1632015Assets 2016: $49,224Liabilities 2016: $0Net Assets 2016: $49,2242016Assets 2017: $48,048Liabilities 2017: $1,566Net Assets 2017: $46,4822017Assets 2018: $112,492Liabilities 2018: $285Net Assets 2018: $112,2072018Assets 2019: $71,628Liabilities 2019: $1,050Net Assets 2019: $70,5782019Assets 2020: $80,044Liabilities 2020: $10,531Net Assets 2020: $69,5132020Assets 2021: $208,369Liabilities 2021: $9,637Net Assets 2021: $198,7322021Assets 2022: $284,780Liabilities 2022: $10,200Net Assets 2022: $274,5802022Assets 2023: $314,494Liabilities 2023: $415Net Assets 2023: $314,0792023Assets 2024: $335,148Liabilities 2024: $0Net Assets 2024: $335,1482024

Highlighted filing

2018

Assets$112,492
Liabilities$285
Net Assets$112,207

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $130,429Expenses 2012: $21,146Net Income 2012: $109,2832012Revenue 2013: $50,860Expenses 2013: $57,443Net Income 2013: -$6,5832013Revenue 2014: $94,338Expenses 2014: $141,730Net Income 2014: -$47,3922014Revenue 2015: $57,221Expenses 2015: $71,366Net Income 2015: -$14,1452015Revenue 2016: $111,337Expenses 2016: $103,276Net Income 2016: $8,0612016Revenue 2017: $114,347Expenses 2017: $117,089Net Income 2017: -$2,7422017Revenue 2018: $283,468Expenses 2018: $217,743Net Income 2018: $65,7252018Revenue 2019: $132,924Expenses 2019: $174,553Net Income 2019: -$41,6292019Revenue 2020: $72,118Expenses 2020: $73,183Net Income 2020: -$1,0652020Revenue 2021: $222,510Expenses 2021: $93,291Net Income 2021: $129,2192021Revenue 2022: $198,344Expenses 2022: $122,496Net Income 2022: $75,8482022Revenue 2023: $235,818Expenses 2023: $198,472Net Income 2023: $37,3462023Revenue 2024: $179,579Expenses 2024: $164,697Net Income 2024: $14,8822024

Highlighted filing

2018

Revenue$283,468
Expenses$217,743
Net Income$65,725
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$328,695
Mission and Program Overview

Mission

To support student programs for the over 22,000 students of the wm. S hart union high school district. The funding focus is steam (science, technology, engineering, the arts, math) with a particular focus on student wellness programs. Support also (continued on schedule o) (continued from page 2) includes regional occupational and special education programs and includes assistance for all demographics, including socioeconomically disadvantaged students, student athletes and english language learners.

To support the students of the william s. Hart union high school district, including the regional occupational program, the district's educational programs, for the special education programs, and donating science equipment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$48,048$112,492▲ $64,444
Total Assets$48,048$112,492▲ $64,444
Liabilities
Other Liabilities$1,566$285▼ $1,281
Total Liabilities$1,566$285▼ $1,281
Net Assets / Fund Balance
Unrestricted Net Assets$46,482$112,207▲ $65,725
Total Net Assets Fund Balance$46,482$112,207▲ $65,725
Total Liabilities and Net Assets / Fund Balance$48,048$112,492▲ $64,444
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy DanielsExecutive DirectorFT$48,000$48,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$102,226
Program Service Revenue
$211,940
Investment Income
$42
Other Revenue
$-30,740
Change in Net Assets
$65,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,826
Salaries, Compensation, and Employee Benefits$51,917
Total Fundraising Expense$17,312
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$124,091--$124,091
Current Officers, Directors, Trustees, and Key Employees$24,000$9,600$14,400$48,000
Fees for Services Other$24,627$255$173$25,055
Payroll Taxes$1,959$783$1,175$3,917
Office Expenses$844$1,100$394$2,338
Travel-$2,202-$2,202
All Other Expenses-$184$824$1,008
Advertising-$443$346$789
Other Expenses$5,397$655-$655
Interest-$22-$22
Total Functional Expenses$180,918$19,513$17,312$217,743
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$45,227
Fundraising Gross Income$14,487
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community Events$116,713$14,487$46,790$-32,303
Total Events$116,713$14,487$46,790$-32,303
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$285
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
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 11B

The executive director of the organization and officers from the board of directors review the form 990. When approved, it is signed and filed.

Form 990, Part VI, Section C, Line 19

All documents are available by request.

Filing and Contact Details

Filer

Filer Name
William S Hart Education Foundation
EIN
45-4705593
Phone
6617999474
Address
24343 MAGIC MOUNTIAN PARKWAY, VALENCIA, CA 91355

Signing Officer

Name
Dennis V King
Title
Treasurer
Phone
6617054222
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Daniels
Formed
2012
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
0

Preparer

Firm
Kkaj Llp
Address
27200 TOURNEY ROAD STE 475, VALENCIA, CA 91355
Preparer
Thomas E Engman
Phone
6617054222
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Computer/web design: program service expenses 7,838. Management and general expenses 140. Fundraising expenses 0. Total expenses 7,978. Grant writer fees: program service expenses 16,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,500. Payroll processing: program service expenses 289. Management and general expenses 115. Fundraising expenses 173. Total expenses 577.

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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011076
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt054916
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE UPDATED RESOURCE FOR THE SCIENCE, TECHNOLOGY, ENGLISH AND MATH PROGRAMS WITHIN THE HART SCHOOL DISTRICT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04538
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt022500
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS THAT SUPPORT THE STUDENTS OF THE HART SCHOOL DISTRICT.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt042837
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt032654
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017904
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt046899
IRS990/PYInvestmentIncomeAmt06
IRS990/PYOtherExpensesAmt021484
IRS990/PYOtherRevenueAmt065523
IRS990/PYProgramServiceRevenueAmt030914
IRS990/PYRevenuesLessExpensesAmt0-2742
IRS990/PYSalariesCompEmpBnftPaidAmt048000
IRS990/PYTotalExpensesAmt0117089
IRS990/PYTotalProfFndrsngExpnsAmt0706
IRS990/PYTotalRevenueAmt0114347
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt065725
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0101912
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0102226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt059383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0222154
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0104
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt014528
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0111371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt096200
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt053283
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt053309
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0328691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0104
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0550845
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0116754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0129275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0124423
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112692
IRS990ScheduleA/Total509Grp/TotalAmt0550845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0116796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0129281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0124434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112736
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0550949
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0285
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0285
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0102226
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0102226
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046790
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COMMUNITY EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0116713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0116713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014487
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-32303
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046790
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt046790
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AND OFFICERS FROM THE BOARD OF DIRECTORS REVIEW THE FORM 990. WHEN APPROVED, IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER/WEB DESIGN: PROGRAM SERVICE EXPENSES 7,838. MANAGEMENT AND GENERAL EXPENSES 140. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,978. GRANT WRITER FEES: PROGRAM SERVICE EXPENSES 16,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,500. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 289. MANAGEMENT AND GENERAL EXPENSES 115. FUNDRAISING EXPENSES 173. TOTAL EXPENSES 577.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt048048
IRS990/TotalAssetsEOYAmt0112492
IRS990/TotalAssetsGrp/BOYAmt048048
IRS990/TotalAssetsGrp/EOYAmt0112492
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0102226

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