Civic Intelligence

William S Hart Education Foundation Wish Education Foundation

990 • Fiscal year 2022 • EIN 45-4705593

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 03, 2023

21380 Centre Pointe ParkwaySanta Clarita, CA 91350

(661) 799-9474

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

90th percentile

$38,649

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

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

Asset Growth

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

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

Assets

Up

$284,780

Up $76,411 (+37%) from 2021

Net Assets

Up

$274,580

Up $75,848 (+38%) from 2021

Liabilities

Up

$10,200

Up $563 (+5.8%) from 2021

Revenue

Down

$198,344

Down $24,166 (-11%) from 2021

Expenses

Up

$122,496

Up $29,205 (+31%) from 2021

Net Income

Down

$75,848

Down $53,371 (-41%) from 2021

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

2022

Assets$284,780
Liabilities$10,200
Net Assets$274,580

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

2022

Revenue$198,344
Expenses$122,496
Net Income$75,848
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 3, 2023
Return Version
2021v4.2
Gross Receipts
$240,877
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 student programs for over 22,000 students at hart district not paid for by tax dollars.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$208,369$284,780▲ $76,411
Total Assets$208,369$284,780▲ $76,411
Liabilities
Other Liabilities$9,637$10,200▲ $563
Total Liabilities$9,637$10,200▲ $563
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$198,732$274,580▲ $75,848
Total Net Assets Fund Balance$198,732$274,580▲ $75,848
Total Liabilities and Net Assets / Fund Balance$208,369$284,780▲ $76,411
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy DanielsExecutive DirectorFT$38,649$38,649

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$104,445
Program Service Revenue
$0
Investment Income
$111
Other Revenue
$93,788
All Other Contributions
$84,445
Change in Net Assets
$75,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$68,044
Other Expenses$54,452
Total Fundraising Expense$14,970
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$24,349$5,797$8,503$38,649
Payments to Affiliates$35,302--$35,302
Other Employee Benefits$9,949$2,369$3,474$15,792
Payroll Taxes$8,570$2,040$2,993$13,603
Conferences and Meetings-$3,883-$3,883
Office Expenses-$3,303-$3,303
Fees for Services Other-$2,202-$2,202
Other Expenses-$1,022-$1,022
All Other Expenses-$-177-$-177
Total Functional Expenses$78,170$29,356$14,970$122,496
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$136,321
Fundraising Direct Expenses$42,533
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$9,300
Credit Cards$900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, 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
21380 CENTRE POINTE PARKWAY, SANTA CLARITA, CA 91350

Signing Officer

Name
Thomas Engman
Title
Treasurer
Phone
6617054222
Signed
2023-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Daniels
Formed
2012
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
200

Preparer

Firm
Kkaj Llp
Address
27200 TOURNEY ROAD STE 475, VALENCIA, CA 91355
Preparer
Michael Garrison CPA
Phone
6617054222
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SINCE COVID, THE NUMBER OF HOMELESS AND DISPLACED STUDENTS HAS RISEN DRAMATICALLY; NEARLY 30% OF OUR STUDENTS ARE LABELED AS SOCIOECONOMICALLY DISADVANTAGED. WISH HAS SUPPORTED THESE STUDENTS WITH BASIC ESSENTIALS USING RAISED FUNDING FROM EVENTS AND GRANTS IN THE AMOUNT OF $40,300 IN THAT TIME. COVID PROTOCOLS CURTAILED FUNDRAISING THROUGH EVENTS (THE PRIMARY SOURCE OF FUNDING), SO THE EXECUTIVE DIRECTOR LEFT THE PAYROLL BUT CONTINUED TO WORK AS A VOLUNTEER IN ORDER TO CONTINUE IMPORTANT PROGRAMMING, SOME OF WHICH COULD NOT HAVE BEEN IMAGINED PREVIOUSLY. SHE RETURNED TO THE PAYROLL AT MINIMUM WAGE ONCE NORMAL FUNDRAISING RESUMED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012230
IRS990/ProgSrvcAccomActy3Grp/Desc0THE WELLNESS PROGRAM EXPANDED TO INCLUDE MUSIC AS STUDENT DEMAND SURGES; IN CALENDAR YEARS 2021 AND 2022, SUPPORT FOR THESE PROGRAMS EXCEEDED $22,000 AND INCLUDED EVERYTHING FROM ACCESSORIES AND EQUIPMENT TO MUSICAL INSTRUMENTS. IT CONTINUES EXPANSION INTO THE PHYSICAL ARTS AND WILL BE AIDED IN THE COMING YEAR BY FUNDRAISING EVENT DOLLARS AND GRANTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014106
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS THAT SUPPORT THE STUDENTS OF THE HART SCHOOL DISTRICT.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0184058
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt068
IRS990/PYOtherExpensesAmt077113
IRS990/PYOtherRevenueAmt038384
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0129219
IRS990/PYSalariesCompEmpBnftPaidAmt016178
IRS990/PYTotalExpensesAmt093291
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0222510
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt075848
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0219777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0184058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0101240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0102226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0672968
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0265
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt042799
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt060782
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt014528
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0146109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0265
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0819077
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0241277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0226857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0162022
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0116754
IRS990ScheduleA/Total509Grp/TotalAmt0819077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0241388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0226925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0162049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0116796
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0819342
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/Amt0900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PPP LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt010200
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0208369
IRS990/TotalAssetsEOYAmt0284780
IRS990/TotalAssetsGrp/BOYAmt0208369
IRS990/TotalAssetsGrp/EOYAmt0284780
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0104445
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014970
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029356
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078170
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122496
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09637
IRS990/TotalLiabilitiesEOYAmt010200
IRS990/TotalLiabilitiesGrp/BOYAmt09637
IRS990/TotalLiabilitiesGrp/EOYAmt010200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0198732
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0274580
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt078170
IRS990/TotalReportableCompFromOrgAmt038649
IRS990/TotalRevenueGrp/ExclusionAmt093788
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0111
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0198344
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0208369
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0284780
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021380 CENTRE POINTE PARKWAY
IRS990/USAddress/CityNm0SANTA CLARITA

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