Civic Intelligence

Willow Glen Middle and High School Foundation

990 • Fiscal year 2016 • EIN 46-2106211

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 11, 2017

Organization ProfileWWW.WILLOWGLENFOUNDATION.ORG
PO Box 8096San Jose, CA 95155-8096

(408) 288-5111

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

91st percentile

95%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

89th percentile

69%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$224,729

Up $109,540 (+95%) from 2015

Net Assets

Up

$177,269

Up $90,412 (+104%) from 2015

Liabilities

Up

$47,460

Up $19,128 (+68%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin88th percentile

Revenue

Up

$237,386

Up $96,517 (+69%) from 2015

Expenses

Up

$146,974

Up $12,796 (+9.5%) from 2015

Net Income

Up

$90,412

Up $83,721 (+1251%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$400K$300K$200K$100K$0Assets 2014: $81,150Liabilities 2014: $984Net Assets 2014: $80,1662014Assets 2015: $115,189Liabilities 2015: $28,332Net Assets 2015: $86,8572015Assets 2016: $224,729Liabilities 2016: $47,460Net Assets 2016: $177,2692016Assets 2017: $181,783Liabilities 2017: $61,030Net Assets 2017: $120,7532017Assets 2018: $146,385Liabilities 2018: $43,416Net Assets 2018: $102,9692018Assets 2019: $199,663Liabilities 2019: $19,137Net Assets 2019: $180,5262019Assets 2020: $247,382Liabilities 2020: $5,794Net Assets 2020: $241,5882020Assets 2021: $382,193Liabilities 2021: $8,910Net Assets 2021: $373,2832021Assets 2023: $314,889Liabilities 2023: $6,259Net Assets 2023: $308,6302023Assets 2024: $308,859Liabilities 2024: $13,162Net Assets 2024: $295,6972024

Highlighted filing

2016

Assets$224,729
Liabilities$47,460
Net Assets$177,269
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $110,903Expenses 2014: $95,666Net Income 2014: $15,2372014Revenue 2015: $140,869Expenses 2015: $134,178Net Income 2015: $6,6912015Revenue 2016: $237,386Expenses 2016: $146,974Net Income 2016: $90,4122016Revenue 2017: $199,013Expenses 2017: $218,642Net Income 2017: -$19,6292017Revenue 2018: $114,748Expenses 2018: $130,056Net Income 2018: -$15,3082018Revenue 2019: $155,371Expenses 2019: $77,814Net Income 2019: $77,5572019Revenue 2020: $131,609Expenses 2020: $68,983Net Income 2020: $62,6262020Revenue 2021: $367,925Expenses 2021: $236,230Net Income 2021: $131,6952021Revenue 2023: $209,032Expenses 2023: $224,658Net Income 2023: -$15,6262023Revenue 2024: $243,277Expenses 2024: $256,210Net Income 2024: -$12,9332024

Highlighted filing

2016

Revenue$237,386
Expenses$146,974
Net Income$90,412
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 11, 2017
Return Version
2015v3.0
Gross Receipts
$249,050
Mission and Program Overview

Mission

To develop resources and fund programs that inspire, promote, and support the academic achievement and cultural enrichment of all students.

To develop resources and fund programs that inspire, promote, and support the academic achievement and cultural enrichment of all students. Willow glen high school's parent club merged into the foundation this year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$89,865$199,390▲ $109,525
Savings and Temporary Cash Investments$25,324$25,339▲ $15
Total Assets$115,189$224,729▲ $109,540
Liabilities
Accounts Payable and Accrued Expenses$28,332$47,460▲ $19,128
Total Liabilities$28,332$47,460▲ $19,128
Net Assets / Fund Balance
Unrestricted Net Assets$84,357$123,459▲ $39,102
Temporarily Rstr Net Assets-$51,310-
Permanently Rstr Net Assets$2,500$2,500→ $0
Total Net Assets Fund Balance$86,857$177,269▲ $90,412
Total Liabilities and Net Assets / Fund Balance$115,189$224,729▲ $109,540
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Kareen CarterPresident
Richard DeboltSecretary
Sara KelleyTreasurer
Kirsten FordyceVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$149,744
Program Service Revenue
$0
Investment Income
$15
Other Revenue
$87,627
All Other Contributions
$149,744
Change in Net Assets
$90,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$146,974
Total Fundraising Expense$1,599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$11,400--$11,400
All Other Expenses$2,917$1,047$1,599$5,563
Insurance-$1,785-$1,785
Fees for Services Accounting-$850-$850
Office Expenses-$803-$803
Total Functional Expenses$140,890$4,485$1,599$146,974
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,420
Fundraising Direct Expenses$11,664
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$75,420$75,420$11,664$63,756
Total Events$75,420$75,420$11,664$63,756
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
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed and approved by the board members before it is submitted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Willow Glen Middle and High School
EIN
46-2106211
Phone
4082885111
Address
PO BOX 8096, SAN JOSE, CA 95155-8096

Signing Officer

Name
Sara Kelley
Title
Treasurer
Phone
4082885111
Signed
2017-08-11

Organization Details

Principal Officer
Sara Kelley
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
35

Preparer

Firm
Dunham Associates Cpas
Address
1884 THE ALAMEDA, SAN JOSE, CA 95126
Preparer
Michael K Park CPA
Phone
4082609600
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“Cultivate a stronger campus community the foundation pays a portion of the cost of sending elected student officers to training seminars that sharpen their skills to lead classmates in activities throughout the year. The foundation also sponsors inspirational assemblies that provide students with role models of inclusion and interpersonal success. Nurture booster organizations the foundation has acted as an incubator and source of seed money for emerging groups of passionate parents and students as they create self- sustaining organizations. Examples include pefromaing arts boosters, robotics boosters, and the class of '53 scholarship fund. Recognize academic achievment each spring, the foundation rewards accomplished but financially needy graduating high school seniors by paying a modest portion of their first year college expenses. Raise profile of local schools throughout the year, foundation volunteers share information about willow glen middle and high schools, their advantages and accomplishments to prospective students and their families, realtor organizations and other community groups.”

Raw XML Appendix318 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt028332
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt047460
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO DEVELOP RESOURCES AND FUND PROGRAMS THAT INSPIRE, PROMOTE, AND SUPPORT THE ACADEMIC ACHIEVEMENT AND CULTURAL ENRICHMENT OF ALL STUDENTS. WILLOW GLEN HIGH SCHOOL'S PARENT CLUB MERGED INTO THE FOUNDATION THIS YEAR.
IRS990/AllOtherContributionsAmt0149744
IRS990/AllOtherExpensesGrp/FundraisingAmt01599
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01047
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02917
IRS990/AllOtherExpensesGrp/TotalAmt05563
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0SARA KELLEY
IRS990/BooksInCareOfDetail/PhoneNum04082885111
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 WEST SANTA CLARA STREET 900
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095113
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt089865
IRS990/CashNonInterestBearingGrp/EOYAmt0199390
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0149744
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015
IRS990/CYOtherExpensesAmt0146974
IRS990/CYOtherRevenueAmt087627
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt090412
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0146974
IRS990/CYTotalFundraisingExpenseAmt01599
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0237386
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0IMPROVE AND EXPAND EDUCATIONAL PROGRAMS BOTH DURING AND AFTER SCHOOL TO ENHANCE LEARNING AND THE EDUCATIONAL EXPERIENCE. THE FOUNDATION ACCOMPLISHES THIS BY THE FOLLOWING ACTIVITIES: ENRICH CLASSROOM CURRICULUM WORKING WITH TEACHERS AND ADMINISTRATORS, THE FOUNDATION HAS FUNDED SPECIAL EVENTS AND EQUIPMENT THAT REINFORCE OR ENHANCE LEARNING. SOME EXAMPLES INCLUDE AUTHOR ASSEMBLIES, PEFORMING ARTS PRESENTATIONS, SCIENCE SUPPLIES AND EQUIPMENT, AND ART MATERIALS. PURCHASING BOOKS SINCE 2000, THE FOUNDATION HAS PURCHASED OVER 3,000 BOOKS FOR THE MIDDLE AND HIGH SCHOOL LIBRARIES AS WELL AS CLASSROOM LIBRARIES. CULTIVATE A STRONGER CAMPUS COMMUNITY THE FOUNDATION PAYS A PORTION OF THE COST OF SENDING ELECTED STUDENT OFFICERS TO TRAINING SEMINARS THAT SHARPEN THEIR SKILLS TO LEAD CLASSMATES IN ACTIVITIES THROUGHOUT THE YEAR. THE FOUNDATION ALSO SPONSORS INSPIRATIONAL ASSEMBLIES THAT PROVIDE STUDENTS WITH ROLE MODELS OF INCLUSION AND INTERPERSONAL SUCCESS. NURTURE BOOSTER ORGANIZATIONS THE FOUNDATION HAS ACTED AS AN INCUBATOR AND SOURCE OF SEED MONEY FOR EMERGING GROUPS OF PASSIONATE PARENTS AND STUDENTS AS THEY CREATE SELF- SUSTAINING ORGANIZATIONS. EXAMPLES INCLUDE PEFROMAING ARTS BOOSTERS, ROBOTICS BOOSTERS, AND THE CLASS OF '53 SCHOLARSHIP FUND. RECOGNIZE ACADEMIC ACHIEVMENT EACH SPRING, THE FOUNDATION REWARDS ACCOMPLISHED BUT FINANCIALLY NEEDY GRADUATING HIGH SCHOOL SENIORS BY PAYING A MODEST PORTION OF THEIR FIRST YEAR COLLEGE EXPENSES. RAISE PROFILE OF LOCAL SCHOOLS THROUGHOUT THE YEAR, FOUNDATION VOLUNTEERS SHARE INFORMATION ABOUT WILLOW GLEN MIDDLE AND HIGH SCHOOLS, THEIR ADVANTAGES AND ACCOMPLISHMENTS TO PROSPECTIVE STUDENTS AND THEIR FAMILIES, REALTOR ORGANIZATIONS AND OTHER COMMUNITY GROUPS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0129490
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0850
IRS990/FeesForServicesAccountingGrp/TotalAmt0850
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREEN CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm1KIRSTEN FORDYCE
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD DEBOLT
IRS990/Form990PartVIISectionAGrp/PersonNm3SARA KELLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt011664
IRS990/FundraisingGrossIncomeAmt075420
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0249050
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01785
IRS990/InsuranceGrp/TotalAmt01785
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt015
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO DEVELOP RESOURCES AND FUND PROGRAMS THAT INSPIRE, PROMOTE, AND SUPPORT THE ACADEMIC ACHIEVEMENT AND CULTURAL ENRICHMENT OF ALL STUDENTS. WILLOW GLEN HIGH SCHOOL'S PARENT CLUB MERGED INTO THE FOUNDATION THIS YEAR.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt086857
IRS990/NetAssetsOrFundBalancesEOYAmt0177269
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt063756
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0803
IRS990/OfficeExpensesGrp/TotalAmt0803
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0ALLOCATIONS-HIGH SCHOOL
IRS990/OtherExpensesGrp/Desc1ALLOCATIONS-MIDDLE SCHOOL
IRS990/OtherExpensesGrp/Desc2SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc3ROBOTICS
IRS990/OtherExpensesGrp/ProgramServicesAmt061919
IRS990/OtherExpensesGrp/ProgramServicesAmt133404
IRS990/OtherExpensesGrp/ProgramServicesAmt231250
IRS990/OtherExpensesGrp/ProgramServicesAmt311400
IRS990/OtherExpensesGrp/TotalAmt061919
IRS990/OtherExpensesGrp/TotalAmt133404
IRS990/OtherExpensesGrp/TotalAmt231250
IRS990/OtherExpensesGrp/TotalAmt311400
IRS990/OtherRevenueMiscGrp/Desc0MERGER-PARENT CLUB
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt023871
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023871
IRS990/OtherRevenueTotalAmt023871
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02500
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SARA KELLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE A BETTER COLEGE AND CAREER GUIDANCE PROGRAM TO HELP STUDENTS IDENTIFY THEIR GOALS IN LIFE AND TO REACH THEM. THE FOUNDATION IS A MAJOR SPONSOR OF THE WILLOW GLEN HIGH SCHOOL'S BIENNIAL CAREER DAY WHEN 125 CAREER PROFESSIONALS COME ON CAMPUS TO INSPIRE STUDENTS WITH STORIES OF CAREER SUCCESS. THE FOUNDATION HAS ALSO HELPED ESTABLISH THE COLLEGE AND CAREER CENTER BY PURCHASING 10 COMPUTERS STUDENTS USE TO RESEARCH COLLEGES,SCHOLARSHIPS, AND CAREERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011400
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt074590
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018
IRS990/PYOtherExpensesAmt0134178
IRS990/PYOtherRevenueAmt066261
IRS990/PYRevenuesLessExpensesAmt06691
IRS990/PYTotalExpensesAmt0134178
IRS990/PYTotalRevenueAmt0140869
IRS990/ReconcilationRevenueExpnssAmt090412
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025324
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0149744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0408262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt099306
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070561
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0374577
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0782839
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0249050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0154179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0125528
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0131295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0122787
IRS990ScheduleA/Total509Grp/TotalAmt0782839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0249050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0154179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0125528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0131295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0122787
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0782839
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011664
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075420
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063756
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011664
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011664
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CULTIVATE A STRONGER CAMPUS COMMUNITY THE FOUNDATION PAYS A PORTION OF THE COST OF SENDING ELECTED STUDENT OFFICERS TO TRAINING SEMINARS THAT SHARPEN THEIR SKILLS TO LEAD CLASSMATES IN ACTIVITIES THROUGHOUT THE YEAR. THE FOUNDATION ALSO SPONSORS INSPIRATIONAL ASSEMBLIES THAT PROVIDE STUDENTS WITH ROLE MODELS OF INCLUSION AND INTERPERSONAL SUCCESS. NURTURE BOOSTER ORGANIZATIONS THE FOUNDATION HAS ACTED AS AN INCUBATOR AND SOURCE OF SEED MONEY FOR EMERGING GROUPS OF PASSIONATE PARENTS AND STUDENTS AS THEY CREATE SELF- SUSTAINING ORGANIZATIONS. EXAMPLES INCLUDE PEFROMAING ARTS BOOSTERS, ROBOTICS BOOSTERS, AND THE CLASS OF '53 SCHOLARSHIP FUND. RECOGNIZE ACADEMIC ACHIEVMENT EACH SPRING, THE FOUNDATION REWARDS ACCOMPLISHED BUT FINANCIALLY NEEDY GRADUATING HIGH SCHOOL SENIORS BY PAYING A MODEST PORTION OF THEIR FIRST YEAR COLLEGE EXPENSES. RAISE PROFILE OF LOCAL SCHOOLS THROUGHOUT THE YEAR, FOUNDATION VOLUNTEERS SHARE INFORMATION ABOUT WILLOW GLEN MIDDLE AND HIGH SCHOOLS, THEIR ADVANTAGES AND ACCOMPLISHMENTS TO PROSPECTIVE STUDENTS AND THEIR FAMILIES, REALTOR ORGANIZATIONS AND OTHER COMMUNITY GROUPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AND APPROVED BY THE BOARD MEMBERS BEFORE IT IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt051310
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0115189
IRS990/TotalAssetsEOYAmt0224729
IRS990/TotalAssetsGrp/BOYAmt0115189
IRS990/TotalAssetsGrp/EOYAmt0224729
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0149744
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01599
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04485
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140890
IRS990/TotalFunctionalExpensesGrp/TotalAmt0146974
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028332
IRS990/TotalLiabilitiesEOYAmt047460
IRS990/TotalLiabilitiesGrp/BOYAmt028332
IRS990/TotalLiabilitiesGrp/EOYAmt047460
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt086857
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0177269
IRS990/TotalProgramServiceExpensesAmt0140890
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023886
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0237386
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115189
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0224729
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt084357
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0123459
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 8096
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0951558096
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.WILLOWGLENFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082885111
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLOW GLEN MIDDLE AND HIGH SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0462106211
ReturnHeader/Filer/PhoneNum04082885111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8096
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0951558096
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770445012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNHAM ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01884 THE ALAMEDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04082609600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL K PARK CPA
ReturnHeader/ReturnTs02017-08-14T09:00:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,729
Liabilities
$47,460
Net assets
$177,269
Revenue
$237,386
Expenses
$146,974
Net income
$90,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.13$2.96$2.43$2.56$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.15$0.06$3.09$2.09$2.25$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.82$0.09$3.73$3.68$2.36$1.32
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.06$2.42$1.32$0.69$0.63
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.19$1.81$1.55$0.78$0.78
2018Summary only. Only limited summary data is available for this year.$1.46$0.43$1.03$1.15$1.30$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.82$0.61$1.21$1.99$2.19$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.47$1.77$2.37$1.47$0.90
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.28$0.87$1.41$1.34$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$1.11$0.96$0.15