Civic Intelligence

Wishing Well School of the Central Coast

EIN 46-4131186 • 501(c)3 • Los Osos, CA

Profile

Wishing well school is an education of the whole child. Our preschool, kindergarten, and grades programs serve los osos, san luis obispo, and the entire central coast.

880 Manzanita DriveLos Osos, CA 93402

www.wishingwellschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.83x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

30th percentile

-4.1%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$89,583

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

3rd percentile

-61%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

24%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$102,013

Down $156,674 (-61%) from 2023

Liabilities

Down

$85,085

Down $85,312 (-50%) from 2023

Net Assets

Down

$16,928

Down $71,362 (-81%) from 2023

Revenue

Up

$1,748,143

Up $339,854 (+24%) from 2023

Expenses

Up

$1,819,505

Up $274,764 (+18%) from 2023

Net Income

Up

-$71,362

Up $65,090 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2014: $29,649Liabilities 2014: $1,4332014Assets 2015: $52,695Liabilities 2015: $647Net Assets 2015: $52,0482015Assets 2016: $50,568Liabilities 2016: $10,133Net Assets 2016: $40,4352016Assets 2017: $37,656Liabilities 2017: $24,327Net Assets 2017: $13,3292017Assets 2018: $60,118Liabilities 2018: $27,745Net Assets 2018: $32,3732018Assets 2019: $95,976Liabilities 2019: $60,052Net Assets 2019: $35,9242019Assets 2020: $153,720Liabilities 2020: $105,000Net Assets 2020: $48,7202020Assets 2021: $255,910Liabilities 2021: $69,910Net Assets 2021: $186,0002021Assets 2022: $350,344Liabilities 2022: $125,602Net Assets 2022: $224,7422022Assets 2023: $258,687Liabilities 2023: $170,397Net Assets 2023: $88,2902023Assets 2024: $102,013Liabilities 2024: $85,085Net Assets 2024: $16,9282024

Highlighted filing

2024

Assets$102,013
Liabilities$85,085
Net Assets$16,928

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $149,301Expenses 2014: $130,471Net Income 2014: $18,8302014Revenue 2015: $233,459Expenses 2015: $209,628Net Income 2015: $23,8312015Revenue 2016: $219,334Expenses 2016: $230,947Net Income 2016: -$11,6132016Revenue 2017: $230,674Expenses 2017: $257,780Net Income 2017: -$27,1062017Revenue 2018: $416,113Expenses 2018: $397,069Net Income 2018: $19,0442018Revenue 2019: $444,061Expenses 2019: $440,510Net Income 2019: $3,5512019Revenue 2020: $486,804Expenses 2020: $474,008Net Income 2020: $12,7962020Revenue 2021: $936,159Expenses 2021: $798,879Net Income 2021: $137,2802021Revenue 2022: $1,252,139Expenses 2022: $1,213,397Net Income 2022: $38,7422022Revenue 2023: $1,408,289Expenses 2023: $1,544,741Net Income 2023: -$136,4522023Revenue 2024: $1,748,143Expenses 2024: $1,819,505Net Income 2024: -$71,3622024

Highlighted filing

2024

Revenue$1,748,143
Expenses$1,819,505
Net Income-$71,362

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,770,616
Mission and Program Overview

Mission

Wishing Well School is an education of the whole child. Our preschool, kindergarten, and grades programs serve Los Osos, San Luis Obispo, and the entire Central Coast.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$119,138$0▼ $119,138
Cash and Non-Interest-Bearing Accounts$41,940$72,160▲ $30,220
Accounts Receivable$41,219$24,261▼ $16,958
Prepaid Expenses and Deferred Charges$54,336$3,538▼ $50,798
Inventories for Sale or Use$2,054$2,054→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$258,687$102,013▼ $156,674
Liabilities
Deferred Revenue$167,443$0▼ $167,443
Accounts Payable and Accrued Expenses$2,954$85,085▲ $82,131
Total Liabilities$170,397$85,085▼ $85,312
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$88,290$16,928▼ $71,362
Total Net Assets Fund Balance$88,290$16,928▼ $71,362
Total Liabilities and Net Assets / Fund Balance$258,687$102,013▼ $156,674

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$33,810-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Hilary Soldati Non-votingAdministrative DirectorFT$79,765$9,818$89,583
Lauren WheelerDirectorFT$47,230-$47,230
Kim WishonDirectorFT$33,013-$33,013

Board Members and Trustees

NameTitle
Sarah Case PetersonPresident
Shawn BeanVice President
Jennifer NoriDirector
Kirk FultonSecretary
Monica ChudgarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,380
Program Service Revenue
$1,641,518
Investment Income
$7
Other Revenue
$13,238
All Other Contributions
$81,027
Change in Net Assets
$-71,362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,385,731
Other Expenses$433,774
Total Fundraising Expense$5,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$927,196$73,316-$1,000,512
Occupancy$185,637$37,687-$223,324
Current Officers, Directors, Trustees, and Key Employees$101,171$55,429$4,479$161,079
Other Employee Benefits$12,350$109,162-$121,512
Payroll Taxes$90,313$12,315-$102,628
Advertising$29,508--$29,508
Insurance-$22,388-$22,388
Fees for Services Other$18,867$2,055-$20,922
Office Expenses$6,511$12,689$700$19,900
Conferences and Meetings$17,178$2,412-$19,590
Travel$6,325$4,173-$10,498
Fees for Services Accounting-$9,807-$9,807
Information Technology$4,696$3,756-$8,452
Other Expenses$755$4,172-$755
Total Functional Expenses$1,460,954$353,372$5,179$1,819,505
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,113
Fundraising Direct Expenses$19,857
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$26,291$20,865$1,308$19,557
Total Events$26,291$20,865$12,357$8,508
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees that have the authority to act on behalf of the board.

Form 990, Part VI, Section B, Line 11B

The administrative director reviews and approves the tax return and provides a copy to the board prior to filing.

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

In addition to reviewing annually, board members disclose potential conflicts of interest during the year as they arise. The board addresses conflicts of interest immediately upon disclosure.

Form 990, Part VI, Section C, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Wishing Well School of the Central Coast
EIN
46-4131186
Phone
8052354401
Address
880 MANZANITA DRIVE, LOS OSOS, CA 93402

Signing Officer

Name
Kim Wishon
Title
Administrative Director
Phone
8052354401
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Wishon
Formed
2013
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
5
Employees
39
Volunteers
100

Preparer

Firm
Glenn Burdette Inc
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Megan C Chesney CPA
Phone
8055441441
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-71362
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01641500
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0119138
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
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/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033810
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt033810
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAINTAINS LIMITED INFORMATION ON RACIAL COMPOSITION. THE ORGANIZATION DOES HAVE TUITION MANAGEMENT SOFTWARE THAT DOCUMENTS THE RACIAL COMPOSITION OF THOSE AWARDED SCHOLARSHIPS OR FINANCIAL ASSISTANCE. STUDENT APPLICATIONS ALSO REQUEST INFORMATION ON RACE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVED GOVERNMENT GRANTS TOTALING $6,927 FROM THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05426
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05426
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012357
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0552
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0552
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07097
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020865
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08508
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01308
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01308
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03400
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ADMINISTRATIVE DIRECTOR REVIEWS AND APPROVES THE TAX RETURN AND PROVIDES A COPY TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ADDITION TO REVIEWING ANNUALLY, BOARD MEMBERS DISCLOSE POTENTIAL CONFLICTS OF INTEREST DURING THE YEAR AS THEY ARISE. THE BOARD ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0258687
IRS990/TotalAssetsEOYAmt0102013
IRS990/TotalAssetsGrp/BOYAmt0258687
IRS990/TotalAssetsGrp/EOYAmt0102013
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt093380
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05179
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0353372
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01460954
IRS990/TotalFunctionalExpensesGrp/TotalAmt01819505
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0170397
IRS990/TotalLiabilitiesEOYAmt085085
IRS990/TotalLiabilitiesGrp/BOYAmt0170397
IRS990/TotalLiabilitiesGrp/EOYAmt085085
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt088290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016928
IRS990/TotalOtherCompensationAmt09818
IRS990/TotalProgramServiceExpensesAmt01460954
IRS990/TotalProgramServiceRevenueAmt01641518
IRS990/TotalReportableCompFromOrgAmt0160008
IRS990/TotalRevenueGrp/ExclusionAmt013263
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01641500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01748143
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0258687
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0102013
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04173
IRS990/TravelGrp/ProgramServicesAmt06325
IRS990/TravelGrp/TotalAmt010498
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0880 MANZANITA DRIVE
IRS990/USAddress/CityNm0LOS OSOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093402
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CENTRALCOASTWALDORF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM WISHON

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