Civic Intelligence

The Wakefield High School Education Foundation Inc

990 • Fiscal year 2019 • EIN 54-1451475

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 28, 2020

Organization ProfileWWW.WAKEFIELDALUMNI.ORG
PO Box 41675Arlington, VA 22204

(703) 216-2785

Siviq Scores

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

Liabilities / Assets

90th percentile

0.74x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

2.02x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

59th percentile

7.6%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

35th percentile

-1.3%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$605,932

Down $8,242 (-1.3%) from 2018

Net Assets

Up

$154,832

Up $17,057 (+12%) from 2018

Liabilities

Down

$451,100

Down $25,299 (-5.3%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin59th percentile

Revenue

Down

$223,448

Down $59,810 (-21%) from 2018

Expenses

Down

$206,391

Down $72,836 (-26%) from 2018

Net Income

Up

$17,057

Up $13,026 (+323%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $439,139Liabilities 2011: $333,500Net Assets 2011: $105,6392011Assets 2012: $450,313Liabilities 2012: $340,750Net Assets 2012: $109,5632012Assets 2013: $439,663Liabilities 2013: $309,500Net Assets 2013: $130,1632013Assets 2014: $457,863Liabilities 2014: $311,833Net Assets 2014: $146,0302014Assets 2015: $472,490Liabilities 2015: $321,583Net Assets 2015: $150,9072015Assets 2016: $543,780Liabilities 2016: $395,625Net Assets 2016: $148,1552016Assets 2017: $556,456Liabilities 2017: $424,750Net Assets 2017: $131,7062017Assets 2018: $614,174Liabilities 2018: $476,399Net Assets 2018: $137,7752018Assets 2019: $605,932Liabilities 2019: $451,100Net Assets 2019: $154,8322019Assets 2020: $622,804Liabilities 2020: $425,850Net Assets 2020: $196,9542020Assets 2021: $686,911Liabilities 2021: $471,900Net Assets 2021: $215,0112021Assets 2022: $792,296Liabilities 2022: $497,230Net Assets 2022: $295,0662022Assets 2023: $1,387,092Liabilities 2023: $679,200Net Assets 2023: $707,8922023Assets 2024: $1,525,986Liabilities 2024: $799,750Net Assets 2024: $726,2362024

Highlighted filing

2019

Assets$605,932
Liabilities$451,100
Net Assets$154,832
Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $159,0722011Expenses 2012: $150,0902012Expenses 2013: $160,7522013Revenue 2014: $170,458Expenses 2014: $156,978Net Income 2014: $13,4802014Revenue 2015: $199,826Expenses 2015: $192,172Net Income 2015: $7,6542015Revenue 2016: $214,899Expenses 2016: $221,647Net Income 2016: -$6,7482016Revenue 2017: $205,959Expenses 2017: $222,408Net Income 2017: -$16,4492017Revenue 2018: $283,258Expenses 2018: $279,227Net Income 2018: $4,0312018Revenue 2019: $223,448Expenses 2019: $206,391Net Income 2019: $17,0572019Revenue 2020: $270,130Expenses 2020: $227,801Net Income 2020: $42,3292020Revenue 2021: $272,245Expenses 2021: $254,053Net Income 2021: $18,1922021Revenue 2022: $373,714Expenses 2022: $294,697Net Income 2022: $79,0172022Revenue 2023: $922,100Expenses 2023: $509,274Net Income 2023: $412,8262023Revenue 2024: $506,662Expenses 2024: $488,316Net Income 2024: $18,3462024

Highlighted filing

2019

Revenue$223,448
Expenses$206,391
Net Income$17,057
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 28, 2020
Return Version
2018v3.1
Gross Receipts
$231,849
Mission and Program Overview

Mission

The foundation raised funds from teachers and alumni and awarded college sholarships to graduating seniors.

To provide college scholarships to graduating students

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$510,258$499,938▼ $10,320
Investments Other Securities$103,916$105,994▲ $2,078
Total Assets$614,174$605,932▼ $8,242
Liabilities
Other Liabilities$476,399$451,100▼ $25,299
Total Liabilities$476,399$451,100▼ $25,299
Net Assets / Fund Balance
Unrestricted Net Assets$137,775$154,832▲ $17,057
Total Net Assets Fund Balance$137,775$154,832▲ $17,057
Total Liabilities and Net Assets / Fund Balance$614,174$605,932▼ $8,242

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$105,994--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Conchita MitchellPresident
Peter ArntsonPresident Emeritus
Helen Chung VasiliadisVice President
April ArcherTrustee
Clayton PowellTrustee
Danielle DayTrustee
Josh HewittTrustee
Kelly BaxterTrustee
Kelly ThompsonTrustee
Millie Mohler LawsonTrustee
Noel Belair SchulzTrustee
Pam KleczekTrustee
Paul FergusonTrustee
Rita Castello PittsTrustee
William VogelsonTrustee
Bruce KimbleEmeritus
Hank HowardPrincipal
Catherine WilsonSecretary
James E JonesTreasurer
Al RussoWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$219,781
Program Service Revenue
$0
Investment Income
$3,667
Other Revenue
$0
All Other Contributions
$219,781
Change in Net Assets
$17,057

Audited Revenue Reconciliation

Revenue per Audited Statements
$223,448
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$223,448
Total Revenue per Form 990
$223,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$190,430
Other Expenses$15,961
Total Fundraising Expense$11,759
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$190,200--$190,200
Fees for Services Accounting-$3,025-$3,025
Advertising-$306-$306
Grants to Domestic Orgs$230--$230
Other Expenses-$212$2,695$212
Total Functional Expenses$190,430$4,202$11,759$206,391

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$206,391
Total Expenses per Audited Statements$206,391
Total Expenses per Form 990$206,391
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Long Term Scholarships Payable$273,070
Current Scholarships Payable$178,030
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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 board reviewed a copy of the tax return before it was submitted to the reporting agency.”

Form 990, Part VI, Section C, Line 19

“All governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Wakefield High School Education
EIN
54-1451475
Phone
7032162785
Address
PO BOX 41675, ARLINGTON, VA 22204

Signing Officer

Name
James Jones
Title
Treasurer
Phone
7032162785
Signed
2020-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Conchita S Mitchell
Formed
1986
Legal Domicile
Va
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
0

Preparer

Firm
Badger Sumrall & Company
Address
7410 HERITAGE VILLAGE PLAZA 101, GAINESVILLE, VA 20155
Preparer
Shawn Sumrall CPA
Phone
5403644930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“NONE”

Raw XML AppendixShowing 400 of 481 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc1POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt09064
IRS990/OtherExpensesGrp/FundraisingAmt12695
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0365
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1294
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2212
IRS990/OtherExpensesGrp/TotalAmt09064
IRS990/OtherExpensesGrp/TotalAmt13060
IRS990/OtherExpensesGrp/TotalAmt2294
IRS990/OtherExpensesGrp/TotalAmt3212
IRS990/OtherLiabilitiesGrp/BOYAmt0476399
IRS990/OtherLiabilitiesGrp/EOYAmt0451100
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CONCHITA S MITCHELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0277654
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0242030
IRS990/PYInvestmentIncomeAmt0604
IRS990/PYOtherExpensesAmt037197
IRS990/PYOtherRevenueAmt05000
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04031
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0279227
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0283258
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt017057
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0510258
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0499938
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0219781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0277654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0197782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0218835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0197422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01111474
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03667
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02642
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03337
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02222
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02404
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03667
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02222
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014272
IRS990ScheduleA/InvestmentIncomeCYPct00.01260
IRS990ScheduleA/InvestmentIncomePYPct00.01190
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03750
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01500
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010250
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97840
IRS990ScheduleA/PublicSupportPY509Pct00.97310
IRS990ScheduleA/PublicSupportTotal509Amt01111474
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0219781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0277654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0197782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0218835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0197422
IRS990ScheduleA/Total509Grp/TotalAmt01111474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0223448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0285296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0204869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0222557
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0199826
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01135996
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0206391
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0178030
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1273070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT SCHOLARSHIPS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LONG TERM SCHOLARSHIPS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0105994
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ANNUITY CONTRACT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0223448
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0105994
IRS990ScheduleD/TotalExpensesPerForm990Amt0206391
IRS990ScheduleD/TotalLiabilityAmt0451100
IRS990ScheduleD/TotalRevenuePerForm990Amt0223448
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0223448
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0206391
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0190200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt030
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWED A COPY OF THE TAX RETURN BEFORE IT WAS SUBMITTED TO THE REPORTING AGENCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$605,932
Liabilities
$451,100
Net assets
$154,832
Revenue
$223,448
Expenses
$206,391
Net income
$17,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.80$0.73$0.51$0.49$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.68$0.71$0.92$0.51$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.50$0.30$0.37$0.29$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.47$0.22$0.27$0.25$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.43$0.20$0.27$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.45$0.15$0.22$0.21$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.48$0.14$0.28$0.28$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.42$0.13$0.21$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.40$0.15$0.21$0.22$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.32$0.15$0.20$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.31$0.15$0.17$0.16$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.31$0.13$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.34$0.11$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.33$0.11$0.16