Civic Intelligence

Winchester Education Foundation Inc.

990 • Fiscal year 2016 • EIN 54-2009704

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 29, 2017

Organization ProfileWWW.WINCEDUCATION.COM
12 N Washington StWinchester, VA 22601

(540) 667-4253

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-7.6%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-9.3%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,064,444

Down $87,509 (-7.6%) from 2015

Net Assets

Down

$1,048,949

Down $103,004 (-8.9%) from 2015

Liabilities

Up

$15,495

Up $15,495 from 2015

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin13th percentile

Revenue

Down

$310,406

Down $31,924 (-9.3%) from 2015

Expenses

Up

$389,628

Up $243,529 (+167%) from 2015

Net Income

Down

-$79,222

Down $275,453 (-140%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,002,157Liabilities 2011: $0Net Assets 2011: $1,002,1572011Assets 2012: $1,125,393Liabilities 2012: $0Net Assets 2012: $1,125,3932012Assets 2013: $1,083,289Liabilities 2013: $100Net Assets 2013: $1,083,1892013Assets 2014: $995,129Liabilities 2014: $0Net Assets 2014: $995,1292014Assets 2015: $1,151,953Liabilities 2015: $0Net Assets 2015: $1,151,9532015Assets 2016: $1,064,444Liabilities 2016: $15,495Net Assets 2016: $1,048,9492016Assets 2017: $1,923,787Liabilities 2017: $38,937Net Assets 2017: $1,884,8502017Assets 2018: $2,105,168Liabilities 2018: $19,227Net Assets 2018: $2,085,9412018Assets 2019: $2,266,095Liabilities 2019: $52,866Net Assets 2019: $2,213,2292019Assets 2020: $2,336,656Liabilities 2020: $109,950Net Assets 2020: $2,226,7062020Assets 2021: $3,145,890Liabilities 2021: $251,969Net Assets 2021: $2,893,9212021Assets 2022: $2,519,814Liabilities 2022: $41,441Net Assets 2022: $2,478,3732022Assets 2023: $2,457,766Liabilities 2023: $16,506Net Assets 2023: $2,441,2602023Assets 2024: $2,512,856Liabilities 2024: $28,908Net Assets 2024: $2,483,9482024

Highlighted filing

2016

Assets$1,064,444
Liabilities$15,495
Net Assets$1,048,949
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $144,9872011Revenue 2012: $165,276Expenses 2012: $42,040Net Income 2012: $123,2362012Revenue 2013: $216,616Expenses 2013: $159,681Net Income 2013: $56,9352013Revenue 2014: $121,653Expenses 2014: $223,021Net Income 2014: -$101,3682014Revenue 2015: $342,330Expenses 2015: $146,099Net Income 2015: $196,2312015Revenue 2016: $310,406Expenses 2016: $389,628Net Income 2016: -$79,2222016Revenue 2017: $1,155,069Expenses 2017: $378,652Net Income 2017: $776,4172017Revenue 2018: $577,949Expenses 2018: $399,704Net Income 2018: $178,2452018Revenue 2019: $695,546Expenses 2019: $611,314Net Income 2019: $84,2322019Revenue 2020: $642,384Expenses 2020: $540,392Net Income 2020: $101,9922020Revenue 2021: $1,471,088Expenses 2021: $1,018,081Net Income 2021: $453,0072021Revenue 2022: $486,087Expenses 2022: $644,336Net Income 2022: -$158,2492022Revenue 2023: $181,748Expenses 2023: $373,411Net Income 2023: -$191,6632023Revenue 2024: $412,090Expenses 2024: $541,877Net Income 2024: -$129,7872024

Highlighted filing

2016

Revenue$310,406
Expenses$389,628
Net Income-$79,222
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 29, 2017
Return Version
2015v3.0
Gross Receipts
$477,390
Mission and Program Overview

Mission

The winchester education foundation is dedicated to elevating our community through promoting educational opportunities and providing support for winchester public school, its students, teachers and staff.

To enhance the funding of winchester public schools and the handley trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$407,815$380,422▼ $27,393
Pledges and Grants Receivable$416,283$321,247▼ $95,036
Investments Program Related$284,572$284,840▲ $268
Cash and Non-Interest-Bearing Accounts$24,519$73,741▲ $49,222
Land, Buildings, and Equipment, Net$15,000--
Accounts Receivable$3,300$3,667▲ $367
Total Assets$1,151,953$1,064,444▼ $87,509
Other Assets Total$464$527▲ $63
Liabilities
Accounts Payable and Accrued Expenses-$15,495-
Total Liabilities$0$15,495▲ $15,495
Net Assets / Fund Balance
Permanently Rstr Net Assets-$375,000-
Temporarily Rstr Net Assets$855,473$358,750▼ $496,723
Unrestricted Net Assets$296,480$315,199▲ $18,719
Total Net Assets Fund Balance$1,151,953$1,048,949▼ $103,004
Total Liabilities and Net Assets / Fund Balance$1,151,953$1,064,444▼ $87,509

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$284,840--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$402,777-▲ $1,346$1,000$403,123
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Teri MerrillChairman/president
Kimberli BallVice President
Bill BaylissDirector
Jeffrey FowlerDirector
Scott ArthurDirector
Russ PottsExecutive Director
Dennis HastonSecretary
Madelyn RodriguezSecretary
Kaye SmithTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$283,581
Program Service Revenue
$0
Investment Income
$17,950
Other Revenue
$8,875
All Other Contributions
$253,381
Change in Net Assets
$-79,222

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$33,356Fair Maket Value
Total Noncash Contributions1$33,356-

Audited Revenue Reconciliation

Revenue per Audited Statements
$310,200
Revenue Not Reported on Financial Statements
$206
Revenue Not Reported on Form 990
$-2,876
Other Revenue Adjustments
$206
Total Revenue per Audited Statements
$307,324
Total Revenue per Form 990
$310,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$313,750
Total Fundraising Expense$67,612
Professional Fundraising Fees$67,454
Other Expenses$8,424
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$308,250--$308,250
Fees for Services Professional Fundraising--$67,454$67,454
Grants to Domestic Individuals$5,500--$5,500
Fees for Services Accounting-$4,150-$4,150
Office Expenses-$1,559-$1,559
Insurance-$1,517-$1,517
Information Technology-$180-$180
Advertising--$158$158
Other Expenses-$25-$25
Total Functional Expenses$313,750$8,266$67,612$389,628

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$393,253
Expenses per Audited Statements$389,628
Total Expenses per Form 990$389,628
Expenses Not Reported on Form 990$3,625
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winchester Public SchoolsWinchester, VAGovt EntitySupport Special Projects of Public Schools of Winchester, Virginia.$308,250
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$67,454
Fundraising Gross Income$12,500
Fundraising Direct Expenses$3,625

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concert$42,700$12,500$3,625$8,875
Total Events$42,700$12,500$3,625$8,875
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Entity Owned by Russ Potts, Current OfficerIndependent ContractorYes$67,454
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 11

“The board reviews and approves the form 990 before it is filed.”

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

“Officers of the organization sign a disclosure of financial interest form annually.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request made in writing to the winchester education foundation.”

Filing and Contact Details

Filer

Filer Name
Winchester Education Foundation Inc
EIN
54-2009704
Phone
5406674253
Address
12 N WASHINGTON ST, WINCHESTER, VA 22601

Signing Officer

Name
Teri Merrill
Title
Chairman
Phone
5406674253
Signed
2017-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teri Merrill
Formed
2000
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Brown Edwards & Company Llp
Address
124 NEWMAN AVENUE, HARRISONBURG, VA 22801
Preparer
Billy Robinson
Phone
5404346736
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“There are no uncertain tax positions that would have material impact on the financial statements of the foundation.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Concert tickets gross receipts 3,625.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Additional capital gain dividends 206.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Concert tickets expenses 3,625.”

Raw XML AppendixShowing 400 of 479 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/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0320657
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt068025
IRS990/PYInvestmentIncomeAmt014018
IRS990/PYOtherExpensesAmt011399
IRS990/PYOtherRevenueAmt07655
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0196231
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0146099
IRS990/PYTotalProfFndrsngExpnsAmt066675
IRS990/PYTotalRevenueAmt0342330
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-79222
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0407815
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0380422
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WINCHESTER EDUCATION FOUNDATION SUPPORTS THE PROGRAMS OF THE WINCHESTER SCHOOL SYSTEM THROUGH CASH GRANTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546001685
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0308250
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WINCHESTER PUBLIC SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0308250
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/CYEndwmtFundGrp/BeginningYearBalanceAmt0402777
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0403123
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01346
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt03625
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0389628
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0284840
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT HELD BY THE HANDLEY TRUST
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6501
IRS990ScheduleD/OtherExpensesIncludedAmt03625
IRS990ScheduleD/OtherRevenueAmt03625
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0206
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93000
IRS990ScheduleD/RevenueNotReportedAmt0-2876
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0206
IRS990ScheduleD/RevenueSubtotalAmt0310200
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CONCERT TICKETS GROSS RECEIPTS 3,625.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ADDITIONAL CAPITAL GAIN DIVIDENDS 206.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3CONCERT TICKETS EXPENSES 3,625.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.07000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0284840
IRS990ScheduleD/TotalExpensesPerForm990Amt0389628
IRS990ScheduleD/TotalRevenuePerForm990Amt0310406
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0307324
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0393253
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0DEVELOPMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0283581
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0216127
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0RUSS POTTS PRODUCTIONS INC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt067454
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0117 E PICADILLY ST STE 100C
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WINCHESTER
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd022601
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt030200
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030200
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03625
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08875
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03625
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt0283581
IRS990ScheduleG/TotalNetToOrganizationAmt0216127
IRS990ScheduleG/TotalRetainedByContractorsAmt067454
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/RecipientTable/CashGrantAmt0308250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVT ENTITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT SPECIAL PROJECTS OF PUBLIC SCHOOLS OF WINCHESTER, VIRGINIA.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WINCHESTER PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0546001685
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012 N WASHINGTON ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022601
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0RUSS POTTS PRODUCTIONS INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0ENTITY OWNED BY RUSS POTTS, CURRENT OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd01
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt067454
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INDEPENDENT CONTRACTOR
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MAKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt033356
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS OF THE ORGANIZATION SIGN A DISCLOSURE OF FINANCIAL INTEREST FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST MADE IN WRITING TO THE WINCHESTER EDUCATION FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

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
$1,064,444
Liabilities
$15,495
Net assets
$1,048,949
Revenue
$310,406
Expenses
$389,628
Net income
-$79,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.03$2.48$0.41$0.54$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.02$2.44$0.18$0.37$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.04$2.48$0.49$0.64$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.25$2.89$1.47$1.02$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.11$2.23$0.64$0.54$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.05$2.21$0.70$0.61$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.02$2.09$0.58$0.40$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.04$1.88$1.16$0.38$0.78
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.05$0.31$0.39$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.34$0.15$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12$0.22$0.10
2013Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.22$0.16$0.06
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.17$0.04$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.14