Civic Intelligence

Winchester Education Foundation Inc.

990 • Fiscal year 2017 • EIN 54-2009704

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 2018

Organization ProfileWWW.WINCHESTEREDUCATIONFOUNDATION.ORG
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

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

94th percentile

81%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

272%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,923,787

Up $859,343 (+81%) from 2016

Net Assets

Up

$1,884,850

Up $835,901 (+80%) from 2016

Liabilities

Up

$38,937

Up $23,442 (+151%) from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin95th percentile

Revenue

Up

$1,155,069

Up $844,663 (+272%) from 2016

Expenses

Down

$378,652

Down $10,976 (-2.8%) from 2016

Net Income

Up

$776,417

Up $855,639 (+1080%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2017

Assets$1,923,787
Liabilities$38,937
Net Assets$1,884,850
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$1,155,069
Expenses$378,652
Net Income$776,417
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.0
Gross Receipts
$1,200,450
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
Investments Program Related$284,840$1,073,471▲ $788,631
Pledges and Grants Receivable$321,247$400,535▲ $79,288
Savings and Temporary Cash Investments$380,422$325,168▼ $55,254
Cash and Non-Interest-Bearing Accounts$73,741$120,176▲ $46,435
Accounts Receivable$3,667$4,042▲ $375
Total Assets$1,064,444$1,923,787▲ $859,343
Other Assets Total$527$395▼ $132
Liabilities
Accounts Payable and Accrued Expenses$15,495$32,437▲ $16,942
Deferred Revenue-$6,500-
Total Liabilities$15,495$38,937▲ $23,442
Net Assets / Fund Balance
Temporarily Rstr Net Assets$358,750$1,095,078▲ $736,328
Permanently Rstr Net Assets$375,000$425,000▲ $50,000
Unrestricted Net Assets$315,199$364,772▲ $49,573
Total Net Assets Fund Balance$1,048,949$1,884,850▲ $835,901
Total Liabilities and Net Assets / Fund Balance$1,064,444$1,923,787▲ $859,343

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,073,471--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$403,123$50,000▲ $21,109$0$474,231
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
Jeffrey FowlerDirector
Kim MasonDirector
Nate AdamsDirector
Scott ArthurDirector
Russ PottsExecutive Director
Dennis HastonSecretary
Madelyn RodriguezSecretary
Kaye SmithTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,133,523
Program Service Revenue
$0
Investment Income
$16,746
Other Revenue
$4,800
All Other Contributions
$865,023
Change in Net Assets
$776,417

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,155,069
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$67,084
Total Revenue per Audited Statements
$1,222,153
Total Revenue per Form 990
$1,155,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$218,386
Other Expenses$86,443
Total Fundraising Expense$73,982
Professional Fundraising Fees$73,823
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$214,386--$214,386
Fees for Services Professional Fundraising--$73,823$73,823
Fees for Services Accounting-$4,985-$4,985
Office Expenses-$4,084-$4,084
Grants to Domestic Individuals$4,000--$4,000
Insurance-$1,712-$1,712
Information Technology-$671-$671
Conferences and Meetings$350--$350
Advertising--$159$159
Other Expenses-$25-$25
Total Functional Expenses$218,736$85,934$73,982$378,652

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$386,252
Expenses per Audited Statements$378,652
Total Expenses per Form 990$378,652
Expenses Not Reported on Form 990$7,600
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.$201,849
The Handley Board of TrusteesWinchester, VAPublic TrustSupport Special Projects of Public Schools of Winchester, Virginia.$12,537
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$73,823
Fundraising Gross Income$12,400
Fundraising Direct Expenses$7,600

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concert$29,900$12,400$4,600$7,800
Total Events$29,900$12,400$7,600$4,800
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$73,823
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

“The bylaws and articles of incorporation were updated as the foundation reorganized and no longer has 4 member organizations but instead now has two beneficiary organizations.”

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

“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
Kimberli Ball
Title
Chairman
Phone
5406674253
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberli Ball
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
James R Fries
Phone
5404346736
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Concert tickets gross receipts 7,600.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Additional capital gain dividends”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Concert tickets expenses 7,600.”

Raw XML AppendixShowing 400 of 507 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/Desc0IN FY2016-2017, THE WINCHESTER EDUCATION FOUNDATION FACILITATED THE DONATION OF SEVERAL STUDENT SCHOLARSHIPS; SECURED A SIGNIFICANT MATCHING GIFT DONATION FOR THE CONVERSION OF THE FORMER JOHN KERR ELEMENTARY SCHOOL INTO A CENTER FOR CAREER AND TECHNICAL EDUCATION PROGRAMS (THE EMIL AND GRACE SHIHADEH INNOVATION CENTER); AND ACQUIRED SUBSTANTIAL GIFTS FOR THREE NEW SCHOLARSHIP FUNDS. IN ADDITION, THE FOUNDATION MADE GRANTS TO WINCHESTER PUBLIC SCHOOLS AND THE HANDLEY BOARD OF TRUSTEES AS PART OF A FUNDING FORMULA AGREEMENT. FURTHERMORE, THE FOUNDATION CONTINUED TO SUPPORT THE FREE ADMISSION PROGRAM THAT ALLOWED ALL SCHOOL CHILDREN IN CITY PUBLIC SCHOOLS TO ATTEND WINCHESTER PUBLIC SCHOOLS ATHLETIC EVENTS FOR FREE AND HELPED TO SPONSOR THE WORLD OF WORK SEMINAR FOR MIDDLE SCHOOL STUDENTS.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039457
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt135000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225
IRS990/OtherExpensesGrp/TotalAmt039457
IRS990/OtherExpensesGrp/TotalAmt135000
IRS990/OtherExpensesGrp/TotalAmt225
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0375000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0425000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0321247
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0400535
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KIMBERLI BALL
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0283581
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0313750
IRS990/PYInvestmentIncomeAmt017950
IRS990/PYOtherExpensesAmt08424
IRS990/PYOtherRevenueAmt08875
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-79222
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0389628
IRS990/PYTotalProfFndrsngExpnsAmt067454
IRS990/PYTotalRevenueAmt0310406
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0776417
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0380422
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0325168
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/OrganizationChangeSuprtOrgInd01
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/ExplanationTxt1DURING THE YEAR, THE FOUNDATION VOTED TO REMOVE THE JOHN HANDLEY MUSEUM AND ARCHIVE (54-1900119) AND THE JUDGES ATHLETIC ASSOCIATION (54-6060341) AS MEMBER ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 5A:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546001685
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1540515712
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd18
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0201849
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt112537
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WINCHESTER PUBLIC SCHOOLS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE HANDLEY BOARD OF TRUSTEES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0214386
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/BeginningYearBalanceAmt0403123
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0474231
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt021109
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0402777
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0403123
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01346
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt07600
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0378652
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt01073471
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT HELD BY THE HANDLEY TRUST
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt059484
IRS990ScheduleD/OtherExpensesIncludedAmt07600
IRS990ScheduleD/OtherRevenueAmt07600
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.10380
IRS990ScheduleD/RevenueNotReportedAmt067084
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01155069
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CONCERT TICKETS GROSS RECEIPTS 7,600.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADDITIONAL CAPITAL GAIN DIVIDENDS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CONCERT TICKETS EXPENSES 7,600.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.89620
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt01073471
IRS990ScheduleD/TotalExpensesPerForm990Amt0378652
IRS990ScheduleD/TotalRevenuePerForm990Amt01155069
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01222153
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0386252
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0DEVELOPMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt01133523
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt01059700
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0RUSS POTTS PRODUCTIONS INC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt073823
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0117 E PICADILLY ST STE 100C
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WINCHESTER
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd022601
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07600
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04800
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04600
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04600
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt01133523
IRS990ScheduleG/TotalNetToOrganizationAmt01059700
IRS990ScheduleG/TotalRetainedByContractorsAmt073823
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0201849
IRS990ScheduleI/RecipientTable/CashGrantAmt112537
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVT ENTITY
IRS990ScheduleI/RecipientTable/IRCSectionDesc1PUBLIC TRUST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT SPECIAL PROJECTS OF PUBLIC SCHOOLS OF WINCHESTER, VIRGINIA.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT SPECIAL PROJECTS OF PUBLIC SCHOOLS OF WINCHESTER, VIRGINIA.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WINCHESTER PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE HANDLEY BOARD OF TRUSTEES
IRS990ScheduleI/RecipientTable/RecipientEIN0546001685
IRS990ScheduleI/RecipientTable/RecipientEIN1540515712
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012 N WASHINGTON ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1733 OLD BETHEL CHURCH RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINCHESTER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WINCHESTER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,923,787
Liabilities
$38,937
Net assets
$1,884,850
Revenue
$1,155,069
Expenses
$378,652
Net income
$776,417
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
2017Detailed filing. Detailed filing data is available for this year.$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