Civic Intelligence

Mark West District Educational Foundation

990EZ • Fiscal year 2016 • EIN 56-2331535

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization ProfileWWW.MWEF.ORG
305 Mark West Springs RoadSanta Rosa, CA 95404

(707) 524-2970

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

64th percentile

9.8%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

52nd percentile

2.4%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$144,237

Up $3,429 (+2.4%) from 2015

Net Assets

Up

$144,237

Up $3,429 (+2.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin64th percentile

Revenue

Down

$34,866

Down $14,615 (-30%) from 2015

Expenses

Up

$31,437

Up $6,829 (+28%) from 2015

Net Income

Down

$3,429

Down $21,444 (-86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$150K$100K$50K$0Assets 2008: $25,154Liabilities 2008: $02008Assets 2009: $27,155Liabilities 2009: $02009Assets 2010: $44,911Liabilities 2010: $02010Assets 2011: $23,384Liabilities 2011: $02011Assets 2012: $70,095Net Assets 2012: $70,0952012Assets 2013: $55,973Liabilities 2013: $0Net Assets 2013: $55,9732013Assets 2014: $115,935Liabilities 2014: $0Net Assets 2014: $115,9352014Assets 2015: $140,808Liabilities 2015: $0Net Assets 2015: $140,8082015Assets 2016: $144,237Liabilities 2016: $0Net Assets 2016: $144,2372016

Highlighted filing

2016

Assets$144,237
Liabilities$0
Net Assets$144,237
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KRevenue 2008: $306Expenses 2008: $100Net Income 2008: $2062008Revenue 2009: $35,572Expenses 2009: $33,571Net Income 2009: $2,0012009Revenue 2010: $56,567Expenses 2010: $38,811Net Income 2010: $17,7562010Revenue 2011: $45,361Expenses 2011: $66,888Net Income 2011: -$21,5272011Revenue 2012: $51,949Expenses 2012: $5,238Net Income 2012: $46,7112012Revenue 2013: $31,293Expenses 2013: $45,415Net Income 2013: -$14,1222013Revenue 2014: $86,297Expenses 2014: $26,335Net Income 2014: $59,9622014Revenue 2015: $49,481Expenses 2015: $24,608Net Income 2015: $24,8732015Revenue 2016: $34,866Expenses 2016: $31,437Net Income 2016: $3,4292016

Highlighted filing

2016

Revenue$34,866
Expenses$31,437
Net Income$3,429
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$36,460
Mission and Program Overview

Mission

To build an ongoing financial resource to ensure high quality educational opportunities for our students.

Program Services

DescriptionGrantsExpenses
IN 2016, THE MARK WEST DISTRICT EDUCATIONAL FOUNDATION WAS ABLE TO MAINTAIN THE PROGRAMS PROVIDED IN 2015, INCLUDING ART DOCENT, MUSIC & MOVEMENT PROGRAMS TO K-8TH GRADES. WE SERVED NEARLY ALL OF THE 1350 STUDENT POPULATION IN THE DISTRICT WITH ART, MUSIC, MOVEMENT OR TECHNOLOGY PROGRAMS.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON DUFFYPresident-$0--
JASON REEDVice President-$0--
JILL HONGTreasurer-$0--
KELLY WESTROPESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Mark West District Educational
EIN
56-2331535
Phone
7075242970
Address
305 MARK WEST SPRINGS ROAD, SANTA ROSA, CA 95404

Signing Officer

Name
Jill Hong
Title
Treasurer
Phone
7075242970
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Dillwood Burkel & Millar Llp
Address
175 CONCOURSE BLVD STE A, SANTA ROSA, CA 95403
Preparer
Penny Millar
Phone
7075778806
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 51.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 173. Description: business expenses. Amount: 35. Description: marketing. Amount: 70. Description: information technology. Amount: 149. Description: accounting fees. Amount: 600. Description: supplies. Amount: 563. Total to form 990-ez, line 16: 1,590.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: organizational costs. Beg. Of year amount: 575. End of year amount: 575.”

Raw XML Appendix167 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07075242970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0305 MARK WEST SPRINGS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095404
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON DUFFY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILL HONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY WESTROPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0575
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0575
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01590
IRS990EZ/OtherRevenueTotalAmt051
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO BUILD AN ONGOING FINANCIAL RESOURCE TO ENSURE HIGH QUALITY EDUCATIONAL OPPORTUNITIES FOR OUR STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt048
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2016, THE MARK WEST DISTRICT EDUCATIONAL FOUNDATION WAS ABLE TO MAINTAIN THE PROGRAMS PROVIDED IN 2015, INCLUDING ART DOCENT, MUSIC & MOVEMENT PROGRAMS TO K-8TH GRADES. WE SERVED NEARLY ALL OF THE 1350 STUDENT POPULATION IN THE DISTRICT WITH ART, MUSIC, MOVEMENT OR TECHNOLOGY PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01594
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt034866
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MWEF.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IN PRIOR YEARS, PROGRAM REVENUE, SUCH AS FEES FOR MUSIC CLASSES, CONCERTS AND MUSIC INSTRUMENTS, WAS INCLUDED ON LINE 1 RATHER THAN ON LINE 12. THE CHANGE IN FORMAT IN 2016 FOR REPORTING MORE ACCURATELY REFLECTS THE ACTIVITIES OF THE ORGANIZATION. IF THE 2016 REPORTING WERE DONE IN PRIOR YEARS, THE RESULTS WOULD HAVE BEEN BEEN MATERIALLY SIMILAR TO THE CURRENT REPORTING METHOD. THE CHANGE IN REPORTING DOES NOT CHANGE THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 1
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt086267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0225161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt051
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 51.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 173. DESCRIPTION: BUSINESS EXPENSES. AMOUNT: 35. DESCRIPTION: MARKETING. AMOUNT: 70. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 149. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 600. DESCRIPTION: SUPPLIES. AMOUNT: 563. TOTAL TO FORM 990-EZ, LINE 16: 1,590.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ORGANIZATIONAL COSTS. BEG. OF YEAR AMOUNT: 575. END OF YEAR AMOUNT: 575.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL HONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07075242970
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARK WEST DISTRICT EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0562331535
ReturnHeader/Filer/PhoneNum07075242970
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 MARK WEST SPRINGS ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095404
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.23.232.130
ReturnHeader/FilingSecurityInformation/IPDt02017-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:42:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680456752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DILLWOOD BURKEL & MILLAR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 CONCOURSE BLVD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095403
ReturnHeader/PreparerPersonGrp/PhoneNum07075778806
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PENNY MILLAR
ReturnHeader/ReturnTs02017-05-10T18:26:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$144,237
Liabilities
$0
Net assets
$144,237
Revenue
$34,866
Expenses
$31,437
Net income
$3,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.35$0.31$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.49$0.25$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.86$0.26$0.60
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.31$0.45$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$0.52$0.05$0.47
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.45$0.67$0.22
2010Summary only. Only limited summary data is available for this year.$0.45$0.00$0.57$0.39$0.18
2009Summary only. Only limited summary data is available for this year.$0.27$0.00$0.36$0.34$0.02
2008Summary only. Only limited summary data is available for this year.$0.25$0.00$0.00$0.00$0.00