Civic Intelligence

Windsor Educational Foundation

990 • Fiscal year 2017 • EIN 68-0173949

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization Profilewww.windsorwe.org
PO Box 2217Windsor, CA 95492-2217

(707) 837-7700

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

24th percentile

-9.0%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$150,485

Down $17,550 (-10%) from 2016

Net Assets

$150,485

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin24th percentile

Revenue

Up

$194,239

Up $26,501 (+16%) from 2016

Expenses

Up

$211,789

Up $120,498 (+132%) from 2016

Net Income

Down

-$17,550

Down $93,997 (-123%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$200K$150K$100K$50K$0Assets 2011: $105,088Liabilities 2011: $02011Assets 2012: $87,601Liabilities 2012: $02012Assets 2013: $109,345Liabilities 2013: $02013Assets 2014: $103,854Liabilities 2014: $02014Assets 2015: $91,388Liabilities 2015: $02015Assets 2016: $168,035Liabilities 2016: $02016Assets 2017: $150,485Liabilities 2017: $0Net Assets 2017: $150,4852017Assets 2018: $111,295Liabilities 2018: $107,426Net Assets 2018: $3,8692018Assets 2019: $117,249Liabilities 2019: $94,956Net Assets 2019: $22,2932019Assets 2020: $142,133Liabilities 2020: $91,168Net Assets 2020: $50,9652020Assets 2021: $139,844Liabilities 2021: $107,920Net Assets 2021: $31,9242021Assets 2022: $162,250Liabilities 2022: $103,835Net Assets 2022: $58,4152022Assets 2023: $134,875Liabilities 2023: $130,645Net Assets 2023: $4,2302023Assets 2024: $133,833Liabilities 2024: $131,780Net Assets 2024: $2,0532024Assets 2025: $113,453Liabilities 2025: $107,342Net Assets 2025: $6,1112025

Highlighted filing

2017

Assets$150,485
Liabilities$0
Net Assets$150,485
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$400K$200K$0-$200KRevenue 2011: $37,703Expenses 2011: $29,666Net Income 2011: $8,0372011Revenue 2012: $36,398Expenses 2012: $53,885Net Income 2012: -$17,4872012Revenue 2013: $45,769Expenses 2013: $24,025Net Income 2013: $21,7442013Revenue 2014: $22,110Expenses 2014: $27,601Net Income 2014: -$5,4912014Revenue 2015: -$3,574Expenses 2015: $8,892Net Income 2015: -$12,4662015Revenue 2016: $167,738Expenses 2016: $91,291Net Income 2016: $76,4472016Revenue 2017: $194,239Expenses 2017: $211,789Net Income 2017: -$17,5502017Revenue 2018: $160,224Expenses 2018: $306,840Net Income 2018: -$146,6162018Revenue 2019: $163,362Expenses 2019: $144,938Net Income 2019: $18,4242019Revenue 2020: $149,722Expenses 2020: $121,050Net Income 2020: $28,6722020Revenue 2021: $68,700Expenses 2021: $87,742Net Income 2021: -$19,0422021Revenue 2022: $72,771Expenses 2022: $46,280Net Income 2022: $26,4912022Revenue 2023: $62,735Expenses 2023: $116,920Net Income 2023: -$54,1852023Revenue 2024: $55,086Expenses 2024: $57,263Net Income 2024: -$2,1772024Revenue 2025: $75,877Expenses 2025: $71,819Net Income 2025: $4,0582025

Highlighted filing

2017

Revenue$194,239
Expenses$211,789
Net Income-$17,550
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$221,349
Mission and Program Overview

Mission

Provide supplemental financing for educational enrichment benefitting all students in the Windsor Unified School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$80,922-
Cash and Non-Interest-Bearing Accounts$168,035$69,563▼ $98,472
Total Assets$168,035$150,485▼ $17,550
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$168,035$150,485▼ $17,550
Total Net Assets Fund Balance$168,035$150,485▼ $17,550
Total Liabilities and Net Assets / Fund Balance$168,035$150,485▼ $17,550
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Katy DillwoodPresident
Karen AlvesVice President
Frank Penryboard Member
James HackwoodBoard Member
Jen RotaBoard Member
Karlene RebichBoard Member
Stephanie AhmadBoard Member
Michel JohnsonSecretary
Angela McFerrenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$146,766
Program Service Revenue
$0
Investment Income
$203
Other Revenue
$47,270
All Other Contributions
$21,676
Change in Net Assets
$-17,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$197,521
Other Expenses$14,268
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$191,521--$191,521
Grants to Domestic Individuals$6,000--$6,000
Advertising-$5,769-$5,769
Fees for Services Accounting-$2,378-$2,378
Occupancy-$2,221-$2,221
Insurance-$1,640-$1,640
Office Expenses-$1,235-$1,235
Other Expenses-$60-$60
Total Functional Expenses$197,521$14,268$0$211,789
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Windsor Unified School DistrictWindsor, CA501(c)(3)Educational enrichment activities and tools.$191,521
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74,380
Fundraising Direct Expenses$27,110
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholarship Event$43,330$14,687$1,679$13,008
Project HERO$103,601$7,205$5,011$2,194
Total Events$199,470$74,380$27,110$47,270
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
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 A, line 8B

“Although each committee member maintains their own informal notes; no formal minutes are kept for committee meetings.”

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

“The organization's Treasurer reviews the 990 prior to submission.”

Form 990, Part VI, Section C, line 19

“The organization makes their governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Windsor Educational Foundation
EIN
68-0173949
Phone
7078377700
Address
PO Box 2217, Windsor, CA 95492-2217

Signing Officer

Name
Katy Dillwood
Title
President
Phone
7078377700
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katy Dillwood
Formed
1988
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

Preparer

Firm
Dillwood Burkel & Millar LLP
Address
175 Concourse Blvd Ste A, Santa Rosa, CA 95403
Preparer
Penny Millar
Phone
7075778806
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IRS990/Desc0Windsor Educational Foundation provides three different types of grants to schools and educators: Grants to Educators are designed for a project that is being implemented to serve a classroom, club, or small subset of students by a single WUSD staff member: School Site Grants are designed for projects benefiting the whole campus or a significant cross-section of students, such as a grade level: and finally District Grants (multiple campus) are designed to encourage collaboration throughout the district. It is appropriate for use by two or more campuses that choose to work together to benefit students on each participating campus.
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IRS990/MissionDesc0The mission of the Windsor Educational (WE) Foundation is to help financially support programs in all schools for all students within the Windsor Unified School District. These programs include but are not limited to: technology, music performance and appreciation, visual and performing arts, enrichment programs, and other programs to expand the individual potential of every student. Together WE can do it!
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IRS990/ProgSrvcAccomActy2Grp/Desc0The WE Foundation has been honored to award many scholarships over the past several years to deserving seniors in the Windsor Unified School District who continued their education after high school graduation.In the 2016-2017 fiscal year, the scholarship program was redesigned as part of a mentorship program tied to a WHS student's senior project. The scholarship committee looks for students who have an education goal beyond high school. This can be a four year college, junior college or career college. The committee also considers as a major factor in the selection process any obstacles or difficulties the applicants have overcome in their high school years or prior.In this last fiscal year the WE Foundation paid to outstanding students all five of the $1,000 scholarships awarded in April 2016, and one of the twenty $1,000 scholarships awarded in April 2017!
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0875
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0875
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Project HERO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Scholarship Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03120
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt08811
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0103601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt043330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt052539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0199470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt052488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074380
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047270
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02194
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02394
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04220
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010910
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05011
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01679
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Education scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt0191521
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational enrichment activities and tools.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Windsor Unified School District
IRS990ScheduleI/RecipientTable/RecipientEIN0611718060
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09291 Old Redwood Highway Bldg 500
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Windsor
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095492
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Windsor Educational Foundation (WE) has a stated grant policy. All grants are awarded to projects proposed by Windsor Unified School District (WUSD) staff and are funded to the school directly, not to a person or a vendor. All awarded funds must be expensed in accordance with the WUSD fund expenditure guidelines.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Although each committee member maintains their own informal notes; no formal minutes are kept for committee meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization's Treasurer reviews the 990 prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes their governing documents 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 C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0168035
IRS990/TotalAssetsEOYAmt0150485
IRS990/TotalAssetsGrp/BOYAmt0168035
IRS990/TotalAssetsGrp/EOYAmt0150485
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0146766
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014268
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0197521
IRS990/TotalFunctionalExpensesGrp/TotalAmt0211789
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0168035
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150485
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0197521
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt047473
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0194239
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0168035
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0150485
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0168035
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0150485
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 2217
IRS990/USAddress/CityNm0Windsor
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0954922217
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.windsorwe.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Katy Dillwood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07078377700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Windsor Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0680173949
ReturnHeader/Filer/PhoneNum07078377700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2217
ReturnHeader/Filer/USAddress/CityNm0Windsor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0954922217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B9F565B1CF2CFDF17DC2A1A7BBB5A40972DE5C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C28A1612144B9ABC8E75EBF2DDA1B129CF5E545A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.23.232.130
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:39:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680456752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dillwood Burkel & Millar LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 Concourse Blvd Ste A

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$150,485
Liabilities
$0
Net assets
$150,485
Revenue
$194,239
Expenses
$211,789
Net income
-$17,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$1.07$0.06$0.76$0.72$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.34$1.32$0.02$0.55$0.57$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.35$1.31$0.04$0.63$1.17$0.54
2022Detailed filing. Detailed filing data is available for this year.$1.62$1.04$0.58$0.73$0.46$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.40$1.08$0.32$0.69$0.88$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.91$0.51$1.50$1.21$0.29
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.95$0.22$1.63$1.45$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.11$1.07$0.04$1.60$3.07$1.47
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.94$2.12$0.18
2016Summary only. Only limited summary data is available for this year.$1.68$0.00$1.68$0.91$0.76
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$0.04$0.09$0.12
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.22$0.28$0.05
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.46$0.24$0.22
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.36$0.54$0.17
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.38$0.30$0.08