Civic Intelligence

Windsor Educational Foundation

990EZ • Fiscal year 2020 • EIN 68-0173949

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 20, 2021

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

90th percentile

0.64x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

0.61x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

67th percentile

21%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

-8.3%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$142,133

Up $24,884 (+21%) from 2019

Net Assets

Up

$50,965

Up $28,672 (+129%) from 2019

Liabilities

Down

$91,168

Down $3,788 (-4.0%) from 2019

Revenue

Down

$149,722

Down $13,640 (-8.3%) from 2019

Expenses

Down

$121,050

Down $23,888 (-16%) from 2019

Net Income

Up

$28,672

Up $10,248 (+56%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$142,133
Liabilities$91,168
Net Assets$50,965

Operations Trend

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

2020

Revenue$149,722
Expenses$121,050
Net Income$28,672
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 20, 2021
Return Version
2019v5.0
Gross Receipts
$171,100
Mission and Program Overview

Mission

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

Financing for educational enrichment benefitting all students in the windsor unified school district.

Program Services

DescriptionGrantsExpenses
WINDSOR 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 BENEFITTING THE WHOLE CAMPUS OR A SIGNIFICANT CROSS-SECTION OF WINDSOR EDUCATIONAL FOUNDATION STUDENTS, SUCH AS A GRADE LEVEL. DISTRICT GRANTS (MULTIPLE CAMPUS) ARE DESIGNED TO ENCOURAGE COLLABORATION THROUGHOUT THE DISTRICT. IT IS APPROPRIATE FOR USE ONLY BY TWO OR MORE CAMPUSES THAT CHOOSE TO WORK TOGETHER TO BENEFIT STUDENTS ON EACH PARTICIPATING CAMPUS.$64,382$85,050
THE WINDSOR EDUCATIONAL 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. THE SCHOLARSHIP PROGRAM WAS RECENTLY REDESIGNED AS PART OF A MENTORSHIP PROGRAM TIED TO A WHS STUDENT'S SENIOR PROJECT. THE SCHOLARSHIP COMMITTEE LOOKS FOR STUDENTS WHO HAVE AN EDUCATIONAL 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 THAT APPLICANTS HAVE OVERCOME IN THEIR HIGH SCHOOL YEARS OR PRIOR. IN THIS LAST FISCAL YEAR THE WE FOUNDATION PAID TO OUTSTANDING STUDENTS 32 SCHOLARSHIPS RANGING FROM 50 TO 2,500.$36,000$36,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES HACKWOODPresident-$0--
KAREN ALVESVice Preside-$0--
MICHEL JOHNSONSecretary-$0--
STEPHANIE AHMADTreasurer-$0--
KATY DILLWOODBoard Member-$0--
DIAHANNA POSTBoard Member-$0--
KELLY MCGLINCHYBoard Member-$0--
KARLENE REBICHAdvisor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Vegas Night$27,274$27,274$3,956$23,318
Harvest Festiva$14,890$13,455$4,818$8,637
Total Events$42,164$40,729$21,378$19,351
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
James Hackwood
Title
President
Phone
7078377700
Signed
2021-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Linkenheimer Llp
Address
187 CONCOURSE BLVD, SANTA ROSA, CA 95403-0968
Preparer
Kerri E Berry
Phone
7075460272
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: scholarship name: windsor high school students address: po box 2217 windsor, ca 95492 cash contribution: 36,000

Form 990-ez, Part I, Line 16

Expenses insurance 1,494 bank & merhcant fees 1,642 bank and credit card fees 923 board development 3,000 memberships and dues 199 other event expenses 4,091 outside services 694 supplies & equipment 1,097 website 585 total 13,725

Form 990-ez, Part II, Line 24

Grants receivable 0 2,050 total 0 2,050

Form 990-ez, Part II, Line 26

Accrued liabilities 94,956 91,168

Form 990-ez, Part III

Financing for educational enrichment benefitting all students in the windsor unified school district.

Form 990-ez, Part III, Line 28

Windsor 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 benefitting the whole campus or a significant cross-section of windsor educational foundation students, such as a grade level. District grants (multiple campus) are designed to encourage collaboration throughout the district. It is appropriate for use only by two or more campuses that choose to work together to benefit students on each participating campus.

Form 990-ez, Part III, Line 29

The windsor educational 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. The scholarship program was recently redesigned as part of a mentorship program tied to a whs student's senior project. The scholarship committee looks for students who have an educational 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 that applicants have overcome in their high school years or prior. In this last fiscal year the we foundation paid to outstanding students 32 scholarships ranging from 50 to 2,500.

Form 990-ez, Part V

The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Raw XML Appendix217 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE WINDSOR EDUCATIONAL 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. THE SCHOLARSHIP PROGRAM WAS RECENTLY REDESIGNED AS PART OF A MENTORSHIP PROGRAM TIED TO A WHS STUDENT'S SENIOR PROJECT. THE SCHOLARSHIP COMMITTEE LOOKS FOR STUDENTS WHO HAVE AN EDUCATIONAL 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 THAT APPLICANTS HAVE OVERCOME IN THEIR HIGH SCHOOL YEARS OR PRIOR. IN THIS LAST FISCAL YEAR THE WE FOUNDATION PAID TO OUTSTANDING STUDENTS 32 SCHOLARSHIPS RANGING FROM 50 TO 2,500.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SCHOLARSHIP NAME: WINDSOR HIGH SCHOOL STUDENTS ADDRESS: PO BOX 2217 WINDSOR, CA 95492 CASH CONTRIBUTION: 36,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 1,494 BANK & MERHCANT FEES 1,642 BANK AND CREDIT CARD FEES 923 BOARD DEVELOPMENT 3,000 MEMBERSHIPS AND DUES 199 OTHER EVENT EXPENSES 4,091 OUTSIDE SERVICES 694 SUPPLIES & EQUIPMENT 1,097 WEBSITE 585 TOTAL 13,725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS RECEIVABLE 0 2,050 TOTAL 0 2,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCRUED LIABILITIES 94,956 91,168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCING FOR EDUCATIONAL ENRICHMENT BENEFITTING ALL STUDENTS IN THE WINDSOR UNIFIED SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WINDSOR 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 BENEFITTING THE WHOLE CAMPUS OR A SIGNIFICANT CROSS-SECTION OF WINDSOR EDUCATIONAL FOUNDATION STUDENTS, SUCH AS A GRADE LEVEL. DISTRICT GRANTS (MULTIPLE CAMPUS) ARE DESIGNED TO ENCOURAGE COLLABORATION THROUGHOUT THE DISTRICT. IT IS APPROPRIATE FOR USE ONLY BY TWO OR MORE CAMPUSES THAT CHOOSE TO WORK TOGETHER TO BENEFIT STUDENTS ON EACH PARTICIPATING CAMPUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE WINDSOR EDUCATIONAL 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. THE SCHOLARSHIP PROGRAM WAS RECENTLY REDESIGNED AS PART OF A MENTORSHIP PROGRAM TIED TO A WHS STUDENT'S SENIOR PROJECT. THE SCHOLARSHIP COMMITTEE LOOKS FOR STUDENTS WHO HAVE AN EDUCATIONAL 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 THAT APPLICANTS HAVE OVERCOME IN THEIR HIGH SCHOOL YEARS OR PRIOR. IN THIS LAST FISCAL YEAR THE WE FOUNDATION PAID TO OUTSTANDING STUDENTS 32 SCHOLARSHIPS RANGING FROM 50 TO 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART V
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-23
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ReturnHeader/ReturnTs02021-04-23T10:11:17-05:00
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ReturnHeader/TaxPeriodEndDt02020-06-30
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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