Civic Intelligence

Windsor Educational Foundation

990EZ • Fiscal year 2022 • EIN 68-0173949

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 31, 2022

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

92nd percentile

0.64x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

96th percentile

1.43x

Higher debt load relative to revenue than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

5.9%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$162,250

Up $22,406 (+16%) from 2021

Net Assets

Up

$58,415

Up $26,491 (+83%) from 2021

Liabilities

Down

$103,835

Down $4,085 (-3.8%) from 2021

Revenue

Up

$72,771

Up $4,071 (+5.9%) from 2021

Expenses

Down

$46,280

Down $41,462 (-47%) from 2021

Net Income

Up

$26,491

Up $45,533 (+239%) from 2021

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

2022

Assets$162,250
Liabilities$103,835
Net Assets$58,415

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

2022

Revenue$72,771
Expenses$46,280
Net Income$26,491
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.0
Gross Receipts
$73,772
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
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 27 SCHOLARSHIPS RANGING FROM 50 TO 2,500.$26,732$46,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES HACKWOODPresident-$0--
KELLY MCGLINCHYVP & Treasur-$0--
DIAHANNA POSTSecretary-$0--
ALLISON GOODWINBoard Member-$0--
NOEMI VALDIVIABoard Member-$0--
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
2022-10-31
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 16

Expenses advertising 600 insurance 944 bank & merhcant fees 717 memberships and dues 199 other event expenses 4,619 supplies & equipment 760 website 2,773 total 10,612

Form 990-ez, Part II, Line 24

Grants receivable 0 3,900 prepaid expenses and deferred charges 2 0 undeposited funds 0 11,284 total 2 15,184

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 375 171 accrued liabilities 107,547 103,664

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

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 27 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.

Form 990-ez, Part V, Line 34

The organization's bylaws were amended on august 11th, 2021.

Raw XML Appendix190 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 600 INSURANCE 944 BANK & MERHCANT FEES 717 MEMBERSHIPS AND DUES 199 OTHER EVENT EXPENSES 4,619 SUPPLIES & EQUIPMENT 760 WEBSITE 2,773 TOTAL 10,612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 0 3,900 PREPAID EXPENSES AND DEFERRED CHARGES 2 0 UNDEPOSITED FUNDS 0 11,284 TOTAL 2 15,184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 375 171 ACCRUED LIABILITIES 107,547 103,664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCING FOR EDUCATIONAL ENRICHMENT BENEFITTING ALL STUDENTS IN THE WINDSOR UNIFIED SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 27 SCHOLARSHIPS RANGING FROM 50 TO 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S BYLAWS WERE AMENDED ON AUGUST 11TH, 2021.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART V, LINE 34
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HACKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07078377700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
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ReturnHeader/Filer/EIN0680173949
ReturnHeader/Filer/PhoneNum07078377700
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0187 CONCOURSE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954030968
ReturnHeader/PreparerPersonGrp/PhoneNum07075460272
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI E BERRY
ReturnHeader/ReturnTs02022-11-03T19:34:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HACKWOOD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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