Civic Intelligence

Windsor Educational Foundation

990EZ • Fiscal year 2023 • EIN 68-0173949

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

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

94th percentile

0.97x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

2.08x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-86%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-17%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$134,875

Down $27,375 (-17%) from 2022

Net Assets

Down

$4,230

Down $54,185 (-93%) from 2022

Liabilities

Up

$130,645

Up $26,810 (+26%) from 2022

Revenue

Down

$62,735

Down $10,036 (-14%) from 2022

Expenses

Up

$116,920

Up $70,640 (+153%) from 2022

Net Income

Down

-$54,185

Down $80,676 (-305%) from 2022

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

2023

Assets$134,875
Liabilities$130,645
Net Assets$4,230

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

2023

Revenue$62,735
Expenses$116,920
Net Income-$54,185
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$63,010
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 32 SCHOLARSHIPS RANGING FROM 70 TO 1,500, PLUS ONE 3,500 SCHOLARSHIP TO RUSSIAN RIVER VALLEY WINE GROWERS FOUNDATION TO HELP SUPPORT 10 -1,000 SCHOLARSHIPS TO AREA.$74,720$116,920
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
2023-11-13
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 300 insurance 1,494 bank & merchant fees 287 memberships and dues 199 other event expenses 17,592 other expense 10,063 reporting fees 75 supplies & equipment 907 website 252 total 31,169

Form 990-ez, Part II, Line 24

Grants receivable 3,900 2,050 undeposited funds 11,284 3,061 total 15,184 5,111

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 171 3,004 accrued liabilities 103,664 127,641

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 32 scholarships ranging from 70 to 1,500, plus one 3,500 scholarship to russian river valley wine growers foundation to help support 10 -1,000 scholarships to area.

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 Appendix192 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 300 INSURANCE 1,494 BANK & MERCHANT FEES 287 MEMBERSHIPS AND DUES 199 OTHER EVENT EXPENSES 17,592 OTHER EXPENSE 10,063 REPORTING FEES 75 SUPPLIES & EQUIPMENT 907 WEBSITE 252 TOTAL 31,169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 3,900 2,050 UNDEPOSITED FUNDS 11,284 3,061 TOTAL 15,184 5,111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 171 3,004 ACCRUED LIABILITIES 103,664 127,641
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 32 SCHOLARSHIPS RANGING FROM 70 TO 1,500, PLUS ONE 3,500 SCHOLARSHIP TO RUSSIAN RIVER VALLEY WINE GROWERS FOUNDATION TO HELP SUPPORT 10 -1,000 SCHOLARSHIPS TO AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 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
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HACKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07078377700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDSOR EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0680173949
ReturnHeader/Filer/PhoneNum07078377700
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ReturnHeader/Filer/USAddress/CityNm0WINDSOR
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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/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI E BERRY
ReturnHeader/ReturnTs02023-11-15T11:03:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HACKWOOD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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