Civic Intelligence

Walnut Creek Education Foundation K-12

990 • Fiscal year 2016 • EIN 94-2915151

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

960 Ygnacio Valley RoadWalnut Creek, CA 94597

(925) 933-9233

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$46,067

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

87th percentile

32%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

58%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$471,956

Up $113,254 (+32%) from 2015

Net Assets

Up

$471,956

Up $119,286 (+34%) from 2015

Liabilities

Down

$0

Down $6,032 (-100%) from 2015

Revenue

Up

$1,080,202

Up $396,903 (+58%) from 2015

Expenses

Up

$960,916

Up $242,607 (+34%) from 2015

Net Income

Up

$119,286

Up $154,296 (+441%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $576,094Liabilities 2011: $0Net Assets 2011: $576,0942011Assets 2012: $454,018Liabilities 2012: $0Net Assets 2012: $454,0182012Assets 2013: $414,940Liabilities 2013: $0Net Assets 2013: $414,9402013Assets 2014: $387,680Liabilities 2014: $0Net Assets 2014: $387,6802014Assets 2015: $358,702Liabilities 2015: $6,032Net Assets 2015: $352,6702015Assets 2016: $471,956Liabilities 2016: $0Net Assets 2016: $471,9562016Assets 2017: $344,670Liabilities 2017: $0Net Assets 2017: $344,6702017Assets 2018: $355,400Liabilities 2018: $2,607Net Assets 2018: $352,7932018Assets 2019: $217,327Liabilities 2019: $23Net Assets 2019: $217,3042019Assets 2020: $294,473Liabilities 2020: $11,321Net Assets 2020: $283,1522020Assets 2021: $374,519Liabilities 2021: -$61Net Assets 2021: $374,5802021Assets 2022: $471,485Liabilities 2022: -$62Net Assets 2022: $471,5472022Assets 2023: $472,814Liabilities 2023: -$4,097Net Assets 2023: $476,9112023Assets 2024: $558,331Liabilities 2024: -$1,331Net Assets 2024: $559,6622024Assets 2025: $603,210Liabilities 2025: $0Net Assets 2025: $603,2102025

Highlighted filing

2016

Assets$471,956
Liabilities$0
Net Assets$471,956

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $879,783Expenses 2011: $697,014Net Income 2011: $182,7692011Expenses 2012: $834,3582012Expenses 2013: $749,8792013Revenue 2014: $650,449Expenses 2014: $677,709Net Income 2014: -$27,2602014Revenue 2015: $683,299Expenses 2015: $718,309Net Income 2015: -$35,0102015Revenue 2016: $1,080,202Expenses 2016: $960,916Net Income 2016: $119,2862016Revenue 2017: $870,043Expenses 2017: $997,329Net Income 2017: -$127,2862017Revenue 2018: $908,179Expenses 2018: $900,056Net Income 2018: $8,1232018Revenue 2019: $984,420Expenses 2019: $1,119,909Net Income 2019: -$135,4892019Revenue 2020: $1,284,970Expenses 2020: $1,219,604Net Income 2020: $65,3662020Revenue 2021: $1,297,074Expenses 2021: $1,205,646Net Income 2021: $91,4282021Revenue 2022: $1,389,077Expenses 2022: $1,289,459Net Income 2022: $99,6182022Revenue 2023: $1,376,562Expenses 2023: $1,373,839Net Income 2023: $2,7232023Revenue 2024: $1,479,451Expenses 2024: $1,405,824Net Income 2024: $73,6272024Revenue 2025: $1,493,269Expenses 2025: $1,461,221Net Income 2025: $32,0482025

Highlighted filing

2016

Revenue$1,080,202
Expenses$960,916
Net Income$119,286
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$1,112,195
Mission and Program Overview

Mission

Enhance the education of the students of Las Lomas High School and the schools within the Walnut Creek School District.

Enhance the education of the students within the walnut creek school district and las lomas high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$352,670$471,956▲ $119,286
Savings and Temporary Cash Investments$319,052$428,452▲ $109,400
Cash and Non-Interest-Bearing Accounts$39,650$43,504▲ $3,854
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$358,702$471,956▲ $113,254
Liabilities
Other Liabilities$6,032$0▼ $6,032
Total Liabilities$6,032$0▼ $6,032
Net Assets / Fund Balance
Total Net Assets Fund Balance$352,670$471,956▲ $119,286
Total Liabilities and Net Assets / Fund Balance$358,702$471,956▲ $113,254

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$47,858$2,425▲ $53-$50,336
2014$43,863$3,995--$47,858
2013$35,447$8,416--$43,863
2012$24,145$11,302--$35,447
2011$11,835$12,310--$24,145
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stacey Roberts-ohrExecutive DirectorPT$46,067$46,067

Board Members and Trustees

NameTitle
Tim SchultzPresident
Jennifer WickboldtVice President
Sarah SeawaySecretary
Jeff PickettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,059,136
Program Service Revenue
$0
Investment Income
$1,086
Other Revenue
$19,980
All Other Contributions
$1,059,136
Change in Net Assets
$119,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$891,506
Salaries, Compensation, and Employee Benefits$66,410
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$46,067-$46,067
Other Salaries and Wages-$16,514-$16,514
Payroll Taxes-$3,829-$3,829
Insurance-$3,075-$3,075
Grants to Domestic Individuals$3,000--$3,000
Fees for Services Accounting-$1,585-$1,585
Other Expenses$869,219$1,013-$1,013
Total Functional Expenses$872,219$88,697$0$960,916
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,973
Fundraising Direct Expenses$31,993
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey Trot$21,500$21,500-$21,500
Business Event$14,990$14,990-$14,990
Total Events$51,973$51,973$31,993$19,980
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$10,000
Total Exempt Function Spending$10,000
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
94-2155018Walnut Creek, CA$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Copies of form 990 will be distributed to the members after filing.

Form 990, Part VI, Section B, Line 12C

The policy is monitored for compliance by the executive director and the president of the foundation who are aware of all transactions, and attend all meetings and votes of the foundation.

Form 990, Part VI, Section C, Line 19

All information regarding walnut creek education foundation k-12 is available upon request and at www.wcefk12.org

Filing and Contact Details

Filer

Filer Name
Walnut Creek Education Foundation K-12
EIN
94-2915151
Phone
9259339233
Address
960 YGNACIO VALLEY ROAD, WALNUT CREEK, CA 94597

Signing Officer

Name
Bruce Fuller
Title
Treasurer
Phone
9259339233
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Fuller
Formed
1983
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
2
Volunteers
295

Preparer

Firm
Rubens Partners Llp
Address
3675 MT DIABLO BLVD SUITE 200, LAFAYETTE, CA 94549
Preparer
Sharon Rubens
Phone
9254444000
Raw XML AppendixShowing 400 of 415 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENHANCE THE EDUCATION OF THE STUDENTS WITHIN THE WALNUT CREEK SCHOOL DISTRICT AND LAS LOMAS HIGH SCHOOL.
IRS990/AllOtherContributionsAmt01059136
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRUCE FULLER
IRS990/BooksInCareOfDetail/PhoneNum09259339233
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0960 YGNACIO VALLEY RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WALNUT CREEK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094597
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt039650
IRS990/CashNonInterestBearingGrp/EOYAmt043504
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt046067
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt046067
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01059136
IRS990/CYGrantsAndSimilarPaidAmt03000
IRS990/CYInvestmentIncomeAmt01086
IRS990/CYOtherExpensesAmt0891506
IRS990/CYOtherRevenueAmt019980
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0119286
IRS990/CYSalariesCompEmpBnftPaidAmt066410
IRS990/CYTotalExpensesAmt0960916
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01080202
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT ART, MUSIC, AND OTHER PROGRAMS WITHIN THE WALNUT CREEK SCHOOL DISTRICT SCHOOLS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0627777
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01585
IRS990/FeesForServicesAccountingGrp/TotalAmt01585
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0STACEY ROBERTS-OHR
IRS990/Form990PartVIISectionAGrp/PersonNm1TIM SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNIFER WICKBOLDT
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF PICKETT
IRS990/Form990PartVIISectionAGrp/PersonNm4SARAH SEAWAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt046067
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt031993
IRS990/FundraisingGrossIncomeAmt051973
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01112195
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt028
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03075
IRS990/InsuranceGrp/TotalAmt03075
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01086
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01086
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENHANCE THE EDUCATION OF THE STUDENTS OF LAS LOMAS HIGH SCHOOL AND SCHOOLS WITHIN THE WALNUT CREEK SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0352670
IRS990/NetAssetsOrFundBalancesEOYAmt0471956
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt019980
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019980
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1DONATION TO MEASURE C
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc3EDUCATION/MEMBERSHIP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16614
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21013
IRS990/OtherExpensesGrp/ProgramServicesAmt0869219
IRS990/OtherExpensesGrp/TotalAmt0869219
IRS990/OtherExpensesGrp/TotalAmt110000
IRS990/OtherExpensesGrp/TotalAmt26614
IRS990/OtherExpensesGrp/TotalAmt31013
IRS990/OtherLiabilitiesGrp/BOYAmt06032
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016514
IRS990/OtherSalariesAndWagesGrp/TotalAmt016514
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03829
IRS990/PayrollTaxesGrp/TotalAmt03829
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRUCE FULLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT THE LAS LOMAS HIGH SCHOOL PROGRAMS, INTERVENTION SPECIALIST, TECHNOLOGY, NURSE, PERFORMING ARTS AND OTHER ACADEMIC PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0241442
IRS990/ProgSrvcAccomActy3Grp/Desc0THE MIKE DESA SCHOLARSHIP. THE SCHOLARSHIP CRITERION, WHICH SEEKS A WELL-ROUNDED GRADUATE OF THE WALNUT CREEK SCHOOLS (ATTENDING K-12) WHO HAS NURTURED LIFE'S PASSIONS BOTH IN SCHOOL AND OUTSIDE THE CONFINES OF ACADEMIA, THROUGH SERVICE IN THE COMMUNITY AND OTHER PURSUITS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SHORTY'S ASSIST SCHOLARSHIP. SCHOLARSHIP FOR OUTSTANDING LAS LOMAS HIGH SCHOOL MALE STUDENT ATHLETE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt01000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0665293
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt0824
IRS990/PYOtherExpensesAmt0642029
IRS990/PYOtherRevenueAmt017182
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-35010
IRS990/PYSalariesCompEmpBnftPaidAmt074280
IRS990/PYTotalExpensesAmt0718309
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0683299
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0119286
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0352670
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0471956
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0319052
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0428452
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EVENT INCOME - 2011 AMOUNT: $ 108,315. 2012 AMOUNT: $ 75,308. 2013 AMOUNT: $ 56,195. 2014 AMOUNT: $ 47,085. 2015 AMOUNT: $ 51,973.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01059136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0665293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0627341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0671654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0641025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03664449
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01086
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0824
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01213
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01944
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03474
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0824
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01944
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03474
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08541
IRS990ScheduleA/InvestmentIncomeCYPct00.00210
IRS990ScheduleA/InvestmentIncomePYPct00.00280
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt051973
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt047085
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt056195
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt075308
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0108315
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0338876
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91340
IRS990ScheduleA/PublicSupportPY509Pct00.90770
IRS990ScheduleA/PublicSupportTotal509Amt03664449
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01059136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0665293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0627341
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0671654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0641025
IRS990ScheduleA/Total509Grp/TotalAmt03664449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01112195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0713202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0684749
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0748906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0752814
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04011866
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt010000
IRS990ScheduleC/PoliticalExpendituresAmt010000
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt00
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0942155018
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0WALNUT CREEK SCHOOL DISTRICT - MEASURE D (FPPC ID #1319815)
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt010000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0960 YGNACIO VALLEY ROAD
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0WALNUT CREEK
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd094596
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0MONETARY CAMPAIGN CONTRIBUTION TO MEASURE D - BOND MEASURE.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt010000
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt047858
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02425
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt050336
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt053
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt043863
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt047858
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt035447
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08416
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt043863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt024145
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt011302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt035447
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011835
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt012310
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt024145
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031993
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURKEY TROT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BUSINESS EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051973
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019980
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt031993
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031993
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF FORM 990 WILL BE DISTRIBUTED TO THE MEMBERS AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS MONITORED FOR COMPLIANCE BY THE EXECUTIVE DIRECTOR AND THE PRESIDENT OF THE FOUNDATION WHO ARE AWARE OF ALL TRANSACTIONS, AND ATTEND ALL MEETINGS AND VOTES OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL INFORMATION REGARDING WALNUT CREEK EDUCATION FOUNDATION K-12 IS AVAILABLE UPON REQUEST AND AT WWW.WCEFK12.ORG
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0358702
IRS990/TotalAssetsEOYAmt0471956
IRS990/TotalAssetsGrp/BOYAmt0358702
IRS990/TotalAssetsGrp/EOYAmt0471956
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01059136
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088697
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0872219
IRS990/TotalFunctionalExpensesGrp/TotalAmt0960916
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06032
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt06032
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0352670
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0471956
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt01000
IRS990/TotalOtherProgSrvcGrantAmt01000
IRS990/TotalProgramServiceExpensesAmt0872219
IRS990/TotalReportableCompFromOrgAmt046067
IRS990/TotalRevenueGrp/ExclusionAmt019980
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01086
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01080202
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0295
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0358702
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0471956
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0960 YGNACIO VALLEY ROAD
IRS990/USAddress/CityNm0WALNUT CREEK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094597
IRS990/VotingMembersGoverningBodyCnt028
IRS990/VotingMembersIndependentCnt028
IRS990/WebsiteAddressTxt0WWW.WCEFK12.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE FULLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09259339233
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALNUT CREEK EDUCATION FOUNDATION K-12
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0942915151
ReturnHeader/Filer/PhoneNum09259339233
ReturnHeader/Filer/USAddress/AddressLine1Txt0960 YGNACIO VALLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

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.$0.60$0.00$0.60$1.49$1.46$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.48$1.41$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.48$1.38$1.37$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.39$1.29$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.30$1.21$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$1.28$1.22$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.98$1.12$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.35$0.91$0.90$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.87$1.00$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.08$0.96$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.35$0.68$0.72$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.65$0.68$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.83
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.88$0.70$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits