Civic Intelligence

Walnut Creek Education Foundation K-12

990 • Fiscal year 2018 • EIN 94-2915151

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

Organization ProfileWWW.WCEFK12.ORG
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

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$27,500

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

4.4%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$355,400

Up $10,730 (+3.1%) from 2017

Net Assets

Up

$352,793

Up $8,123 (+2.4%) from 2017

Liabilities

Up

$2,607

Up $2,607 from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin43rd percentile

Revenue

Up

$908,179

Up $38,136 (+4.4%) from 2017

Expenses

Down

$900,056

Down $97,273 (-9.8%) from 2017

Net Income

Up

$8,123

Up $135,409 (+106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2018

Assets$355,400
Liabilities$2,607
Net Assets$352,793
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

2018

Revenue$908,179
Expenses$900,056
Net Income$8,123
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$943,940
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$344,670$352,793▲ $8,123
Savings and Temporary Cash Investments$332,855$320,601▼ $12,254
Cash and Non-Interest-Bearing Accounts$7,377$24,637▲ $17,260
Investments Other Securities$4,434$10,162▲ $5,728
Prepaid Expenses and Deferred Charges$4--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$344,670$355,400▲ $10,730
Liabilities
Accounts Payable and Accrued Expenses$0$2,607▲ $2,607
Total Liabilities$0$2,607▲ $2,607
Net Assets / Fund Balance
Total Net Assets Fund Balance$344,670$352,793▲ $8,123
Total Liabilities and Net Assets / Fund Balance$344,670$355,400▲ $10,730

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$53,173$2,522--$55,695
2016$50,336$2,542▲ $295-$53,173
2015$47,858$2,425▲ $53-$50,336
2014$43,863$3,995--$47,858
2013$35,447$8,416--$43,863
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joanna GrossmanExecutive Director (2018)PT$27,500$27,500
Morgan West HansonExecutive Director (2017))PT$18,333$18,333

Board Members and Trustees

NameTitle
Lisa SunPresident
Heidi Hernandez GattyVice President
Sarah SeawaySecretary
Bruce FullerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$855,530
Program Service Revenue
$0
Investment Income
$1,910
Other Revenue
$50,739
All Other Contributions
$855,530
Change in Net Assets
$8,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$838,128
Salaries, Compensation, and Employee Benefits$60,928
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$45,833-$45,833
Other Salaries and Wages-$11,220-$11,220
Payroll Taxes-$3,875-$3,875
Insurance-$1,829-$1,829
Fees for Services Accounting-$1,500-$1,500
Grants to Domestic Individuals$1,000--$1,000
Other Expenses$827,640$270-$270
Total Functional Expenses$828,640$71,416$0$900,056
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$86,500
Fundraising Direct Expenses$35,761
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turkey Trot$21,500$21,500-$21,500
Taste and Toast$18,095$18,095-$18,095
Total Events$86,500$86,500$35,761$50,739
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
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 11B

“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
2018-11-07
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 401 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/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02607
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENHANCE THE EDUCATION OF THE STUDENTS WITHIN THE WALNUT CREEK SCHOOL DISTRICT AND LAS LOMAS HIGH SCHOOL.
IRS990/AllOtherContributionsAmt0855530
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/BOYAmt07377
IRS990/CashNonInterestBearingGrp/EOYAmt024637
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt045833
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt045833
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0855530
IRS990/CYGrantsAndSimilarPaidAmt01000
IRS990/CYInvestmentIncomeAmt01910
IRS990/CYOtherExpensesAmt0838128
IRS990/CYOtherRevenueAmt050739
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08123
IRS990/CYSalariesCompEmpBnftPaidAmt060928
IRS990/CYTotalExpensesAmt0900056
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0908179
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/ExpenseAmt0583164
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt01500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MORGAN WEST HANSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JOANNA GROSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA SUN
IRS990/Form990PartVIISectionAGrp/PersonNm3HEIDI HERNANDEZ GATTY
IRS990/Form990PartVIISectionAGrp/PersonNm4BRUCE FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm5SARAH SEAWAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt018333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt127500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR (2017))
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR (2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt035761
IRS990/FundraisingGrossIncomeAmt086500
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0943940
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt028
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01829
IRS990/InsuranceGrp/TotalAmt01829
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01910
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01910
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04434
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010162
IRS990/IRPDocumentCnt02
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/NetAssetsOrFundBalancesBOYAmt0344670
IRS990/NetAssetsOrFundBalancesEOYAmt0352793
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt050739
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt050739
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc2EDUCATION/MEMBERSHIP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06889
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1270
IRS990/OtherExpensesGrp/ProgramServicesAmt0827640
IRS990/OtherExpensesGrp/TotalAmt0827640
IRS990/OtherExpensesGrp/TotalAmt16889
IRS990/OtherExpensesGrp/TotalAmt2270
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011220
IRS990/OtherSalariesAndWagesGrp/TotalAmt011220
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03875
IRS990/PayrollTaxesGrp/TotalAmt03875
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04
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/ExpenseAmt0244476
IRS990/ProgSrvcAccomActy3Grp/Desc0SHORTY'S ASSIST SCHOLARSHIP. SCHOLARSHIP FOR OUTSTANDING LAS LOMAS HIGH SCHOOL MALE STUDENT ATHLETE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0844432
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05000
IRS990/PYInvestmentIncomeAmt01101
IRS990/PYOtherExpensesAmt0926754
IRS990/PYOtherRevenueAmt024510
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-127286
IRS990/PYSalariesCompEmpBnftPaidAmt065575
IRS990/PYTotalExpensesAmt0997329
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0870043
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08123
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0344670
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0352793
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0332855
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0320601
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EVENT INCOME - 2013 AMOUNT: $ 56,195. 2014 AMOUNT: $ 47,085. 2015 AMOUNT: $ 51,973. 2016 AMOUNT: $ 55,395. 2017 AMOUNT: $ 86,500.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0855531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0844432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01059136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0665293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0627341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04051733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01910
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01101
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01086
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0824
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01213
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01910
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0824
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06134
IRS990ScheduleA/InvestmentIncomeCYPct00.00140
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt086500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt055395
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt051973
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt047085
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt056195
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0297148
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93040
IRS990ScheduleA/PublicSupportPY509Pct00.92980
IRS990ScheduleA/PublicSupportTotal509Amt04051733
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0855531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0844432
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01059136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0665293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0627341
IRS990ScheduleA/Total509Grp/TotalAmt04051733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0943941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0900928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01112195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0713202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0684749
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04355015
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt053173
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02522
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt055695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt050336
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02542
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt053173
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0295
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt047858
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02425
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt050336
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt043863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt047858
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt035447
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt08416
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt043863
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035761
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURKEY TROT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TASTE AND TOAST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt046905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt046905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050739
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt035761
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
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 11B
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/TotalAssetsBOYAmt0344670
IRS990/TotalAssetsEOYAmt0355400
IRS990/TotalAssetsGrp/BOYAmt0344670
IRS990/TotalAssetsGrp/EOYAmt0355400
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0855530
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071416
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0828640
IRS990/TotalFunctionalExpensesGrp/TotalAmt0900056
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt02607
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02607
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0344670
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0352793
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0828640
IRS990/TotalReportableCompFromOrgAmt045833
IRS990/TotalRevenueGrp/ExclusionAmt050739
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01910
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0908179
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0295
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0344670
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0355400
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE FULLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09259339233
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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
ReturnHeader/Filer/USAddress/ZIPCd094597
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08C3D636674928F6602CE4BF00BD00B7754520CC9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06FFDE97B8DCD2820E446FF10CAA61859F9C4DC43
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.164.237.17
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:27:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204519974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUBENS PARTNERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03675 MT DIABLO BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094549
ReturnHeader/PreparerPersonGrp/PhoneNum09254444000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON RUBENS
ReturnHeader/ReturnTs02018-11-09T19:38:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,400
Liabilities
$2,607
Net assets
$352,793
Revenue
$908,179
Expenses
$900,056
Net income
$8,123
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