Civic Intelligence

Wallenberg High School Community Foundation

EIN 94-3297774 • 501(c)3 • San Francisco, CA

Revoked990-N Coverage

Profile

Our foundation awards scholarships to graduating seniors who have extreme financial need & have given service to the school & community

Revocation date: May 15, 2022

40 Vega StreetSan Francisco, CA 94115

under construction

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-389%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

20th percentile

-50%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-76%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$53,070

Down $52,493 (-50%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$53,070

Down $52,493 (-50%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Down

$13,493

Down $41,699 (-76%) from 2016

Expenses

Up

$65,986

Up $45,250 (+218%) from 2016

Net Income

Down

-$52,493

Down $86,949 (-252%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2015: $71,107Liabilities 2015: $02015Assets 2016: $105,563Liabilities 2016: $0Net Assets 2016: $105,5632016Assets 2017: $53,070Liabilities 2017: $0Net Assets 2017: $53,0702017

Highlighted filing

2017

Assets$53,070
Liabilities$0
Net Assets$53,070
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2015: $75,330Expenses 2015: $27,291Net Income 2015: $48,0392015Revenue 2016: $55,192Expenses 2016: $20,736Net Income 2016: $34,4562016Revenue 2017: $13,493Expenses 2017: $65,986Net Income 2017: -$52,4932017

Highlighted filing

2017

Revenue$13,493
Expenses$65,986
Net Income-$52,493
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,070
Liabilities
$0
Net assets
$53,070
Revenue
$13,493
Expenses
$65,986
Net income
-$52,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.13$0.66$0.52
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.55$0.21$0.34
2015Summary only. Only limited summary data is available for this year.$0.71$0.00$0.75$0.27$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$13,493
Mission and Program Overview

Mission

Our foundation awards scholarships to graduating seniors who have extreme financial need & have given service to the school & community

Program Services

DescriptionGrantsExpenses
OUR FOUNDATION AWARDS SCHOLARSHIPS TO GRADUATING SENIORS WHO HAVE EXTREME FINANCIAL NEED & HAVE GIVEN SERVICE TO THE SCHOOL & COMMUNITY$63,500-
OUR FOUNDATION PROVIDES STIPENDS TO TEACHERS TO PURCHASE CLASSROOM MATERIALS$1,154-
OUR FOUNDATION PROVIDES FUNDING FOR SPECIAL TEACHER INNOVATIONS AND/OR PROJECTS NOT PAID FOR BY SFUSD.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH MAHNKEPresident-$0--
KEN FREEVice President-$0--
ALEXIS BEGLINGERSecretary-$0--
CAROL JOHNSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wallenberg High School Community Fndn
EIN
94-3297774
Phone
4157493469
Address
40 VEGA STREET, SAN FRANCISCO, CA 94115

Signing Officer

Name
Carol Johnson
Title
Treasurer
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Howes Tax
Address
650 Chenery Street, SAN FRANCISCO, CA 94131
Preparer
Mark Howes EA
Phone
4157963639
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.29

“| Donee's Name: ANIKA TEMPLE | Donee's Address: 40 VEGA ST SAN FRANCISCO CA 94115 | Relationship of Donee: NONE | Cash Amount Given: $6000”

Other Expenses.1002

“Office Expenses $545”

Other Expenses.1

“California attorney general $50”

Other Expenses.2

“BANK FEES $35”

Other Expenses.3

“STATE OF CALIFORNIA $27”

Other Expenses.4

“FRANCHISE TAX BOARD $25”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04157493469
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt040 VEGA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105563
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053070
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013239
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-52493
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105563
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053070
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064654
IRS990EZ/GrossReceiptsAmt013493
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0254
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105563
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053070
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105563
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053070
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDITH MAHNKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN FREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEXIS BEGLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROL JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0682
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR FOUNDATION AWARDS SCHOLARSHIPS TO GRADUATING SENIORS WHO HAVE EXTREME FINANCIAL NEED & HAVE GIVEN SERVICE TO THE SCHOOL & COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR FOUNDATION AWARDS SCHOLARSHIPS TO GRADUATING SENIORS WHO HAVE EXTREME FINANCIAL NEED & HAVE GIVEN SERVICE TO THE SCHOOL & COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OUR FOUNDATION PROVIDES STIPENDS TO TEACHERS TO PURCHASE CLASSROOM MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OUR FOUNDATION PROVIDES FUNDING FOR SPECIAL TEACHER INNOVATIONS AND/OR PROJECTS NOT PAID FOR BY SFUSD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11154
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065986
IRS990EZ/TotalProgramServiceExpensesAmt064654
IRS990EZ/TotalRevenueAmt013493
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0UNDER CONSTRUCTION
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE WALLENBERG HIGH SCHOOL COMMUNITY FOUNDATION MAKES APPLICATIONS FOR ITS SCHOLARSHIPS AVAILABLE TO ANY 12TH GRADE STUDENT IN ACCORDANCE WITH SAN FRANCISCO UNIFIED SCHOOL DISTRICT'S NON-DISCRIMINATORY POLICIES.OUR SCHOLARSHIP PROGRAM IS WELL PUBLICIZED VERBALLY AND IN SCHOOL NOTIFICATIONS TO STUDENTS AND PARENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ANIKA TEMPLE | Donee's Address: 40 VEGA ST SAN FRANCISCO CA 94115 | Relationship of Donee: NONE | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CALIFORNIA ATTORNEY GENERAL $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STATE OF CALIFORNIA $27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FRANCHISE TAX BOARD $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLENBERG HIGH SCHOOL COMMUNITY FNDN
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0943297774
ReturnHeader/Filer/PhoneNum04157493469
ReturnHeader/Filer/USAddress/AddressLine1Txt040 VEGA STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454085294
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWES TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 Chenery Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094131
ReturnHeader/PreparerPersonGrp/PhoneNum04157963639
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Howes EA
ReturnHeader/ReturnTs02018-11-14T14:37:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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