Civic Intelligence

Wallenberg High School Community Foundation

990EZ • Fiscal year 2016 • EIN 94-3297774

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 31, 2017

Organization ProfileUNDER CONSTRUCTION
40 Vega StreetSan Francisco, CA 94115

(415) 749-3469

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$105,563

Up $34,456 (+48%) from 2015

Net Assets

$105,563

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Down

$55,192

Down $20,138 (-27%) from 2015

Expenses

Down

$20,736

Down $6,555 (-24%) from 2015

Net Income

Down

$34,456

Down $13,583 (-28%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$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

2016

Assets$105,563
Liabilities$0
Net Assets$105,563
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$55,192
Expenses$20,736
Net Income$34,456
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$55,192
Mission and Program Overview

Mission

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

Our foundation awards scholarships to graduating seniors who have extreme financial nedd & 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$19,250-
OUR FOUNDATION PROVIDES STIPENDS TO TEACHERS TO PURCHASE CLASSROOM MATERIALS$876-
OUR FOUNDATION PROVIDES FUNDING FOR SPECIAL TEACHER INNOVATIONS AND/OR PROJECTS NOT PAID FOR BY SFUSD.$400-
Compensation and Service Providers
Top Officer Pay75th 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
2017-10-31
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“Scholarships (6,000+13,250) $19250”

Other Expenses.2

“Stipends to teachers $876”

Other Expenses.3

“FOUNDATION GRANT $400”

Other Expenses.4

“FRANCHISE TAX BOARD $10”

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020536
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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/GrantsAndAllocationsAmt019250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1876
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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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.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/ExplanationTxt0SCHOLARSHIPS (6,000+13,250) $19250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STIPENDS TO TEACHERS $876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION GRANT $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FRANCHISE TAX BOARD $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL JOHNSON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLENBERG HIGH SCHOOL COMMUNITY FNDN
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0943297774
ReturnHeader/Filer/PhoneNum04157493469
ReturnHeader/Filer/USAddress/AddressLine1Txt040 VEGA STREET
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094115
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
ReturnHeader/ReturnTs02017-10-31T08:59:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,563
Liabilities
$0
Net assets
$105,563
Revenue
$55,192
Expenses
$20,736
Net income
$34,456
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