Civic Intelligence

Westlake High School Academic Scholarship Foundation

EIN 95-3622002 • 501(c)3 • Westlake Vlg, CA

100 Lakeview Canyon BlvdWestlake Vlg, CA 91362
Siviq Scores

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

Liabilities / Assets

85th percentile

0.30x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

4.77x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-1772%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

17th percentile

-51%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-49%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$92,794

Down $94,819 (-51%) from 2017

Liabilities

Up

$27,633

Up $7,275 (+36%) from 2017

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue98th percentileNet Margin2nd percentile

Revenue

Down

$5,789

Down $5,671 (-49%) from 2017

Expenses

Up

$108,383

Up $46,727 (+76%) from 2017

Net Income

Down

-$102,594

Down $52,398 (-104%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$300K$200K$100K$0Assets 2010: $279,910Liabilities 2010: $55,675Net Assets 2010: $224,2352010Assets 2011: $281,454Liabilities 2011: $52,582Net Assets 2011: $228,8722011Assets 2012: $287,207Liabilities 2012: $48,464Net Assets 2012: $238,7432012Assets 2013: $275,413Liabilities 2013: $37,306Net Assets 2013: $238,1072013Assets 2014: $259,795Liabilities 2014: $34,8902014Assets 2015: $269,956Liabilities 2015: $30,3482015Assets 2016: $246,687Liabilities 2016: $29,4802016Assets 2017: $187,613Liabilities 2017: $20,3582017Assets 2018: $92,794Liabilities 2018: $27,6332018

Highlighted filing

2018

Assets$92,794
Liabilities$27,633
Net Assets-
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $93,5082010Revenue 2011: $87,093Expenses 2011: $82,456Net Income 2011: $4,6372011Revenue 2012: $97,942Expenses 2012: $88,071Net Income 2012: $9,8712012Revenue 2013: $84,073Expenses 2013: $84,709Net Income 2013: -$6362013Revenue 2014: $40,867Expenses 2014: $53,739Net Income 2014: -$12,8722014Revenue 2015: $41,274Expenses 2015: $32,397Net Income 2015: $8,8772015Revenue 2016: $18,798Expenses 2016: $41,199Net Income 2016: -$22,4012016Revenue 2017: $11,460Expenses 2017: $61,656Net Income 2017: -$50,1962017Revenue 2018: $5,789Expenses 2018: $108,383Net Income 2018: -$102,5942018

Highlighted filing

2018

Revenue$5,789
Expenses$108,383
Net Income-$102,594
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$92,794
Liabilities
$27,633
Net assets
-
Revenue
$5,789
Expenses
$108,383
Net income
-$102,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$0.93$0.28$0.06$1.08$1.03
2017Summary only. Only limited summary data is available for this year.$1.88$0.20$0.11$0.62$0.50
2016Summary only. Only limited summary data is available for this year.$2.47$0.29$0.19$0.41$0.22
2015Summary only. Only limited summary data is available for this year.$2.70$0.30$0.41$0.32$0.09
2014Summary only. Only limited summary data is available for this year.$2.60$0.35$0.41$0.54$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.37$2.38$0.84$0.85$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.48$2.39$0.98$0.88$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.53$2.29$0.87$0.82$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.56$2.24$0.94
Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 10, 2014
Return Version
2012v2.0
Filing and Contact Details

Filer

EIN
95-3622002
Raw XML Appendix218 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/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Cheri Blackburn
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Nicole Funfar
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Lisa Kudler
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Cheryl Kitahata
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Kim Doder
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Diane McKenzie
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Susan Consales
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Christine Blatt
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8Sally Adamski
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9Natale Speicher
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10Sheryl Meyer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Faculty Advisor
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1School Laison
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Parlimentarian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Membership
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Corresp Secty
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Recording Secty
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7VP Fundraising
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8VP Fundraising
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9VP Scholarships
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
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IRS990EZ/OtherAssetsTotal/BOY0104693
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IRS990EZ/OtherExpensesTotal03898
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IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To encourage, recognize and reward vocational and academic achievement and improvement, leadership and citizenship within the student body of Westlake High School. To raise money for senior scholarships, honor undergraduate and senior students at Student of the Month programs and honor/select special senior students in all areas of the curriculum at the Student of the Year program held at the end of the school year.
IRS990EZ/PrintingPublicationsPostage01708
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Funds transferred to campus clubs, athletic activities and enrichment programs
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Awards given to student of the month
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2Scholarships for tuition and books awarded to deserving students.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations014003
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations128
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IRS990EZ/ProhibitedTaxShelterTrans0false
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IRS990EZ/SubjectToProxyTax0false
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IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10100 LAKEVIEW CYN BLVD
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IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode091362
IRS990EZ/TheBooksAreInCareOf/NamePerson0Janis Dapeer
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08053709112
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IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0www.whsinfo.com
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear078745
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IRS990ScheduleO/GeneralExplanation/Explanation0Scrip Liabilities - Beginning $27774 Scrip Liabilities - Ending $21874
IRS990ScheduleO/GeneralExplanation/Explanation1Grants Payable - Beginning $20690 Grants Payable - Ending $15432
IRS990ScheduleO/GeneralExplanation/Explanation2Scrip Inventory - Beginning $104693 Scrip Inventory - Ending $98314
IRS990ScheduleO/GeneralExplanation/Explanation3Taxes $10
IRS990ScheduleO/GeneralExplanation/Explanation4Meetings $96
IRS990ScheduleO/GeneralExplanation/Explanation5Bank Charges $97
IRS990ScheduleO/GeneralExplanation/Explanation6Office Expenses $3695
IRS990ScheduleO/GeneralExplanation/Explanation7| Donee's Name: USC | Cash Amount Given: $8200
IRS990ScheduleO/GeneralExplanation/Explanation8| Donee's Name: US Santa Barbara | Cash Amount Given: $9750
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.1
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IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part II, Line 24.1
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 10.34
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 10.24
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IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Assets.1
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IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.4
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IRS990ScheduleO/GeneralExplanation/ReturnReference7Grants and Similar Amounts Paid In Excess of $5,000.34
IRS990ScheduleO/GeneralExplanation/ReturnReference8Grants and Similar Amounts Paid In Excess of $5,000.24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0953622002
ReturnHeader/Filer/Name/BusinessNameLine10WESTLAKE HS SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/NameControl0WEST
ReturnHeader/Filer/Phone08054976711
ReturnHeader/Filer/USAddress/AddressLine10100 LAKEVIEW CANYON BLVD
ReturnHeader/Filer/USAddress/City0THOUSAND OAKS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091362
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-05-10
ReturnHeader/Officer/Name0Janis Dapeer
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bonnie Sharer CPA Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101332 Mill Creek Ct
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Thousand Oaks
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0913606202
ReturnHeader/Preparer/Name0Bonnie Sharer CPA
ReturnHeader/Preparer/Phone08054930598
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-10T15:11:01-07:00

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