STUDENT EXCELLENCE FOUNDATION FOR WHEATON-WARRENVILLE DISTRICT 200: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STUDENT EXCELLENCE FOUNDATION FOR WHEATON-WARRENVILLE DISTRICT 200 (EIN 36-3786044)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-08
- IRS object ID
- 202400399349200415
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-08T10:53:40-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363480013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHIESON MOYSKI AUSTIN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 CABOT DR STE 320 | AddressLine1Txt |
| City | LISLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605325251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363786044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STUDENT EXCELLENCE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOR WHEATON-WARRENVILLE DIST 200 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUD | BusinessNameControlTxt |
| Phone | 6304741344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 253 | AddressLine1Txt |
| City | WHEATON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60187 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE JOHNSON | PersonNm |
| Person Title | LEGAL COUNSEL | PersonTitleTxt |
| Phone | 6306531616 | PhoneNum |
| Signature | 2024-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLEE K SCROGGS CPA | PreparerPersonNm |
| PTIN | P01333656 | PTIN |
| Phone | 6306531616 | PhoneNum |
| Preparation | 2024-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | STUDENTEXCELLENCEFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $120,685 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $118,506 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,190 | InvestmentIncomeAmt |
| Fundraising Gross Income | $989 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,243 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$254 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $119,442 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $113,246 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $24,040 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $7,204 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $176 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $24,847 | OtherExpensesTotalAmt |
| Total Expenses | $169,513 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$50,071 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $319,689 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $269,618 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,689 | BOYAmt |
| EOY | $264,580 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,038 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,689 | BOYAmt |
| EOY | $269,618 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,689 | BOYAmt |
| EOY | $269,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ENGAGE THE COMMUNITY TO SUPPORT EDUCATIONAL EXCELLENCE THAT EMPOWERS STUDENTS TO REACH THEIR GREATEST POTENTIAL IN WHEATON-WARRENVILLE DISTRICT 200. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| PROVIDE GRANTS TO EDUCATORS FOR INNOVATIVE CLASSROOM AND LLC PROJECTS | $68,046 | $83,281 |
| PROVIDE SUPPORT FOR INCUBATOR ENTREPRENEURSHIP PROGRAM | $7,384 | $7,384 |
| PROVIDE SUPPORT FOR DISTRICT FOOD INSECURITY INITIATIVES | $37,816 | $37,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $128,654 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KIM SPAYER | ||
| EXECUTIVE DI | 20.00 | $5,417 |
| JENNIFER MERCK | ||
| PRESIDENT | 3.00 | $0 |
| SHANNON ENSING | ||
| VICE PRESIDE | 5.00 | $0 |
| BRETT MATHIESON | ||
| TREASURER | 3.00 | $0 |
| MARY PLEPEL | ||
| SECRETARY | 15.00 | $0 |
| STEVE JOHNSON | ||
| LEGAL COUNSE | 5.00 | $0 |
| KAREN BOHMER | ||
| DIRECTOR | 3.00 | $0 |
| TERESE JANIK | ||
| DIRECTOR | 3.00 | $0 |
| KEN KNICKER | ||
| DIRECTOR | 3.00 | $0 |
| KARA MURPHY | ||
| DIRECTOR | 3.00 | $0 |
| JIM VROMAN | ||
| DIRECTOR | 3.00 | $0 |
| ANN WAKEMAN | ||
| DIRECTOR | 3.00 | $0 |
| JENNIFER LONG | ||
| DIRECTOR | 3.00 | $0 |
| KIMBERLY MCNAMARA | ||
| DIRECTOR | 3.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT MATHIESON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 192 E THOMPSON | AddressLine1Txt |
| City | WHEATON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6304741344 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $374,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $223,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $118,506 | CurrentTaxYearAmt |
| Total | $994,221 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $374,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $223,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $118,506 | CurrentTaxYearAmt |
| Total | $994,221 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $58,211 | SubstantialContributorsTotAmt |
| Public Support Total170 | $936,010 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,190 | CurrentTaxYearAmt |
| Total | $3,697 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $997,918 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,319 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: COMMUNITY UNIT SCHOOL DISTRICT 200 ADDRESS: 130 WEST PARK AVE WHEATON, IL 60189 CASH CONTRIBUTION: 68,046 NAME: COMMUNITY UNIT SCHOOL DISTRICT 200 ADDRESS: 130 WEST PARK AVE WHEATON, IL 60189 CASH CONTRIBUTION: 21,816 NAME: NORTHERN IL FOOD BANK ADDRESS: 273 DEARBORN CT GENEVA, IL 60134 CASH CONTRIBUTION: 16,000 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES MARKETING 3,243 OFFICE 144 INSURANCE 1,618 ANNUAL REPORT FEES 11 BANK & CREDIT CARD FEES 856 CROWDFUNDING EXPENSE 5,000 MISCELLANEOUS EXPNESE 304 PROCESSING FEES 1,352 SOFTWARE 4,134 STAFF TRAINING 130 STRIPE FEES 173 TELEPHONE 16 WEBSITE 7,866 TOTAL 24,847 |
| FORM 990-EZ, PART II, LINE 24 | DEPOSITS 0 5,038 TOTAL 0 5,038 |
| FORM 990-EZ, PART III | ENGAGE THE COMMUNITY TO SUPPORT EDUCATIONAL EXCELLENCE THAT EMPOWERS STUDENTS TO REACH THEIR GREATEST POTENTIAL IN WHEATON-WARRENVILLE DISTRICT 200. |
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