STUDENT EXCELLENCE FOUNDATION FOR WHEATON-WARRENVILLE DISTRICT 200: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STUDENT EXCELLENCE FOUNDATION FOR WHEATON-WARRENVILLE DISTRICT 200 (EIN 36-3786044)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202511339349203116
- Schema version
- 2023v6.0
- 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 | 2025-05-13T11:46:21-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 | KARA MURPHY | PersonNm |
| Person Title | CO-VICE-PRESIDENT | PersonTitleTxt |
| Phone | 6304741344 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $161,390 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $144,051 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,634 | InvestmentIncomeAmt |
| Fundraising Gross Income | $13,705 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $20,963 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$7,258 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $140,427 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $152,517 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $39,976 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,069 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $182 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $26,044 | OtherExpensesTotalAmt |
| Total Expenses | $219,788 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$79,361 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $269,618 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $190,257 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,580 | BOYAmt |
| EOY | $190,257 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,038 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,618 | BOYAmt |
| EOY | $190,257 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,618 | BOYAmt |
| EOY | $190,257 | 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 | $85,422 | $110,053 |
| PROVIDE SUPPORT FOR INCUBATOR ENTREPRENEURSHIP PROGRAM | $7,809 | $7,809 |
| PROVIDE SUPPORT FOR DISTRICT FOOD INSECURITY INITIATIVES | $59,286 | $59,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $177,487 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KIM SPAYER | ||
| EXECUTIVE DI | 20.00 | $32,771 |
| KARA MURPHY | ||
| CO-VICE-PRES | 3.00 | $0 |
| MARY PLEPEL | ||
| SECRETARY | 15.00 | $0 |
| SHANNON ENSING | ||
| CO-PRESIDENT | 5.00 | $0 |
| STEVE JOHNSON | ||
| CO-PRESIDENT | 5.00 | $0 |
| BRETT MATHIESON | ||
| TREASURER | 3.00 | $0 |
| JIM VROMAN | ||
| DIRECTOR | 3.00 | $0 |
| KAREN BOHMER | ||
| CO-VICE-PRES | 3.00 | $0 |
| ANN WAKEMAN | ||
| DIRECTOR | 3.00 | $0 |
| JENNIFER LONG | ||
| DIRECTOR | 3.00 | $0 |
| KIMBERLY MCNAMARA | ||
| DIRECTOR | 3.00 | $0 |
| TERESE JANIK | ||
| DIRECTOR | 3.00 | $0 |
| XIANGYU ZOU | ||
| DIRECTOR | 3.00 | $0 |
| HEIDI SLEPER | ||
| DIRECTOR | 3.00 | $0 |
| JENNIFER MERCK | ||
| IMME. PAST P | 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 | XIANGYU ZOU | PersonNm |
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 |
| 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 | $374,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $223,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,051 | CurrentTaxYearAmt |
| Total | $1,003,704 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $374,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $223,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,051 | CurrentTaxYearAmt |
| Total | $1,003,704 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $94,076 | SubstantialContributorsTotAmt |
| Public Support Total170 | $909,628 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,634 | CurrentTaxYearAmt |
| Total | $6,497 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,010,201 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,024 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93800 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SWING FORE STUD | Event1Nm |
| Gross Receipts Event1 | $38,580 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $26,044 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,536 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,339 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,945 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,037 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $520 | OtherDirectExpensesEvent1Amt |
| Event2 | CELEBRATE OUR S | Event2Nm |
| Gross Receipts Event2 | $6,169 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,169 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $122 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $44,749 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,044 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,705 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,339 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,945 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,037 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $642 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,963 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,258 | NetIncomeSummaryAmt |
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: 85,422 NAME: COMMUNITY UNIT SCHOOL DISTRICT 200 ADDRESS: 130 WEST PARK AVE WHEATON, IL 60189 CASH CONTRIBUTION: 29,286 NAME: NORTHERN IL FOOD BANK ADDRESS: 273 DEARBORN CT GENEVA, IL 60134 CASH CONTRIBUTION: 30,000 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES MARKETING 2,576 OFFICE 11 INSURANCE 1,618 ANNUAL REPORT FEES 26 BANK & CREDIT CARD FEES 1,102 CROWDFUNDING EXPENSE 6,116 MISCELLANEOUS EXPNESE 599 PAYROLL SERVICE FEES 1,076 SOFTWARE 10,100 STAFF TRAINING 175 STRIPE FEES 339 WEBSITE 2,306 TOTAL 26,044 |
| FORM 990-EZ, PART II, LINE 24 | DEPOSITS 5,038 0 TOTAL 5,038 0 |
| 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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