STUDENT EXCELLENCE FOUNDATION FOR WHEATON-WARRENVILLE DISTRICT 200: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STUDENT EXCELLENCE FOUNDATION FOR WHEATON-WARRENVILLE DISTRICT 200 (EIN 36-3786044)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-09
- IRS object ID
- 202331299349202178
- Schema version
- 2021v4.0
- 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 | 2023-05-09T16:25:39-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | JENNIFER MERCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6304159250 | PhoneNum |
| Signature | 2023-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | MERCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLEE K SCROGGS | PreparerPersonNm |
| PTIN | P01333656 | PTIN |
| Phone | 6306531616 | PhoneNum |
| Preparation | 2023-04-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $149,621 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $143,130 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $393 | InvestmentIncomeAmt |
| Fundraising Gross Income | $6,098 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,337 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $2,761 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $146,284 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $81,264 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $37,678 | SalariesOtherCompEmplBnftAmt |
| Printing Publications Postage | $178 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $17,055 | OtherExpensesTotalAmt |
| Total Expenses | $136,175 | TotalExpensesAmt |
| Excess Or Deficit For Year | $10,109 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $309,580 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $319,689 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,580 | BOYAmt |
| EOY | $319,689 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,580 | BOYAmt |
| EOY | $319,689 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,580 | BOYAmt |
| EOY | $319,689 | 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 | $57,404 | $66,823 |
| PROVIDE SUPPORT FOR INCUBATOR ENTREPRENEURSHIP PROGRAM | $1,749 | $8,749 |
| PROVIDE SUPPORT FOR DISTRICT FOOD INSECURITY INITIATIVES | $22,112 | $30,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $105,811 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| VICKI SEBELA | ||
| EXECUTIVE DI | 20.00 | $33,750 |
| JENNIFER MERCK | ||
| PRESIDENT | 10.00 | $0 |
| SHANNON ENSING | ||
| VICE PRESIDE | 4.00 | $0 |
| BRETT MATHIESON | ||
| TREASURER | 1.25 | $0 |
| MARY PLEPEL | ||
| SECRETARY | 15.00 | $0 |
| STEVE JOHNSON | ||
| LEGAL COUNSE | 3.75 | $0 |
| KAREN BOHMER | ||
| DIRECTOR | 3.00 | $0 |
| KEN KNICKER | ||
| DIRECTOR | 3.00 | $0 |
| KIMBERLY MCNAMARA | ||
| DIRECTOR | 3.00 | $0 |
| KARA MURPHY | ||
| DIRECTOR | 3.00 | $0 |
| JIM VROMAN | ||
| 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 |
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 | $216,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $374,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143,130 | CurrentTaxYearAmt |
| Total | $1,092,681 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $216,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $374,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143,130 | CurrentTaxYearAmt |
| Total | $1,092,681 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,488 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,060,193 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $393 | CurrentTaxYearAmt |
| Total | $2,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,095,410 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $39,771 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97910 | 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 (3 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: 76,264 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES MARKETING 618 OFFICE 48 INSURANCE 1,568 BANK & CREDIT CARD FEES 571 MISCELLANEOUS EXPNESE 296 SOFTWARE 3,018 PAYROLL SERVICE FEES 1,029 CROWDFUNDING EXPENSE 3,100 OTHER FUNDRAISING EXPENSE 44 WEBSITE 3,111 ANNUAL REPORT FEES 15 TELEPHONE 363 STAFF TRAINING 1,335 PROCESSING FEES 1,127 PROCESSING FEES 812 TOTAL 17,055 |
| 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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