The Student Excellence Foundation for Wheaton-Warrenville District 200

Enriching education in Wheaton Warrenville District 200 for 25 years

aka Student Excellence Foundation for Wheaton-Warrenville District 200 | Wheaton, IL | http://studentexcellencefoundation.org/

GuideStar Charity Check

EIN: 36-3786044

Contributions tax deductible
as of September 2024

IRS BMF 509(a)(1)
as of September 09, 2024

View summary

Charity Check report

Mission

The Student Excellence Foundation partners with Community Unit School District 200, to support and enhance the work of educators. Our mission is to engage the community to enrich educational experiences that empower students to reach their greatest potential. We do this through classroom grants for District 200 educators. We do this through mobile food pantries and weekend food backpacks that feed those in our community who are experiencing food insecurity.

Ruling year info

1991

President

Kara Murphy

Co Principal Officer

Karen Bohmer

Main address

Po Box 253

Wheaton, IL 60187 USA

Show more contact info

Formerly known as

Network for Educational Excellence in Wheaton-Warrenville

EIN

36-3786044

Subject area info

Education

Population served info

Children and youth

Students

Teachers

NTEE code info

Private Grantmaking Foundations (T20)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Student Excellence Grants

The Foundation offers Student Excellence Grants to CUSD200 educators for projects that will enhance the quality of education provided to students. The minimum grant amount is $500. Grants typically range between $500 and $2,000; a larger amount will be considered if the applicant can demonstrate that the project will provide a greater than average benefit to students.

Population(s) Served

Children and youth

Students

Fund A Classroom

Utilizing crowd funding educators in District 200 can submit online proposals to fund educational classroom projects. Visit the Fund A Classroom link at www.studentexcellencefoundation.org

Student Excellence Scholarships

The Foundation provides scholarships for CUSD200 students headed to two- or four-year colleges, universities, and technical schools.

Population(s) Served

Adolescents

Essential Needs

The Essential Needs Program helps provide a stable learning foundation for District 200 students and their families in need. 28% of District 200 students live in low-income households; more than 3,200 of 11,750 students receive a free or reduced lunch every school day.

To ensure we’re addressing needs that prevent students from meeting their full learning potential, we’ve partnered with District 200 school social workers and community volunteers to form an Essential Needs Committee to guide this funding.

Population(s) Served

Children and youth

Where we work

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

We shared information about our current feedback practices.

How is your organization using feedback from the people you serve?

To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
Which of the following feedback practices does your organization routinely carry out?

We take steps to ensure people feel comfortable being honest with us, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded
What challenges does the organization face when collecting feedback?

It is difficult to get the people we serve to respond to requests for feedback, Staff find it hard to prioritize feedback collection and review due to lack of time

Financials

The Student Excellence Foundation for Wheaton-Warrenville District 200

Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023

SOURCE: IRS Form 990

Average of 0.00 over 7 years

Months of cash in 2023

SOURCE: IRS Form 990

Average of 6 over 7 years

Fringe rate in 2023

SOURCE: IRS Form 990

%

Average of 1% over 7 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

The Student Excellence Foundation for Wheaton-Warrenville District 200

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$79,585
Program Services	$0
Investments	$1
Special Events	$31,545
Sales	$0
Other	$0
Total Revenue	$111,131

Expenses
Grants	$88,173
Salaries & Employee Benefits	$0
Professional Fees	$0
Occupancy	$0
Printing, Publications, Postage, etc.	$1,819
Other Expenses	$6,676
Total Expenses	$96,668
Net Gain/Loss	$14,463

Revenue
Contributions	$216,966
Government Grants	$0
Program Services	$0
Investments	$222
Special Events	($5,211)
Sales	$0
Other	$0
Total Revenue	$211,977

Expenses
Program Services	$145,087
Administration	$5,324
Fundraising	$16,234
Total Expenses	$166,645
Net Gain/Loss	$45,332

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$2,397
Information Technology Expenses	$0
Insurance Expenses	$1,430
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$134,568
Program Services	$0
Investments	$834
Special Events	($3,818)
Sales	$0
Other	$0
Total Revenue	$131,584

Expenses
Grants	$83,335
Salaries & Employee Benefits	$26,087
Professional Fees	$0
Occupancy	$0
Printing, Publications, Postage, etc.	$98
Other Expenses	$11,319
Total Expenses	$120,839
Net Gain/Loss	$10,745

Revenue
Contributions	$374,358
Government Grants	$0
Program Services	$0
Investments	$642
Special Events	$12,816
Sales	$0
Other	$0
Total Revenue	$387,816

Expenses
Program Services	$213,326
Administration	$18,379
Fundraising	$6,274
Total Expenses	$237,979
Net Gain/Loss	$149,837

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$2,040
Information Technology Expenses	$0
Insurance Expenses	$1,400
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$223,659
Government Grants	$0
Program Services	$0
Investments	$638
Special Events	$232
Sales	$0
Other	$0
Total Revenue	$224,529

Expenses
Program Services	$106,008
Administration	$23,419
Fundraising	$14,695
Total Expenses	$144,122
Net Gain/Loss	$80,407

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$554
Information Technology Expenses	$0
Insurance Expenses	$1,433
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$143,130
Program Services	$0
Investments	$393
Special Events	$2,761
Sales	$0
Other	$0
Total Revenue	$146,284

Expenses
Grants	$81,264
Salaries & Employee Benefits	$37,678
Professional Fees	$0
Occupancy	$0
Printing, Publications, Postage, etc.	$178
Other Expenses	$17,055
Total Expenses	$136,175
Net Gain/Loss	$10,109

Revenue
Contributions	$118,506
Program Services	$0
Investments	$1,190
Special Events	($254)
Sales	$0
Other	$0
Total Revenue	$119,442

Expenses
Grants	$113,246
Salaries & Employee Benefits	$24,040
Professional Fees	$7,204
Occupancy	$0
Printing, Publications, Postage, etc.	$176
Other Expenses	$24,847
Total Expenses	$169,513
Net Gain/Loss	($50,071)

The Student Excellence Foundation for Wheaton-Warrenville District 200

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jul 01, 2016	Jun 30, 2017	Change
Contributions	$79,585
Cash & Equivalents	$8,795	$23,258	$14,463
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$8,795	$23,258	$14,463

Liabilities	Jul 01, 2016	Jun 30, 2017	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2016	Jun 30, 2017	Change
Net Assets	$8,795	$23,258	$14,463

Assets	Jul 01, 2017	Jun 30, 2018	Change
Contributions	$216,966
Cash & Equivalents	$23,258	$68,590	$45,332
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$23,258	$68,590	$45,332

Liabilities	Jul 01, 2017	Jun 30, 2018	Change
Accounts Payable	$0	$0	$0
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2017	Jun 30, 2018	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$23,258	$68,590	$45,332
Net Assets	$23,258	$68,590	$45,332

Assets	Jul 01, 2018	Jun 30, 2019	Change
Contributions	$134,568
Cash & Equivalents	$68,590	$77,599	$9,009
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$1,736	$1,736
Total Assets	$68,590	$79,335	$10,745

Liabilities	Jul 01, 2018	Jun 30, 2019	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2018	Jun 30, 2019	Change
Net Assets	$68,590	$79,335	$10,745

Assets	Jul 01, 2019	Jun 30, 2020	Change
Contributions	$374,358
Cash & Equivalents	$77,599	$229,173	$151,574
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$1,737	$0	($1,737)
Total Assets	$79,336	$229,173	$149,837

Liabilities	Jul 01, 2019	Jun 30, 2020	Change
Accounts Payable	$0	$0	$0
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2019	Jun 30, 2020	Change
Temporarily Restricted Net Assets	N/A	N/A	N/A
Permanently Restricted Net Assets	N/A	N/A	N/A
Total Restricted Net Assets	$0	$17,056	$17,056
Unrestricted Net Assets	$79,336	$212,117	$132,781
Net Assets	$79,336	$229,173	$149,837

Assets	Jul 01, 2020	Jun 30, 2021	Change
Contributions	$223,659
Cash & Equivalents	$229,173	$309,580	$80,407
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$229,173	$309,580	$80,407

Liabilities	Jul 01, 2020	Jun 30, 2021	Change
Accounts Payable	$0	$0	$0
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2020	Jun 30, 2021	Change
Temporarily Restricted Net Assets	N/A	N/A	N/A
Permanently Restricted Net Assets	N/A	N/A	N/A
Total Restricted Net Assets	$17,056	$179,134	$162,078
Unrestricted Net Assets	$212,117	$130,446	($81,671)
Net Assets	$229,173	$309,580	$80,407

Assets	Jul 01, 2021	Jun 30, 2022	Change
Contributions	$143,130
Cash & Equivalents	$309,580	$319,689	$10,109
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$309,580	$319,689	$10,109

Liabilities	Jul 01, 2021	Jun 30, 2022	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2021	Jun 30, 2022	Change
Net Assets	$309,580	$319,689	$10,109

Assets	Jul 01, 2022	Jun 30, 2023	Change
Contributions	$118,506
Cash & Equivalents	$319,689	$264,580	($55,109)
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$5,038	$5,038
Total Assets	$319,689	$269,618	($50,071)

Liabilities	Jul 01, 2022	Jun 30, 2023	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2022	Jun 30, 2023	Change
Net Assets	$319,689	$269,618	($50,071)

The Student Excellence Foundation for Wheaton-Warrenville District 200

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of The Student Excellence Foundation for Wheaton-Warrenville District 200’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jul 01 - Jun 30 View full report Download data

Business model indicators

Profitability	2018	2020	2021
Unrestricted surplus (deficit) before depreciation	$45,332	$132,781	-$81,671
As % of expenses	27.2%	55.8%	-56.7%
Unrestricted surplus (deficit) after depreciation	$45,332	$132,781	-$81,671
As % of expenses	27.2%	55.8%	-56.7%

Revenue composition
Total revenue (unrestricted & restricted)	$211,977	$387,816	$224,529
Total revenue, % change over prior year	0.0%	0.0%	-42.1%
Program services revenue	0.0%	0.0%	0.0%
Membership dues	0.0%	0.0%	0.0%
Investment income	0.1%	0.2%	0.3%
Government grants	0.0%	0.0%	0.0%
All other grants and contributions	99.9%	99.8%	99.7%
Other revenue	0.0%	0.0%	0.0%

Expense composition
Total expenses before depreciation	$166,645	$237,979	$144,122
Total expenses, % change over prior year	0.0%	0.0%	-39.4%
Personnel	0.0%	12.8%	22.0%
Professional fees	0.0%	0.0%	0.0%
Occupancy	0.0%	0.0%	0.0%
Interest	0.0%	0.0%	0.0%
Pass-through	87.1%	82.0%	60.3%
All other expenses	12.9%	5.2%	17.6%

Full cost components (estimated)	2018	2020	2021
Total expenses (after depreciation)	$166,645	$237,979	$144,122
One month of savings	$13,887	$19,832	$12,010
Debt principal payment	$0	$0	$0
Fixed asset additions	$0	$0	$0
Total full costs (estimated)	$180,532	$257,811	$156,132

Capital structure indicators

Liquidity	2018	2020	2021
Months of cash	4.9	11.6	25.8
Months of cash and investments	4.9	11.6	25.8
Months of estimated liquid unrestricted net assets	4.9	10.7	10.9

Balance sheet composition	2018	2020	2021
Cash	$68,590	$229,173	$309,580
Investments	$0	$0	$0
Receivables	$0	$0	$0
Gross land, buildings, equipment (LBE)	$0	$0	$0
Accumulated depreciation (as a % of LBE)	0.0%	0.0%	0.0%
Liabilities (as a % of assets)	0.0%	0.0%	0.0%
Unrestricted net assets	$68,590	$212,117	$130,446
Temporarily restricted net assets	$0	N/A	N/A
Permanently restricted net assets	$0	N/A	N/A
Total restricted net assets	$0	$17,056	$179,134
Total net assets	$68,590	$229,173	$309,580

Key data checks

Key data checks	2018	2020	2021
Material data errors	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination is not available for this organization

Form 1023/1024 is not available for this organization

President

Kara Murphy

Co Principal Officer

Karen Bohmer

Number of employees

Source: IRS Form 990

The Student Excellence Foundation for Wheaton-Warrenville District 200

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

The Student Excellence Foundation for Wheaton-Warrenville District 200

Board of directors
as of 08/05/2024

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board co-chair

Kara Murphy

Student Excellence Foundation

Board co-chair

Karen Bohmer

Jim Vroman

Kara Murphy

Kimberly McNamara

Ann Wakeman

Jennifer Long

Terese Janik

Rob Kroehnke

Chris Dabovich

Sean McCumber

Meghan Gualtieri

Xiangyu Zou

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 8/5/2024

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

No data

The organization's co-leader identifies as:

No data

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data

Disability

No data

The Student Excellence Foundation for Wheaton-Warrenville District 200

Enriching education in Wheaton Warrenville District 200 for 25 years

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

This profile needs more info.

Our programs

Student Excellence Grants

Fund A Classroom

Student Excellence Scholarships

Essential Needs

Where we work

How we listen

Financials

Revenue vs. expenses: breakdown

Liquidity in 2023 info

Months of cash in 2023 info

Fringe rate in 2023 info

%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

The Student Excellence Foundation for Wheaton-Warrenville District 200

The Student Excellence Foundation for Wheaton-Warrenville District 200

The Student Excellence Foundation for Wheaton-Warrenville District 200

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

President

Kara Murphy

Co Principal Officer

Karen Bohmer

Number of employees

The Student Excellence Foundation for Wheaton-Warrenville District 200

Compensation data

The Student Excellence Foundation for Wheaton-Warrenville District 200

Board of directors data

Kara Murphy

Karen Bohmer

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

Liquidity in 2023

Months of cash in 2023

Fringe rate in 2023

Funding sources

Assets & liabilities