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Waugh Invests In Student Excellence Education Foundation Inc

  • Petaluma, CA
  • Tax-exempt since Oct. 2002
  • EIN: 30-0116474

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$214k (2024)

Expenses
$190k (2024)

Total Assets
$597k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$213,655
Expenses
$190,091
Net Income
$23,564
Net Assets
$596,988
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,281
7.2%
Program Services $15,736
7.4%
Investment Income $2,408
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $180,230
84.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $596,988
Total Liabilities $0
Net Assets $596,988
Compensation
Key Employees and Officers Compensation Related Other
Shannon Thomson (Co Treasurer) $0 $0 $0
Ashley Kidd (President) $0 $0 $0
Leigh Magnani (Co Vice President) $0 $0 $0
Mai Garrett (Co Vice President) $0 $0 $0
Kim Bullock (Secretary) $0 $0 $0
Nina Alejos (Co Treasurer) $0 $0 $0
Brooke Baglietto (Director) $0 $0 $0
Deena O'hara (Director) $0 $0 $0
Jana Rasmussen (Director) $0 $0 $0
Sarah Dale (Director) $0 $0 $0
Nikki Cook (Director) $0 $0 $0
Cherie Estes (Director) $0 $0 $0
Jen Luna (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 5, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$271,345
Expenses
$158,440
Net Income
$112,905
Net Assets
$573,424
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,280
19.3%
Program Services $19,114
7.0%
Investment Income $1,500
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $198,451
73.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $573,424
Total Liabilities $0
Net Assets $573,424
Compensation
Key Employees and Officers Compensation Related Other
Shannon Thomson (Co Treasurer) $0 $0 $0
Ashley Kidd (President) $0 $0 $0
Leigh Magnani (Co Vice Preside) $0 $0 $0
Mai Garrett (Co Vice Preside) $0 $0 $0
Kim Bullock (Secretary) $0 $0 $0
Nina Alejos (Co Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$162,033
Expenses
$114,661
Net Income
$47,372
Net Assets
$460,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $161,543
99.7%
Program Services $0
Investment Income $490
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $460,519
Total Liabilities $0
Net Assets $460,519
Compensation
Key Employees and Officers Compensation Other
Shannon Thomson (Treasurer) $0 $0
Liz Miksis (Co President) $0 $0
Suzy Berberian (Co President) $0 $0
Lisa Johnson Foster (Cso) $0 $0
Helen Williams Chaffins (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 11, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$90,391
Expenses
$41,499
Net Income
$48,892
Net Assets
$413,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,907
99.5%
Program Services $0
Investment Income $484
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $413,147
Total Liabilities $0
Net Assets $413,147
Compensation
Key Employees and Officers Compensation Other
Shannon Thomson (Treasurer) $0 $0
Liz Miksis (Co President) $0 $0
Suzy Berberian (Co President) $0 $0
Lisa Johnson Foster (Cso) $0 $0
Helen Williams Chaffins (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 13, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$199,809
Expenses
$231,649
Net Income
-$31,840
Net Assets
$364,255
Notable Sources of Revenue Percent of Total Revenue
Contributions $142,843
71.5%
Program Services $0
Investment Income $1,075
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $55,891
28.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $364,255
Total Liabilities $0
Net Assets $364,255
Compensation
Key Employees and Officers Compensation Related Other
Shannon Thomson (Treasurer) $0 $0 $0
Andria Steinkamp (President) $0 $0 $0
Liz Miksis (Vice President) $0 $0 $0
Suzy Berberian (Vice President) $0 $0 $0
Lisa Johnson Foster (Cso) $0 $0 $0
Helen Williams Chaffins (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on March 3, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$177,699
Expenses
$96,942
Net Income
$80,757
Net Assets
$396,095
Notable Sources of Revenue Percent of Total Revenue
Contributions $113,924
64.1%
Program Services $0
Investment Income $1,021
0.6%
Net Fundraising $62,754
35.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $396,095
Total Liabilities $0
Net Assets $396,095
Compensation
Key Employees and Officers Compensation Other
Suzanne Mcgowan (Treasurer) $0 $0
Andria Steinkamp (President) $0 $0
Liz Miksis (Vice President) $0 $0
Suzy Berberian (Vice President) $0 $0
Lisa Johnson Foster (Cso) $0 $0
Helen Williams Chaffins (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 30, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,290
Expenses
$189,833
Net Income
$13,457
Net Assets
$315,338
Notable Sources of Revenue Percent of Total Revenue
Contributions $131,555
64.7%
Program Services $0
Investment Income $369
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $71,366
35.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $315,338
Total Liabilities $0
Net Assets $315,338
Compensation
Key Employees and Officers Compensation Related Other
Suzanne Mcgowen (Treasurer) $0 $0 $0
Andria Steinkamp (President) $0 $0 $0
Liz Miksis (Vice President) $0 $0 $0
Suzy Berberian (Vice President) $0 $0 $0
Lisa Johnson Foster (Cso) $0 $0 $0
Helen Williams Chaffins (Secretary) $0 $0 $0
Clinton Crier (Trustee) $0 $0 $0
Shannon Howard Bisordi (Trustee) $0 $0 $0
Julee Kahn (Trustee) $0 $0 $0
Kathleen Malone Daigle (Trustee) $0 $0 $0
Holy Murphree (Trustee) $0 $0 $0
Stephanie Olsen Doughty (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 20, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$120,024
Expenses
$171,533
Net Income
-$51,509
Net Assets
$301,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,198
20.2%
Program Services $0
Investment Income $272
0.2%
Net Fundraising $95,554
79.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $301,881
Total Liabilities $0
Net Assets $301,881
Compensation
Key Employees and Officers Compensation Other
Tracie Cohn (Treasurer) $0 $0
Ariel Rostoni (President) $0 $0
Ann Marie Nangle (Trustee) $0 $0
Scott Williams (Trustee) $0 $0
Marcia Keasler (Trustee) $0 $0
Julie Mann (Trustee) $0 $0
Debra Ann Jay (Trustee) $0 $0
Ashley Fitting (Trustee) $0 $0
Victoria Hatwig (Trustee) $0 $0
Darin Lannert (Trustee) $0 $0
Denise Bugbee (Trustee) $0 $0
Ani Larson (Trustee) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 18, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$193,254
Expenses
$176,118
Net Income
$17,136
Net Assets
$353,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,837
24.2%
Program Services $0
Investment Income $178
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $146,239
75.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $353,390
Total Liabilities $0
Net Assets $353,390
Compensation
Key Employees and Officers Compensation Related Other
Melodese Mahoney (Trustee) $0 $0 $0
Tori Hatwig (Trustee) $0 $0 $0
Carl Babel (Trustee) $0 $0 $0
Julie Mann (Trustee) $0 $0 $0
Debra Ann Jay (Trustee) $0 $0 $0
Suzie Howell Olson (Trustee) $0 $0 $0
Ani Larson (Trustee) $0 $0 $0
Ariel Rostoni (President) $0 $0 $0
Beth Bilal (Secretary) $0 $0 $0
Darin Lannert (Treasurer) $0 $0 $0
Denise Bugbee (Vice President) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$192,495
Expenses
$184,788
Net Income
$7,707
Net Assets
$336,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,921
29.6%
Program Services $0
Investment Income $333
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $135,241
70.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $336,254
Total Liabilities $0
Net Assets $336,254
Compensation
Key Employees and Officers Compensation Related Other
Melodese Mahoney (Trustee) $0 $0 $0
Carl Babel (Trustee) $0 $0 $0
Debra Ann Jay (Trustee) $0 $0 $0
Suzie Howell Olson (Trustee) $0 $0 $0
Beth Bilal (Secretary) $0 $0 $0
Darin Lannert (Treasurer) $0 $0 $0
Denise Bugbee (Vice President) $0 $0 $0
Ani Larson (President) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$182,836
Expenses
$180,425
Net Income
$2,411
Net Assets
$328,547
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,519
35.3%
Program Services $0
Investment Income $492
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $117,825
64.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $328,547
Total Liabilities $0
Net Assets $328,547
Compensation
Key Employees and Officers Compensation Related Other
Melodese Mahoney (Director) $0 $0 $0
Beth Bilal (Director) $0 $0 $0
Leigh Ann Yebra (President) $0 $0 $0
Paula Freeman (Director) $0 $0 $0
Debra Ann Jay (Director) $0 $0 $0
Suzie Howell Olson (Director) $0 $0 $0
Ariel Rostoni (Director) $0 $0 $0
Darin Lannert (Treasurer) $0 $0 $0
Denise Bugbee (Vice President) $0 $0 $0
Melissa Smith (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 9, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,160
Expenses
$179,292
Net Income
$22,868
Net Assets
$326,136
Notable Sources of Revenue Percent of Total Revenue
Contributions $101,268
50.1%
Program Services $0
Investment Income $156
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $100,736
49.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $326,136
Total Liabilities $0
Net Assets $326,136

Document Links

990
Filed on March 11, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$169,943
Expenses
$132,577
Net Income
$37,366
Net Assets
$303,268
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,572
47.4%
Program Services $0
Investment Income $216
0.1%
Net Fundraising $89,155
52.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $303,268
Total Liabilities $0
Net Assets $303,268

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$231,869
Expenses
$173,857
Net Income
$58,012
Net Assets
$265,902
Notable Sources of Revenue Percent of Total Revenue
Contributions $123,794
53.4%
Program Services $0
Investment Income $332
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $107,743
46.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $265,902
Total Liabilities $0
Net Assets $265,902

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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