Totals
- Total revenue
- $1,924,307
- Total expenses
- $1,660,942
- Contributions and grants received
- $51,484
- Grants paid
- $155,612
- Program service revenue
- $1,794,015
- Investment income
- $1,548
- Other revenue
- $77,260
- Total assets, end of year
- $2,830,654
- Total liabilities, end of year
- $2,373,906
- Net assets or fund balances, end of year
- $456,748
- Program services expenses (Part IX)
- $1,140,765
- Management and general expenses
- $501,669
- Fundraising expenses
- $18,508
- Program service expenses (Part III)
- $1,140,765
Program services were 68.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$51,484
-
2a · Program service revenue: TUITION AND FEES
total $1,462,879 · related or exempt $1,462,879
-
2b · Program service revenue: SUMMER CAMP
total $216,396 · related or exempt $216,396
-
2c · Program service revenue: BEFORE & AFTER SCHOOL
total $114,740 · related or exempt $114,740
-
3 · Investment income
total $1,548 · excluded $1,548
-
11a · Other revenue: EMPLOYEE RETENTION CRE
total $77,260 · excluded $77,260
-
11e · Other revenue, total
$77,260
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $155,612 · program services $155,612
-
5 · Compensation of officers, directors and key employees
total $113,507 · program services $56,754 · management and general $56,753
-
7 · Other salaries and wages
total $730,437 · program services $470,416 · management and general $260,021
-
8 · Pension plan contributions
total $11,428 · program services $7,540 · management and general $3,888
-
9 · Other employee benefits
total $36,979 · program services $23,116 · management and general $13,863
-
10 · Payroll taxes
total $74,435 · program services $51,337 · management and general $23,098
-
11b · Fees: legal
total $257 · management and general $257
-
11c · Fees: accounting
total $5,300 · management and general $5,300
-
11g · Fees: other
total $57,675 · management and general $57,675
-
12 · Advertising and promotion
total $18,508 · fundraising $18,508
-
13 · Office expenses
total $9,175 · management and general $9,175
-
14 · Information technology
total $36,715 · program services $36,715
-
16 · Occupancy
total $24,972 · program services $24,972
-
19 · Conferences, conventions and meetings
total $5,628 · program services $5,628
-
20 · Interest
total $92,485 · program services $79,314 · management and general $13,171
-
22 · Depreciation, depletion and amortization
total $106,856 · program services $101,542 · management and general $5,314
-
23 · Insurance
total $20,144 · management and general $20,144
-
24a · Other expenses: INSTRUCTIONAL SUPPLIES
total $60,053 · program services $60,053
-
24b · Other expenses: REPAIR AND MAINTENANCE
total $37,195 · program services $37,195
-
24c · Other expenses: MISCELLANEOUS
total $34,212 · program services $1,202 · management and general $33,010
-
24d · Other expenses: FIELD TRIPS & ACTIVITIE
total $14,873 · program services $14,873
-
24e · All other expenses
total $14,496 · program services $14,496
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $612,849 · end of year $723,783
-
4 · Accounts receivable
beginning of year $15,838 · end of year $15,163
-
9 · Prepaid expenses and deferred charges
beginning of year $3,290 · end of year $3,700
-
10a · Land, buildings and equipment: cost or other basis
$3,864,530
-
10b · Land, buildings and equipment: accumulated depreciation
$1,800,851
-
10c · Land, buildings and equipment, net
beginning of year $2,113,067 · end of year $2,063,679
-
15 · Other assets
beginning of year $0 · end of year $24,329
-
17 · Accounts payable and accrued expenses
beginning of year $142,353 · end of year $79,248
-
19 · Deferred revenue
beginning of year $221,686 · end of year $190,808
-
23 · Secured mortgages and notes payable
beginning of year $1,755,030 · end of year $1,593,877
-
24 · Unsecured notes and loans payable
beginning of year $492,466 · end of year $481,593
-
25 · Other liabilities
beginning of year $4,238 · end of year $28,380
-
27 · Net assets without donor restrictions
beginning of year $129,271 · end of year $456,748
Mission and programs · 2022
Mission
WILLOWWIND SCHOOL IS A JOYFUL LEARNING COMMUNITY WHERE CHILDREN DEVELOP THEIR UNIQUE POTENTIAL THROUGH CHILD-LED INQUIRY.
Activities or mission (Part I)
ELEMENTARY SCHOOL
-
ACADEMIC PRESCHOOL AND ELEMENTARY SCHOOL PROGRAM FOR CHILDREN GRADES PRESCHOOL THROUGH 6TH GRADE. LATE AUGUST THROUGH LATE MAY. FROM 8:00 / 8:15 AM - 3:15 / 3:30 PM. AT WILLOWWIND, WE BELIEVE THAT PROVIDING STUDENTS WITH REGULAR OPPORTUNITIES TO INTERACT WITH ART IS IMPERATIVE FOR BOTH PERSONAL AND ACADEMIC GROWTH. PLANETS ART INSTALLATION: WILLOWWIND'S 4TH-6TH GRADE STUDENTS SPENT SEVERAL WEEKS RESEARCHING THE EIGHT MAJOR PLANETS IN OUR SOLAR SYSTEM, AS WELL AS PLUTO AND THE SUN. STUDENTS WORKED IN TEAMS TO RESEARCH A PLANET OF THEIR CHOOSING AND WROTE A TWO PARAGRAPH SUMMARY OF WHAT THEY LEARNED. STUDENTS THEN COLLABORATED ON COMPOSING A TANKA, A JAPANESE FORM OF POETRY SIMILAR TO A HAIKU, INSPIRED BY THEIR PLANET. BEGINNING WITH THE SUN AT E. COURT STREET AND S. WESTMINSTER STREET AND EXTENDING NEARLY 1/3 MILE ALONG COURT HILL PARK TRAIL ENDING AT MEADOW STREET, VISITORS WILL FIND KINETIC SCULPTURES REPRESENTING THESE TEN CELESTIAL BODIES. ACCOMPANYING EACH SCULPTURE IS AN INFORMATIONAL SIGN WITH THE STUDENTS' RESEARCH AND ORIGINAL POEM. THIS PROJECT WAS UNVEILED IN MAY AND WILL REMAIN UP THROUGH THE FALL OF 2023. INNOVATION IN EDUCATION 2023 WINNERS:OUR DEDICATED AND TALENTED TEACHERS AND STAFF HAVE BEEN RECOGNIZED FOR THEIR EXCEPTIONAL TEACHING SKILLS AND COMMITMENT TO THEIR STUDENTS' SUCCESS. ONE WILLOWWIND TEACHER WAS AWARDED THE EARLY CHILDHOOD INNOVATION AWARD. THIS AWARD RECOGNIZES OUTSTANDING CHILDCARE PROVIDERS AND PROGRAMS FOR THEIR COMMITMENT TO BUILDING THE FOUNDATION CHILDREN NEED TO MAKE THE BEST POSSIBLE START IN LIFE. ONE STAFF MEMBER WAS SELECTED FOR THE ADMINISTRATIVE/SUPPORT STAFF EXCELLENCE AWARD. THIS AWARD RECOGNIZES THE EXEMPLARY SERVICE OF A DEDICATED ADMINISTRATIVE ASSISTANT OR EMPLOYEE WHO FOSTERS A POSITIVE LEARNING AND SUPPORTIVE ENVIRONMENT AT THEIR SCHOOL. ONE OTHER STAFF MEMBER WAS AWARDED THE THE IMPACT AWARD. THIS AWARD IS GIVEN TO A SCHOOL GROUP THAT EMBRACES THREE CORE GOALS: TO INSPIRE, INNOVATE, AND ACHIEVE. THEIR PURSUIT OF THESE THREE GOALS CULMINATES TO REALIZE A FOURTH: IMPACT ON TEACHERS, STUDENTS, AND THEIR COMMUNITY. WILLOWWIND SCHOOL EXCEEDS ALL OTHERS IN ITS ABILITY TO IMPACT STUDENTS AND TEACHERS THROUGH INSPIRING, INNOVATIVE, EXCEPTIONAL, UNPRECEDENTED AND/OR EXTRAORDINARY PROGRAM COMPONENTS. STUDENT ACHIEVEMENTS: ONE BOOK TWO BOOK. DURING THE 22-23 SCHOOL YEAR, FIVE WILLOWWIND STUDENTS WERE RECOGNIZED FOR THEIR OUTSTANDING WRITING AT IOWA CITY'S UNESCO ONE BOOK TWO BOOK FESTIVAL. ALSO BEING RECOGNIZED FOR THEIR OUTSTANDING WRITING, FOUR WILLOWWIND STUDENTS WERE RECOGNIZED. MIDWESTONE ART SHOW EACH YEAR MIDWESTONE BANK SELECTS 25 PIECES OF ARTWORK TO BE FEATURED IN THE KIDS' ART CALENDAR AND AN ADDITIONAL 25 PIECES TO BE FRAMED BY BLICK ART MATERIALS. THIS ANNUAL PROGRAM OFFERS THE CHILDREN IN OUR COMMUNITY THE OPPORTUNITY TO BE CREATIVE, DREAM, AND BUILD THEIR SELF-ESTEEM. TWO WILLOWWIND STUDENTS WERE SELECTED TO HAVE THEIR ARTWORK DISPLAYED.
Expenses $930,205 · Grants $155,612 · Revenue $1,462,879
-
SUMMER PROGRAM IS FOR CHILDREN GRADES PRESCHOOL THROUGH 6TH GRADE. SUMMER AT WILLOWWIND SCHOOL IS AN ENGAGING AND ENRICHING EDUCATIONAL EXPERIENCE FOR CHILDREN. IT IS DESIGNED TO SUIT A WIDE VARIETY OF INTERESTS BY PROVIDING OPPORTUNITIES TO LEARN AND PLAY THROUGH NATURE, ARTS, STEM, THEATER, AND MORE.
Expenses $137,600 · Revenue $216,396
-
BEFORE AND AFTER SCHOOL PROGRAM IS FOR CHILDREN GRADES PRESCHOOL THROUGH 6TH GRADE. SUPERVISED ACTIVITIES, AND SNACKS ARE PROVIDED. FROM 7:30-8:30AM AND 3:00-6:00PM, MONDAY THROUGH FRIDAY.
Expenses $72,960 · Revenue $114,740
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael NolanMICHAEL NOLAN
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Dave ShriverDAVE SHRIVER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Sally HollandSALLY HOLLAND
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kelu SullivanKELU SULLIVAN
BOARD OF TRUSTEES
- Total calculated
- $0
- Hours/week
- 1
-
Lucie LaurianLUCIE LAURIAN
BOARD OF TRUSTEES
- Total calculated
- $0
- Hours/week
- 1
-
Shannon PerteitSHANNON PERTEIT
BOARD OF TRUSTEES
- Total calculated
- $0
- Hours/week
- 1
-
Vance VandaeleVANCE VANDAELE
BOARD OF TRUSTEES
- Total calculated
- $0
- Hours/week
- 1
-
Michael WatsonMICHAEL WATSON
BOARD OF TRUSTEES
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Horn-FraiserJENNIFER HORN-FRAISER
BOARD OF TRUSTEES
- Total calculated
- $0
- Hours/week
- 1
-
Dawn LyonsDAWN LYONS
BOARD OF TRUSTEES
- Total calculated
- $0
- Hours/week
- 1
-
Michelle BeningaMICHELLE BENINGA
HEAD OF SCHOOL (ENDED 6/30)
- Total calculated
- $98,545
- From this org
- $95,675
- From related orgs
- $0
- Other
- $2,870
- Hours/week
- 40
-
Stacy StoyanoffSTACY STOYANOFF
HEAD OF SCHOOL (STARTED 6/19)
- Total calculated
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
WILLOWIND FOUNDATION
501(C)(3) · BUILD AWARENESS OF WILLOWIND SCHOOL IN THE COMMUNITY. · IA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401369349304440
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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