WILLIAM S HART EDUCATION FOUNDATION WISH EDUCATION FOUNDATION

EIN: 454705593 501(c)(3) Education

SANTA CLARITA, CA

Total Revenue
$179,579
Total Expenses
$164,697
Total Assets
$335,148
Net Assets
$335,148
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
CA
Principal Officer
AMY DANIELS
Phone
6617999474
Tax Period
2023-07-01 to 2024-06-30

WILLIAM S HART EDUCATION FOUNDATION WISH EDUCATION FOUNDATION, founded in 2012, is a small nonprofit in the Education sector that reported $180K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $165K left a modest 8% surplus.

Mission

TO SUPPORT STUDENT PROGRAMS FOR OVER 22,000 STUDENTS AT HART DISTRICT NOT PAID FOR BY TAX DOLLARS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $139,738
Program Service Revenue $0
Investment Income $6,349
Other Revenue $33,492
TOTAL REVENUE $179,579

Expense Breakdown

Grants Paid $0
Salaries & Benefits $118,374
Fundraising Expenses $26,042
Program Expenses $91,177
Other Expenses $46,323
TOTAL EXPENSES $164,697

Year-over-Year Comparison

2023 2022 Change
Revenue $179,579 $235,818 -0.2%
Expenses $164,697 $198,472 -0.2%
Net Income $14,882 $37,346 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
Independent Members
14
Employees
1
Volunteers
200

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$65,037
Total Directors
14
$65,037
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY DANIELS EXECUTIVE DIRECTOR 40.00
Officer Director
$65,037 $0 $65,037
ALEX HAFIZI CHAIRMAN OF THE BOARD 5.00
Officer Director
$0 $0 $0
CHRISTY ALBEN VICE CHAIR 5.00
Officer Director
$0 $0 $0
MARIA SLOTSVE SECRETARY 5.00
Officer Director
$0 $0 $0
DAWN BEGLEY IMMEDIATE PAST CHAIR 5.00
Officer Director
$0 $0 $0
THOMAS ENGMAN TREASURER 5.00
Officer Director
$0 $0 $0
ED MASTERSON MEMBER 5.00
Director
$0 $0 $0
CHERISE MOORE MEMBER 5.00
Director
$0 $0 $0
DAMIEN WHITE MEMBER 5.00
Director
$0 $0 $0
SELENA THOMAS MEMBER 5.00
Director
$0 $0 $0
DONNA SIEGEL MEMBER 5.00
Director
$0 $0 $0
MARIAM NASIRY MEMBER 5.00
Director
$0 $0 $0
MICHELLE MALYNN MEMBER 5.00
Director
$0 $0 $0
DAVID CANTRELL MEMBER 5.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $179,579 $164,697 $335,148 $14,882
2023 $235,818 $198,472 $314,494 $37,346
2022 $198,344 $122,496 $284,780 $75,848
2021 $222,510 $93,291 $208,369 $129,219
2019 $132,924 $174,553 $71,628 $-41,629
2018 $283,468 $217,743 $112,492 $65,725
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