TO PROMOTE AND MAINTAIN SUPERIOR EDUCATIONAL AND ENRICHMENT OPPORTUNITIES FOR OUR DISTRICT'S STUDENTS BY PROVIDING FINANCIAL SUPPORT TO THE WAUGH SCHOOL DISTRICT.
Key facts about Waugh Invests in Student Excellence
- EIN
- 30-0116474
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $221,584
- Grants made (2025)
- 1
- Average grant
- $221,584
- Median grant
- $221,584
- Total assets
- $569,010
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Next steps with Waugh Invests in Student Excellence
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$569K
-4.7% YoY
Annual Giving
$222K
+52.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$222K
+52.2% YoY
About Waugh Invests in Student Excellence
Based on IRS filings
Waugh Invests in Student Excellence is a nonprofit organization focused on Education, based in Petaluma, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $569K in total assets. In 2025, it awarded 1 grant totaling $222K. Net investment income was $2K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $569,010 | $596,988 | $573,424 |
| Revenue | $251,442 | $213,655 | $271,345 |
| Expenses | $279,418 | $190,091 | $158,440 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,490 | $2,408 | $1,500 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS March 3, 2021)
- Updated Form 990-EZ for fiscal year 2021 (received by the IRS September 13, 2021)
- Updated Form 990-EZ for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS February 5, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS April 27, 2026)
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Waugh School District ($221,584).
| Recipient | Purpose | Amount |
|---|---|---|
| WAUGH SCHOOL DISTRICT Petaluma, CA | FUNDING VARIOUS PROGRAMS | $221,584 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Shannon Thomson | Co-Treasurer | 3 | — |
| Ashley Kidd | President | 5 | — |
| Leigh Magnani | Co-Vice President | 3 | — |
| Mai Garrett | Co-Vice President | 3 | — |
| Kim Bullock | Secretary | 3 | — |
| Nina Alejos | Co-Treasurer | 3 | — |
| Brooke Baglietto | Director | 2 | — |
| Deena O'Hara | Director | 2 | — |
| Jana Rasmussen | Director | 2 | — |
| Sarah Dale | Director | 2 | — |
| Leslie Stutsman | Director | 2 | — |
| Cherie Estes | Director | 2 | — |
| Natalie Damiano | Director | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Waugh Invests in Student Excellence?
Waugh Invests in Student Excellence is a nonprofit organization focused on Education, based in Petaluma, CA. It holds $569K in total assets as of 2025.
How large is Waugh Invests in Student Excellence?
As of 2025, Waugh Invests in Student Excellence holds $569K in total assets with $251K in annual revenue. It awarded 1 grant totaling $222K in 2025.
Where does Waugh Invests in Student Excellence operate?
Waugh Invests in Student Excellence has awarded grants in California.
What size grants does Waugh Invests in Student Excellence award?
In 2025, Waugh Invests in Student Excellence awarded 1 grant totaling $222K — an average of about $222K per grant, based on its IRS Form 990 filings.
What is Waugh Invests in Student Excellence's EIN?
Waugh Invests in Student Excellence's EIN (Employer Identification Number) is 30-0116474. IRS Form 990 filing data is available on this page for 2019–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.