Barbara and Steve Wilson Educational Fund Inc

Nonprofit profile at a glance

EIN
812948670
IRS 990 coverage
2023–2025
Forms available
Form 990 2025, Form 990-N 2022
Location
La Quinta, CA, USA
Phone
4794591226
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Official website

Reported finances

Revenue
$263,621
Expenses
$179,759
Assets
$883,429
Liabilities
$360,862

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

2 people listed

Highest reported compensation

  • BARBARA WILSON (DIRECTOR/SEC): $10,000 total reported compensation
  • STEVEN K WILSON (DIRECTOR/PRE): $10,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The barbara and steve wilson educational fund inc is a not-for-profit organization providing financial aid to students who may be unable to apply for support based on their citizenship status or other criteria.

What it reported doing in 2025

The barbara and steve wilson educational fund inc is a not-for-profit organization providing financial aid to students who may be unable to apply for support based on their citizenship status or other criteria

Operating model

Revenue model
Grant-funded. 99% of the money available for current operations came from government grants.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 28
  • Transparency & Controls: 93
  • Accountability: 63
  • Sustainability: 66
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26.8%; rating input score 27
  • Program expense ratio: 38.1%; rating input score 38
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 1 of 8 controls in place; rating input score 12
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 31.8%; rating input score 82; 82nd percentile among comparable filings
  • Total-asset coverage ratio: 4.91; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0.41; rating input score 10; 10th percentile among comparable filings
  • Officer compensation ratio: 11.1%; rating input score 26; 26th percentile among comparable filings

Growth

  • Program expense growth: -36.7% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: 5.8% per year; rating input score 100; 52nd percentile among comparable filings
  • Asset growth: 24.4% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 26.8% of revenue deployed · 38.1% of spending went to programs
  • Governance: 3 of 3 board members independent · 1 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $68K in reported program spending
  • Leadership: top reported pay $10K · 2 people listed
  • Consistency: 18 of 18 current checks pass
  • Schedules: 3 filed schedules · includes grants
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 27/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 38/100.
  • High — Accountability: Governance controls: 6 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 10/100.
  • High — Sustainability: Officer compensation ratio scored 26/100.