Civic Intelligence

Bastrop Education Foundation

990 • Fiscal year 2017 • EIN 05-0542633

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

PO Box HHBastrop, TX 78602

(512) 985-5342

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

25th percentile

-8.5%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

1.4%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$72,768

Down $13,721 (-16%) from 2016

Net Assets

Down

$72,768

Down $13,721 (-16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$161,468

Up $2,238 (+1.4%) from 2016

Expenses

Down

$175,189

Down $3,165 (-1.8%) from 2016

Net Income

Up

-$13,721

Up $5,403 (+28%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $106,528Net Assets 2011: $106,5282011Assets 2012: $109,407Net Assets 2012: $109,4072012Assets 2013: $111,827Liabilities 2013: $0Net Assets 2013: $111,8272013Assets 2014: $101,357Liabilities 2014: $0Net Assets 2014: $101,3572014Assets 2015: $105,613Liabilities 2015: $0Net Assets 2015: $105,6132015Assets 2016: $86,489Liabilities 2016: $0Net Assets 2016: $86,4892016Assets 2017: $72,768Liabilities 2017: $0Net Assets 2017: $72,7682017Assets 2018: $69,131Liabilities 2018: $0Net Assets 2018: $69,1312018Assets 2019: $98,688Liabilities 2019: $0Net Assets 2019: $98,6882019Assets 2020: $132,758Liabilities 2020: $0Net Assets 2020: $132,7582020Assets 2021: $158,321Liabilities 2021: $0Net Assets 2021: $158,3212021Assets 2022: $357,983Liabilities 2022: $0Net Assets 2022: $357,9832022Assets 2023: $220,067Liabilities 2023: $0Net Assets 2023: $220,0672023Assets 2024: $225,741Liabilities 2024: $0Net Assets 2024: $225,7412024Assets 2025: $200,699Liabilities 2025: $0Net Assets 2025: $200,6992025

Highlighted filing

2017

Assets$72,768
Liabilities$0
Net Assets$72,768

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $106,599Expenses 2011: $135,558Net Income 2011: -$28,9592011Revenue 2012: $180,840Expenses 2012: $177,960Net Income 2012: $2,8802012Revenue 2013: $119,375Expenses 2013: $116,955Net Income 2013: $2,4202013Revenue 2014: $126,609Expenses 2014: $137,079Net Income 2014: -$10,4702014Revenue 2015: $179,875Expenses 2015: $180,256Net Income 2015: -$3812015Revenue 2016: $159,230Expenses 2016: $178,354Net Income 2016: -$19,1242016Revenue 2017: $161,468Expenses 2017: $175,189Net Income 2017: -$13,7212017Revenue 2018: $144,716Expenses 2018: $148,353Net Income 2018: -$3,6372018Revenue 2019: $155,130Expenses 2019: $125,573Net Income 2019: $29,5572019Revenue 2020: $179,114Expenses 2020: $173,600Net Income 2020: $5,5142020Revenue 2021: $29,404Expenses 2021: $10,865Net Income 2021: $18,5392021Revenue 2022: $208,792Expenses 2022: $7,078Net Income 2022: $201,7142022Revenue 2023: $258,569Expenses 2023: $396,470Net Income 2023: -$137,9012023Revenue 2024: $259,494Expenses 2024: $253,820Net Income 2024: $5,6742024Revenue 2025: $242,827Expenses 2025: $267,869Net Income 2025: -$25,0422025

Highlighted filing

2017

Revenue$161,468
Expenses$175,189
Net Income-$13,721
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$227,843
Mission and Program Overview

Mission

To enhance the quality of education offered by the Bastrop Independent School District.

To enhance the quality of education offered by the Bastrop Independent Education School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$86,489$72,768▼ $13,721
Savings and Temporary Cash Investments$53,055$53,401▲ $346
Cash and Non-Interest-Bearing Accounts$33,434$19,367▼ $14,067
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$86,489$72,768▼ $13,721
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$86,489$72,768▼ $13,721
Total Liabilities and Net Assets / Fund Balance$86,489$72,768▼ $13,721
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roy BlancoPast President
Jay PolskyPresident
Bill OwensDirector
Cindy JenkinsDirector
Debbie BothwellDirector
Georgina NgoziDirector
Jamie McClanahanDirector
Judy BergDirector
Laurie IngramDirector
Nancy BradyDirector
Pam SollyDirector
Pam SumpterDirector
Patsy TriggDirector
Rachel BracewellDirector
Rick WombleDirector
Sue IhaDirector
Terry BeattieDirector
Tonya Kibbydirector
Willie PinaDirector
Liz WaldripVP of ADMINISTRATION
Jennifer LongVP of Development
Jill McNabbVP of Finance
Rosemary LightseyVP of Intructional Initiat
Revenue and Support

Revenue Composition

Contributions and Grants
$9,713
Program Service Revenue
$0
Investment Income
$345
Other Revenue
$151,410
All Other Contributions
$9,713
Change in Net Assets
$-13,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$149,454
Other Expenses$25,735
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$149,454--$149,454
Information Technology-$2,003-$2,003
Insurance-$1,622-$1,622
All Other Expenses$935$105-$1,040
Fees for Services Accounting-$795-$795
Office Expenses-$641-$641
Other Expenses$482--$482
Conferences and Meetings-$270-$270
Total Functional Expenses$169,753$5,436$0$175,189
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bastrop Independent School DistrictBastrop, TX-education instructional initiatives$149,454
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$217,785
Fundraising Direct Expenses$66,375
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sportsman Banquet$217,785$217,785$44,436$173,349
Total Events$217,785$217,785$66,375$151,410
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Board members are business owners within the community.

Form 990, Part VI, Section A, line 7A

All decisions are approved by board members.

Form 990, Part VI, Section A, line 8A

No minutes.

Form 990, Part VI, Section A, line 8B

No minutes.

Form 990, Part VI, Section B, line 11B

VP of Finance reviews 990 prior to being filed.

Form 990, Part VI, Section C, line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Bastrop Education Foundation
EIN
05-0542633
Phone
5129855342
Address
PO Box HH, Bastrop, TX 78602

Signing Officer

Name
liz waldrip
Title
President
Phone
5129855342
Signed
2017-10-26
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
TX
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
0

Preparer

Firm
W Hamilton & Co Pllc
Address
8303 N Mopac Expy Suite A-120, Austin, TX 78759
Preparer
William D Hamilton CPA
Phone
5126717711
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP of Development
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP of ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF INTRUCTIONAL INITIAT
IRS990/Form990PartVIISectionAGrp/TitleTxt14Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16director
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IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02003
IRS990/InformationTechnologyGrp/TotalAmt02003
IRS990/InsuranceGrp/ManagementAndGeneralAmt01622
IRS990/InsuranceGrp/TotalAmt01622
IRS990/InvestmentIncomeGrp/ExclusionAmt0345
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0345
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0To enhance the quality of education offered by the Bastrop Independent School District.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt086489
IRS990/NetAssetsOrFundBalancesEOYAmt072768
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0151410
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0151410
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0641
IRS990/OfficeExpensesGrp/TotalAmt0641
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Rising Star BANQUET
IRS990/OtherExpensesGrp/Desc1Rising Star Flowers & D
IRS990/OtherExpensesGrp/Desc2Rising Star Programs
IRS990/OtherExpensesGrp/Desc3Selection Committee
IRS990/OtherExpensesGrp/ProgramServicesAmt016971
IRS990/OtherExpensesGrp/ProgramServicesAmt11061
IRS990/OtherExpensesGrp/ProgramServicesAmt2850
IRS990/OtherExpensesGrp/ProgramServicesAmt3482
IRS990/OtherExpensesGrp/TotalAmt016971
IRS990/OtherExpensesGrp/TotalAmt11061
IRS990/OtherExpensesGrp/TotalAmt2850
IRS990/OtherExpensesGrp/TotalAmt3482
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03125
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0158620
IRS990/PYInvestmentIncomeAmt0249
IRS990/PYOtherExpensesAmt019734
IRS990/PYOtherRevenueAmt0155856
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-19124
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0178354
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0159230
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-13721
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt086489
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt072768
IRS990/SavingsAndTempCashInvstGrp/BOYAmt053055
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0227498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0215353
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0232496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0126200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0817367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0345
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0233
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0471
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01707
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99790
IRS990ScheduleA/PublicSupportPY170Pct00.99710
IRS990ScheduleA/PublicSupportTotal170Amt0817367
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0227498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0215353
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0232496
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0126200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015820
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0817367
IRS990ScheduleA/TotalSupportAmt0819074
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066375
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Sportsman Banquet
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018119
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0217785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0217785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0217785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0217785
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0151410
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044436
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044436
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03820
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03820
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0149454
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0education instructional initiatives
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bastrop Independent School District
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0906 Farm Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Bastrop
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078602
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members are business owners within the community.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All decisions are approved by board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VP of Finance reviews 990 prior to being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$2.43$2.68$0.25
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$2.59$2.54$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$2.59$3.96$1.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$2.09$0.07$2.02
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.29$0.11$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$1.79$1.74$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$1.55$1.26$0.30
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.45$1.48$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.61$1.75$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$1.59$1.78$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.80$1.80$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.27$1.37$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$1.19$1.17$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$1.09$1.81$1.78$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$1.07$1.07$1.36$0.29