Civic Intelligence

East Aurora Educational Foudnation Inc.

990 • Fiscal year 2015 • EIN 16-1359264

Jan 01, 2015 to Dec 31, 2015 • Filed on May 06, 2016

PO Box 732East Aurora, NY 14052

(716) 853-3703

Siviq Scores

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

Liabilities / Assets

91st percentile

0.96x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

41.25x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Net Margin

9th percentile

-23%

Higher net margin than 9% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-2.8%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,599,266

Down $25,052 (-0.5%) from 2014

Net Assets

Down

$188,292

Down $25,052 (-12%) from 2014

Liabilities

Flat

$4,410,974

Flat from 2014

Revenue

Down

$106,943

Down $3,063 (-2.8%) from 2014

Expenses

Up

$131,995

Up $71,549 (+118%) from 2014

Net Income

Down

-$25,052

Down $74,612 (-151%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $3,397,763Liabilities 2011: $3,267,147Net Assets 2011: $130,6162011Assets 2012: $3,419,930Liabilities 2012: $3,275,646Net Assets 2012: $144,2842012Assets 2013: $4,575,029Liabilities 2013: $4,411,245Net Assets 2013: $163,7842013Assets 2014: $4,624,318Liabilities 2014: $4,410,974Net Assets 2014: $213,3442014Assets 2015: $4,599,266Liabilities 2015: $4,410,974Net Assets 2015: $188,2922015Assets 2016: $4,679,741Liabilities 2016: $4,485,833Net Assets 2016: $193,9082016Assets 2017: $5,380,052Liabilities 2017: $5,174,255Net Assets 2017: $205,7972017Assets 2018: $5,419,047Liabilities 2018: $5,155,783Net Assets 2018: $263,2642018Assets 2019: $6,100,618Liabilities 2019: $5,817,754Net Assets 2019: $282,8642019Assets 2020: $7,149,910Liabilities 2020: $6,728,198Net Assets 2020: $421,7122020Assets 2021: $7,982,028Liabilities 2021: $7,417,386Net Assets 2021: $564,6422021Assets 2022: $6,816,612Liabilities 2022: $6,195,385Net Assets 2022: $621,2272022Assets 2023: $7,653,815Liabilities 2023: $6,917,067Net Assets 2023: $736,7482023Assets 2024: $8,777,135Liabilities 2024: $7,911,211Net Assets 2024: $865,9242024

Highlighted filing

2015

Assets$4,599,266
Liabilities$4,410,974
Net Assets$188,292

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $47,5102011Expenses 2012: $34,0442012Revenue 2013: $102,006Expenses 2013: $82,506Net Income 2013: $19,5002013Revenue 2014: $110,006Expenses 2014: $60,446Net Income 2014: $49,5602014Revenue 2015: $106,943Expenses 2015: $131,995Net Income 2015: -$25,0522015Revenue 2016: $81,103Expenses 2016: $74,541Net Income 2016: $6,5622016Revenue 2017: $110,565Expenses 2017: $98,676Net Income 2017: $11,8892017Revenue 2018: $289,234Expenses 2018: $231,767Net Income 2018: $57,4672018Revenue 2019: $184,942Expenses 2019: $165,342Net Income 2019: $19,6002019Revenue 2020: $93,612Expenses 2020: $47,947Net Income 2020: $45,6652020Revenue 2021: $201,501Expenses 2021: $41,624Net Income 2021: $159,8772021Revenue 2022: $254,077Expenses 2022: $126,920Net Income 2022: $127,1572022Revenue 2023: $169,011Expenses 2023: $99,655Net Income 2023: $69,3562023Revenue 2024: $227,648Expenses 2024: $176,845Net Income 2024: $50,8032024

Highlighted filing

2015

Revenue$106,943
Expenses$131,995
Net Income-$25,052
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 6, 2016
Return Version
2015v2.0
Gross Receipts
$106,943
Mission and Program Overview

Mission

To enhance the educational experience of students in the east aurora school district.

Educational Enrichment

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$97,976$97,976→ $0
Savings and Temporary Cash Investments$110,573$82,716▼ $27,857
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,624,318$4,599,266▼ $25,052
Other Assets Total$4,415,769$4,418,574▲ $2,805
Liabilities
Other Liabilities$4,410,974$4,410,974→ $0
Total Liabilities$4,410,974$4,410,974→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$213,344$188,292▼ $25,052
Total Net Assets Fund Balance$213,344$188,292▼ $25,052
Total Liabilities and Net Assets / Fund Balance$4,624,318$4,599,266▼ $25,052

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,800--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan McclarenPresident
Betsey Dechert-bossVice President
Daniel BrunsonDirector
Jeffrey MarkelloDirector
Peg FletcherDirector
Tom HarrisDirector
William WlodarczykDirector
Diane SchultzSecretary
James F DuselTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,663
Program Service Revenue
$0
Investment Income
$8,144
Other Revenue
$67,136
All Other Contributions
$31,663
Change in Net Assets
$-25,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,404
Salaries, Compensation, and Employee Benefits$37,222
Other Expenses$27,369
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,404--$67,404
Other Salaries and Wages-$34,188-$34,188
Conferences and Meetings-$10,846-$10,846
Payroll Taxes-$3,034-$3,034
Office Expenses-$1,935-$1,935
Fees for Services Accounting-$1,800-$1,800
Insurance-$1,313-$1,313
Travel-$808-$808
Other Expenses-$730-$730
All Other Expenses-$637-$637
Advertising-$215-$215
Total Functional Expenses$67,404$64,591$0$131,995
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets held as custodian under trust$4,410,974
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
East Aurora Educational Foundation Inc
EIN
16-1359264
Phone
7168533703
Address
PO BOX 732, EAST AURORA, NY 14052

Signing Officer

Name
Susan Mcclaren
Title
President
Signed
2016-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
9

Preparer

Firm
Nicholas D Buccieri CPA
Address
6510 Milestrip Road, Orchard Park, NY 14127-1606
Preparer
Katherine C Buccieri CPA
Phone
7166677777
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: School enrichment programs in various departments

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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt034068
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt012487
IRS990/PYInvestmentIncomeAmt08772
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017593
IRS990/PYOtherRevenueAmt067166
IRS990/PYRevenuesLessExpensesAmt049560
IRS990/PYSalariesCompEmpBnftPaidAmt030366
IRS990/PYTotalExpensesAmt060446
IRS990/PYTotalRevenueAmt0110006
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-25052
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110573
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082716
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt098799
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0101234
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt098799
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0101234
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt065741
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt011716
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt033058
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt089518
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt089518
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt068905
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt076090
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt07185
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt076090
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt07842
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt068905
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt068905
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt082237
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt013332
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt013332
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt013332
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt014833
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt067404
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt068905
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.97800
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt067404
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt082237
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0230209
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0227459
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt080783
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt078077
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0149426
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0149382
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt03453
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt03411
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0226756
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0224048
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt07936
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt07842
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0230209
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0227459
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt07936
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt07842
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0166001490
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt067404
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0East Aurora Union Free School Distr
IRS990ScheduleA/SupportingOrganization509a3Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$7.91$0.87$0.23$0.18$0.05
2023Summary only. Only limited summary data is available for this year.$7.65$6.92$0.74$0.17$0.10$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$6.20$0.62$0.25$0.13$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$7.42$0.56$0.20$0.04$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.15$6.73$0.42$0.09$0.05$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$5.82$0.28$0.18$0.17$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$5.16$0.26$0.29$0.23$0.06
2017Summary only. Only limited summary data is available for this year.$5.38$5.17$0.21$0.11$0.10$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$4.49$0.19$0.08$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.60$4.41$0.19$0.11$0.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.62$4.41$0.21$0.11$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.58$4.41$0.16$0.10$0.08$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$3.28$0.14$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$3.27$0.13$0.05