Civic Intelligence

Sanger Education Foundation Inc.

990 • Fiscal year 2014 • EIN 20-4067636

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 13, 2015

PO Box 42976266

(940) 458-4859

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.06x

Higher debt load relative to assets than 53% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.26x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$771,247

Up $88,452 (+13%) from 2013

Net Assets

Up

$726,441

Up $103,600 (+17%) from 2013

Liabilities

Down

$44,806

Down $15,148 (-25%) from 2013

Revenue

$170,531

No earlier filing loaded for comparison.

Expenses

Down

$94,776

Down $47,048 (-33%) from 2013

Net Income

$75,755

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $478,302Liabilities 2010: $27,770Net Assets 2010: $450,5322010Assets 2011: $527,685Liabilities 2011: $12,700Net Assets 2011: $514,9852011Assets 2012: $640,177Liabilities 2012: $46,142Net Assets 2012: $594,0352012Assets 2013: $682,795Liabilities 2013: $59,954Net Assets 2013: $622,8412013Assets 2014: $771,247Liabilities 2014: $44,806Net Assets 2014: $726,4412014Assets 2015: $728,315Liabilities 2015: $37,109Net Assets 2015: $691,2062015Assets 2016: $837,307Liabilities 2016: $42,107Net Assets 2016: $795,2002016Assets 2017: $1,044,510Liabilities 2017: $49,895Net Assets 2017: $994,6152017Assets 2018: $1,174,875Liabilities 2018: $75,782Net Assets 2018: $1,099,0932018Assets 2019: $1,324,142Liabilities 2019: $88,069Net Assets 2019: $1,236,0732019Assets 2020: $1,388,212Liabilities 2020: $80,031Net Assets 2020: $1,308,1812020Assets 2021: $1,769,138Liabilities 2021: $33,917Net Assets 2021: $1,735,2212021Assets 2022: $1,642,385Liabilities 2022: $69,052Net Assets 2022: $1,573,3332022Assets 2023: $1,854,523Liabilities 2023: $66,318Net Assets 2023: $1,788,2052023Assets 2024: $2,105,336Liabilities 2024: $81,009Net Assets 2024: $2,024,3272024

Highlighted filing

2014

Assets$771,247
Liabilities$44,806
Net Assets$726,441

Operations Trend

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

$600K$400K$200K$0Revenue 2010: $149,201Expenses 2010: $80,564Net Income 2010: $68,6372010Expenses 2011: $80,3222011Expenses 2012: $88,4972012Expenses 2013: $141,8242013Revenue 2014: $170,531Expenses 2014: $94,776Net Income 2014: $75,7552014Revenue 2015: $165,588Expenses 2015: $97,975Net Income 2015: $67,6132015Revenue 2016: $191,999Expenses 2016: $107,490Net Income 2016: $84,5092016Revenue 2017: $266,329Expenses 2017: $101,259Net Income 2017: $165,0702017Revenue 2018: $230,101Expenses 2018: $117,392Net Income 2018: $112,7092018Revenue 2019: $265,847Expenses 2019: $119,346Net Income 2019: $146,5012019Revenue 2020: $154,111Expenses 2020: $146,439Net Income 2020: $7,6722020Revenue 2021: $408,158Expenses 2021: $140,404Net Income 2021: $267,7542021Revenue 2022: $225,311Expenses 2022: $176,210Net Income 2022: $49,1012022Revenue 2023: $349,228Expenses 2023: $180,263Net Income 2023: $168,9652023Revenue 2024: $370,741Expenses 2024: $227,643Net Income 2024: $143,0982024

Highlighted filing

2014

Revenue$170,531
Expenses$94,776
Net Income$75,755
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 13, 2015
Return Version
2013v4.0
Gross Receipts
$217,336
Mission and Program Overview

Mission

Supplemental Support of Sanger Independent School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$484,380$568,175▲ $83,795
Savings and Temporary Cash Investments$110,688$116,252▲ $5,564
Accounts Receivable$53,745$64,767▲ $11,022
Cash and Non-Interest-Bearing Accounts$33,982$22,053▼ $11,929
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$682,795$771,247▲ $88,452
Other Assets Total-$0-
Liabilities
Grants Payable$59,954$44,806▼ $15,148
Total Liabilities$59,954$44,806▼ $15,148
Net Assets / Fund Balance
Permanently Rstr Net Assets$324,286$365,066▲ $40,780
Unrestricted Net Assets$235,406$268,569▲ $33,163
Temporarily Rstr Net Assets$63,149$92,806▲ $29,657
Total Net Assets Fund Balance$622,841$726,441▲ $103,600
Total Liabilities and Net Assets / Fund Balance$682,795$771,247▲ $88,452
Compensation and Service Providers

Board Members and Trustees

NameTitle
Danny SullivanPresident
Allen ChickDirector
John ReedDirector
Tanya ScribnerDirector
Dixie BerryDirector-VP
Jack BiggerstaffDirector-VP
Stephen CoffeyDirector-VP
Valerie FosterExecutive Director
Jackie McBroomSecretary
Scott StephensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,375
Program Service Revenue
$0
Investment Income
$28,603
Other Revenue
$26,553
All Other Contributions
$74,260
Change in Net Assets
$75,755

Audited Revenue Reconciliation

Revenue per Audited Statements
$170,531
Revenue Not Reported on Form 990
$41,201
Total Revenue per Audited Statements
$211,732
Total Revenue per Form 990
$170,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,549
Other Expenses$23,227
Total Fundraising Expense$13,232
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,149--$67,149
Advertising--$5,476$5,476
Fees for Services Accounting-$4,800-$4,800
Grants to Domestic Individuals$4,400--$4,400
Other Expenses-$275$1,998$2,273
Insurance-$1,588-$1,588
All Other Expenses-$175$435$610
Office Expenses-$596-$596
Conferences and Meetings-$285-$285
Total Functional Expenses$71,549$9,995$13,232$94,776

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$108,132
Expenses per Audited Statements$94,776
Total Expenses per Form 990$94,776
Expenses Not Reported on Form 990$13,356
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Educational Grants$67,149
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,909
Fundraising Direct Expenses$13,356
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$81,024$39,909$8,633$31,276
Total Events$81,024$39,909$13,356$26,553
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

Reviewed by Executive Director and Board Treasurer.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Monitored by Executive Director and Board President.

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

Documents are made available upon request.

Filing and Contact Details

Filer

EIN
20-4067636
Phone
9404584859

Signing Officer

Name
Scott Stephens
Title
Treasurer
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
35

Preparer

Preparer
Dan Tonn
Phone
9403878563
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Fundraising event expenses $13356

Part XII, Line 2D: Other expenses and losses per audited F/S

Fundraising event expenses $13356

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IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt02786
IRS990/OtherExpensesGrp/FundraisingAmt12537
IRS990/OtherExpensesGrp/FundraisingAmt21998
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02276
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1275
IRS990/OtherExpensesGrp/TotalAmt02786
IRS990/OtherExpensesGrp/TotalAmt12537
IRS990/OtherExpensesGrp/TotalAmt22276
IRS990/OtherExpensesGrp/TotalAmt32273
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0324286
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0365066
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0District Wide Initiatives
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt030000
IRS990/ProgSrvcAccomActy3Grp/Desc0Student Scholarships - scholarships for outgoing senior students.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04400
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04400
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0116103
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0111445
IRS990/PYInvestmentIncomeAmt023303
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt030379
IRS990/PYOtherRevenueAmt016408
IRS990/PYRevenuesLessExpensesAmt013990
IRS990/PYTotalExpensesAmt0141824
IRS990/PYTotalRevenueAmt0155814
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt075755
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110688
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0116252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0115375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0119898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0130286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt093692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0105314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0564565
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08281
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt043086
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt026553
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016408
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018356
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt035146
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt035166
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0131629
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76370
IRS990ScheduleA/PublicSupportPY170Pct00.73060
IRS990ScheduleA/PublicSupportTotal170Amt0564565
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0115375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0119898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0130286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt093692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0105314
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0564565
IRS990ScheduleA/TotalSupportAmt0739280
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt013356
IRS990ScheduleD/ExpensesSubtotalAmt094776
IRS990ScheduleD/NetUnrealizedGainsInvstAmt027845
IRS990ScheduleD/OtherExpensesIncludedAmt013356
IRS990ScheduleD/OtherRevenueAmt013356
IRS990ScheduleD/RevenueNotReportedAmt041201
IRS990ScheduleD/RevenueSubtotalAmt0170531
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Fundraising event expenses $13356
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Fundraising event expenses $13356
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt094776
IRS990ScheduleD/TotalRevenuePerForm990Amt0170531
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0211732
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0108132
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt041115
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt041115
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013356
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0675
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0675
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01864
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081024
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081024
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039909
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Annual Gala
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026553
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08633
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08633
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02184
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02184

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.08$2.02$0.37$0.23$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.07$1.79$0.35$0.18$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.07$1.57$0.23$0.18$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.03$1.74$0.41$0.14$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.08$1.31$0.15$0.15$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.09$1.24$0.27$0.12$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.08$1.10$0.23$0.12$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.05$0.99$0.27$0.10$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.04$0.80$0.19$0.11$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.04$0.69$0.17$0.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.04$0.73$0.17$0.09$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.06$0.62$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.05$0.59$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.01$0.51$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.03$0.45$0.15$0.08$0.07