Civic Intelligence

Ladue Education Foundation

990 • Fiscal year 2016 • EIN 20-4762875

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

9703 Conway RoadSaint Louis, MO 63124

(314) 983-5334

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

95th percentile

63%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$45,345

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

98th percentile

410%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

198%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$374,944

Up $301,408 (+410%) from 2015

Net Assets

Up

$374,944

Up $301,408 (+410%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$476,926

Up $316,670 (+198%) from 2015

Expenses

Up

$175,518

Up $51,656 (+42%) from 2015

Net Income

Up

$301,408

Up $265,014 (+728%) from 2015

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 2012: $43,911Liabilities 2012: $02012Assets 2013: $44,156Net Assets 2013: $44,1562013Assets 2014: $37,142Liabilities 2014: $0Net Assets 2014: $37,1422014Assets 2015: $73,536Liabilities 2015: $0Net Assets 2015: $73,5362015Assets 2016: $374,944Liabilities 2016: $0Net Assets 2016: $374,9442016Assets 2017: $318,895Liabilities 2017: $0Net Assets 2017: $318,8952017Assets 2018: $1,337,484Liabilities 2018: $0Net Assets 2018: $1,337,4842018Assets 2019: $1,486,728Liabilities 2019: $0Net Assets 2019: $1,486,7282019Assets 2020: $1,631,926Liabilities 2020: $16,184Net Assets 2020: $1,615,7422020Assets 2021: $1,913,566Liabilities 2021: $531Net Assets 2021: $1,913,0352021Assets 2022: $1,640,544Liabilities 2022: $1,116Net Assets 2022: $1,639,4282022Assets 2023: $1,835,177Liabilities 2023: $191Net Assets 2023: $1,834,9862023Assets 2024: $2,058,459Liabilities 2024: $388Net Assets 2024: $2,058,0712024

Highlighted filing

2016

Assets$374,944
Liabilities$0
Net Assets$374,944

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $45,253Expenses 2012: $31,572Net Income 2012: $13,6812012Revenue 2013: $49,086Expenses 2013: $48,841Net Income 2013: $2452013Revenue 2014: $80,392Expenses 2014: $87,406Net Income 2014: -$7,0142014Revenue 2015: $160,256Expenses 2015: $123,862Net Income 2015: $36,3942015Revenue 2016: $476,926Expenses 2016: $175,518Net Income 2016: $301,4082016Revenue 2017: $601,756Expenses 2017: $657,805Net Income 2017: -$56,0492017Revenue 2018: $1,930,551Expenses 2018: $917,007Net Income 2018: $1,013,5442018Revenue 2019: $802,235Expenses 2019: $742,183Net Income 2019: $60,0522019Revenue 2020: $458,872Expenses 2020: $433,515Net Income 2020: $25,3572020Revenue 2021: $408,193Expenses 2021: $421,106Net Income 2021: -$12,9132021Revenue 2022: $391,437Expenses 2022: $382,346Net Income 2022: $9,0912022Revenue 2023: $539,073Expenses 2023: $393,536Net Income 2023: $145,5372023Revenue 2024: $606,526Expenses 2024: $490,238Net Income 2024: $116,2882024

Highlighted filing

2016

Revenue$476,926
Expenses$175,518
Net Income$301,408
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v3.0
Gross Receipts
$509,558
Mission and Program Overview

Mission

See schedule othe mission of the ladue education foundation is to advance the excellence of the ladue school district by expanding opportunities for student success. We connect philanthropy with education to provide for world-class academic and enrichment opportunities, bringing together a community united in its belief in public education.

The mission of the Ladue Education Foundation is to advance the excellence of the Ladue School District by expanding opportunities for student success. We connect philanthropy with education to provide for world-class academic and enrichment opportunities, bringing together a community united in its belief in public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$322,035-
Cash and Non-Interest-Bearing Accounts$73,536$52,909▼ $20,627
Total Assets$73,536$374,944▲ $301,408
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$0$271,150▲ $271,150
Unrestricted Net Assets$53,651$52,909▼ $742
Permanently Rstr Net Assets$19,885$50,885▲ $31,000
Total Net Assets Fund Balance$73,536$374,944▲ $301,408
Total Liabilities and Net Assets / Fund Balance$73,536$374,944▲ $301,408

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$19,885$31,000→ $0$0$50,885
2014$0$19,885→ $0$0$19,885
2013$0$0→ $0$0$0
2012$0$0→ $0$0$0
2011$0$0→ $0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kristen WildExecutive DirectorPT$45,345$45,345

Board Members and Trustees

NameTitle
Jodi MinklerAllocations Chair
Jocelyn FundoukosCommunications Chair
Jennifer OzimkiewiczCommunity/Business Partnerships Chair
Amy BarnettDevelopment Chair
Julie LaBontePresident
Julie SchusterVice President
Bruce SchneiderBoard Member
Carol WeismanBoard Member
Elizabeth MonticelliBoard Member
Gaurav SuriBoard Member
Jeff BogardBoard Member
Michael KaplanBoard Member
Michelle SpirnBoard Member
Mike SimonBoard Member
Rob MillnerBoard Member
Tim CowheyBoard Member
Tracye DonovanBoard Member
Vin KoBoard Member
Rajiv ChhatwalSecretary
Nicola SternTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$377,023
Program Service Revenue
$0
Investment Income
$2,031
Other Revenue
$97,872
All Other Contributions
$377,023
Change in Net Assets
$301,408

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$124,012Fair Market Value (FMV)
Total Noncash Contributions4$124,012-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,414
Other Expenses$76,104
Total Fundraising Expense$27,298
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,414--$99,414
Fees for Services Management$9,099$18,198$18,198$45,495
Office Expenses-$9,232$4,977$14,209
Information Technology-$3,000$4,066$7,066
Fees for Services Accounting-$5,495-$5,495
All Other Expenses-$3,632-$3,632
Advertising-$150$57$207
Total Functional Expenses$108,513$39,707$27,298$175,518
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$130,504
Fundraising Direct Expenses$32,632
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Event$74,450$74,450$5,529$68,921
Annual Community Breakfast$42,424$42,424$2,871$39,553
Total Events$130,504$130,504$32,632$97,872
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
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, Section B, Line 11B

Form 990 and accompanying schedules are distributed to the board at a board meeting and reviewed.

Form 990, Part VI, Section B, Line 15

Part-time executive director - contract started in February, 2014

Form 990, Part VI, Section C, Line 19

Through distribution of LEF's annual report

Filing and Contact Details

Filer

Filer Name
Ladue Education Foundation
EIN
20-4762875
Phone
3149835334
Address
9703 Conway Road, Saint Louis, MO 63124

Signing Officer

Name
Nicola Stern
Title
Treasurer
Phone
3149835334
Signed
2016-11-14

Organization Details

Principal Officer
Nicola Stern
Formed
2006
Legal Domicile
Mo
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
100
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

High School Capital Campaign

Financial Statement Notes

Schedule D, Part V, Line 4

To eventually fund Program and Supportive Services

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IRS990/Form990PartVIISectionAGrp/PersonNm0Julie LaBonte
IRS990/Form990PartVIISectionAGrp/PersonNm1Julie Schuster
IRS990/Form990PartVIISectionAGrp/PersonNm2Nicola Stern
IRS990/Form990PartVIISectionAGrp/PersonNm3Rajiv Chhatwal
IRS990/Form990PartVIISectionAGrp/PersonNm4Jodi Minkler
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IRS990/Form990PartVIISectionAGrp/PersonNm6Jocelyn Fundoukos
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IRS990/Form990PartVIISectionAGrp/PersonNm20Kristen Wild
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Allocations Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Community/Business Partnerships Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Communications Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Development Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Director
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IRS990/FormationYr02006
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IRS990/FundraisingGrossIncomeAmt0130504
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt035980
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt099414
IRS990/GrantsToDomesticOrgsGrp/TotalAmt099414
IRS990/GrantsToIndividualsInd00
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IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04066
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03000
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IRS990/IRPDocumentCnt041275
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of the Ladue Education Foundation is to advance the excellence of the Ladue School District by expanding opportunities for student success. We connect philanthropy with education to provide for world-class academic and enrichment opportunities, bringing together a community united in its belief in public education.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt019885
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt050885
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Nicola Stern
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IRS990/ProgSrvcAccomActy2Grp/Desc0District Grants: Chromebook Computers; Discovery Ed; HP Laser-Jet Printer (Project Lead the Way); Discovery Ed; Math Textbooks; Music Teacher Wish Lists; Physics Probes; STEM Scouts
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt062934
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Community Outreach/Resource Coordination
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080392
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0806425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02032
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt080392
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045523
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0806425
IRS990ScheduleA/TotalSupportAmt0808457

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits