Civic Intelligence

Graham Public Education Foundation

990 • Fiscal year 2023 • EIN 20-5871708

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 17, 2024

1001 KentuckyGraham, TX 76450

(940) 549-3399

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

1.5%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-1.4%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$4,023,823

Up $58,649 (+1.5%) from 2022

Net Assets

Up

$4,023,823

Up $58,649 (+1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$129,518

Down $1,885 (-1.4%) from 2022

Expenses

Down

$65,710

Down $35,676 (-35%) from 2022

Net Income

Up

$63,808

Up $33,791 (+113%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $62,361Liabilities 2011: $02011Assets 2012: $80,955Liabilities 2012: $02012Assets 2013: $75,451Liabilities 2013: $02013Assets 2014: $36,658Net Assets 2014: $36,6582014Assets 2015: $63,212Liabilities 2015: $02015Assets 2016: $32,745Net Assets 2016: $32,7452016Assets 2017: $69,337Net Assets 2017: $69,3372017Assets 2018: $20,132Net Assets 2018: $20,1322018Assets 2019: $1,083,073Liabilities 2019: $0Net Assets 2019: $1,083,0732019Assets 2020: $3,845,011Liabilities 2020: $0Net Assets 2020: $3,845,0112020Assets 2021: $3,930,044Liabilities 2021: $0Net Assets 2021: $3,930,0442021Assets 2022: $3,965,174Liabilities 2022: $0Net Assets 2022: $3,965,1742022Assets 2023: $4,023,823Liabilities 2023: $0Net Assets 2023: $4,023,8232023Assets 2024: $4,193,658Liabilities 2024: $0Net Assets 2024: $4,193,6582024

Highlighted filing

2023

Assets$4,023,823
Liabilities$0
Net Assets$4,023,823

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $52,859Expenses 2011: $2,198Net Income 2011: $50,6612011Revenue 2012: $103,961Expenses 2012: $85,367Net Income 2012: $18,5942012Revenue 2013: $62,004Expenses 2013: $67,508Net Income 2013: -$5,5042013Revenue 2014: $21,225Expenses 2014: $60,018Net Income 2014: -$38,7932014Revenue 2015: $56,207Expenses 2015: $29,653Net Income 2015: $26,5542015Revenue 2016: $23,502Expenses 2016: $53,969Net Income 2016: -$30,4672016Revenue 2017: $95,532Expenses 2017: $58,940Net Income 2017: $36,5922017Revenue 2018: $10,805Expenses 2018: $60,010Net Income 2018: -$49,2052018Revenue 2019: $1,118,087Expenses 2019: $55,146Net Income 2019: $1,062,9412019Revenue 2020: $2,795,006Expenses 2020: $33,068Net Income 2020: $2,761,9382020Revenue 2021: $151,023Expenses 2021: $65,990Net Income 2021: $85,0332021Revenue 2022: $131,403Expenses 2022: $101,386Net Income 2022: $30,0172022Revenue 2023: $129,518Expenses 2023: $65,710Net Income 2023: $63,8082023Revenue 2024: $205,006Expenses 2024: $35,171Net Income 2024: $169,8352024

Highlighted filing

2023

Revenue$129,518
Expenses$65,710
Net Income$63,808
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 17, 2024
Return Version
2023v5.1
Gross Receipts
$558,391
Mission and Program Overview

Mission

Graham Public Education Foundation's purpose is to support the educational programs for public education students in Graham, Texas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,812,632$3,958,681▲ $146,049
Cash and Non-Interest-Bearing Accounts$151,592$64,192▼ $87,400
Prepaid Expenses and Deferred Charges$950$950→ $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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,965,174$4,023,823▲ $58,649
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,965,174$4,023,823▲ $58,649
Total Net Assets Fund Balance$3,965,174$4,023,823▲ $58,649
Total Liabilities and Net Assets / Fund Balance$3,965,174$4,023,823▲ $58,649
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sara MccallPresident
Courtney BennettVice President
Andrea LoweryDirector
Angela GrahamDirector
Brendan WeathermanDirector
Bronwen ChoateDirector
Colby KramerDirector
Nellie CaddellDirector
Susan GrahamDirector
Wyatt PettusSec/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$51,250
Program Service Revenue
$0
Investment Income
$64,038
Other Revenue
$14,230
All Other Contributions
$51,250
Change in Net Assets
$63,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,641
Other Expenses$13,069
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,641--$52,641
Fees for Service Investment Mgmnt Fees-$12,831-$12,831
Other Expenses-$65-$65
Total Functional Expenses$52,641$13,069$0$65,710
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,730
Fundraising Direct Expenses$1,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$15,730$15,730-$15,730
Total Events$15,730$15,730$1,500$14,230
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

Two officers are related through marriage

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

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Graham Public Education Foundation
EIN
20-5871708
Phone
9405493399
Address
1001 KENTUCKY, GRAHAM, TX 76450

Signing Officer

Name
Sara Mccall
Title
President
Signed
2024-10-17
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
TX
Voting Board Members
10
Independent Board Members
0
Employees
0

Preparer

Firm
Montgomery Cusenbary & Associates Llp
Address
PO BOX 2016, GRAHAM, TX 76450
Preparer
Danny L Cusenbary
Phone
9405496614
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Investment account booked in prior year removed = -$5159

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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0102000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0500000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0702000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02703200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01067600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03949210
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt094911
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt087424
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt072397
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030358
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014498
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0299588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt094911
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt087424
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt072397
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030358
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014498
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0299588
IRS990ScheduleA/InvestmentIncomeCYPct00.06910
IRS990ScheduleA/InvestmentIncomePYPct00.04890
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt015730
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05774
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt011797
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt048672
IRS990ScheduleA/OtherIncome509Grp/TotalAmt083973
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74950
IRS990ScheduleA/PublicSupportPY509Pct00.77880
IRS990ScheduleA/PublicSupportTotal509Amt03247210
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0102000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0500000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0702000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02703200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01067600
IRS990ScheduleA/Total509Grp/TotalAmt03949210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0161891
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0155148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0139607
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02745355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01130770
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04332771
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
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FLING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015730
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014230
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OFFICERS ARE RELATED THROUGH MARRIAGE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT ACCOUNT BOOKED IN PRIOR YEAR REMOVED = -$5159
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03965174
IRS990/TotalAssetsEOYAmt04023823
IRS990/TotalAssetsGrp/BOYAmt03965174
IRS990/TotalAssetsGrp/EOYAmt04023823
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt051250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013069
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052641
IRS990/TotalFunctionalExpensesGrp/TotalAmt065710
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03965174
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04023823
IRS990/TotalProgramServiceExpensesAmt052641
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt064038
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129518
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03965174

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.21$0.04$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.13$0.07$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$0.13$0.10$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.00$3.93$0.15$0.07$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$2.80$0.03$2.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$1.12$0.06$1.06
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.01$0.06$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.07$0.10$0.06$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.03$0.02$0.05$0.03
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.02$0.06$0.04
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.06$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.10$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.05$0.00$0.05