Civic Intelligence

American Electric Power System Educational Trust Fund

990PF • Fiscal year 2020 • EIN 23-7418083

Mar 01, 2019 to Feb 28, 2020 • Filed on Jan 15, 2021

1 Riverside Plaza Attn Tax DeptColumbus, OH 43215

(614) 716-2708

Siviq Scores

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

Liabilities / Assets

55th percentile

0.11x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

2.81x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

13th percentile

-44%

Higher net margin than 13% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

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.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

$6,073,707

No earlier filing loaded for comparison.

Net Assets

$5,403,391

No earlier filing loaded for comparison.

Liabilities

$670,316

No earlier filing loaded for comparison.

Revenue

$238,300

No earlier filing loaded for comparison.

Expenses

$343,663

No earlier filing loaded for comparison.

Net Income

-$105,363

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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,073,707Liabilities 2020: $670,316Net Assets 2020: $5,403,3912020Assets 2021: $7,060,647Liabilities 2021: $355,376Net Assets 2021: $6,705,2712021Assets 2025: $7,287,404Liabilities 2025: $345,500Net Assets 2025: $6,941,9042025

Highlighted filing

2020

Assets$6,073,707
Liabilities$670,316
Net Assets$5,403,391

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2020: $238,300Expenses 2020: $343,663Net Income 2020: -$105,3632020Revenue 2021: $247,010Expenses 2021: $41,619Net Income 2021: $205,3912021Revenue 2025: $437,675Expenses 2025: $302,330Net Income 2025: $135,3452025

Highlighted filing

2020

Revenue$238,300
Expenses$343,663
Net Income-$105,363
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 28, 2020
Signed
Jan 15, 2021
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN A ASHLEYTrustee-$0--
PAUL CHODAK IIITrustee-$0--
LANA L HILLEBRANDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
American Electric Power System Educational
EIN
23-7418083
In Care Of
% RUSSELL G DOYLE
Phone
6147162708
Address
1 Riverside Plaza Attn Tax Dept, Columbus, OH 43215

Signing Officer

Name
Karen a Ashley
Title
Trustee
Phone
6147161513
Signed
2021-01-15
Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD BOND FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04102100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11881494
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd055425
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE AMERICAN ELECTRIC POWER SYSTEM EDUCATIONAL TRUST FUND AWARDS SCHOLARSHIPS TO ELIGIBLE CHILDREN OF EMPLOYEES OF AMERICAN ELECTRIC POWER AND ITS SUBSIDIARIES. APPLICANTS MUST BE SENIORS IN HIGH SCHOOL WHO ARE PLANNING TO PURSUE A BACCALAUREATE DEGREE FROM AN ACCREDITED UNIVERSITY. STUDENTS WHO RECEIVE FULL SCHOLARSHIP AWARDS FROM OTHER SOURCES OR WHO RECEIVE APPOINTMENTS TO ONE OF THE SERVICE ACADEMIES ARE NOT ELIGIBLE TO PARTICIPATE IN THIS PROGRAM. A CHILD OF A MEMBER OF THE BOARD OF DIRECTORS OF ANY OF THE AMERICAN ELECTRIC POWER SYSTEM COMPANIES (AT THE TIME OF THE AWARD) IS NOT ELIGIBLE TO RECEIVE AN AWARD. THE GRANTS ARE MADE ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS PURSUANT TO A PROCEDURE APPROVED BY THE IRS IN A LETTER DATED MARCH 12, 1973.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THE SUBMISSION DEADLINE IS HISTORICALLY IN MARCH.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0610000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0THE SCHOLARSHIPS ARE USED TO PAY FOR THE RECIPIENTS' EDUCATIONAL EXPENSES RELATED TO A BACCALAURETE DEGREE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01 RIVERSIDE PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd043215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0363000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THE SCHOLARSHIPS ARE USED TO PAY FOR THE RECIPIENTS' EDUCATIONAL EXPENSES RELATED TO A BACCALAURETE DEGREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 RIVERSIDE PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043215
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0610000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0363000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0302816
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0302816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt089752
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt096612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0101165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt066022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt081377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt081377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0418797
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt089752
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt096612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0101165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt066022
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0368062
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065246
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0500174
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0434928
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0218
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12853
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1EXCISE TAX OVERPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt013061
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt013061
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2JUDGING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23282
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31548
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0140797
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION FV OF INVESTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0694
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1250
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt2200
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt32301
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0JUDGING FEES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ANNUAL FILING FEES - NEW YORK
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2ANNUAL FILING FEES - OHIO
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3BANK FEES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc4REFUND OF FEES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03282
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1250
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt2200
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt32383
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt4-4299
TaxesSchedule/TaxesDetail/Amt02383
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN A ASHLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06147161513
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0American Electric Power System Educational
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0237418083
ReturnHeader/Filer/InCareOfNm0% RUSSELL G DOYLE
ReturnHeader/Filer/PhoneNum06147162708
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Riverside Plaza Attn Tax Dept
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/ReturnTs02021-01-15T12:43:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-03-01
ReturnHeader/TaxPeriodEndDt02020-02-28
ReturnHeader/TaxYr02019

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