Civic Intelligence

Fort Leboeuf School District Foundation

990EZ • Fiscal year 2019 • EIN 25-1777291

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 18, 2019

Organization ProfileN/A
34 E 9th StreetWaterford, PA 16441

(814) 796-2638

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$374,893

Up $38,400 (+11%) from 2018

Net Assets

Up

$374,893

Up $38,400 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin91st percentile

Revenue

Up

$79,152

Up $11,070 (+16%) from 2018

Expenses

Down

$40,752

Down $900 (-2.2%) from 2018

Net Income

Up

$38,400

Up $11,970 (+45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$800K$600K$400K$200K$0Assets 2018: $336,493Liabilities 2018: $0Net Assets 2018: $336,4932018Assets 2019: $374,893Liabilities 2019: $0Net Assets 2019: $374,8932019Assets 2020: $384,321Liabilities 2020: $0Net Assets 2020: $384,3212020Assets 2021: $535,431Liabilities 2021: $0Net Assets 2021: $535,4312021Assets 2022: $562,381Liabilities 2022: $0Net Assets 2022: $562,3812022Assets 2023: $608,783Liabilities 2023: $0Net Assets 2023: $608,7832023Assets 2024: $693,810Liabilities 2024: $0Net Assets 2024: $693,8102024Assets 2025: $764,241Liabilities 2025: $0Net Assets 2025: $764,2412025

Highlighted filing

2019

Assets$374,893
Liabilities$0
Net Assets$374,893
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

$150K$100K$50K$0Revenue 2018: $68,082Expenses 2018: $41,652Net Income 2018: $26,4302018Revenue 2019: $79,152Expenses 2019: $40,752Net Income 2019: $38,4002019Revenue 2020: $66,236Expenses 2020: $56,808Net Income 2020: $9,4282020Revenue 2021: $104,461Expenses 2021: $29,824Net Income 2021: $74,6372021Revenue 2022: $143,237Expenses 2022: $33,917Net Income 2022: $109,3202022Revenue 2023: $60,162Expenses 2023: $53,792Net Income 2023: $6,3702023Revenue 2024: $93,163Expenses 2024: $63,534Net Income 2024: $29,6292024Revenue 2025: $132,889Expenses 2025: $101,946Net Income 2025: $30,9432025

Highlighted filing

2019

Revenue$79,152
Expenses$40,752
Net Income$38,400
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 18, 2019
Return Version
2018v3.1
Gross Receipts
$79,152
Mission and Program Overview

Mission

The Fort LeBoeuf Foundation was created to help our students succeed in life by providing a wide range of educational opportunities and financial support.

The mission of the foundation is to provide benefits to enhance the education of the the students of the ft leboeuf school district

Program Services

DescriptionGrantsExpenses
FORT LEBOEUF SCHOOL DISTRICT FOUNDATION PROVIDES SCHOLARSHIPS TO GRADUATING SENIOR HIGH SCHOOL STUDENTS AND AWARD GRANTS FOR CLASSROOM INITIATIVES AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR STUDENTS$3,301$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS FORTIN IIPresident Of The Board-$0--
VALERIE ROSEChairman Of The Board-$0--
SARAH BREONSecretary-$0--
KIM HELLERTreasurer-$0--
RICK EMERICKDirector-$0--
ANGELA TARRDirector-$0--
LEIGH WILLIAMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fort Leboeuf School District Foundation
EIN
25-1777291
Phone
8147962638
Address
34 E 9TH STREET, WATERFORD, PA 16441

Signing Officer

Name
Kimberly Heller
Title
Treasurer
Phone
8147962638
Signed
2019-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Felix & Gloekler Pc
Address
2306 PENINSULA DRIVE, ERIE, PA 16506
Preparer
Stephen J Falk III CPA
Phone
8148386095
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: DIVIDENDS. Amount: 2285. Description: APPRECIATED MARKET VALUE. Amount: 29945. Total Included on Form 990-EZ, line 4: 32230.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: INVESTMENT FEES. Amount: 2357. Description: SCHOLARSHIPS. Amount: 11700. Description: FUNDRAISING. Amount: 19010. Description: MANAGEMENT FEES. Amount: 4384. Description: VARIOUS GRANTS. Amount: 3301. Total to Form 990-EZ, line 16: 40752.”

Raw XML Appendix170 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEIGH WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE FOUNDATION IS TO PROVIDE BENEFITS TO ENHANCE THE EDUCATION OF THE THE STUDENTS OF THE FT LEBOEUF SCHOOL DISTRICT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03301
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: DIVIDENDS. Amount: 2285. Description: APPRECIATED MARKET VALUE. Amount: 29945. Total Included on Form 990-EZ, line 4: 32230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: INVESTMENT FEES. Amount: 2357. Description: SCHOLARSHIPS. Amount: 11700. Description: FUNDRAISING. Amount: 19010. Description: MANAGEMENT FEES. Amount: 4384. Description: VARIOUS GRANTS. Amount: 3301. Total to Form 990-EZ, line 16: 40752.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08147962638
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORT LEBOEUF SCHOOL DISTRICT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0251777291
ReturnHeader/Filer/PhoneNum08147962638
ReturnHeader/Filer/USAddress/AddressLine1Txt034 E 9TH STREET
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ReturnHeader/FilingSecurityInformation/IPDt02019-10-18
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ReturnHeader/FilingSecurityInformation/IPTm014:27:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260001555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FELIX & GLOEKLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02306 PENINSULA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ERIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016506
ReturnHeader/PreparerPersonGrp/PhoneNum08148386095
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J Falk III CPA
ReturnHeader/ReturnTs02019-11-12T11:01:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,893
Liabilities
$0
Net assets
$374,893
Revenue
$79,152
Expenses
$40,752
Net income
$38,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$1.33$1.02$0.31
2024Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.93$0.64$0.30
2023Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.60$0.54$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$1.43$0.34$1.09
2021Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$1.04$0.30$0.75
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.66$0.57$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.79$0.41$0.38
2018Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.68$0.42$0.26