Civic Intelligence

Fort Leboeuf School District Foundation

990EZ • Fiscal year 2020 • EIN 25-1777291

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 16, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

2.5%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$384,321

Up $9,428 (+2.5%) from 2019

Net Assets

Up

$384,321

Up $9,428 (+2.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin63rd percentile

Revenue

Down

$66,236

Down $12,916 (-16%) from 2019

Expenses

Up

$56,808

Up $16,056 (+39%) from 2019

Net Income

Down

$9,428

Down $28,972 (-75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$384,321
Liabilities$0
Net Assets$384,321
Open 2020 Filing

Operations Trend

Revenue Growth48th 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

2020

Revenue$66,236
Expenses$56,808
Net Income$9,428
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 16, 2020
Return Version
2019v5.1
Gross Receipts
$66,236
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 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$15,540$0
Compensation and Service Providers
Top Officer Pay76th 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--
HEATHER WAITEDirector-$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
2020-10-16
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: 7828. Description: APPRECIATED MARKET VALUE. Amount: 9773. Total Included on Form 990-EZ, line 4: 17601.”

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

“Description: INVESTMENT FEES. Amount: 3650. Description: SCHOLARSHIPS. Amount: 16925. Description: FUNDRAISING. Amount: 9838. Description: MANAGEMENT FEES. Amount: 10855. Description: VARIOUS GRANTS. Amount: 15540. Total to Form 990-EZ, line 16: 56808.”

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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENNIS FORTIN II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VALERIE ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH BREON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICK EMERICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEATHER WAITE
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/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE FOUNDATION IS TO PROVIDE BENEFITS TO ENHANCE THE EDUCATION OF THE STUDENTS OF THE FT LEBOEUF SCHOOL DISTRICT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015540
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: DIVIDENDS. Amount: 7828. Description: APPRECIATED MARKET VALUE. Amount: 9773. Total Included on Form 990-EZ, line 4: 17601.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: INVESTMENT FEES. Amount: 3650. Description: SCHOLARSHIPS. Amount: 16925. Description: FUNDRAISING. Amount: 9838. Description: MANAGEMENT FEES. Amount: 10855. Description: VARIOUS GRANTS. Amount: 15540. Total to Form 990-EZ, line 16: 56808.
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08147962638
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORT LEBOEUF SCHOOL DISTRICT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0251777291
ReturnHeader/Filer/PhoneNum08147962638
ReturnHeader/Filer/USAddress/AddressLine1Txt034 E 9TH STREET
ReturnHeader/Filer/USAddress/CityNm0WATERFORD
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ReturnHeader/FilingSecurityInformation/IPDt02020-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:35:36
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/ReturnTs02020-11-10T09:30:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,321
Liabilities
$0
Net assets
$384,321
Revenue
$66,236
Expenses
$56,808
Net income
$9,428
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