Civic Intelligence

Piqua Education Foundation

990 • Fiscal year 2023 • EIN 31-1117501

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileWWW.PIQUAEDUCATIONFOUNDATION.ORG
111 West Ash StPiqua, OH 45356

(937) 733-5337

Siviq Scores

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

Liabilities / Assets

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.14x

Higher debt load relative to revenue than 45% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,372,887

Up $1,418,755 (+20%) from 2022

Net Assets

Up

$8,226,459

Up $1,389,216 (+20%) from 2022

Liabilities

Up

$146,428

Up $29,539 (+25%) from 2022

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin89th percentile

Revenue

Down

$1,045,234

Down $1,256,176 (-55%) from 2022

Expenses

Up

$561,023

Up $3,842 (+0.7%) from 2022

Net Income

Down

$484,211

Down $1,260,018 (-72%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$10M$5.0M$0Assets 2010: $2,988,555Liabilities 2010: $0Net Assets 2010: $2,988,5552010Assets 2011: $2,861,284Liabilities 2011: $0Net Assets 2011: $2,861,2842011Assets 2012: $3,091,282Liabilities 2012: $0Net Assets 2012: $3,091,2822012Assets 2013: $3,620,072Liabilities 2013: $0Net Assets 2013: $3,620,0722013Assets 2014: $3,856,496Liabilities 2014: $0Net Assets 2014: $3,856,4962014Assets 2015: $3,811,634Liabilities 2015: $0Net Assets 2015: $3,811,6342015Assets 2016: $3,891,239Liabilities 2016: $0Net Assets 2016: $3,891,2392016Assets 2017: $4,412,206Liabilities 2017: $7,345Net Assets 2017: $4,404,8612017Assets 2018: $4,117,523Liabilities 2018: $4,071Net Assets 2018: $4,113,4522018Assets 2019: $5,105,675Liabilities 2019: $9,037Net Assets 2019: $5,096,6382019Assets 2020: $6,403,505Liabilities 2020: $9,063Net Assets 2020: $6,394,4422020Assets 2021: $7,743,112Liabilities 2021: $74,974Net Assets 2021: $7,668,1382021Assets 2022: $6,954,132Liabilities 2022: $116,889Net Assets 2022: $6,837,2432022Assets 2023: $8,372,887Liabilities 2023: $146,428Net Assets 2023: $8,226,4592023Assets 2024: $9,361,925Liabilities 2024: $92,813Net Assets 2024: $9,269,1122024

Highlighted filing

2023

Assets$8,372,887
Liabilities$146,428
Net Assets$8,226,459
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $228,9272010Expenses 2011: $244,8802011Expenses 2012: $239,7932012Revenue 2013: $363,617Expenses 2013: $250,158Net Income 2013: $113,4592013Revenue 2014: $567,517Expenses 2014: $279,363Net Income 2014: $288,1542014Revenue 2015: $588,030Expenses 2015: $333,416Net Income 2015: $254,6142015Revenue 2016: $282,627Expenses 2016: $299,900Net Income 2016: -$17,2732016Revenue 2017: $672,955Expenses 2017: $319,973Net Income 2017: $352,9822017Revenue 2018: $472,038Expenses 2018: $388,176Net Income 2018: $83,8622018Revenue 2019: $481,721Expenses 2019: $365,292Net Income 2019: $116,4292019Revenue 2020: $859,634Expenses 2020: $318,284Net Income 2020: $541,3502020Revenue 2021: $850,273Expenses 2021: $450,442Net Income 2021: $399,8312021Revenue 2022: $2,301,410Expenses 2022: $557,181Net Income 2022: $1,744,2292022Revenue 2023: $1,045,234Expenses 2023: $561,023Net Income 2023: $484,2112023Revenue 2024: $1,298,054Expenses 2024: $680,745Net Income 2024: $617,3092024

Highlighted filing

2023

Revenue$1,045,234
Expenses$561,023
Net Income$484,211
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$2,224,663
Mission and Program Overview

Mission

The piqua education foundation exists to provide financial assistance to graduates, students and staff of the piqua (ohio) city schools in the forms of scholarships to graduates and education grants to staff for the benefit of current students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,837,243$8,226,459▲ $1,389,216
Investments in Publicly Traded Securities$5,903,546$7,382,676▲ $1,479,130
Savings and Temporary Cash Investments$866,836$808,127▼ $58,709
Cash and Non-Interest-Bearing Accounts$171,123$173,915▲ $2,792
Land, Buildings, and Equipment, Net$6,445$4,333▼ $2,112
Prepaid Expenses and Deferred Charges$6,182$3,836▼ $2,346
Total Assets$6,954,132$8,372,887▲ $1,418,755
Liabilities
Deferred Revenue$110,478$144,617▲ $34,139
Grants Payable$5,906--
Accounts Payable and Accrued Expenses$505$1,811▲ $1,306
Total Liabilities$116,889$146,428▲ $29,539
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,837,243$8,226,459▲ $1,389,216
Total Liabilities and Net Assets / Fund Balance$6,954,132$8,372,887▲ $1,418,755

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,333$3,612$7,945
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Soha ShahPresident
Dale G DavisDirector
James SeverDirector
Jennifer HuelskampDirector
Kelly McmakenDirector
Kenneth MagoteauxDirector
Mark HillDirector
Matthew CoxDirector
Randi PearsonDirector
Dwayne ThompsonPcs Superint
Melanie HelmanSecretary
Samuel RobinsonTreasurer
Troy OuhlVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$778,150
Program Service Revenue
$50,000
Investment Income
$217,084
Other Revenue
$0
All Other Contributions
$778,150
Change in Net Assets
$484,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$409,531
Other Expenses$94,836
Salaries, Compensation, and Employee Benefits$56,656
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$409,531--$409,531
Other Salaries and Wages-$51,730-$51,730
Fees for Service Investment Mgmnt Fees-$42,820-$42,820
Fees for Services Other-$22,648-$22,648
Office Expenses-$10,592-$10,592
Fees for Services Accounting-$5,836-$5,836
Other Employee Benefits-$4,926-$4,926
Occupancy-$4,466-$4,466
Conferences and Meetings-$4,084-$4,084
Information Technology-$2,424-$2,424
Insurance-$1,966-$1,966
Total Functional Expenses$409,531$151,492$0$561,023
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Members are elected to three (3)year terms by the sitting board members.”

Form 990, Page 6, Part VI, Line 11B

“Made available to all members of board and to the public.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are available upon request. Effective january 2023 the documents were also be available on the pef website”

Filing and Contact Details

Filer

Filer Name
Piqua Education Foundation
EIN
31-1117501
Phone
9377335337
Address
111 WEST ASH ST, PIQUA, OH 45356

Signing Officer

Name
Samuel Robinson
Title
Treasurer
Phone
9373615632
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Soha Shah
Formed
1986
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
14

Preparer

Firm
Alley & Bradl LLC
Address
111 W ASH ST, PIQUA, OH 45356-1055
Preparer
Teresa L Alley Ea
Phone
9376062722
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The piqua education foundation exists to provide financial assistance to graduates, students and staff of the piqua (ohio) city schools in the forms of scholarships to graduates and education grants to staff for the benefit of current students.”

Form 990, Page 1, Part I, Line 6

“Board members are included in volunteer count. Non-board volunteers assist with alumni publication, events and scholarship administration.”

Form 990, Page 2, Part III, Line 2

“Five year program for new teachers' class room supplies funded by grant from the jacob schmidlapp trust at fifth third bank.”

Form 990, Part XI, Line 9

“Change in deferred income -33,178 other 0 total -33,178”

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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EDUCATION GRANTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PIQUA EDUCATION FOUNDATION EXISTS TO PROVIDE FINANCIAL ASSISTANCE TO GRADUATES, STUDENTS AND STAFF OF THE PIQUA (OHIO) CITY SCHOOLS IN THE FORMS OF SCHOLARSHIPS TO GRADUATES AND EDUCATION GRANTS TO STAFF FOR THE BENEFIT OF CURRENT STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE INCLUDED IN VOLUNTEER COUNT. NON-BOARD VOLUNTEERS ASSIST WITH ALUMNI PUBLICATION, EVENTS AND SCHOLARSHIP ADMINISTRATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIVE YEAR PROGRAM FOR NEW TEACHERS' CLASS ROOM SUPPLIES FUNDED BY GRANT FROM THE JACOB SCHMIDLAPP TRUST AT FIFTH THIRD BANK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS ARE ELECTED TO THREE (3)YEAR TERMS BY THE SITTING BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MADE AVAILABLE TO ALL MEMBERS OF BOARD AND TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. EFFECTIVE JANUARY 2023 THE DOCUMENTS WERE ALSO BE AVAILABLE ON THE PEF WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN DEFERRED INCOME -33,178 OTHER 0 TOTAL -33,178
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 2
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843345071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLEY & BRADL LLC

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,372,887
Liabilities
$146,428
Net assets
$8,226,459
Revenue
$1,045,234
Expenses
$561,023
Net income
$484,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.36$0.09$9.27$1.30$0.68$0.62
2023Detailed filing. Detailed filing data is available for this year.$8.37$0.15$8.23$1.05$0.56$0.48
2022Detailed filing. Detailed filing data is available for this year.$6.95$0.12$6.84$2.30$0.56$1.74
2021Detailed filing. Detailed filing data is available for this year.$7.74$0.07$7.67$0.85$0.45$0.40
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.01$6.39$0.86$0.32$0.54
2019Detailed filing. Detailed filing data is available for this year.$5.11$0.01$5.10$0.48$0.37$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.11$0.47$0.39$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.41$0.01$4.40$0.67$0.32$0.35
2016Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.28$0.30$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.59$0.33$0.25
2014Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.57$0.28$0.29
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.36$0.25$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.00$2.86$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.00$2.99$0.23