Civic Intelligence

Anderson Education Foundation Inc.

990EZ • Fiscal year 2018 • EIN 31-1156893

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

1600 Hillcrest AvenueAnderson, IN 46011

(765) 640-4303

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$18,808

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Assets

$286,041

No earlier filing loaded for comparison.

Net Assets

$286,041

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$79,612

No earlier filing loaded for comparison.

Expenses

$60,230

No earlier filing loaded for comparison.

Net Income

$19,382

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.

$400K$300K$200K$100K$0Assets 2018: $286,041Liabilities 2018: $0Net Assets 2018: $286,0412018Assets 2019: $304,377Liabilities 2019: $0Net Assets 2019: $304,3772019Assets 2020: $286,602Liabilities 2020: $0Net Assets 2020: $286,6022020Assets 2023: $277,456Liabilities 2023: $0Net Assets 2023: $277,4562023Assets 2024: $284,534Liabilities 2024: $0Net Assets 2024: $284,5342024

Highlighted filing

2018

Assets$286,041
Liabilities$0
Net Assets$286,041

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $79,612Expenses 2018: $60,230Net Income 2018: $19,3822018Revenue 2019: $68,398Expenses 2019: $61,868Net Income 2019: $6,5302019Revenue 2020: $98,239Expenses 2020: $108,113Net Income 2020: -$9,8742020Revenue 2023: $45,527Expenses 2023: $67,122Net Income 2023: -$21,5952023Revenue 2024: $64,791Expenses 2024: $76,133Net Income 2024: -$11,3422024

Highlighted filing

2018

Revenue$79,612
Expenses$60,230
Net Income$19,382
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$93,621
Mission and Program Overview

Mission

To enhance the anderson community school corporation's public education with grants and scholarships.

Program Services

DescriptionGrantsExpenses
GRANTS TO ANDERSON COMMUNITY SCHOOLS FOR CLASSROOM CURRICULUM BASED PROJECTS$28,482$0
PRINCIPAL'S CHOICE GRANTS TO ANDERSON COMMUNITY SCHOOLS FOR PRINCIPAL-DIRECTED PROJECTS$7,683$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAY BALEExecutive DirectorPT$18,808-$18,808
CINDY NETHERTONTreasurer-$0--
JESSICA CARSON-BANNONSecretary-$0--
CAITLIN MCGUIREPresident-$0--
DIANE AIRHARTVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$6,837$4,315$986$3,329
Hall of Fame Banquet$25,450$1,640$3,069$-1,429
Total Events$37,722$6,305$14,009$-7,704
Filing and Contact Details

Filer

Filer Name
Anderson Education Foundation
EIN
31-1156893
Phone
7656404303
Address
1600 HILLCREST AVENUE, ANDERSON, IN 46011

Signing Officer

Name
Kay Bale
Title
Executive Director
Phone
7656404303
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
J P Kane & Co LLC
Address
7303 QUALITY CIRCLE, ANDERSON, IN 46013-2014
Preparer
John P Kane CPA
Phone
7656401211
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 7. Description: dividends. Amount: 4434. Description: capital gains. Amount: 5064. Total included on form 990-ez, line 4: 9505.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: classroom curriculum projects. Grantee name: anderson community schools. Grantee address: 1600 hillcrest ave anderson, in 46011. Amount given: 28482.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: principal-directed projects. Grantee name: anderson community schools. Grantee address: 1600 hillcrest ave anderson, in 46011. Amount given: 7683. Total included on form 990-ez, line 10: 36165.

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

Description: commissions. Amount: 2134. Description: dues & subscriptions. Amount: 150. Description: insurance. Amount: 275. Description: meals & entertainment. Amount: 374. Description: office expenses. Amount: 1009. Description: professional development. Amount: 35. Description: promotional. Amount: 1026. Total to form 990-ez, line 16: 5003.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gains on investments. Amount: 3638.

Raw XML Appendix204 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/TitleTxt0EXECUTIVE DIRECTOR
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRINCIPAL'S CHOICE GRANTS TO ANDERSON COMMUNITY SCHOOLS FOR PRINCIPAL-DIRECTED PROJECTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7. DESCRIPTION: DIVIDENDS. AMOUNT: 4434. DESCRIPTION: CAPITAL GAINS. AMOUNT: 5064. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 9505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CLASSROOM CURRICULUM PROJECTS. GRANTEE NAME: ANDERSON COMMUNITY SCHOOLS. GRANTEE ADDRESS: 1600 HILLCREST AVE ANDERSON, IN 46011. AMOUNT GIVEN: 28482.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PRINCIPAL-DIRECTED PROJECTS. GRANTEE NAME: ANDERSON COMMUNITY SCHOOLS. GRANTEE ADDRESS: 1600 HILLCREST AVE ANDERSON, IN 46011. AMOUNT GIVEN: 7683. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 36165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: COMMISSIONS. AMOUNT: 2134. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 150. DESCRIPTION: INSURANCE. AMOUNT: 275. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 374. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1009. DESCRIPTION: PROFESSIONAL DEVELOPMENT. AMOUNT: 35. DESCRIPTION: PROMOTIONAL. AMOUNT: 1026. TOTAL TO FORM 990-EZ, LINE 16: 5003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAINS ON INVESTMENTS. AMOUNT: 3638.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAY BALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07656404303
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDERSON EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANDE
ReturnHeader/Filer/EIN0311156893
ReturnHeader/Filer/PhoneNum07656404303
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 HILLCREST AVENUE
ReturnHeader/Filer/USAddress/CityNm0ANDERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.77.187.33
ReturnHeader/FilingSecurityInformation/IPDt02018-10-25
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ReturnHeader/FilingSecurityInformation/IPTm015:30:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352125101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J P KANE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07303 QUALITY CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460132014
ReturnHeader/PreparerPersonGrp/PhoneNum07656401211
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P KANE CPA
ReturnHeader/ReturnTs02018-11-05T08:11:38-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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