Civic Intelligence

Upper Arlington Education Foundation

EIN 31-1156964 • 501(c)3 • Columbus, OH

Profile

The foundation provides funding for superior and innovative educational programs which exceed the school district's financial resources.

1619 Zollinger RoadColumbus, OH 43221

www.uaeducationfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

2.9%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

22nd percentile

-9.6%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,565,530

Up $366,290 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,565,530

Up $366,290 (+11%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin77th percentile

Revenue

Up

$634,260

Up $83,259 (+15%) from 2023

Expenses

Up

$474,537

Up $32,556 (+7.4%) from 2023

Net Income

Up

$159,723

Up $50,703 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,173,456Liabilities 2010: $0Net Assets 2010: $1,173,4562010Assets 2011: $1,245,034Liabilities 2011: $0Net Assets 2011: $1,245,0342011Assets 2012: $1,631,719Liabilities 2012: $0Net Assets 2012: $1,631,7192012Assets 2013: $1,882,410Liabilities 2013: $0Net Assets 2013: $1,882,4102013Assets 2014: $2,065,479Liabilities 2014: $0Net Assets 2014: $2,065,4792014Assets 2015: $2,252,260Liabilities 2015: $0Net Assets 2015: $2,252,2602015Assets 2016: $2,343,878Liabilities 2016: $0Net Assets 2016: $2,343,8782016Assets 2017: $2,537,166Liabilities 2017: $0Net Assets 2017: $2,537,1662017Assets 2018: $2,465,294Liabilities 2018: $0Net Assets 2018: $2,465,2942018Assets 2019: $2,827,411Liabilities 2019: $1,736Net Assets 2019: $2,825,6752019Assets 2020: $2,876,872Liabilities 2020: $1,479Net Assets 2020: $2,875,3932020Assets 2021: $3,274,173Liabilities 2021: $3,152Net Assets 2021: $3,271,0212021Assets 2022: $2,798,882Liabilities 2022: $100Net Assets 2022: $2,798,7822022Assets 2023: $3,199,240Liabilities 2023: $0Net Assets 2023: $3,199,2402023Assets 2024: $3,565,530Liabilities 2024: $0Net Assets 2024: $3,565,5302024

Highlighted filing

2024

Assets$3,565,530
Liabilities$0
Net Assets$3,565,530
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $157,9832010Expenses 2011: $195,8782011Expenses 2012: $160,2872012Revenue 2013: $288,041Expenses 2013: $236,749Net Income 2013: $51,2922013Revenue 2014: $322,043Expenses 2014: $195,662Net Income 2014: $126,3812014Revenue 2015: $520,103Expenses 2015: $231,312Net Income 2015: $288,7912015Revenue 2016: $307,438Expenses 2016: $308,607Net Income 2016: -$1,1692016Revenue 2017: $429,508Expenses 2017: $280,914Net Income 2017: $148,5942017Revenue 2018: $423,695Expenses 2018: $341,534Net Income 2018: $82,1612018Revenue 2019: $429,285Expenses 2019: $278,620Net Income 2019: $150,6652019Revenue 2020: $361,607Expenses 2020: $294,253Net Income 2020: $67,3542020Revenue 2021: $857,901Expenses 2021: $358,407Net Income 2021: $499,4942021Revenue 2022: $81,030Expenses 2022: $373,786Net Income 2022: -$292,7562022Revenue 2023: $551,001Expenses 2023: $441,981Net Income 2023: $109,0202023Revenue 2024: $634,260Expenses 2024: $474,537Net Income 2024: $159,7232024

Highlighted filing

2024

Revenue$634,260
Expenses$474,537
Net Income$159,723
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,565,530
Liabilities
$0
Net assets
$3,565,530
Revenue
$634,260
Expenses
$474,537
Net income
$159,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.00$3.57$0.63$0.47$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.55$0.44$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.08$0.37$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.86$0.36$0.50
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.36$0.29$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.43$0.28$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.42$0.34$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.43$0.28$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.31$0.31$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.52$0.23$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.32$0.20$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.29$0.24$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 11, 2025
Return Version
2024v5.0
Gross Receipts
$1,305,977
Mission and Program Overview

Mission

The foundation provides funding for superior and innovative educational programs which exceed the school district's financial resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,481,122$2,788,034▲ $306,912
Savings and Temporary Cash Investments$480,117$654,443▲ $174,326
Cash and Non-Interest-Bearing Accounts$238,001$123,053▼ $114,948
Total Assets$3,199,240$3,565,530▲ $366,290
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,670,892$2,717,838▲ $1,046,946
Net Assets Without Donor Restrictions$1,528,348$847,692▼ $680,656
Total Net Assets Fund Balance$3,199,240$3,565,530▲ $366,290
Total Liabilities and Net Assets / Fund Balance$3,199,240$3,565,530▲ $366,290
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Alice FinleyExecutive DiFT$94,800$94,800

Board Members and Trustees

NameTitle
Matt PetersenBoard Chair
Anne HouserTrustee
Beth MaisenbacherTrustee
Blair AdamsTrustee
Branden JoeTrustee
David FaureTrustee
Jeff SchoenherrTrustee
Jennifer DuffyTrustee
Jennifer OvermyerTrustee
Jenny MckennaTrustee
Kathleen CoughlinTrustee
Mandy MarkoffTrustee
Matt StoutTrustee
Megan SayresTrustee
Mitva PatelTrustee
Nicolas FortkampTrustee
Russ GolowinTrustee
Tony MacalusoTrustee
Robert Bob HuntEx Officio
Jon Parker-jonesTeacher/ Tru
Lindsay BennettTeacher/ Tru
Spencer SmithTeacher/ Tru
Sam MccoyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$467,083
Program Service Revenue
$0
Investment Income
$131,524
Other Revenue
$35,653
All Other Contributions
$373,999
Change in Net Assets
$159,723

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table58$91,460Sales Receipts
Securities Publicly Traded5$11,908Stock Market Value
Total Noncash Contributions63$103,368-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$225,971
Grants and Similar Amounts Paid$171,061
Other Expenses$77,505
Total Fundraising Expense$14,721
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$152,161--$152,161
Other Salaries and Wages$87,517$17,722$4,157$109,396
Current Officers, Directors, Trustees, and Key Employees$75,840$15,358$3,602$94,800
Grants to Domestic Individuals$18,900--$18,900
Payroll Taxes$13,350$2,703$634$16,687
Fees for Service Investment Mgmnt Fees-$16,165-$16,165
Conferences and Meetings-$15,021-$15,021
Information Technology$12,668--$12,668
Office Expenses$3,236$3,237-$6,473
Fees for Services Accounting$1,902$4,438-$6,340
Pension Plan Contributions$4,071$824$193$5,088
Insurance-$2,076-$2,076
Other Expenses$3,493$1,949$6,135$1,949
Advertising$1,050--$1,050
Total Functional Expenses$380,323$79,493$14,721$474,537
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Arlington City SchoolsUpper Arlington, OHGovFund School Programs$149,266
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$172,535
Fundraising Direct Expenses$136,882
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash - Dinner a$265,619$172,535$14,599$157,936
Total Events$265,619$172,535$136,882$35,653
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
Yes
Other officer compensation reviewed
Yes
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 11B

“The 990 tax return is distributed to the finance committee for review and comment. The finance committee then makes its recommendation for acceptance and signature. The 990 return is available for all trustees to review in addition to a public disclosure copy that is available for the public to review at the foundation's offices.”

Form 990, Page 6, Part VI, Line 12C

“Every year the trustees and officers of the corporation must sign a conflict of interest statement and submit it to the officers. These statements are reviewed by the officers for any material conflicts that would affect the ethical operations of the foundation.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee reviews the executive director's job description and compensation annually. After the review, compensation and related issues are presented to the trustees for discussion and a formal vote.”

Form 990, Page 6, Part VI, Line 15B

“No other employees or officers are compensated.”

Form 990, Page 6, Part VI, Line 19

“The foundation does not makes its governing documents, policies and financials available to the general public other than the required information for the form 990 and the supporting schedules. These are available for inspection at the foundation's office during normal business hours. In addition, the form 990 is available at guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Upper Arlington Education
EIN
31-1156964
Phone
6144875007
Address
1619 ZOLLINGER ROAD, COLUMBUS, OH 43221
Doing Business As
Attn Alice Finley

Signing Officer

Name
Alice Finley
Title
Executive Director
Phone
6144875007
Signed
2025-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Finley
Formed
1985
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
38

Preparer

Firm
Arvo Advisors Inc
Address
1550 OLD HENDERSON ROAD STE 100, COLUMBUS, OH 43220
Preparer
Mark P Murphy
Phone
6144593182
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9EX OFFICIO
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TEACHER/ TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISER NET INCOME 203,819
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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