Civic Intelligence

Upper Arlington Education Foundation Attn J Dugger

990 • Fiscal year 2015 • EIN 31-1156964

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 20, 2016

Organization ProfileUPPERARLINGTONEDUCATIONFOUNDATION.COM
1950 N Mallway DriveColumbus, OH 43221-4326

(614) 487-5007

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$62,399

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

71st percentile

9.0%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

62%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$2,252,260

Up $186,781 (+9.0%) from 2014

Net Assets

Up

$2,252,260

Up $186,781 (+9.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin93rd percentile

Revenue

Up

$520,103

Up $198,060 (+62%) from 2014

Expenses

Up

$231,312

Up $35,650 (+18%) from 2014

Net Income

Up

$288,791

Up $162,410 (+129%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$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

2015

Assets$2,252,260
Liabilities$0
Net Assets$2,252,260
Open 2015 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$520,103
Expenses$231,312
Net Income$288,791
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 20, 2016
Return Version
2015v2.1
Gross Receipts
$647,300
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$1,776,234$1,840,843▲ $64,609
Cash and Non-Interest-Bearing Accounts$162,018$283,931▲ $121,913
Savings and Temporary Cash Investments$127,227$127,486▲ $259
Total Assets$2,065,479$2,252,260▲ $186,781
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,269,246$1,317,872▲ $48,626
Unrestricted Net Assets$535,084$678,766▲ $143,682
Temporarily Rstr Net Assets$261,149$255,622▼ $5,527
Total Net Assets Fund Balance$2,065,479$2,252,260▲ $186,781
Total Liabilities and Net Assets / Fund Balance$2,065,479$2,252,260▲ $186,781
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joanie DuggerExecutive DiPT$62,399$62,399

Board Members and Trustees

NameTitle
Matt StoutPresident
Andrea HelfrichTrustee
Anna GrundTrustee
Gloria HeydlauffTrustee
Jayme Dougal RhoadesTrustee
Jeremy KelleyTrustee
Joan MastTrustee
John RoyerTrustee
Nancy DreesTrustee
Scott MckenzieTrustee
Tim TarrierTrustee
Tracy PetersTrustee
Mark MurphyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$363,433
Program Service Revenue
$0
Investment Income
$80,095
Other Revenue
$76,575
All Other Contributions
$297,155
Change in Net Assets
$288,791

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 Table251$59,608Sales Price
Total Noncash Contributions251$59,608-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$96,235
Grants and Similar Amounts Paid$90,929
Other Expenses$44,148
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$89,109--$89,109
Grants to Domestic Orgs$60,072--$60,072
Grants to Domestic Individuals$30,857--$30,857
Information Technology$10,756--$10,756
Advertising$8,439--$8,439
Payroll Taxes$7,126--$7,126
Office Expenses$4,973--$4,973
Fees for Service Investment Mgmnt Fees$4,643--$4,643
Fees for Services Accounting$908--$908
Conferences and Meetings$691--$691
Insurance$647--$647
Other Expenses$92--$92
All Other Expenses$85--$85
Total Functional Expenses$231,312$0$0$231,312
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Arlington City SchoolsUpper Arlington, OH501c3Fund School Programs-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$203,772
Fundraising Direct Expenses$127,197
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash - Dinner a$238,944$176,096$9,318$166,778
Rockfest / Bloc$27,676$27,676$1,690$25,986
Total Events$266,620$203,772$127,197$76,575
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 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
1950 N MALLWAY DRIVE, COLUMBUS, OH 43221-4326

Signing Officer

Name
Mark Murphy
Title
Treasurer
Phone
6144875007
Signed
2016-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Murphy
Formed
1985
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
50

Preparer

Firm
Mark P Murphy & Associates CPA
Address
1051 OLD HENDERSON RD STE A, COLUMBUS, OH 43220
Preparer
Mark P Murphy
Phone
6144593182
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gains/losses -102,010 total -102,010”

Raw XML AppendixShowing 400 of 472 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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IRS990/OtherExpensesGrp/Desc0CLASS FUNDS
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2PLAQUES
IRS990/OtherExpensesGrp/Desc3DEVELOPMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt07800
IRS990/OtherExpensesGrp/ProgramServicesAmt15004
IRS990/OtherExpensesGrp/ProgramServicesAmt2110
IRS990/OtherExpensesGrp/ProgramServicesAmt392
IRS990/OtherExpensesGrp/TotalAmt07800
IRS990/OtherExpensesGrp/TotalAmt15004
IRS990/OtherExpensesGrp/TotalAmt2110
IRS990/OtherExpensesGrp/TotalAmt392
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt07126
IRS990/PayrollTaxesGrp/TotalAmt07126
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01269246
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01317872
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK MURPHY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ALUMNI ASSOCIATION FOR THE UPPER ARLINGTON SCHOOL - PROVIDES A NETWORK FOR FORMER STUDENTS TO KEEP UP TO DATE WITH ACTIVITIES AND ACCOMPLISHMENTS OF THE SCHOOL AND ALUMNI. ACCOMPLISHMENTS INCLUDE WEBSITE AND REUNIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05224
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017200
IRS990/ProgSrvcAccomActy3Grp/GrantAmt017200
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0193206
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt069286
IRS990/PYInvestmentIncomeAmt070479
IRS990/PYOtherExpensesAmt035661
IRS990/PYOtherRevenueAmt058358
IRS990/PYRevenuesLessExpensesAmt0126381
IRS990/PYSalariesCompEmpBnftPaidAmt090715
IRS990/PYTotalExpensesAmt0195662
IRS990/PYTotalRevenueAmt0322043
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0288791
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0127227
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127486
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISER NET INCOME 202,780
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0363433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0193206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0180848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0389676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0291401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01418564
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt080095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt070479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt057490
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt041549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt031770
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0281383
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt080095
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt076575
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt058358
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt049703
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt019938
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-1794
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0202780
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74550
IRS990ScheduleA/PublicSupportPY170Pct00.79110
IRS990ScheduleA/PublicSupportTotal170Amt01418564
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0363433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0193206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0180848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0389676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0291401
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01418564
IRS990ScheduleA/TotalSupportAmt01902727
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt062848
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt062848
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0127197
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt04975
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04975
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASH - DINNER A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ROCKFEST / BLOC
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt046308
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05298
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt051606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0238944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0266620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0176096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0203772
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt076575
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt059608
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt059608
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011008
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09318
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01690
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt113657
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0NONE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1NONE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt111
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1BOOK
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt060072
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NONE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND SCHOOL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UPPER ARLINGTON CITY SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0316401046
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01950 MALLWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043321
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SEPARATE GRANT COMMITTEE THAT ACCEPTS ORIGINAL GRANT APPLICATION AND REQUESTS ADDITIONAL INFORMATION. GRANT COMMITTEE THEN PRESENTS TO THE BOARD OF TRUSTEES AND AD HOC MEMBERS FOR DISCUSSION AND FORMAL VOTE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0251
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0GFT CR & RETAIL
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0SALES PRICE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt059608
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER EMPLOYEES OR OFFICERS ARE COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED GAINS/LOSSES -102,010 TOTAL -102,010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,252,260
Liabilities
$0
Net assets
$2,252,260
Revenue
$520,103
Expenses
$231,312
Net income
$288,791
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