Civic Intelligence

Upper Arlington Education Foundation Attn J Dugger

990 • Fiscal year 2017 • EIN 31-1156964

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$56,850

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

64th percentile

8.2%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,537,166

Up $193,288 (+8.2%) from 2016

Net Assets

Up

$2,537,166

Up $193,288 (+8.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin86th percentile

Revenue

Up

$429,508

Up $122,070 (+40%) from 2016

Expenses

Down

$280,914

Down $27,693 (-9.0%) from 2016

Net Income

Up

$148,594

Up $149,763 (+12811%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2017

Assets$2,537,166
Liabilities$0
Net Assets$2,537,166
Open 2017 Filing

Operations Trend

Revenue Growth83rd 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

2017

Revenue$429,508
Expenses$280,914
Net Income$148,594
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$1,321,072
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$1,970,825$2,198,051▲ $227,226
Cash and Non-Interest-Bearing Accounts$242,338$337,535▲ $95,197
Savings and Temporary Cash Investments$128,121--
Prepaid Expenses and Deferred Charges$2,594$1,580▼ $1,014
Total Assets$2,343,878$2,537,166▲ $193,288
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,407,291$1,560,528▲ $153,237
Unrestricted Net Assets$734,491$773,546▲ $39,055
Temporarily Rstr Net Assets$202,096$203,092▲ $996
Total Net Assets Fund Balance$2,343,878$2,537,166▲ $193,288
Total Liabilities and Net Assets / Fund Balance$2,343,878$2,537,166▲ $193,288
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joanie DuggerExecutive DiFT$56,850$56,850

Board Members and Trustees

NameTitle
Tracy PetersBoard Chair
Andrea HelfrichTrustee
Anna GrundTrustee
Beth MaisenbacherTrustee
Charly BauerTrustee
Gloria HeydlauffTrustee
Greg LehmanTrustee
Jayme Dougal RhoadesTrustee
Jeremy KelleyTrustee
Joan MastTrustee
Kelly CantwellTrustee
Lisa DiemerTrustee
Matt StoutTrustee
Sally Taylor MeierTrustee
Scott MckenzieTrustee
Andrew WidingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,129
Program Service Revenue
$0
Investment Income
$173,725
Other Revenue
$50,654
All Other Contributions
$119,091
Change in Net Assets
$148,594

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 Table309$77,444Sales Price - Auction
Total Noncash Contributions309$77,444-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$131,302
Grants and Similar Amounts Paid$99,283
Other Expenses$50,329
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$121,835--$121,835
Grants to Domestic Orgs$78,010--$78,010
Grants to Domestic Individuals$21,273--$21,273
Information Technology$13,883--$13,883
Payroll Taxes$9,467--$9,467
Office Expenses$7,555--$7,555
Fees for Service Investment Mgmnt Fees$5,835--$5,835
Advertising$5,331--$5,331
Insurance$2,048--$2,048
Conferences and Meetings$1,407--$1,407
Fees for Services Accounting$1,083--$1,083
Other Expenses$260--$260
Total Functional Expenses$280,914$0$0$280,914
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Arlington City SchoolsUpper Arlington, OH501c3Fund School Programs$78,010
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$199,354
Fundraising Direct Expenses$148,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash - Dinner a$280,139$199,354$12,160$187,194
Total Events$280,139$199,354$148,700$50,654
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
Tracy Peters
Title
Board Chair
Phone
6144875007
Signed
2018-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Peters
Formed
1985
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
5
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 44,694”

Raw XML AppendixShowing 400 of 497 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/InvestmentIncomeGrp/TotalRevenueColumnAmt042675
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01970825
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02198051
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0742864
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05253
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02343878
IRS990/NetAssetsOrFundBalancesEOYAmt02537166
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0131050
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0131050
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt050654
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt050654
IRS990/NoncashContributionsAmt077444
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt07555
IRS990/OfficeExpensesGrp/TotalAmt07555
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt044694
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1CLASS FUNDS
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt06177
IRS990/OtherExpensesGrp/ProgramServicesAmt16100
IRS990/OtherExpensesGrp/ProgramServicesAmt2650
IRS990/OtherExpensesGrp/ProgramServicesAmt3260
IRS990/OtherExpensesGrp/TotalAmt06177
IRS990/OtherExpensesGrp/TotalAmt16100
IRS990/OtherExpensesGrp/TotalAmt2650
IRS990/OtherExpensesGrp/TotalAmt3260
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt09467
IRS990/PayrollTaxesGrp/TotalAmt09467
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01407291
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01560528
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02594
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01580
IRS990/PrincipalOfficerNm0TRACY PETERS
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/ExpenseAmt05736
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0500
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018230
IRS990/ProgSrvcAccomActy3Grp/GrantAmt018230
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0211932
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0148157
IRS990/PYInvestmentIncomeAmt041994
IRS990/PYOtherExpensesAmt046824
IRS990/PYOtherRevenueAmt053512
IRS990/PYRevenuesLessExpensesAmt0-1169
IRS990/PYSalariesCompEmpBnftPaidAmt0113626
IRS990/PYTotalExpensesAmt0308607
IRS990/PYTotalRevenueAmt0307438
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0148594
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128121
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISER NET INCOME 288,802
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0205129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0211932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0363433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0193206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0180848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01154548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt042675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt041312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt070479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt057490
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0292051
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0443719
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt050654
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt053512
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt076575
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt058358
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt049703
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0288802
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66530
IRS990ScheduleA/PublicSupportPY170Pct00.70920
IRS990ScheduleA/PublicSupportTotal170Amt01154548
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0205129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0211932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0363433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0193206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0180848
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01154548
IRS990ScheduleA/TotalSupportAmt01735401
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt080785
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt080785
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0148700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASH - DINNER A
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt059096
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt059096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0280139
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0280139
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0199354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0199354
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050654
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt077444
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt077444
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012160
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012160
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018230
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12543
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0NONE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1NONE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc2NONE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt19
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1BOOK
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2BOOK
IRS990ScheduleI/RecipientTable/CashGrantAmt078010
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
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/ContributionCnt0309
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0GFT CR & RETAIL
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0SALES PRICE - AUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,537,166
Liabilities
$0
Net assets
$2,537,166
Revenue
$429,508
Expenses
$280,914
Net income
$148,594
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