Civic Intelligence

Upper Arlington Education Foundation Attn J Dugger

990 • Fiscal year 2018 • EIN 31-1156964

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$64,933

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

32nd percentile

-2.8%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-1.4%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,465,294

Down $71,872 (-2.8%) from 2017

Net Assets

Down

$2,465,294

Down $71,872 (-2.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin77th percentile

Revenue

Down

$423,695

Down $5,813 (-1.4%) from 2017

Expenses

Up

$341,534

Up $60,620 (+22%) from 2017

Net Income

Down

$82,161

Down $66,433 (-45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2018

Assets$2,465,294
Liabilities$0
Net Assets$2,465,294
Open 2018 Filing

Operations Trend

Revenue Growth35th 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

2018

Revenue$423,695
Expenses$341,534
Net Income$82,161
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$1,005,238
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$2,198,051$2,161,284▼ $36,767
Cash and Non-Interest-Bearing Accounts$337,535$174,119▼ $163,416
Savings and Temporary Cash Investments-$129,891-
Prepaid Expenses and Deferred Charges$1,580--
Total Assets$2,537,166$2,465,294▼ $71,872
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,560,528$1,457,187▼ $103,341
Unrestricted Net Assets$773,546$674,442▼ $99,104
Temporarily Rstr Net Assets$203,092$333,665▲ $130,573
Total Net Assets Fund Balance$2,537,166$2,465,294▼ $71,872
Total Liabilities and Net Assets / Fund Balance$2,537,166$2,465,294▼ $71,872
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alice FinleyExecutive DiFT$64,933$64,933
Joanie DuggerPast Exec DiFT$15,520$15,520

Board Members and Trustees

NameTitle
Tracy PetersBoard Chair
Andrea HelfrichTrustee
Beth MaisenbacherTrustee
Charly BauerTrustee
Greg LehmanTrustee
Jayme Dougal RhoadesTrustee
Jeremy KelleyTrustee
Karri SchildmeyerTrustee
Kelly CantwellTrustee
Lisa DiemerTrustee
Sally Taylor MeierTrustee
Scott MckenzieTrustee
Andrew WidingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$251,053
Program Service Revenue
$0
Investment Income
$109,277
Other Revenue
$63,365
All Other Contributions
$183,616
Change in Net Assets
$82,161

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 Table289$61,862Auction Sales Price
Total Noncash Contributions289$61,862-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,776
Salaries, Compensation, and Employee Benefits$145,976
Other Expenses$46,782
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$126,166--$126,166
Current Officers, Directors, Trustees, and Key Employees$80,453--$80,453
Other Salaries and Wages$55,149--$55,149
Grants to Domestic Individuals$22,610--$22,610
Information Technology$11,043--$11,043
Payroll Taxes$10,374--$10,374
Office Expenses$6,943--$6,943
Fees for Service Investment Mgmnt Fees$5,549--$5,549
Advertising$3,327--$3,327
Insurance$1,816--$1,816
Fees for Services Accounting$1,123--$1,123
Conferences and Meetings$1,053--$1,053
Other Expenses$862--$862
All Other Expenses$546--$546
Total Functional Expenses$341,534$0$0$341,534
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Arlington City SchoolsUpper Arlington, OH501c3Fund School Programs$111,869
Battelle for KidsHilliard, OH501c3Innovation Lab$14,297
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$198,676
Fundraising Direct Expenses$135,311
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash - Dinner a$263,718$198,676$12,199$186,477
Total Events$263,718$198,676$135,311$63,365
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
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Peters
Formed
1985
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
9

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 -154,183”

Raw XML AppendixShowing 400 of 504 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/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/NetAssetsOrFundBalancesBOYAmt02537166
IRS990/NetAssetsOrFundBalancesEOYAmt02465294
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt062235
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt062235
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt063365
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt063365
IRS990/NoncashContributionsAmt061862
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt06943
IRS990/OfficeExpensesGrp/TotalAmt06943
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-154183
IRS990/OtherExpensesGrp/Desc0ALUMNI COMMUNITY EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DEVELOPMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt05863
IRS990/OtherExpensesGrp/ProgramServicesAmt15496
IRS990/OtherExpensesGrp/ProgramServicesAmt23161
IRS990/OtherExpensesGrp/ProgramServicesAmt3862
IRS990/OtherExpensesGrp/TotalAmt05863
IRS990/OtherExpensesGrp/TotalAmt15496
IRS990/OtherExpensesGrp/TotalAmt23161
IRS990/OtherExpensesGrp/TotalAmt3862
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt055149
IRS990/OtherSalariesAndWagesGrp/TotalAmt055149
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt010374
IRS990/PayrollTaxesGrp/TotalAmt010374
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01560528
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01457187
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01580
IRS990/PrincipalOfficerNm0TRACY PETERS
IRS990/PriorPeriodAdjustmentsAmt0150
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/ExpenseAmt04648
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019125
IRS990/ProgSrvcAccomActy3Grp/GrantAmt019125
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0205129
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt099283
IRS990/PYInvestmentIncomeAmt0173725
IRS990/PYOtherExpensesAmt050329
IRS990/PYOtherRevenueAmt050654
IRS990/PYRevenuesLessExpensesAmt0148594
IRS990/PYSalariesCompEmpBnftPaidAmt0131302
IRS990/PYTotalExpensesAmt0280914
IRS990/PYTotalRevenueAmt0429508
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt082161
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0129891
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISER NET INCOME 301,464
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0251053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0205129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0211932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0363433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0193206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01224753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt047042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt080095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt070479
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0281603
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0409778
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt062365
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt050654
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt053512
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt076575
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt058358
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0301464
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67750
IRS990ScheduleA/PublicSupportPY170Pct00.66530
IRS990ScheduleA/PublicSupportTotal170Amt01224753
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0251053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0205129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0211932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0363433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0193206
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01224753
IRS990ScheduleA/TotalSupportAmt01807820
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/CharitableContributionsTotAmt065042
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt065042
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0135311
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASH - DINNER A
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt059250
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt059250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0263718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0263718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0198676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0198676
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063365
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt061862
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt061862
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012199
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012199
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt019125
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13485
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0NONE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1NONE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt111
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1BOOK
IRS990ScheduleI/RecipientTable/CashGrantAmt0111869
IRS990ScheduleI/RecipientTable/CashGrantAmt114297
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NONE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1NONE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND SCHOOL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1INNOVATION LAB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UPPER ARLINGTON CITY SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BATTELLE FOR KIDS
IRS990ScheduleI/RecipientTable/RecipientEIN0316401046
IRS990ScheduleI/RecipientTable/RecipientEIN1311781583
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01950 MALLWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14525 TRUEMAN BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HILLIARD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043321
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143026
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1BOOK
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/Total501c3OrgCnt02

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,465,294
Liabilities
$0
Net assets
$2,465,294
Revenue
$423,695
Expenses
$341,534
Net income
$82,161
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