Civic Intelligence

Upper Arlington Education Foundation Attn J Dugger

990 • Fiscal year 2019 • EIN 31-1156964

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$69,020

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

1.3%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,827,411

Up $362,117 (+15%) from 2018

Net Assets

Up

$2,825,675

Up $360,381 (+15%) from 2018

Liabilities

Up

$1,736

Up $1,736 from 2018

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin86th percentile

Revenue

Up

$429,285

Up $5,590 (+1.3%) from 2018

Expenses

Down

$278,620

Down $62,914 (-18%) from 2018

Net Income

Up

$150,665

Up $68,504 (+83%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2019

Assets$2,827,411
Liabilities$1,736
Net Assets$2,825,675
Open 2019 Filing

Operations Trend

Revenue Growth43rd 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

2019

Revenue$429,285
Expenses$278,620
Net Income$150,665
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$1,020,216
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$2,161,284$2,391,083▲ $229,799
Savings and Temporary Cash Investments$129,891$237,164▲ $107,273
Cash and Non-Interest-Bearing Accounts$174,119$199,164▲ $25,045
Total Assets$2,465,294$2,827,411▲ $362,117
Liabilities
Accounts Payable and Accrued Expenses-$1,736-
Total Liabilities$0$1,736▲ $1,736
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,790,852$1,768,743▼ $22,109
Net Assets Without Donor Restrictions$674,442$1,056,932▲ $382,490
Total Net Assets Fund Balance$2,465,294$2,825,675▲ $360,381
Total Liabilities and Net Assets / Fund Balance$2,465,294$2,827,411▲ $362,117
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alice FinleyExecutive DiFT$69,020$69,020

Board Members and Trustees

NameTitle
Tracy PetersBoard Chair
Andrea HelfrichTrustee
Angela LanctotTrustee
Charly BauerTrustee
Greg LehmanTrustee
Jen OvermyerTrustee
Karri SchildmeyerTrustee
Kelly CantwellTrustee
Randi StummerTrustee
Sally Taylor MeierTrustee
Scott MckenzieTrustee
Todd BeekmanTrustee
Beth MaisenbacherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$266,316
Program Service Revenue
$0
Investment Income
$95,703
Other Revenue
$67,266
All Other Contributions
$187,836
Change in Net Assets
$150,665

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 Amount
Other Non Cash Contri Table1$72,237
Total Noncash Contributions1$72,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$140,406
Grants and Similar Amounts Paid$89,453
Other Expenses$48,761
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$71,203--$71,203
Current Officers, Directors, Trustees, and Key Employees$69,020--$69,020
Other Salaries and Wages$61,409--$61,409
Grants to Domestic Individuals$18,250--$18,250
Payroll Taxes$9,977--$9,977
Information Technology$8,826--$8,826
Fees for Services Accounting$8,693--$8,693
Office Expenses$6,883--$6,883
Fees for Services Other$5,939--$5,939
Conferences and Meetings$5,805--$5,805
Fees for Service Investment Mgmnt Fees$5,710--$5,710
Advertising$2,908--$2,908
Insurance$1,789--$1,789
Other Expenses$-3,071--$-3,071
Total Functional Expenses$278,620$0$0$278,620
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Arlington City SchoolsUpper Arlington, OH501c3Fund School Programs$61,288
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$221,751
Fundraising Direct Expenses$154,485
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash - Dinner a$298,671$221,751$20,987$200,764
Total Events$298,671$221,751$154,485$67,266
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
1950 N MALLWAY DRIVE, COLUMBUS, OH 43221-4326

Signing Officer

Name
Tracy Peters
Title
Board Chair
Phone
6144875007
Signed
2020-11-13
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
5

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 209,716”

Raw XML AppendixShowing 400 of 474 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/NetAssetsOrFundBalancesBOYAmt02465294
IRS990/NetAssetsOrFundBalancesEOYAmt02825675
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt043527
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043527
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt067266
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt067266
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0674442
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01056932
IRS990/NoncashContributionsAmt072237
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt06883
IRS990/OfficeExpensesGrp/TotalAmt06883
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0209716
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3CLASS FUNDS
IRS990/OtherExpensesGrp/ProgramServicesAmt02488
IRS990/OtherExpensesGrp/ProgramServicesAmt11513
IRS990/OtherExpensesGrp/ProgramServicesAmt21278
IRS990/OtherExpensesGrp/ProgramServicesAmt3-3071
IRS990/OtherExpensesGrp/TotalAmt02488
IRS990/OtherExpensesGrp/TotalAmt11513
IRS990/OtherExpensesGrp/TotalAmt21278
IRS990/OtherExpensesGrp/TotalAmt3-3071
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt061409
IRS990/OtherSalariesAndWagesGrp/TotalAmt061409
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt09977
IRS990/PayrollTaxesGrp/TotalAmt09977
IRS990/PoliticalCampaignActyInd0false
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/ExpenseAmt06679
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04031
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018250
IRS990/ProgSrvcAccomActy3Grp/GrantAmt018250
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0251053
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0148776
IRS990/PYInvestmentIncomeAmt0109277
IRS990/PYOtherExpensesAmt046782
IRS990/PYOtherRevenueAmt063365
IRS990/PYRevenuesLessExpensesAmt082161
IRS990/PYSalariesCompEmpBnftPaidAmt0145976
IRS990/PYTotalExpensesAmt0341534
IRS990/PYTotalRevenueAmt0423695
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0150665
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0129891
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0237164
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISER NET INCOME 311,372
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0266316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0251053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0205129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0211932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0363433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01297863
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt052176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt042675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt041312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt080095
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0263300
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0366940
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt067266
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt063365
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt050654
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt053512
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt076575
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0311372
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69310
IRS990ScheduleA/PublicSupportPY170Pct00.67750
IRS990ScheduleA/PublicSupportTotal170Amt01297863
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0266316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0251053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0205129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0211932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0363433
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01297863
IRS990ScheduleA/TotalSupportAmt01872535
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/CharitableContributionsTotAmt076920
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt076920
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0154485
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASH - DINNER A
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt061261
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt061261
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0298671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0298671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0221751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0221751
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt067266
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt072237
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt072237
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020987
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020987
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/RecipientTable/CashGrantAmt061288
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/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt072237
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 209,716
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
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,827,411
Liabilities
$1,736
Net assets
$2,825,675
Revenue
$429,285
Expenses
$278,620
Net income
$150,665
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