Civic Intelligence

Upper Arlington Education Foundation Attn J Dugger

990 • Fiscal year 2020 • EIN 31-1156964

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.UAEDUCATIONFOUNDATION.COM
1619 Zollinger RoadColumbus, OH 43221

(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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

71st percentile

19%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$73,740

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

38th percentile

1.7%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,876,872

Up $49,461 (+1.7%) from 2019

Net Assets

Up

$2,875,393

Up $49,718 (+1.8%) from 2019

Liabilities

Down

$1,479

Down $257 (-15%) from 2019

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin71st percentile

Revenue

Down

$361,607

Down $67,678 (-16%) from 2019

Expenses

Up

$294,253

Up $15,633 (+5.6%) from 2019

Net Income

Down

$67,354

Down $83,311 (-55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2020

Assets$2,876,872
Liabilities$1,479
Net Assets$2,875,393
Open 2020 Filing

Operations Trend

Revenue Growth27th 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

2020

Revenue$361,607
Expenses$294,253
Net Income$67,354
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$2,739,303
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$2,391,083$2,388,697▼ $2,386
Cash and Non-Interest-Bearing Accounts$199,164$287,514▲ $88,350
Savings and Temporary Cash Investments$237,164$200,661▼ $36,503
Total Assets$2,827,411$2,876,872▲ $49,461
Liabilities
Accounts Payable and Accrued Expenses$1,736$1,479▼ $257
Total Liabilities$1,736$1,479▼ $257
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,768,743$1,676,627▼ $92,116
Net Assets Without Donor Restrictions$1,056,932$1,198,766▲ $141,834
Total Net Assets Fund Balance$2,825,675$2,875,393▲ $49,718
Total Liabilities and Net Assets / Fund Balance$2,827,411$2,876,872▲ $49,461
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alice FinleyExecutive DiFT$73,740$73,740

Board Members and Trustees

NameTitle
Tracy PetersBoard Chair
Angela LanctotTrustee
Charly BauerTrustee
Greg LehmanTrustee
Jana TiceTrustee
Jen OvermyerTrustee
Karri SchildmeyerTrustee
Kelly CantwellTrustee
Mitva PatelTrustee
Randi StummerTrustee
Sven BergmannTrustee
Todd BeekmanTrustee
Beth MaisenbacherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$333,909
Program Service Revenue
$0
Investment Income
$11,476
Other Revenue
$16,222
All Other Contributions
$284,500
Change in Net Assets
$67,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$152,173
Grants and Similar Amounts Paid$92,841
Other Expenses$49,239
Total Fundraising Expense$11,835
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,992--$76,992
Current Officers, Directors, Trustees, and Key Employees$58,992$11,946$2,802$73,740
Other Salaries and Wages$34,180$27,344$6,836$68,360
Fees for Services Management$20,022--$20,022
Grants to Domestic Individuals$15,849--$15,849
Payroll Taxes$5,037$4,029$1,007$10,073
Information Technology$4,016$4,016-$8,032
Fees for Services Accounting$1,920$4,481-$6,401
Fees for Service Investment Mgmnt Fees-$5,733-$5,733
Conferences and Meetings-$2,645-$2,645
Office Expenses$1,172$1,173-$2,345
Insurance-$1,770-$1,770
Advertising$1,378--$1,378
Fees for Services Other$108--$108
Other Expenses$1,189$-4,863$1,190$-4,863
Total Functional Expenses$220,855$61,563$11,835$294,253
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Arlington City SchoolsUpper Arlington, OH501c3Fund School Programs$72,436
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,580
Fundraising Direct Expenses$23,358
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash - Dinner a$59,860$39,580$3,078$36,502
Total Events$59,860$39,580$23,358$16,222
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

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

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

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

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

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

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

“No other employees or officers are compensated.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Upper Arlington Education
EIN
31-1156964
Phone
6144875007
Address
1619 ZOLLINGER ROAD, COLUMBUS, OH 43221

Signing Officer

Name
Alice Finley
Title
Executive Director
Phone
6144875007
Signed
2021-11-12
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
4

Preparer

Firm
Mark P Murphy & Associates CPA
Address
1550 OLD HENDERSON ROAD STE 100, COLUMBUS, OH 43220
Preparer
Mark P Murphy
Phone
6144593182
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IRS990/MissionDesc0THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02825675
IRS990/NetAssetsOrFundBalancesEOYAmt02875393
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-10940
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10940
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt016222
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt016222
IRS990/NetUnrlzdGainsLossesInvstAmt0-17636
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01056932
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01198766
IRS990/NoncashContributionsAmt020280
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01173
IRS990/OfficeExpensesGrp/ProgramServicesAmt01172
IRS990/OfficeExpensesGrp/TotalAmt02345
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2CLASS FUNDS
IRS990/OtherExpensesGrp/FundraisingAmt01190
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03289
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-4863
IRS990/OtherExpensesGrp/ProgramServicesAmt01189
IRS990/OtherExpensesGrp/TotalAmt03289
IRS990/OtherExpensesGrp/TotalAmt12379
IRS990/OtherExpensesGrp/TotalAmt2-4863
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06836
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027344
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034180
IRS990/OtherSalariesAndWagesGrp/TotalAmt068360
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01007
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04029
IRS990/PayrollTaxesGrp/ProgramServicesAmt05037
IRS990/PayrollTaxesGrp/TotalAmt010073
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/ExpenseAmt01205
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015849
IRS990/ProgSrvcAccomActy3Grp/GrantAmt015849
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0266316
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt089453
IRS990/PYInvestmentIncomeAmt095703
IRS990/PYOtherExpensesAmt048761
IRS990/PYOtherRevenueAmt067266
IRS990/PYRevenuesLessExpensesAmt0150665
IRS990/PYSalariesCompEmpBnftPaidAmt0140406
IRS990/PYTotalExpensesAmt0278620
IRS990/PYTotalRevenueAmt0429285
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt067354
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0237164
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200661
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISER NET INCOME 251,019
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0333909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0266316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0251053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0205129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0211932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01268339
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt052176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt041312
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0205621
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0310065
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016222
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt067266
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt063365
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt050654
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt053512
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0251019
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73530
IRS990ScheduleA/PublicSupportPY170Pct00.69310
IRS990ScheduleA/PublicSupportTotal170Amt01268339
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0333909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0266316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0251053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0205129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0211932
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01268339
IRS990ScheduleA/TotalSupportAmt01724979
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/CharitableContributionsTotAmt020280
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020280
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023358
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASH - DINNER A
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039580
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016222
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt020280
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt020280
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03078
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03078
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015849
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/RecipientTable/CashGrantAmt072436
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/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,876,872
Liabilities
$1,479
Net assets
$2,875,393
Revenue
$361,607
Expenses
$294,253
Net income
$67,354
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