Civic Intelligence

Upper Arlington Education Foundation Attn J Dugger

990 • Fiscal year 2021 • EIN 31-1156964

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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

20th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$74,168

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

137%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$3,274,173

Up $397,301 (+14%) from 2020

Net Assets

Up

$3,271,021

Up $395,628 (+14%) from 2020

Liabilities

Up

$3,152

Up $1,673 (+113%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin90th percentile

Revenue

Up

$857,901

Up $496,294 (+137%) from 2020

Expenses

Up

$358,407

Up $64,154 (+22%) from 2020

Net Income

Up

$499,494

Up $432,140 (+642%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2021

Assets$3,274,173
Liabilities$3,152
Net Assets$3,271,021
Open 2021 Filing

Operations Trend

Revenue Growth91st 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

2021

Revenue$857,901
Expenses$358,407
Net Income$499,494
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$4,543,732
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$2,388,697$2,592,636▲ $203,939
Cash and Non-Interest-Bearing Accounts$287,514$480,830▲ $193,316
Savings and Temporary Cash Investments$200,661$200,707▲ $46
Total Assets$2,876,872$3,274,173▲ $397,301
Liabilities
Accounts Payable and Accrued Expenses$1,479$3,152▲ $1,673
Total Liabilities$1,479$3,152▲ $1,673
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,676,627$1,818,738▲ $142,111
Net Assets Without Donor Restrictions$1,198,766$1,452,283▲ $253,517
Total Net Assets Fund Balance$2,875,393$3,271,021▲ $395,628
Total Liabilities and Net Assets / Fund Balance$2,876,872$3,274,173▲ $397,301
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alice FinleyExecutive DiFT$74,168$74,168

Board Members and Trustees

NameTitle
Jennifer OvermyerBoard Chair
Angela LanctotTrustee
Jana TiceTrustee
Karri SchildmeyerTrustee
Kelly CantwellTrustee
Matt PetersenTrustee
Mitva PatelTrustee
Nic FortkampTrustee
Randi StummerTrustee
Scott MckenzieTrustee
Todd BeekmanTrustee
Beth MaisenbacherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$433,253
Program Service Revenue
$0
Investment Income
$345,072
Other Revenue
$79,576
All Other Contributions
$350,604
Change in Net Assets
$499,494

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 Table225$51,509
Total Noncash Contributions225$51,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,642
Salaries, Compensation, and Employee Benefits$147,414
Other Expenses$40,351
Total Fundraising Expense$7,631
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$147,192--$147,192
Current Officers, Directors, Trustees, and Key Employees$59,334$12,015$2,818$74,167
Other Salaries and Wages$50,106$10,147$2,380$62,633
Grants to Domestic Individuals$23,450--$23,450
Payroll Taxes$8,492$1,719$403$10,614
Information Technology$8,605--$8,605
Fees for Service Investment Mgmnt Fees-$6,306-$6,306
Fees for Services Accounting$1,697$3,959-$5,656
Office Expenses$2,520$2,520-$5,040
Other Expenses$3,661$2,549$2,030$2,549
Insurance-$2,091-$2,091
Advertising$1,859--$1,859
Fees for Services Other$524--$524
Total Functional Expenses$309,470$41,306$7,631$358,407
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Arlington City SchoolsUpper Arlington, OH501c3Fund School Programs$133,941
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$164,713
Fundraising Direct Expenses$85,137
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash - Dinner a$218,233$164,713$8,070$156,643
Total Events$218,233$164,713$85,137$79,576
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
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Overmyer
Formed
1985
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
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/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt079576
IRS990/NetUnrlzdGainsLossesInvstAmt0-103866
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01198766
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01452283
IRS990/NoncashContributionsAmt051509
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02520
IRS990/OfficeExpensesGrp/ProgramServicesAmt02520
IRS990/OfficeExpensesGrp/TotalAmt05040
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1ALUMNI RELATIONS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt02030
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02549
IRS990/OtherExpensesGrp/ProgramServicesAmt02030
IRS990/OtherExpensesGrp/ProgramServicesAmt13661
IRS990/OtherExpensesGrp/TotalAmt04060
IRS990/OtherExpensesGrp/TotalAmt13661
IRS990/OtherExpensesGrp/TotalAmt22549
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02380
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010147
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt050106
IRS990/OtherSalariesAndWagesGrp/TotalAmt062633
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0403
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01719
IRS990/PayrollTaxesGrp/ProgramServicesAmt08492
IRS990/PayrollTaxesGrp/TotalAmt010614
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JENNIFER OVERMYER
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/ExpenseAmt06243
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt023450
IRS990/ProgSrvcAccomActy3Grp/GrantAmt023450
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0333909
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt092841
IRS990/PYInvestmentIncomeAmt011476
IRS990/PYOtherExpensesAmt049239
IRS990/PYOtherRevenueAmt016222
IRS990/PYRevenuesLessExpensesAmt067354
IRS990/PYSalariesCompEmpBnftPaidAmt0152173
IRS990/PYTotalExpensesAmt0294253
IRS990/PYTotalRevenueAmt0361607
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0499494
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200661
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200707
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISER NET INCOME 277,083
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0433253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0333909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0266316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0251053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0205129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01489660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt038452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt052176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt047042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt042675
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0202761
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0252712
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt079576
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016222
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt067266
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt063365
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt050654
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0277083
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75640
IRS990ScheduleA/PublicSupportPY170Pct00.73530
IRS990ScheduleA/PublicSupportTotal170Amt01489660
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0433253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0333909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0266316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0251053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0205129
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01489660
IRS990ScheduleA/TotalSupportAmt01969504
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/CharitableContributionsTotAmt053520
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt053520
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt085137
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASH - DINNER A
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt024758
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt024758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0218233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0218233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0164713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0164713
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt079576
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt051509
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt051509
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08070
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08070
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt023450
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt023
IRS990ScheduleI/RecipientTable/CashGrantAmt0133941
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/ContributionCnt0225
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0SILENT AUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt051509
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/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
IRS990/SubjectToExcsTaxNetInvstIncInd0false

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,274,173
Liabilities
$3,152
Net assets
$3,271,021
Revenue
$857,901
Expenses
$358,407
Net income
$499,494
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