Civic Intelligence

Upper Arlington Education Foundation Attn J Dugger

990 • Fiscal year 2022 • EIN 31-1156964

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 25, 2023

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-361%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$75,101

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 92.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

13th percentile

-15%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,798,882

Down $475,291 (-15%) from 2021

Net Assets

Down

$2,798,782

Down $472,239 (-14%) from 2021

Liabilities

Down

$100

Down $3,052 (-97%) from 2021

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin1st percentile

Revenue

Down

$81,030

Down $776,871 (-91%) from 2021

Expenses

Up

$373,786

Up $15,379 (+4.3%) from 2021

Net Income

Down

-$292,756

Down $792,250 (-159%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2022

Assets$2,798,882
Liabilities$100
Net Assets$2,798,782
Open 2022 Filing

Operations Trend

Revenue Growth1st 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

2022

Revenue$81,030
Expenses$373,786
Net Income-$292,756
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$3,908,644
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$2,592,636$2,120,219▼ $472,417
Cash and Non-Interest-Bearing Accounts$480,830$474,567▼ $6,263
Savings and Temporary Cash Investments$200,707$204,096▲ $3,389
Total Assets$3,274,173$2,798,882▼ $475,291
Liabilities
Accounts Payable and Accrued Expenses$3,152$100▼ $3,052
Total Liabilities$3,152$100▼ $3,052
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,818,738$1,473,085▼ $345,653
Net Assets Without Donor Restrictions$1,452,283$1,325,697▼ $126,586
Total Net Assets Fund Balance$3,271,021$2,798,782▼ $472,239
Total Liabilities and Net Assets / Fund Balance$3,274,173$2,798,882▼ $475,291
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alice FinleyExecutive DiFT$75,101$75,101

Board Members and Trustees

NameTitle
Jennifer OvermyerBoard Chair
Angela LanctotTrustee
Anne HouserTrustee
Jana TiceTrustee
Joe BrandenTrustee
Karri SchildmeyerTrustee
Kathleen CoughlinTrustee
Matt PetersenTrustee
Mitva PatelTrustee
Nic FortkampTrustee
Randi StummerTrustee
Todd BeekmanTrustee
Tony MacalusoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$323,533
Program Service Revenue
$0
Investment Income
$-287,021
Other Revenue
$44,518
All Other Contributions
$238,958
Change in Net Assets
$-292,756

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 Table249$53,632Sales Receipts
Other Non Cash Contri Table-$29,789Sales Receipts
Securities Publicly Traded1$10,193Stock Market Value
Total Noncash Contributions250$93,614-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$157,233
Salaries, Compensation, and Employee Benefits$156,624
Other Expenses$59,929
Total Fundraising Expense$10,294
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$140,239--$140,239
Current Officers, Directors, Trustees, and Key Employees$60,081$12,166$2,854$75,101
Other Salaries and Wages$56,208$11,382$2,670$70,260
Grants to Domestic Individuals$16,994--$16,994
Fees for Service Investment Mgmnt Fees-$13,333-$13,333
Payroll Taxes$9,010$1,825$428$11,263
Information Technology$10,001--$10,001
Conferences and Meetings-$8,591-$8,591
Fees for Services Accounting$1,629$3,802-$5,431
Office Expenses$1,789$1,789-$3,578
Insurance-$1,785-$1,785
Advertising$1,461--$1,461
Other Expenses$5,858$1,208$4,342$1,208
Total Functional Expenses$307,611$55,881$10,294$373,786
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Arlington City SchoolsUpper Arlington, OHGovFund School Programs$115,104
Citizens for Ua SchoolsColumbus, OH-Issue 5 Levy Support$10,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$168,413
Fundraising Direct Expenses$123,895
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash - Dinner a$252,988$168,413$10,933$157,480
Total Events$252,988$168,413$123,895$44,518
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
2023-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Overmyer
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
Raw XML AppendixShowing 400 of 496 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03152
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0100
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES.
IRS990/AdvertisingGrp/ProgramServicesAmt01461
IRS990/AdvertisingGrp/TotalAmt01461
IRS990/AllOtherContributionsAmt0238958
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0ALICE FINLEY
IRS990/BooksInCareOfDetail/PhoneNum06144875007
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01619 ZOLLINGER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043221
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0480830
IRS990/CashNonInterestBearingGrp/EOYAmt0474567
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt02854
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012166
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt060081
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt075101
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt08591
IRS990/ConferencesMeetingsGrp/TotalAmt08591
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt084575
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0323533
IRS990/CYGrantsAndSimilarPaidAmt0157233
IRS990/CYInvestmentIncomeAmt0-287021
IRS990/CYOtherExpensesAmt059929
IRS990/CYOtherRevenueAmt044518
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-292756
IRS990/CYSalariesCompEmpBnftPaidAmt0156624
IRS990/CYTotalExpensesAmt0373786
IRS990/CYTotalFundraisingExpenseAmt010294
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt081030
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES. INCLUDES SUPPLIES AND EQUIPMENT, SCHOLARSHIPS, AND OTHER EDUCATION MATERIALS FOR VARIOUS EDUCATION PROGRAMS WITH THE SCHOOL.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01818738
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01473085
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0281773
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03802
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01629
IRS990/FeesForServicesAccountingGrp/TotalAmt05431
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013333
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013333
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNIFER OVERMYER
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHLEEN COUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm2TODD BEEKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE HOUSER
IRS990/Form990PartVIISectionAGrp/PersonNm4ANGELA LANCTOT
IRS990/Form990PartVIISectionAGrp/PersonNm5MITVA PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm6KARRI SCHILDMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm7RANDI STUMMER
IRS990/Form990PartVIISectionAGrp/PersonNm8JANA TICE
IRS990/Form990PartVIISectionAGrp/PersonNm9JOE BRANDEN
IRS990/Form990PartVIISectionAGrp/PersonNm10MATT PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm11NIC FORTKAMP
IRS990/Form990PartVIISectionAGrp/PersonNm12TONY MACALUSO
IRS990/Form990PartVIISectionAGrp/PersonNm13ALICE FINLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1375101
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt084575
IRS990/FundraisingDirectExpensesAmt0123895
IRS990/FundraisingGrossIncomeAmt0168413
IRS990/GainOrLossGrp/OtherAmt0340
IRS990/GainOrLossGrp/SecuritiesAmt0-336653
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0140239
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt016994
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt016994
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0140239
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0140239
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0340
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03367066
IRS990/GrossReceiptsAmt03908644
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt010001
IRS990/InformationTechnologyGrp/TotalAmt010001
IRS990/InsuranceGrp/ManagementAndGeneralAmt01785
IRS990/InsuranceGrp/TotalAmt01785
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt049292
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049292
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02592636
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02120219
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03703719
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03271021
IRS990/NetAssetsOrFundBalancesEOYAmt02798782
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-336313
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-336313
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt044518
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt044518
IRS990/NetUnrlzdGainsLossesInvstAmt0-179483
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01452283
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01325697
IRS990/NoncashContributionsAmt093614
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01789
IRS990/OfficeExpensesGrp/ProgramServicesAmt01789
IRS990/OfficeExpensesGrp/TotalAmt03578
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1ALUMNI RELATIONS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt04342
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01208
IRS990/OtherExpensesGrp/ProgramServicesAmt04341
IRS990/OtherExpensesGrp/ProgramServicesAmt15858
IRS990/OtherExpensesGrp/TotalAmt08683
IRS990/OtherExpensesGrp/TotalAmt15858
IRS990/OtherExpensesGrp/TotalAmt21208
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02670
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011382
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt056208
IRS990/OtherSalariesAndWagesGrp/TotalAmt070260
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0428
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01825
IRS990/PayrollTaxesGrp/ProgramServicesAmt09010
IRS990/PayrollTaxesGrp/TotalAmt011263
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/ExpenseAmt08844
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016994
IRS990/ProgSrvcAccomActy3Grp/GrantAmt016994
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0433253
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0170642
IRS990/PYInvestmentIncomeAmt0345072
IRS990/PYOtherExpensesAmt040351
IRS990/PYOtherRevenueAmt079576
IRS990/PYRevenuesLessExpensesAmt0499494
IRS990/PYSalariesCompEmpBnftPaidAmt0147414
IRS990/PYTotalExpensesAmt0358407
IRS990/PYTotalRevenueAmt0857901
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-292756
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200707
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0204096
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISER NET INCOME 270,947
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0323533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0433253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0333909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0266316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0251053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01608064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt052176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047042
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0209378
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0204604
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt044518
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt079576
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt016222
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt067266
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt063365
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0270947
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77000
IRS990ScheduleA/PublicSupportPY170Pct00.75640
IRS990ScheduleA/PublicSupportTotal170Amt01608064
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0323533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0433253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0333909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0266316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0251053
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01608064
IRS990ScheduleA/TotalSupportAmt02088389
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/CharitableContributionsTotAmt084575
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt084575
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0123895
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0700
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BASH - DINNER A
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt058630
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt058630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0252988
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0252988
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0168413
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0168413
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044518
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt053632
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt053632
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010933
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010933
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016994
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/RecipientTable/CashGrantAmt0115104
IRS990ScheduleI/RecipientTable/CashGrantAmt110500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NONE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1NONE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND SCHOOL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ISSUE 5 LEVY SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UPPER ARLINGTON CITY SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CITIZENS FOR UA SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0316401046
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01619 ZOLLINGER ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14245 REEDBURY LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043321
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143220
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/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0249
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0SILENT AUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1FOOD & BEVERAGE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0SALES RECEIPTS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1SALES RECEIPTS
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt053632

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,798,882
Liabilities
$100
Net assets
$2,798,782
Revenue
$81,030
Expenses
$373,786
Net income
-$292,756
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