Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2023 • EIN 31-1156964
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
63rd percentile
Higher top officer pay than 63% of similar nonprofits.
Top officer pay equals 16.3% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Assets
Up$3,199,240
Up $400,358 (+14%) from 2022
Net Assets
Up$3,199,240
Up $400,458 (+14%) from 2022
Liabilities
Down$0
Down $100 (-100%) from 2022
Revenue
Up$551,001
Up $469,971 (+580%) from 2022
Expenses
Up$441,981
Up $68,195 (+18%) from 2022
Net Income
Up$109,020
Up $401,776 (+137%) from 2022
The foundation provides funding for superior and innovative educational programs which exceed the school district's financial resources.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,120,219 | $2,481,122 | ▲ $360,903 |
| Savings and Temporary Cash Investments | $204,096 | $480,117 | ▲ $276,021 |
| Cash and Non-Interest-Bearing Accounts | $474,567 | $238,001 | ▼ $236,566 |
| Total Assets | $2,798,882 | $3,199,240 | ▲ $400,358 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $100 | - | - |
| Total Liabilities | $100 | $0 | ▼ $100 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $1,473,085 | $1,670,892 | ▲ $197,807 |
| Net Assets Without Donor Restrictions | $1,325,697 | $1,528,348 | ▲ $202,651 |
| Total Net Assets Fund Balance | $2,798,782 | $3,199,240 | ▲ $400,458 |
| Total Liabilities and Net Assets / Fund Balance | $2,798,882 | $3,199,240 | ▲ $400,358 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Alice Finley | Executive Di | FT | $90,086 | $90,086 |
| Name | Title |
|---|---|
| Mitva Patel | Board Chair |
| Anne Houser | Trustee |
| Branden Joe | Trustee |
| Catherine Kennedy | Trustee |
| David Faure | Trustee |
| Jana Tice | Trustee |
| Jeff Schoenherr | Trustee |
| Jennifer Duffy | Trustee |
| Jennifer Overmyer | Trustee |
| Jenny Mckenna | Trustee |
| Kathleen Coughlin | Trustee |
| Louis Sauter | Trustee |
| Matt Petersen | Trustee |
| Nic Fortkamp | Trustee |
| Tony Macaluso | Trustee |
| Sam Mccoy | Treasurer |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 96 | $157,142 | Sales Receipts |
| Total Noncash Contributions | 96 | $157,142 | - |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $194,865 |
| Grants and Similar Amounts Paid | $185,618 |
| Other Expenses | $61,498 |
| Total Fundraising Expense | $9,914 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $167,691 | - | - | $167,691 |
| Current Officers, Directors, Trustees, and Key Employees | $72,069 | $14,594 | $3,423 | $90,086 |
| Other Salaries and Wages | $68,718 | $13,915 | $3,264 | $85,897 |
| Grants to Domestic Individuals | $17,927 | - | - | $17,927 |
| Payroll Taxes | $11,131 | $2,254 | $529 | $13,914 |
| Fees for Service Investment Mgmnt Fees | - | $13,254 | - | $13,254 |
| Information Technology | $9,450 | - | - | $9,450 |
| Conferences and Meetings | - | $6,860 | - | $6,860 |
| Advertising | $5,396 | - | - | $5,396 |
| Fees for Services Accounting | $1,566 | $3,653 | - | $5,219 |
| Pension Plan Contributions | $3,974 | $805 | $189 | $4,968 |
| Office Expenses | $2,430 | $2,431 | - | $4,861 |
| Insurance | - | $1,940 | - | $1,940 |
| Other Expenses | $2,508 | $1,578 | $2,509 | $1,578 |
| Total Functional Expenses | $370,783 | $61,284 | $9,914 | $441,981 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Upper Arlington City Schools | Upper Arlington, OH | Gov | Fund School Programs | $161,323 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $165,338 |
| Fundraising Direct Expenses | $137,488 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Bash - Dinner a | $262,238 | $165,338 | $9,059 | $156,279 |
| Total Events | $262,238 | $165,338 | $137,488 | $27,850 |
“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.”
“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.”
“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.”
“No other employees or officers are compensated.”
“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.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 100 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES. |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 5396 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 5396 |
| IRS990/AllOtherContributionsAmt | 0 | 383759 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ALICE FINLEY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6144875007 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1619 ZOLLINGER ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | COLUMBUS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 43221 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 474567 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 238001 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 3423 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 14594 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 72069 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 90086 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 6860 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 6860 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContriRptFundraisingEventAmt | 0 | 96900 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 480659 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 185618 |
| IRS990/CYInvestmentIncomeAmt | 0 | 42492 |
| IRS990/CYOtherExpensesAmt | 0 | 61498 |
| IRS990/CYOtherRevenueAmt | 0 | 27850 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 109020 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 194865 |
| IRS990/CYTotalExpensesAmt | 0 | 441981 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 9914 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 551001 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THE 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/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DoingBusinessAsName/BusinessNameLine1Txt | 0 | ATTN ALICE FINLEY |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1473085 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1670892 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 342098 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3653 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 1566 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 5219 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 13254 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 13254 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MITVA PATEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | SAM MCCOY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JENNIFER OVERMYER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JENNIFER DUFFY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DAVID FAURE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | CATHERINE KENNEDY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JEFF SCHOENHERR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JANA TICE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MATT PETERSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | NIC FORTKAMP |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | TONY MACALUSO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | JENNY MCKENNA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | LOUIS SAUTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | KATHLEEN COUGHLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | ANNE HOUSER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | BRANDEN JOE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | ALICE FINLEY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 90086 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | BOARD CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | EXECUTIVE DI |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1985 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingAmt | 0 | 96900 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 137488 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 165338 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 8 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -36023 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantAmt | 0 | 167691 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 17927 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 17927 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 167691 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 167691 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 8 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 3527603 |
| IRS990/GrossReceiptsAmt | 0 | 4252115 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 9450 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 9450 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1940 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1940 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 78507 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 78507 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2120219 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2481122 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 3563626 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2798782 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3199240 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | -36015 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -36015 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 27850 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 27850 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 291438 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1325697 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1528348 |
| IRS990/NoncashContributionsAmt | 0 | 157142 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2431 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 2430 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 4861 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | ALUMNI RELATIONS |
| IRS990/OtherExpensesGrp/Desc | 1 | DEVELOPMENT |
| IRS990/OtherExpensesGrp/Desc | 2 | BANK CHARGES |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 2509 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1578 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 7923 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 2508 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 7923 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 5017 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1578 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 3264 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 13915 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 68718 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 85897 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 529 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 2254 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 11131 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 13914 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 189 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 805 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 3974 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 4968 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | MITVA PATEL |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | ALUMNI 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/ExpenseAmt | 0 | 10758 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 17927 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 17927 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 323533 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 157233 |
| IRS990/PYInvestmentIncomeAmt | 0 | -287021 |
| IRS990/PYOtherExpensesAmt | 0 | 59929 |
| IRS990/PYOtherRevenueAmt | 0 | 44518 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -292756 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 156624 |
| IRS990/PYTotalExpensesAmt | 0 | 373786 |
| IRS990/PYTotalRevenueAmt | 0 | 81030 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 109020 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 204096 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 480117 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | FUNDRAISER NET INCOME 235,432 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 480659 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 323533 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 433253 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 333909 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 266316 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 1837670 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 78508 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 49292 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 38452 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 22416 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 52176 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 240844 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 185412 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 27850 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 44518 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 79576 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 16222 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 67266 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 235432 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.79420 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.77000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1837670 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 480659 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 323533 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 433253 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 333909 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 266316 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 1837670 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 2313946 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 96900 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 96900 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 137488 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BASH - DINNER A |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 39310 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 39310 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 262238 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 262238 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 165338 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 165338 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 27850 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt | 0 | 56512 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt | 0 | 56512 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 9059 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 9059 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 31907 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 31907 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 17927 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | SCHOLARSHIPS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 16 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 161323 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | GOV |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc | 0 | NONE |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | FUND SCHOOL PROGRAMS |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | UPPER ARLINGTON CITY SCHOOLS |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 316401046 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.