Civic Intelligence

Yavapai County Education Foundation

990EZ • Fiscal year 2016 • EIN 33-1101967

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 07, 2017

Organization ProfileN/A
2970 Centerpointe East DrivePrescott, AZ 86301

(928) 442-5138

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

10th percentile

-40%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$267,484

No earlier filing loaded for comparison.

Net Assets

$267,484

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

$50,114

No earlier filing loaded for comparison.

Expenses

$70,018

No earlier filing loaded for comparison.

Net Income

-$19,904

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2016: $267,484Net Assets 2016: $267,4842016Assets 2017: $281,212Liabilities 2017: $0Net Assets 2017: $281,2122017Assets 2018: $240,581Liabilities 2018: $0Net Assets 2018: $240,5812018Assets 2019: $214,567Net Assets 2019: $236,7082019Assets 2020: $226,129Net Assets 2020: $226,1292020Assets 2021: $62,367Net Assets 2021: $72,2302021Assets 2022: $64,638Net Assets 2022: $69,3252022

Highlighted filing

2016

Assets$267,484
Liabilities-
Net Assets$267,484
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2016: $50,114Expenses 2016: $70,018Net Income 2016: -$19,9042016Revenue 2017: $67,913Expenses 2017: $69,741Net Income 2017: -$1,8282017Revenue 2018: $56,159Expenses 2018: $76,324Net Income 2018: -$20,1652018Revenue 2019: $63,084Expenses 2019: $66,957Net Income 2019: -$3,8732019Revenue 2020: $53,341Expenses 2020: $41,779Net Income 2020: $11,5622020Revenue 2021: $37,430Expenses 2021: $21,576Net Income 2021: $15,8542021Revenue 2022: $33,953Expenses 2022: $26,995Net Income 2022: $6,9582022

Highlighted filing

2016

Revenue$50,114
Expenses$70,018
Net Income-$19,904
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 7, 2017
Return Version
2016v3.0
Gross Receipts
$50,114
Mission and Program Overview

Mission

To support classroom teachers in yavapai county

Educational assistance

Program Services

DescriptionGrantsExpenses
GRANTS FOR TEACHERS TO BE USED IN THEIR CLASSROOMS$24,000$24,000
GRANTS TO SCHOOLS$19,970$19,970
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM CARTERSec./Treas.-$0--
TIM WIEDERAENDERSPresident-$0--
CINDY DANIELSVice Pres.-$0--
Filing and Contact Details

Filer

Filer Name
Yavapai County Education Foundation
EIN
33-1101967
Phone
9284425138
Address
2970 Centerpointe East Drive, Prescott, AZ 86301

Signing Officer

Name
Tim Carter
Title
Sec./Treas.
Signed
2017-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Helfinstine & Associates CPAs PLLC
Address
1565 Plaza West Drive, Prescott, AZ 86303-5680
Preparer
Scott K Helfinstine
Phone
9287786760
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.16

“Class of Activity: EDUCATIONAL | Donee's Name: MIKE WESTCOTT | Donee's Address: 625 BOOTLEG RD CLARKDALE AZ 86324 | Relationship of Donee: NONE | Cash Amount Given: $7000”

Grants and Similar Amounts Paid In Excess of $5,000.20

“Class of Activity: EDUCATIONAL | Donee's Name: COTTONWOOD OAK CREEK SD | Donee's Address: 1 N WILLARD ST COTTONWOOD AZ 86326 | Relationship of Donee: NONE | Cash Amount Given: $6735”

Other Expenses.1002

“Office Expenses $649”

Other Expenses.1003

“Information Technology $550”

Other Expenses.1005

“Travel $123”

Other Expenses.1

“Toy banquet - rental & food $9192”

Other Expenses.2

“ADMIN FEES $8467”

Other Expenses.3

“AV AND SOUND $3082”

Other Expenses.4

“AWARDS $1553”

Other Expenses.5

“Dues and subscriptions $571”

Other Expenses.6

“MISC $250”

Other Expenses.7

“PHOTOGRAPHY $200”

Other Expenses.8

“SHIPPING & DELIVERY $61”

Other Expenses.9

“EVENT REG FEE $50”

Raw XML Appendix152 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice Pres.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070018
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IRS990EZ/TotalRevenueAmt050114
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050058
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0111965
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATIONAL | Donee's Name: MIKE WESTCOTT | Donee's Address: 625 BOOTLEG RD CLARKDALE AZ 86324 | Relationship of Donee: NONE | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: EDUCATIONAL | Donee's Name: COTTONWOOD OAK CREEK SD | Donee's Address: 1 N WILLARD ST COTTONWOOD AZ 86326 | Relationship of Donee: NONE | Cash Amount Given: $6735
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TOY BANQUET - RENTAL & FOOD $9192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMIN FEES $8467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AV AND SOUND $3082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AWARDS $1553
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISC $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PHOTOGRAPHY $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SHIPPING & DELIVERY $61
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.16
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ReturnHeader/Filer/PhoneNum09284425138
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ReturnHeader/PreparerPersonGrp/PhoneNum09287786760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott K Helfinstine
ReturnHeader/ReturnTs02017-07-13T10:07:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$267,484
Liabilities
-
Net assets
$267,484
Revenue
$50,114
Expenses
$70,018
Net income
-$19,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.69$0.34$0.27$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.72$0.37$0.22$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.53$0.42$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.15$2.37$0.63$0.67$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.56$0.76$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.68$0.70$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.67$2.67$0.50$0.70$0.20