Civic Intelligence

Carmel-Clay Educational Foundation Inc.

990 • Fiscal year 2022 • EIN 35-6066912

Jan 01, 2022 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileWWW.CCS.K12.IN.US/FOUNDATION
515 E Main StreetCarmel, IN 46032

(317) 844-9961

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.17x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

5th percentile

-72%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

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

Asset Growth

30th percentile

-4.8%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

7th percentile

-49%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,261,920

Down $113,012 (-4.8%) from 2021

Net Assets

Down

$2,234,768

Down $113,537 (-4.8%) from 2021

Liabilities

Up

$27,152

Up $525 (+2.0%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin5th percentile

Revenue

Down

$156,752

Down $150,614 (-49%) from 2021

Expenses

Down

$270,343

Down $84,878 (-24%) from 2021

Net Income

Down

-$113,591

Down $65,736 (-137%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $1,919,951Liabilities 2015: $0Net Assets 2015: $1,919,9512015Assets 2016: $1,959,779Liabilities 2016: $0Net Assets 2016: $1,959,7792016Assets 2017: $2,110,306Liabilities 2017: $0Net Assets 2017: $2,110,3062017Assets 2018: $2,013,824Liabilities 2018: $0Net Assets 2018: $2,013,8242018Assets 2019: $2,240,283Liabilities 2019: $0Net Assets 2019: $2,240,2832019Assets 2020: $2,377,064Liabilities 2020: $38,172Net Assets 2020: $2,338,8922020Assets 2021: $2,374,932Liabilities 2021: $26,627Net Assets 2021: $2,348,3052021Assets 2022: $2,261,920Liabilities 2022: $27,152Net Assets 2022: $2,234,7682022Assets 2023: $2,242,333Liabilities 2023: $9,786Net Assets 2023: $2,232,5472023Assets 2024: $2,536,849Liabilities 2024: $8,884Net Assets 2024: $2,527,9652024

Highlighted filing

2022

Assets$2,261,920
Liabilities$27,152
Net Assets$2,234,768
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $209,633Expenses 2015: $244,403Net Income 2015: -$34,7702015Revenue 2016: $276,854Expenses 2016: $237,026Net Income 2016: $39,8282016Revenue 2017: $392,172Expenses 2017: $241,645Net Income 2017: $150,5272017Revenue 2018: $262,709Expenses 2018: $237,891Net Income 2018: $24,8182018Revenue 2019: $298,632Expenses 2019: $227,757Net Income 2019: $70,8752019Revenue 2020: $275,234Expenses 2020: $260,792Net Income 2020: $14,4422020Revenue 2021: $307,366Expenses 2021: $355,221Net Income 2021: -$47,8552021Revenue 2022: $156,752Expenses 2022: $270,343Net Income 2022: -$113,5912022Revenue 2023: $367,192Expenses 2023: $382,233Net Income 2023: -$15,0412023Revenue 2024: $382,812Expenses 2024: $527,756Net Income 2024: -$144,9442024

Highlighted filing

2022

Revenue$156,752
Expenses$270,343
Net Income-$113,591
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$206,837
Mission and Program Overview

Mission

The organization's primary exempt purpose is to promote, sponsor, and carry out educational, scientific, cultural, and charitable purposes through scholarships and grants to students and teachers in the carmel-clay community.

We raise funds to support carmel clay students in academic achievement and lifelong learning. We do this by providing educational and innovation grants to carmel clay schools, teachers and students, creating partnerships with community members to extend classroom learning, implementing collaborative programs to benefit our school community, and providing scholarships to current and graduating students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,086,694$2,066,680▼ $20,014
Savings and Temporary Cash Investments$288,238$195,240▼ $92,998
Cash and Non-Interest-Bearing Accounts$0--
Total Assets$2,374,932$2,261,920▼ $113,012
Liabilities
Other Liabilities$26,627$27,152▲ $525
Total Liabilities$26,627$27,152▲ $525
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,519,989$1,388,335▼ $131,654
Net Assets Without Donor Restrictions$828,316$846,433▲ $18,117
Total Net Assets Fund Balance$2,348,305$2,234,768▼ $113,537
Total Liabilities and Net Assets / Fund Balance$2,374,932$2,261,920▼ $113,012

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,802,214$712,468▼ $295,456-$2,119,535
2020$1,444,441$36,300▲ $406,361-$1,802,214
2019$1,384,994$1,060▲ $137,961-$1,444,441
2018$1,245,097$40,832▲ $175,150-$1,384,994
2017$1,251,073$104,434▼ $31,208-$1,245,097
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Tricia ReynoldsImmediate Past President
Dallas ShelbyPresident
Jennifer PenixExecutive Director
Dr Michael BeresfordEx Officio (non-voting)
Ramona RiceEx Officio (non-voting)
Abbi AchterbergMember at Large
Amy BlumeMember at Large
Andy PinegarMember at Large
Becky KucharskiMember at Large
Emily EhrgottMember at Large
Heidi WilsonMember at Large
Jon FergusonMember at Large
Kelli PraderMember at Large
Kelsea FaulknerMember at Large
Leslie TeskeyMember at Large
Lisa HansenMember at Large
Ryan MooneyMember at Large
Seamus BoyceMember at Large
Tara AsciotiMember at Large
Venkata TadikondaMember at Large
William L Howard IiMember at Large
Kathy HolcombSecretary
Ann BernardVP Finance/treasurer
Peter PrimasonVP Governance
Kristine WheelerVP Impact
Sam HarrisVP Outreach
Revenue and Support

Revenue Composition

Contributions and Grants
$105,096
Program Service Revenue
$0
Investment Income
$68
Other Revenue
$51,588
All Other Contributions
$74,817
Change in Net Assets
$-113,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$190,039
Salaries, Compensation, and Employee Benefits$55,216
Other Expenses$25,088
Total Fundraising Expense$24,898
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$152,582--$152,582
Grants to Domestic Orgs$37,457--$37,457
Current Officers, Directors, Trustees, and Key Employees$10,806$5,403$10,806$27,015
Payroll Taxes$7,176$3,589$7,176$17,941
Other Salaries and Wages$4,104$2,052$4,104$10,260
Interest-$8,642-$8,642
Information Technology-$1,848$2,777$4,625
Conferences and Meetings$38$3,321-$3,359
Fees for Services Accounting-$1,820-$1,820
Advertising-$790-$790
Fees for Services Other-$705-$705
Office Expenses-$673-$673
Insurance-$527-$527
Other Expenses$510$200-$200
All Other Expenses--$35$35
Total Functional Expenses$213,183$32,262$24,898$270,343
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carmel Clay School DistrictCarmel, INGOV'T ENTITYSchool Based Grants Awarded for Covid Relief and Other School Wide Initiatives Led by Administration.$37,457
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$91,334
Fundraising Direct Expenses$50,085
Gaming Gross Income$10,239
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tatse of Carmel$118,552$89,160$32,892$56,268
Total Events$118,552$89,160$49,843$39,317
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Loan$25,000
Credit Cards$2,152
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
No
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, Part VI, Section B, Line 11B

“The form is presented prior to filing in an agenda with a link to the electronic document at least 48 hours prior to the meeting. At the meeting the document is reviewed by the treasurer and the board has the opportunity to provide input or ask questions.”

Form 990, Part VI, Section B, Line 12C

“Each board member and staff person must sign an annual statement which discloses any actual or potential conflicts. Minutes of all meetings will record all recusal from discussion and voting due to conflicts of interest. The governance committee is charged with the responsilbility to ensure that the organization operates in a manner consistent with its tax exempt status. The governance committee reviews the conflict of interest policy to ensure that its direction and record-keeping requirements are being met.”

Form 990, Part VI, Section B, Line 15A

“The executive compensation and review policy currently in place requires a review of comparable compensation data (such as collected in the indiana assoc. Of public education foundations) and/or the 990s of other organizations. Compensation decisions are also guided by such considerations as the desire to retain staff, review of staff achievement of specific goals and objectives, financial position of the organization, etc.”

Form 990, Part VI, Section C, Line 19

“Documents are available for public inspection at board meetings and upon request.”

Filing and Contact Details

Filer

Filer Name
Carmel Clay Education Foundation
EIN
35-6066912
Phone
3178449961
Address
515 E MAIN STREET, CARMEL, IN 46032

Signing Officer

Name
Ann Bernard
Title
Treasurer
Phone
3178449961
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dallas Shelby
Formed
1966
Legal Domicile
In
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
75

Preparer

Firm
Vonlehman & Company Inc
Address
5975 CASTLE CREEK PARKWAY N DR STE, 400, INDIANAPOLIS, IN 46250
Preparer
Bryan Pautsch
Phone
3174690169
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used to award grants to carmel clay schools which then provides the grant funds to educators.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP FINANCE/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP GOVERNANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP IMPACT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OUTREACH
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt23EX OFFICIO (NON-VOTING)
IRS990/Form990PartVIISectionAGrp/TitleTxt24EX OFFICIO (NON-VOTING)
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt029655
IRS990/FundraisingDirectExpensesAmt050085
IRS990/FundraisingGrossIncomeAmt091334
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt010239
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt0120100
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0152582
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0152582
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt037457
IRS990/GrantsToDomesticOrgsGrp/TotalAmt037457
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0206837
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02777
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01848
IRS990/InformationTechnologyGrp/TotalAmt04625
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0527
IRS990/InsuranceGrp/TotalAmt0527
IRS990/InterestGrp/ManagementAndGeneralAmt08642
IRS990/InterestGrp/TotalAmt08642
IRS990/InvestmentIncomeGrp/ExclusionAmt068
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02086694
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02066680
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE ACADEMIC ACHIEVEMENT AND LIFELONG LEARNING IN CARMEL CLAY STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02348305
IRS990/NetAssetsOrFundBalancesEOYAmt02234768
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt041249
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt041249
IRS990/NetIncomeFromGamingGrp/ExclusionAmt010239
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt010239
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0828316
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0846433
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0673
IRS990/OfficeExpensesGrp/TotalAmt0673
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE, DELIVERY, PRIN
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIP PROMOTION A
IRS990/OtherExpensesGrp/Desc2CYAP TUTORING EXPENSE
IRS990/OtherExpensesGrp/Desc3DUES AND ASSOCIATION FE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02692
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1200
IRS990/OtherExpensesGrp/ProgramServicesAmt0510
IRS990/OtherExpensesGrp/ProgramServicesAmt1510
IRS990/OtherExpensesGrp/TotalAmt02692
IRS990/OtherExpensesGrp/TotalAmt1510
IRS990/OtherExpensesGrp/TotalAmt2510
IRS990/OtherExpensesGrp/TotalAmt3200
IRS990/OtherLiabilitiesGrp/BOYAmt026627
IRS990/OtherLiabilitiesGrp/EOYAmt027152
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0SCHOLARSHIP ADMINISTRA
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0100
IRS990/OtherRevenueTotalAmt0100
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04104
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02052
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04104
IRS990/OtherSalariesAndWagesGrp/TotalAmt010260
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07176
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03589
IRS990/PayrollTaxesGrp/ProgramServicesAmt07176
IRS990/PayrollTaxesGrp/TotalAmt017941
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DALLAS SHELBY
IRS990/PriorPeriodAdjustmentsAmt054
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0AWARDED 74 TEACHER & STUDENT GRANTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt032482
IRS990/ProgSrvcAccomActy2Grp/GrantAmt032482
IRS990/ProgSrvcAccomActy3Grp/Desc0AWARDED 13 SCHOOL GRANTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06084
IRS990/ProgSrvcAccomActy3Grp/GrantAmt06084
IRS990/ProgSrvcAccomActyOtherGrp/Desc0$26,100 EXPENSE FOR ACHIEVE INITIATIVE TO FUND JUNIOR ACHIEVEMENT BIZTOWN FOR 1,300 FIFTH GRADE STUDENTS. ADDITIONAL PROGRAM SUPPORT FOR THE SCHOOLS PROVIDED BY THE ORGANIZATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt054007
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt031373
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYContributionsGrantsAmt0241400
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0229397
IRS990/PYInvestmentIncomeAmt046573
IRS990/PYOtherExpensesAmt030150
IRS990/PYOtherRevenueAmt019393
IRS990/PYRevenuesLessExpensesAmt0-47855
IRS990/PYSalariesCompEmpBnftPaidAmt095674
IRS990/PYTotalExpensesAmt0355221
IRS990/PYTotalRevenueAmt0307366
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-113591
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,261,920
Liabilities
$27,152
Net assets
$2,234,768
Revenue
$156,752
Expenses
$270,343
Net income
-$113,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$0.38$0.53$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.23$0.37$0.38$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.03$2.23$0.16$0.27$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.03$2.35$0.31$0.36$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.04$2.34$0.28$0.26$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.30$0.23$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.26$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.39$0.24$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.28$0.24$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.21$0.24$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits