Civic Intelligence

School District 145 Foundation for Education

990 • Fiscal year 2019 • EIN 36-3762126

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

P O Box 119Waverly, NE 68462

(402) 525-5568

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

64th percentile

9.9%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-1.3%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$610,737

Up $28,671 (+4.9%) from 2018

Net Assets

Up

$610,737

Up $28,671 (+4.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$449,493

Down $5,882 (-1.3%) from 2018

Expenses

Up

$404,930

Up $27,495 (+7.3%) from 2018

Net Income

Down

$44,563

Down $33,377 (-43%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $195,926Liabilities 2012: $2,567Net Assets 2012: $193,3592012Assets 2014: $299,901Liabilities 2014: $4,163Net Assets 2014: $295,7382014Assets 2015: $340,916Liabilities 2015: $2,615Net Assets 2015: $338,3012015Assets 2016: $404,500Liabilities 2016: $0Net Assets 2016: $404,5002016Assets 2017: $515,413Liabilities 2017: $11,287Net Assets 2017: $504,1262017Assets 2018: $582,066Liabilities 2018: $0Net Assets 2018: $582,0662018Assets 2019: $610,737Liabilities 2019: $0Net Assets 2019: $610,7372019Assets 2020: $619,950Liabilities 2020: $0Net Assets 2020: $619,9502020Assets 2021: $840,396Liabilities 2021: $3,114Net Assets 2021: $837,2822021Assets 2022: $1,028,565Liabilities 2022: $2,009Net Assets 2022: $1,026,5562022Assets 2023: $1,009,683Liabilities 2023: $0Net Assets 2023: $1,009,6832023Assets 2024: $1,268,164Liabilities 2024: $0Net Assets 2024: $1,268,1642024Assets 2025: $1,223,070Liabilities 2025: $0Net Assets 2025: $1,223,0702025

Highlighted filing

2019

Assets$610,737
Liabilities$0
Net Assets$610,737

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $239,2172012Revenue 2014: $319,820Expenses 2014: $277,391Net Income 2014: $42,4292014Revenue 2015: $316,556Expenses 2015: $273,993Net Income 2015: $42,5632015Revenue 2016: $382,227Expenses 2016: $316,026Net Income 2016: $66,2012016Revenue 2017: $443,721Expenses 2017: $344,095Net Income 2017: $99,6262017Revenue 2018: $455,375Expenses 2018: $377,435Net Income 2018: $77,9402018Revenue 2019: $449,493Expenses 2019: $404,930Net Income 2019: $44,5632019Revenue 2020: $363,969Expenses 2020: $323,792Net Income 2020: $40,1772020Revenue 2021: $721,027Expenses 2021: $620,080Net Income 2021: $100,9472021Revenue 2022: $1,082,155Expenses 2022: $792,531Net Income 2022: $289,6242022Revenue 2023: $945,833Expenses 2023: $1,032,203Net Income 2023: -$86,3702023Revenue 2024: $931,708Expenses 2024: $673,227Net Income 2024: $258,4812024Revenue 2025: $948,419Expenses 2025: $993,513Net Income 2025: -$45,0942025

Highlighted filing

2019

Revenue$449,493
Expenses$404,930
Net Income$44,563
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$449,493
Mission and Program Overview

Mission

The school district 145 foundation for education's mission is to enrich the educational experience in our schools by providing financial resources to support creative endeavors that will promote the achievement and success of our students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$582,066$610,737▲ $28,671
Investments Other Securities$409,975$451,510▲ $41,535
Cash and Non-Interest-Bearing Accounts$140,709$127,081▼ $13,628
Savings and Temporary Cash Investments$30,965$29,973▼ $992
Accounts Receivable$417$2,173▲ $1,756
Total Assets$582,066$610,737▲ $28,671
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$582,066$610,737▲ $28,671
Total Liabilities and Net Assets / Fund Balance$582,066$610,737▲ $28,671

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$451,510--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brandie HumphreyPresident
Chad BaconDirector
Chris PostDirector
Cory WorrellDirector
Darin DauelDirector
Debbie SchmeeckleDirector
Doug EvansDirector
Geri CanoyerDirector
Jenny JohnsonDirector
Jessica CarrDirector
Kelly RileyDirector
Kevin SchneiderDirector
Michelle NordstromDirector
Rob RetzlaffDirector
Ron DubasDirector
Teresa GreveDirector
Terri NeujahrDirector
Toby BossDirector
Vicki NelsonDirector
Andy GrosshansSchool Board
Rob MillerInvestment a
Bryce EricksonPast Preside
Amanda RicenbawSecretary
Kelcy BoothTreasurer
Paula WieseVice Preside
Kellie MillesonWea Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$57,742
Program Service Revenue
$358,859
Investment Income
$32,892
Other Revenue
$0
All Other Contributions
$57,742
Change in Net Assets
$44,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$198,253
Other Expenses$152,667
Grants and Similar Amounts Paid$54,010
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$183,510--$183,510
Grants to Domestic Orgs$54,010--$54,010
Payroll Taxes$14,743--$14,743
Other Expenses$12,178$2,548-$14,726
All Other Expenses$8,530$5,141-$13,671
Office Expenses$440$10,561-$11,001
Insurance-$2,742-$2,742
Fees for Services Accounting-$2,190-$2,190
Total Functional Expenses$381,748$23,182$0$404,930
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Waverly School DistrictWaverly, NE-Enrich Educ Experien$54,010
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
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
No
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, Page 6, Part VI, Line 11B

Form 990 is reviewed by the board of directors

Form 990, Page 6, Part VI, Line 12C

Each board meeting there is a question asked if any member needs to discuss a possible conflict of interest.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
School District 145 Foundation for
EIN
36-3762126
Phone
4025255568
Address
P O BOX 119, WAVERLY, NE 68462

Signing Officer

Name
Brandie Humphrey
Title
President
Phone
4027862321
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandie Humphrey
Formed
1990
Legal Domicile
Ne
Voting Board Members
22
Independent Board Members
22
Employees
33
Volunteers
18

Preparer

Firm
Shotkoski & Associates Pc
Address
PO BOX 30533, LINCOLN, NE 68503-0533
Preparer
Damian a Shotkoski
Phone
4024769650
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The school district 145 foundation for education's mission is to enrich the educational experience in our schools by providing financial resources to support creative endeavors that will promote the achievement and success of our students.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt14PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22SCHOOL BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt23INVESTMENT A
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IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE SCHOOL DISTRICT 145 FOUNDATION FOR EDUCATION'S MISSION IS TO ENRICH THE EDUCATIONAL EXPERIENCE IN OUR SCHOOLS BY PROVIDING FINANCIAL RESOURCES TO SUPPORT CREATIVE ENDEAVORS THAT WILL PROMOTE THE ACHIEVEMENT AND SUCCESS OF OUR STUDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0582066
IRS990/NetAssetsOrFundBalancesEOYAmt0610737
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt022318
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022318
IRS990/NetUnrlzdGainsLossesInvstAmt0-15892
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010561
IRS990/OfficeExpensesGrp/ProgramServicesAmt0440
IRS990/OfficeExpensesGrp/TotalAmt011001
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BEFORE AND AFTER SCHOOL
IRS990/OtherExpensesGrp/Desc1BAND CAPITAL CAMPAIGN
IRS990/OtherExpensesGrp/Desc2GOLF TOURNEY
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02548
IRS990/OtherExpensesGrp/ProgramServicesAmt059936
IRS990/OtherExpensesGrp/ProgramServicesAmt131893
IRS990/OtherExpensesGrp/ProgramServicesAmt216508
IRS990/OtherExpensesGrp/ProgramServicesAmt312178
IRS990/OtherExpensesGrp/TotalAmt059936
IRS990/OtherExpensesGrp/TotalAmt131893
IRS990/OtherExpensesGrp/TotalAmt216508
IRS990/OtherExpensesGrp/TotalAmt314726
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0183510
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt014743
IRS990/PayrollTaxesGrp/TotalAmt014743
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRANDIE HUMPHREY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624410
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES, AWARDS
IRS990/ProgramServiceRevenueGrp/Desc1BEFORE AND AFTER SCHOOL
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118886
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0339973
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118886
IRS990/ProgSrvcAccomActy2Grp/Desc0AS A CHILD CARE CENTER, LICENSED BY NEBRASKA HEALTH AND HUMAN SERVICES, THE FOUNDATION STRIVES TO PROVIDE THE HIGHEST QUALITY SERVICE TO THE FAMILIES OF DISTRICT 145.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0301117
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt029973
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION CONTINUED TO PROVIDE THE HIGHEST QUALITY SERVICE TO THE FAMILIES OF THE SCHOOL DISTRICT FOR BEFORE AND AFTER SCHOOL NEEDS. ALSO, THEY CONTINUED TO PROVIDE FUNDING FOR EDUCATIONAL OPPORTUNITIES BEYOND THE SCOPE OF EXISTING PROGRAMS. THE ORGANIZATION PROVIDES CLASSROOM GRANTS AND STUDENT GRANTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0416956
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WAVERLY SCHOOL DISTRICT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0WAVERLY SCHOOL DISTRICT
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0451510
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0451510
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