Civic Intelligence

Edgebrook School Foundation

990 • Fiscal year 2024 • EIN 36-4320236

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 23, 2024

6525 N HiawathaChicago, IL 60646

(773) 534-1194

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-14%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

2.2%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$256,430

Down $40,380 (-14%) from 2023

Net Assets

Down

$256,430

Down $40,380 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$162,218

Up $3,529 (+2.2%) from 2023

Expenses

Up

$202,212

Up $117,356 (+138%) from 2023

Net Income

Down

-$39,994

Down $113,827 (-154%) from 2023

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $47,075Net Assets 2015: $47,0752015Assets 2016: $242,908Net Assets 2016: $242,9082016Assets 2017: $333,422Liabilities 2017: $0Net Assets 2017: $333,4222017Assets 2018: $349,717Liabilities 2018: $0Net Assets 2018: $349,7172018Assets 2019: $321,006Liabilities 2019: $0Net Assets 2019: $321,0062019Assets 2020: $194,293Liabilities 2020: $0Net Assets 2020: $194,2932020Assets 2021: $190,310Liabilities 2021: $0Net Assets 2021: $190,3102021Assets 2022: $223,355Liabilities 2022: $0Net Assets 2022: $223,3552022Assets 2023: $296,810Liabilities 2023: $0Net Assets 2023: $296,8102023Assets 2024: $256,430Liabilities 2024: $0Net Assets 2024: $256,4302024Assets 2025: $249,496Liabilities 2025: $0Net Assets 2025: $249,4962025

Highlighted filing

2024

Assets$256,430
Liabilities$0
Net Assets$256,430

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $19,658Expenses 2015: $18,446Net Income 2015: $1,2122015Revenue 2016: $195,983Expenses 2016: $150Net Income 2016: $195,8332016Revenue 2017: $205,148Expenses 2017: $114,634Net Income 2017: $90,5142017Revenue 2018: $180,664Expenses 2018: $164,369Net Income 2018: $16,2952018Revenue 2019: $182,210Expenses 2019: $210,898Net Income 2019: -$28,6882019Revenue 2020: $99,812Expenses 2020: $186,957Net Income 2020: -$87,1452020Revenue 2021: $40,954Expenses 2021: $47,595Net Income 2021: -$6,6412021Revenue 2022: $103,556Expenses 2022: $70,511Net Income 2022: $33,0452022Revenue 2023: $158,689Expenses 2023: $84,856Net Income 2023: $73,8332023Revenue 2024: $162,218Expenses 2024: $202,212Net Income 2024: -$39,9942024Revenue 2025: $161,738Expenses 2025: $168,731Net Income 2025: -$6,9932025

Highlighted filing

2024

Revenue$162,218
Expenses$202,212
Net Income-$39,994
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 23, 2024
Return Version
2023v5.1
Gross Receipts
$162,218
Mission and Program Overview

Mission

Promote the Advancement of Multidisciplinary Knowledge in the Fields of Education for Edgebrook Elementary School Without Inurement to the Private Benefit of Any Person

Educational enhancement for students

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$293,328$254,427▼ $38,901
Cash and Non-Interest-Bearing Accounts$3,482$2,003▼ $1,479
Total Assets$296,810$256,430▼ $40,380
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$296,810$256,430▼ $40,380
Total Net Assets Fund Balance$296,810$256,430▼ $40,380
Total Liabilities and Net Assets / Fund Balance$296,810$256,430▼ $40,380
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sara BrennemanPresident
Marianna FosterVice President
Melissa EkwinskiCommunication
Julie SternsteinFinancial Secretary
Camille UngerSchool Liason
Erin FioreSchool Strategy
Meera SchottSchool Strategy
Laura SantiagoSecretary
Alison PeperaStaff & Student Activities
Sarah FlockStaff & Student Activities
Natalia DudzinskaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$156,515
Program Service Revenue
$5,682
Investment Income
$21
Other Revenue
$0
Change in Net Assets
$-39,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$202,212
Total Fundraising Expense$31,990
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$169,358$0$31,990$201,348
Insurance$0$737$0$737
Other Expenses$0$14$0$14
Total Functional Expenses$169,358$864$31,990$202,212
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$86,714$86,714$24,015$62,699
Walk-A-Thon$45,426$45,426$5,065$40,361
Total Events$149,403$149,403$31,990$117,413
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
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Edgebrook School Foundation
EIN
36-4320236
Phone
7735341194
Address
6525 N Hiawatha, Chicago, IL 60646
Doing Business As
Edgebrook School Friends

Signing Officer

Name
Natalia Dudzinska
Title
Treasurer
Phone
7735341194
Signed
2024-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Brenneman
Formed
1998
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
50

Preparer

Firm
Stone Accounting Group
Address
5773 N Lincoln Ave, Chicago, IL 60659
Preparer
John V Stone CPA
Phone
7733928038
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The current process for reviewing Form 990 prior to filing is that the current Board President and Treasurer discuss Form 990 with the preparer to ensure all of the information is accurate. If any corrections are needed they are made to the draft of Form 990. It is then circulated to all of the Board Members in draft form for their review. Once the Board agrees that the draft of the Form 990 is accurate the Board President and Treasurer approve the final draft by signing the return authorization prior to the Form 990 being e-filed.

Pt VI, Line 19

All governing documents, conflicts of interest policy, Form 990, and financial statements are made available to the public upon request.

Form 990, Part IX, Line 24E

Walk-A-Thon 5065. 0. 0. 5065.

Form 990, Part IX, Line 24E

Spring Fling 24015. 0. 0. 24015.

Form 990, Part IX, Line 24E

Spirit Wear 5921. 5921. 0. 0.

Form 990, Part IX, Line 24E

Field Day Expenses 7808. 7808. 0. 0.

Form 990, Part IX, Line 24E

Teacher Appreciation Expenses 1637. 1637. 0. 0.

Form 990, Part IX, Line 24E

8th Grade Graduation 6405. 6405. 0. 0.

Form 990, Part IX, Line 24E

Family Events 180. 180. 0. 0.

Form 990, Part IX, Line 24E

First Responders 398. 398. 0. 0.

Form 990, Part IX, Line 24E

Student Appreciation Expenses 794. 794. 0. 0.

Form 990, Part IX, Line 24E

Other Student Services 531. 531. 0. 0.

Form 990, Part IX, Line 24E

Student History Fair Supplies 2500. 2500. 0. 0.

Form 990, Part IX, Line 24E

Contract Art Program and Supplies 62982. 62982. 0. 0.

Form 990, Part IX, Line 24E

Other Classroom Programs 1555. 1555. 0. 0.

Form 990, Part IX, Line 24E

6th Grade Trip 2845. 2845. 0. 0.

Form 990, Part IX, Line 24E

7th Grade Trip 1365. 1365. 0. 0.

Form 990, Part IX, Line 24E

Classroom Allotment 3575. 3575. 0. 0.

Form 990, Part IX, Line 24E

Golf Outing 2910. 0. 0. 2910.

Form 990, Part IX, Line 24E

Copy and Shredding 4000. 4000. 0. 0.

Form 990, Part IX, Line 24E

Intervention Expenses 20000. 20000. 0. 0.

Form 990, Part IX, Line 24E

Enrichment Program 13440. 13440. 0. 0.

Form 990, Part IX, Line 24E

Technology 367. 367. 0. 0.

Form 990, Part IX, Line 24E

STEM 17500. 17500. 0. 0.

Form 990, Part IX, Line 24E

Math Curriculum 15000. 15000. 0. 0.

Form 990, Part IX, Line 24E

Sports Uniforms 555. 555. 0. 0.

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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0156681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt098596
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0104195
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0548548
IRS990ScheduleA/TotalSupportAmt0548548
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031990
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-A-Thon
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt086714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017263
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0149403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045426
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt086714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017263
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0149403
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0117413
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02910
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031990
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05065
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The current process for reviewing Form 990 prior to filing is that the current Board President and Treasurer discuss Form 990 with the preparer to ensure all of the information is accurate. If any corrections are needed they are made to the draft of Form 990. It is then circulated to all of the Board Members in draft form for their review. Once the Board agrees that the draft of the Form 990 is accurate the Board President and Treasurer approve the final draft by signing the return authorization prior to the Form 990 being e-filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All governing documents, conflicts of interest policy, Form 990, and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Walk-A-Thon 5065. 0. 0. 5065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Spring Fling 24015. 0. 0. 24015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Spirit Wear 5921. 5921. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Day Expenses 7808. 7808. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Appreciation Expenses 1637. 1637. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt78th Grade Graduation 6405. 6405. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Family Events 180. 180. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9First Responders 398. 398. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Student Appreciation Expenses 794. 794. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other Student Services 531. 531. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Student History Fair Supplies 2500. 2500. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Contract Art Program and Supplies 62982. 62982. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Other Classroom Programs 1555. 1555. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt156th Grade Trip 2845. 2845. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt167th Grade Trip 1365. 1365. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Classroom Allotment 3575. 3575. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Golf Outing 2910. 0. 0. 2910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Copy and Shredding 4000. 4000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Intervention Expenses 20000. 20000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Enrichment Program 13440. 13440. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Technology 367. 367. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23STEM 17500. 17500. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Math Curriculum 15000. 15000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Sports Uniforms 555. 555. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990, Part IX, Line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0296810
IRS990/TotalAssetsEOYAmt0256430
IRS990/TotalAssetsGrp/BOYAmt0296810
IRS990/TotalAssetsGrp/EOYAmt0256430
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0156515
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt031990
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0864
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169358
IRS990/TotalFunctionalExpensesGrp/TotalAmt0202212
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0296810
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0256430
IRS990/TotalProgramServiceExpensesAmt0169358
IRS990/TotalProgramServiceRevenueAmt05682
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05703
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0162218
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0296810
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0256430
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06525 N Hiawatha Ave
IRS990/USAddress/CityNm0Chicago
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060646
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Natalia Dudzinska
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07735341194
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edgebrook School Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0364320236

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