Civic Intelligence

Okemos Education Foundation

990EZ • Fiscal year 2016 • EIN 38-2571832

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 25, 2017

4406 N Okemos RoadOkemos, MI 48864

(517) 349-9460

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

17th percentile

-19%

Higher net margin than 17% 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

30th percentile

-8.7%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$193,314

Down $18,422 (-8.7%) from 2015

Net Assets

Down

$193,314

Down $18,422 (-8.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$97,032

Up $20,485 (+27%) from 2015

Expenses

Up

$115,454

Up $40,676 (+54%) from 2015

Net Income

Down

-$18,422

Down $20,191 (-1141%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $321,534Liabilities 2011: $98,4282011Assets 2012: $297,209Liabilities 2012: $18,841Net Assets 2012: $278,3682012Assets 2013: $275,331Liabilities 2013: $17,036Net Assets 2013: $258,2952013Assets 2014: $222,011Liabilities 2014: $12,044Net Assets 2014: $209,9672014Assets 2015: $211,736Liabilities 2015: $0Net Assets 2015: $211,7362015Assets 2016: $193,314Liabilities 2016: $0Net Assets 2016: $193,3142016Assets 2017: $181,269Liabilities 2017: $02017Assets 2018: $209,635Liabilities 2018: $3,6692018Assets 2019: $236,391Liabilities 2019: $8,094Net Assets 2019: $228,2972019Assets 2020: $275,264Liabilities 2020: $24,320Net Assets 2020: $250,9442020Assets 2021: $315,876Liabilities 2021: $12,030Net Assets 2021: $303,8462021Assets 2022: $360,782Liabilities 2022: $13,852Net Assets 2022: $346,9302022Assets 2023: $295,529Liabilities 2023: $6,2792023Assets 2024: $322,577Liabilities 2024: $02024Assets 2025: $351,309Net Assets 2025: $351,3092025

Highlighted filing

2016

Assets$193,314
Liabilities$0
Net Assets$193,314

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $103,151Expenses 2011: $237,394Net Income 2011: -$134,2432011Revenue 2012: $88,260Expenses 2012: $32,998Net Income 2012: $55,2622012Revenue 2013: $83,205Expenses 2013: $103,278Net Income 2013: -$20,0732013Revenue 2014: $60,504Expenses 2014: $108,832Net Income 2014: -$48,3282014Revenue 2015: $76,547Expenses 2015: $74,778Net Income 2015: $1,7692015Revenue 2016: $97,032Expenses 2016: $115,454Net Income 2016: -$18,4222016Revenue 2017: $71,048Expenses 2017: $83,093Net Income 2017: -$12,0452017Revenue 2018: $28,056Expenses 2018: $3,359Net Income 2018: $24,6972018Revenue 2019: $60,872Expenses 2019: $35,431Net Income 2019: $25,4412019Revenue 2020: $39,000Expenses 2020: $32,739Net Income 2020: $6,2612020Revenue 2021: $55,550Expenses 2021: $17,468Net Income 2021: $38,0822021Revenue 2022: $119,867Expenses 2022: $90,558Net Income 2022: $29,3092022Revenue 2023: $46,753Expenses 2023: $75,775Net Income 2023: -$29,0222023Revenue 2024: $75,329Expenses 2024: $61,034Net Income 2024: $14,2952024Revenue 2025: $69,385Expenses 2025: $65,830Net Income 2025: $3,5552025

Highlighted filing

2016

Revenue$97,032
Expenses$115,454
Net Income-$18,422
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 25, 2017
Return Version
2016v3.0
Gross Receipts
$108,382
Mission and Program Overview

Mission

To attract financial support for funding programs & activities promoting academic excellence not provided for by the regular school operating budget.

Program Services

DescriptionGrantsExpenses
PARTNERS IN EDUCATION PROGRAM TO SUPPLEMENT GENERALFUND EXPENDITURES OF OKEMOS PUBLIC SCHOOLS$50,256$50,256
MINIGRANT PROGRAM- AWARD GRANTS TO TEACHERS FOR SPECIAL TEACHING PROJECTS WHICH ARE ESPECIALLY INNOVATIVE AND ARE NOT FUNDED BY NORMAL SCHOOL BUDGET FUNDS$45,182$45,182
GRANTS TO OKEMOS PUBLIC SCHOOL TEACHERS TO USE IN THEIR CLASSROOMS FOR UNIQUE PROJECTS$4,998$4,998
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE ASHTrusteePT$0--
DEB BAUGHMANTrusteePT$0--
KIM BURZYCHTrusteePT$0--
MARTHA HENTZChairpersonPT$0--
SUE HALLMANTrusteePT$0--
KAREN BROWNTreasurerPT$0--
ANTOINETTE TESSMERTrusteePT$0--
MINESH MODYTrusteePT$0--
MATTHEW KOEHLERTrusteePT$0--
ROD ELLISTrusteePT$0--
DANTE IANNITrusteePT$0--
RON STYKATrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Okemos Education Foundation
EIN
38-2571832
Phone
5173499460
Address
4406 N OKEMOS ROAD, OKEMOS, MI 48864

Signing Officer

Name
Martha Hentz
Title
Chairman
Phone
5173499460
Signed
2017-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Robert E Miller Jr CPA
Phone
5173237500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends and interest and gains. Amount: 3,878.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational grants. Grantee name: okemos public schools' teachers. Grantee address: 4406 n. Okemos road okemos, mi 48864. Grantee relationship: none. Property description: cash. Amount given: 4,998.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: mini grants. Grantee name: okemos public schools. Grantee address: 4406 n. Okemos road okemos, mi 48864. Grantee relationship: none. Property description: cash. Amount given: 45,182.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: partners in education. Grantee name: okemos public schools. Grantee address: 4406 n. Okemos road okemos, mi 48864. Property description: cash. Amount given: 50,256. Total included on form 990-ez, line 10: 100,436.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: operating expenses. Amount: 1,980.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments-publicly traded. Beg. Of year amount: 113,674. End of year amount: 117,044.

Raw XML Appendix224 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/PrimaryExemptPurposeTxt0TO ATTRACT FINANCIAL SUPPORT FOR FUNDING PROGRAMS & ACTIVITIES PROMOTING ACADEMIC EXCELLENCE NOT PROVIDED FOR BY THE REGULAR SCHOOL OPERATING BUDGET.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO OKEMOS PUBLIC SCHOOL TEACHERS TO USE IN THEIR CLASSROOMS FOR UNIQUE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MINIGRANT PROGRAM- AWARD GRANTS TO TEACHERS FOR SPECIAL TEACHING PROJECTS WHICH ARE ESPECIALLY INNOVATIVE AND ARE NOT FUNDED BY NORMAL SCHOOL BUDGET FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARTNERS IN EDUCATION PROGRAM TO SUPPLEMENT GENERALFUND EXPENDITURES OF OKEMOS PUBLIC SCHOOLS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS AND INTEREST AND GAINS. AMOUNT: 3,878.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL GRANTS. GRANTEE NAME: OKEMOS PUBLIC SCHOOLS' TEACHERS. GRANTEE ADDRESS: 4406 N. OKEMOS ROAD OKEMOS, MI 48864. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,998.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: MINI GRANTS. GRANTEE NAME: OKEMOS PUBLIC SCHOOLS. GRANTEE ADDRESS: 4406 N. OKEMOS ROAD OKEMOS, MI 48864. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 45,182.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: PARTNERS IN EDUCATION. GRANTEE NAME: OKEMOS PUBLIC SCHOOLS. GRANTEE ADDRESS: 4406 N. OKEMOS ROAD OKEMOS, MI 48864. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 50,256. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 100,436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OPERATING EXPENSES. AMOUNT: 1,980.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: INVESTMENTS-PUBLICLY TRADED. BEG. OF YEAR AMOUNT: 113,674. END OF YEAR AMOUNT: 117,044.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/ReturnTs02017-10-04T14:46:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.51$3.51$0.69$0.66$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$0.75$0.61$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.06$0.47$0.76$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.14$3.47$1.20$0.91$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.12$3.04$0.56$0.17$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.24$2.51$0.39$0.33$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.08$2.28$0.61$0.35$0.25
2018Summary only. Only limited summary data is available for this year.$2.10$0.04$0.28$0.03$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$0.71$0.83$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.97$1.15$0.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.77$0.75$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.12$2.10$0.61$1.09$0.48
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.75$0.17$2.58$0.83$1.03$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.19$2.78$0.88$0.33$0.55
2011Summary only. Only limited summary data is available for this year.$3.22$0.98$1.03$2.37$1.34