Civic Intelligence

Okemos Education Foundation

990EZ • Fiscal year 2019 • EIN 38-2571832

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 14, 2021

4406 Okemos RoadOkemos, MI 48864

(517) 243-1489

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.13x

Higher debt load relative to revenue than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

94th percentile

117%

Faster revenue growth than 94% of similar nonprofits.

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

Assets

Up

$236,391

Up $26,756 (+13%) from 2018

Net Assets

$228,297

No earlier filing loaded for comparison.

Liabilities

Up

$8,094

Up $4,425 (+121%) from 2018

Revenue

Up

$60,872

Up $32,816 (+117%) from 2018

Expenses

Up

$35,431

Up $32,072 (+955%) from 2018

Net Income

Up

$25,441

Up $744 (+3.0%) from 2018

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

2019

Assets$236,391
Liabilities$8,094
Net Assets$228,297

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

2019

Revenue$60,872
Expenses$35,431
Net Income$25,441
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 14, 2021
Return Version
2018v3.2
Gross Receipts
$69,194
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
GRANTS TO OKEMOS PUBLIC SCHOOL TEACHERS TO USE IN THEIR CLASSROOMS FOR UNIQUE PROJECTS. REGULAR GRANTS ARE AWARDED UP TO $1,000 EACH AND MINI-GRANTS UP TO $250 EACH.$11,822$11,822
PARTNERS IN EDUCATION PROGRAM TO SUPPLEMENT GENERALFUND EXPENDITURES OF OKEMOS PUBLIC SCHOOLS$0$8,200
COMMITMENT TO EXCELLENCE GRANT OF $1,000 AWARDED TO UP TO 6 OUTSTANDING TEACHERS TO USE IN THEIR CLASSROOM.$5,000$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEB BAUGHMANTrustee-$0--
SUE HALLMANTrustee-$0--
MATTHEW KOEHLERTrustee-$0--
DONNA KREGELKATrustee-$0--
SHRUTI NANDANITrustee-$0--
TENA SINILATrustee-$0--
SARAH WOHLFORDTrustee-$0--
KAREN BROWNAsst Treasurer-$0--
LYNNE THATCHERSecretary-$0--
BIDHAN REDEYTreasurer-$0--
PRATIN TRIVEDIVice Chair-$0--
RON STYKAChair-$0--
Filing and Contact Details

Filer

Filer Name
Okemos Education Foundation
EIN
38-2571832
Phone
5172431489
Address
4406 OKEMOS ROAD, OKEMOS, MI 48864

Signing Officer

Name
Sue Hallman
Title
Chair
Phone
5172431489
Signed
2021-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Brandy L Terwilliger CPA
Phone
5173237500
Supplemental Narrative

Additional Explanations

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

Description: dividends and interest. Amount: 4,655.

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

Activity classification: classroom grants. Grantee name: okemos public schools' teachers. Grantee address: 4406 okemos road okemos, mi 48864. Grantee relationship: none. Property description: cash. Amount given: 4,742.

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

Activity classification: mini grants. Grantee name: okemos public schools. Grantee address: 4406 okemos road okemos, mi 48864. Grantee relationship: none. Property description: cash. Amount given: 1,830.

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

Activity classification: commitment to excellence awards. Grantee name: okemos public schools' teachers. Grantee address: 4406 okemos road okemos, mi 48864. Grantee relationship: none. Property description: cash. Amount given: 5,000.

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

Activity classification: jbasf grants. Grantee name: okemos public schools. Grantee address: 4406 okemos road okemos, mi 48864. Grantee relationship: none. Property description: cash. Amount given: 2,250.

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

Activity classification: the okemos channel grant. Grantee name: okemos public schools. Grantee address: 4406 okemos road okemos, mi 48864. Grantee relationship: none. Property description: cash. Amount given: 3,000. Total included on form 990-ez, line 10: 16,822.

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

Description: operating expenses. Amount: 3,521. Description: investment fees. Amount: 412. Description: bank fees. Amount: 825. Description: elementary author visit. Amount: 5,000. Description: seeds of science field trips. Amount: 3,200. Total to form 990-ez, line 16: 12,958.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss. Amount: -3,110.

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

Description: investments-publicly traded. Beg. Of year amount: 181,056. End of year amount: 182,264.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: grants payable. Beg. Of year amount: 3,669. End of year amount: 8,094.

Raw XML Appendix230 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.
IRS990EZ/PrintingPublicationsPostageAmt05651
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO OKEMOS PUBLIC SCHOOL TEACHERS TO USE IN THEIR CLASSROOMS FOR UNIQUE PROJECTS. REGULAR GRANTS ARE AWARDED UP TO $1,000 EACH AND MINI-GRANTS UP TO $250 EACH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PARTNERS IN EDUCATION PROGRAM TO SUPPLEMENT GENERALFUND EXPENDITURES OF OKEMOS PUBLIC SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMITMENT TO EXCELLENCE GRANT OF $1,000 AWARDED TO UP TO 6 OUTSTANDING TEACHERS TO USE IN THEIR CLASSROOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011822
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS AND INTEREST. AMOUNT: 4,655.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CLASSROOM GRANTS. GRANTEE NAME: OKEMOS PUBLIC SCHOOLS' TEACHERS. GRANTEE ADDRESS: 4406 OKEMOS ROAD OKEMOS, MI 48864. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,742.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: MINI GRANTS. GRANTEE NAME: OKEMOS PUBLIC SCHOOLS. GRANTEE ADDRESS: 4406 OKEMOS ROAD OKEMOS, MI 48864. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,830.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: COMMITMENT TO EXCELLENCE AWARDS. GRANTEE NAME: OKEMOS PUBLIC SCHOOLS' TEACHERS. GRANTEE ADDRESS: 4406 OKEMOS ROAD OKEMOS, MI 48864. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: JBASF GRANTS. GRANTEE NAME: OKEMOS PUBLIC SCHOOLS. GRANTEE ADDRESS: 4406 OKEMOS ROAD OKEMOS, MI 48864. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: THE OKEMOS CHANNEL GRANT. GRANTEE NAME: OKEMOS PUBLIC SCHOOLS. GRANTEE ADDRESS: 4406 OKEMOS ROAD OKEMOS, MI 48864. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,822.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: OPERATING EXPENSES. AMOUNT: 3,521. DESCRIPTION: INVESTMENT FEES. AMOUNT: 412. DESCRIPTION: BANK FEES. AMOUNT: 825. DESCRIPTION: ELEMENTARY AUTHOR VISIT. AMOUNT: 5,000. DESCRIPTION: SEEDS OF SCIENCE FIELD TRIPS. AMOUNT: 3,200. TOTAL TO FORM 990-EZ, LINE 16: 12,958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: UNREALIZED LOSS. AMOUNT: -3,110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: INVESTMENTS-PUBLICLY TRADED. BEG. OF YEAR AMOUNT: 181,056. END OF YEAR AMOUNT: 182,264.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 3,669. END OF YEAR AMOUNT: 8,094.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE HALLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05172431489
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKEMOS EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OKEM
ReturnHeader/Filer/EIN0382571832
ReturnHeader/Filer/PhoneNum05172431489
ReturnHeader/Filer/USAddress/AddressLine1Txt04406 OKEMOS ROAD
ReturnHeader/Filer/USAddress/CityNm0OKEMOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048864
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382157642
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANER COSTERISAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 E GRAND RIVER SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0489123291
ReturnHeader/PreparerPersonGrp/PhoneNum05173237500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDY L TERWILLIGER CPA
ReturnHeader/ReturnTs02021-06-23T14:43:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits