Civic Intelligence

Adrian School Educational Foundation

990 • Fiscal year 2023 • EIN 38-2760130

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 31, 2023

Organization ProfileWWW.ADRIANSEF.COM
785 Riverside - Suite 2Adrian, MI 49221

(517) 264-6650

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.04x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.25x

Higher debt load relative to revenue than 69% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$35,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

103%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,056,078

Up $394,107 (+15%) from 2022

Net Assets

Up

$2,949,045

Up $401,472 (+16%) from 2022

Liabilities

Down

$107,033

Down $7,365 (-6.4%) from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin89th percentile

Revenue

Up

$424,547

Up $215,750 (+103%) from 2022

Expenses

Up

$226,884

Up $13,978 (+6.6%) from 2022

Net Income

Up

$197,663

Up $201,772 (+4910%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $815,894Liabilities 2011: $30,849Net Assets 2011: $785,0452011Assets 2012: $905,392Liabilities 2012: $40,293Net Assets 2012: $865,0992012Assets 2013: $1,101,623Liabilities 2013: $55,613Net Assets 2013: $1,046,0102013Assets 2014: $1,823,630Liabilities 2014: $18,478Net Assets 2014: $1,805,1522014Assets 2015: $1,963,287Liabilities 2015: $19,610Net Assets 2015: $1,943,6772015Assets 2016: $2,286,309Liabilities 2016: $24,957Net Assets 2016: $2,261,3522016Assets 2017: $2,610,442Liabilities 2017: $24,205Net Assets 2017: $2,586,2372017Assets 2018: $2,523,672Liabilities 2018: $78,515Net Assets 2018: $2,445,1572018Assets 2019: $2,789,094Liabilities 2019: $93,468Net Assets 2019: $2,695,6262019Assets 2021: $3,055,214Liabilities 2021: $88,401Net Assets 2021: $2,966,8132021Assets 2022: $2,661,971Liabilities 2022: $114,398Net Assets 2022: $2,547,5732022Assets 2023: $3,056,078Liabilities 2023: $107,033Net Assets 2023: $2,949,0452023Assets 2024: $3,354,229Liabilities 2024: $111,983Net Assets 2024: $3,242,2462024Assets 2025: $3,564,981Liabilities 2025: $110,235Net Assets 2025: $3,454,7462025

Highlighted filing

2023

Assets$3,056,078
Liabilities$107,033
Net Assets$2,949,045
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $345,557Expenses 2011: $168,164Net Income 2011: $177,3932011Revenue 2012: $228,715Expenses 2012: $148,661Net Income 2012: $80,0542012Revenue 2013: $326,593Expenses 2013: $190,479Net Income 2013: $136,1142013Revenue 2014: $857,085Expenses 2014: $189,841Net Income 2014: $667,2442014Revenue 2015: $458,139Expenses 2015: $258,512Net Income 2015: $199,6272015Revenue 2016: $526,006Expenses 2016: $236,705Net Income 2016: $289,3012016Revenue 2017: $775,868Expenses 2017: $450,983Net Income 2017: $324,8852017Revenue 2018: $400,065Expenses 2018: $541,145Net Income 2018: -$141,0802018Revenue 2019: $509,159Expenses 2019: $258,690Net Income 2019: $250,4692019Revenue 2021: $585,954Expenses 2021: $181,148Net Income 2021: $404,8062021Revenue 2022: $208,797Expenses 2022: $212,906Net Income 2022: -$4,1092022Revenue 2023: $424,547Expenses 2023: $226,884Net Income 2023: $197,6632023Revenue 2024: $260,874Expenses 2024: $236,290Net Income 2024: $24,5842024Revenue 2025: $193,593Expenses 2025: $223,190Net Income 2025: -$29,5972025

Highlighted filing

2023

Revenue$424,547
Expenses$226,884
Net Income$197,663
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$438,588
Mission and Program Overview

Mission

Supporting the educational excellence of adrian public schools by providing classroom and project grants for adrian public schools

Supporting the educational excellence of adrian public schools by providing classroom & project grants for adrian public schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,465,656$2,897,144▲ $431,488
Savings and Temporary Cash Investments$185,074$141,249▼ $43,825
Cash and Non-Interest-Bearing Accounts$10,082$15,517▲ $5,435
Inventories for Sale or Use$1,159$2,168▲ $1,009
Total Assets$2,661,971$3,056,078▲ $394,107
Liabilities
Accounts Payable and Accrued Expenses$114,398$107,033▼ $7,365
Total Liabilities$114,398$107,033▼ $7,365
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,908,470$2,284,595▲ $376,125
Net Assets Without Donor Restrictions$639,103$664,450▲ $25,347
Total Net Assets Fund Balance$2,547,573$2,949,045▲ $401,472
Total Liabilities and Net Assets / Fund Balance$2,661,971$3,056,078▲ $394,107

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$38,405--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jenny EngleDirectorPT$35,000$35,000

Board Members and Trustees

NameTitle
Jay Van BurenChair
Mike BukuVice Chair
Julie KoehnBoard Member
Kelly JudsonBoard Member
Kristen HowardBoard Member
Marne DaviesBoard Member
Michelle ForceBoard Member
Nate ParkerBoard Member
Ashley Gonzalez PfundSecretary
Ben NealTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$334,410
Program Service Revenue
$0
Investment Income
$63,426
Other Revenue
$26,711
All Other Contributions
$333,841
Change in Net Assets
$197,663

Audited Revenue Reconciliation

Revenue per Audited Statements
$424,547
Revenue Not Reported on Form 990
$203,809
Total Revenue per Audited Statements
$628,356
Total Revenue per Form 990
$424,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,721
Salaries, Compensation, and Employee Benefits$65,023
Other Expenses$51,140
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,721--$110,721
Other Salaries and Wages-$60,000-$60,000
Fees for Service Investment Mgmnt Fees-$25,806-$25,806
Fees for Services Management-$7,308-$7,308
Fees for Services Accounting-$5,026-$5,026
Payroll Taxes-$4,658-$4,658
Office Expenses-$3,682-$3,682
Other Employee Benefits-$365-$365
Other Expenses-$286-$286
All Other Expenses$163--$163
Total Functional Expenses$110,884$116,000$0$226,884

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$226,884
Total Expenses per Audited Statements$226,884
Total Expenses per Form 990$226,884
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$110,721
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,438
Fundraising Direct Expenses$10,249
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Maple Blues Bla$38,212$38,212$10,249$27,963
Total Events$38,212$38,212$10,249$27,963
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
Audit committee
Yes
Backup withholding compliance
No
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Reviewed at a regular board meeting”

Form 990, Page 6, Part VI, Line 19

“All forms are made availiable on a per request basis”

Filing and Contact Details

Filer

Filer Name
Adrian Schools Education Foundation
EIN
38-2760130
Phone
5172646650
Address
785 RIVERSIDE - SUITE 2, ADRIAN, MI 49221

Signing Officer

Name
Jay Van Buren
Title
Chair
Phone
5172632911
Signed
2023-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Van Buren
Formed
1987
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
30

Preparer

Firm
Shea Tax Consulting Inc
Address
133 W MAIN ST, MORENCI, MI 49256-1418
Preparer
Brent D Shea CPA
Phone
5174582274
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Classroom grants and support of school programs and initiatives”

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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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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3125889
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt438405
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IRS990ScheduleD/OtherSecuritiesGrp/Desc2MARKET SECURITY - MENTOR
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MARKET SECURITY - WYNN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED AT A REGULAR BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FORMS ARE MADE AVAILIABLE ON A PER REQUEST BASIS
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ReturnHeader/Filer/PhoneNum05172646650
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,056,078
Liabilities
$107,033
Net assets
$2,949,045
Revenue
$424,547
Expenses
$226,884
Net income
$197,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.11$3.45$0.19$0.22$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.11$3.24$0.26$0.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.11$2.95$0.42$0.23$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.11$2.55$0.21$0.21$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.09$2.97$0.59$0.18$0.40
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.09$2.70$0.51$0.26$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.08$2.45$0.40$0.54$0.14
2017Summary only. Only limited summary data is available for this year.$2.61$0.02$2.59$0.78$0.45$0.32
2016Summary only. Only limited summary data is available for this year.$2.29$0.02$2.26$0.53$0.24$0.29
2015Summary only. Only limited summary data is available for this year.$1.96$0.02$1.94$0.46$0.26$0.20
2014Summary only. Only limited summary data is available for this year.$1.82$0.02$1.81$0.86$0.19$0.67
2013Summary only. Only limited summary data is available for this year.$1.10$0.06$1.05$0.33$0.19$0.14
2012Summary only. Only limited summary data is available for this year.$0.91$0.04$0.87$0.23$0.15$0.08
2011Summary only. Only limited summary data is available for this year.$0.82$0.03$0.79$0.35$0.17$0.18