Civic Intelligence

Adrian School Educational Foundation

990 • Fiscal year 2025 • EIN 38-2760130

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 21, 2025

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

0.03x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.57x

Higher debt load relative to revenue than 83% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

15th percentile

-15%

Higher net margin than 15% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

58th percentile

6.3%

Faster asset growth than 58% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,564,981

Up $210,752 (+6.3%) from 2024

Net Assets

Up

$3,454,746

Up $212,500 (+6.6%) from 2024

Liabilities

Down

$110,235

Down $1,748 (-1.6%) from 2024

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin15th percentile

Revenue

Down

$193,593

Down $67,281 (-26%) from 2024

Expenses

Down

$223,190

Down $13,100 (-5.5%) from 2024

Net Income

Down

-$29,597

Down $54,181 (-220%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2025

Assets$3,564,981
Liabilities$110,235
Net Assets$3,454,746
Open 2025 Filing

Operations Trend

Revenue Growth10th 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

2025

Revenue$193,593
Expenses$223,190
Net Income-$29,597
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.0
Gross Receipts
$196,356
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$3,153,627$3,351,880▲ $198,253
Savings and Temporary Cash Investments$180,897$197,160▲ $16,263
Cash and Non-Interest-Bearing Accounts$17,491$13,980▼ $3,511
Inventories for Sale or Use$2,214$1,961▼ $253
Total Assets$3,354,229$3,564,981▲ $210,752
Liabilities
Accounts Payable and Accrued Expenses$111,983$110,235▼ $1,748
Total Liabilities$111,983$110,235▼ $1,748
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,477,160$2,566,950▲ $89,790
Net Assets Without Donor Restrictions$765,086$887,796▲ $122,710
Total Net Assets Fund Balance$3,242,246$3,454,746▲ $212,500
Total Liabilities and Net Assets / Fund Balance$3,354,229$3,564,981▲ $210,752

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$75,387--
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Lisa NeumanChair
Mike BukuVice Chair
Aaron BenardBoard Member
Julie KoehnBoard Member
Kelly JudsonBoard Member
Marycelia See VillegasBoard Member
Michelle ForceBoard Member
Nakeyia Henagan MeyersBoard Member
Nate ParkerBoard Member
Jenny EngleDirector
Elizabeth Fagan RisingSecretary
Joshua TejklTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,065
Program Service Revenue
$0
Investment Income
$79,324
Other Revenue
$7,204
All Other Contributions
$106,505
Change in Net Assets
$-29,597

Audited Revenue Reconciliation

Revenue per Audited Statements
$193,593
Revenue Not Reported on Form 990
$242,097
Total Revenue per Audited Statements
$435,690
Total Revenue per Form 990
$193,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$97,883
Salaries, Compensation, and Employee Benefits$68,239
Other Expenses$57,068
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$97,883--$97,883
Other Salaries and Wages-$63,000-$63,000
Fees for Service Investment Mgmnt Fees-$31,995-$31,995
Fees for Services Accounting-$6,597-$6,597
Office Expenses-$5,106-$5,106
Payroll Taxes-$4,884-$4,884
Fees for Services Management-$3,284-$3,284
Other Expenses-$634-$634
All Other Expenses-$560-$560
Other Employee Benefits-$355-$355
Total Functional Expenses$97,883$125,307$0$223,190

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$223,190
Total Expenses per Audited Statements$223,190
Total Expenses per Form 990$223,190
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$97,883
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,534
Fundraising Direct Expenses$470
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
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
Lisa Neuman
Title
Chair
Phone
5172632911
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Neuman
Formed
1987
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
30

Preparer

Firm
Shea & Assoc Advisory and Accounting
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”

Raw XML Appendix398 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc2MARKET SECURITY - MENTOR
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MARKET SECURITY - WYNN
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MARKET SECURITY - BROWN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASSROOM GRANTS AND SUPPORT OF SCHOOL PROGRAMS AND INITIATIVES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED AT A REGULAR BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FORMS ARE MADE AVAILIABLE ON A PER REQUEST BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA NEUMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05172632911
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADRIAN SCHOOLS EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADRI
ReturnHeader/Filer/EIN0382760130
ReturnHeader/Filer/PhoneNum05172646650
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ReturnHeader/Filer/USAddress/CityNm0ADRIAN
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT D SHEA CPA
ReturnHeader/ReturnTs02025-10-23T16:36:15-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,564,981
Liabilities
$110,235
Net assets
$3,454,746
Revenue
$193,593
Expenses
$223,190
Net income
-$29,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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