Civic Intelligence

Petoskey Education Foundation

EIN 38-2950493 • 501(c)3 • Petoskey, MI

Profile

To enhance educational opportunities to students of petoskey public schools throughscholarships, mini-grants and other charitable contributions

555 Michigan StreetPetoskey, MI 49770

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

0.80x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

57th percentile

0.9%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

-6.2%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$208,933

Up $1,898 (+0.9%) from 2024

Liabilities

Down

$32,216

Down $3,820 (-11%) from 2024

Net Assets

Up

$176,717

Up $5,718 (+3.3%) from 2024

Operations
Liabilities / Revenue94th percentileNet Margin86th percentile

Revenue

Down

$40,332

Down $2,658 (-6.2%) from 2024

Expenses

Up

$23,933

Up $1,129 (+5.0%) from 2024

Net Income

Down

$16,399

Down $3,787 (-19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $105,169Liabilities 2011: $5,556Net Assets 2011: $99,6132011Assets 2012: $104,430Liabilities 2012: $6,116Net Assets 2012: $98,3142012Assets 2013: $97,161Liabilities 2013: $6,116Net Assets 2013: $91,0452013Assets 2014: $120,402Liabilities 2014: $7,658Net Assets 2014: $112,7442014Assets 2015: $123,842Liabilities 2015: $2,708Net Assets 2015: $121,1342015Assets 2016: $124,135Liabilities 2016: $2,708Net Assets 2016: $121,4272016Assets 2017: $129,757Liabilities 2017: $10,444Net Assets 2017: $119,3132017Assets 2018: $136,158Liabilities 2018: $17,785Net Assets 2018: $118,3732018Assets 2019: $126,019Liabilities 2019: $16,130Net Assets 2019: $109,8892019Assets 2020: $145,939Liabilities 2020: $14,562Net Assets 2020: $131,3772020Assets 2021: $171,213Liabilities 2021: $14,073Net Assets 2021: $157,1402021Assets 2022: $165,448Liabilities 2022: $13,573Net Assets 2022: $151,8752022Assets 2023: $183,565Liabilities 2023: $32,752Net Assets 2023: $150,8132023Assets 2024: $207,035Liabilities 2024: $36,036Net Assets 2024: $170,9992024Assets 2025: $208,933Liabilities 2025: $32,216Net Assets 2025: $176,7172025

Highlighted filing

2025

Assets$208,933
Liabilities$32,216
Net Assets$176,717
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $31,860Expenses 2011: $29,659Net Income 2011: $2,2012011Revenue 2012: $32,034Expenses 2012: $33,333Net Income 2012: -$1,2992012Revenue 2013: $20,427Expenses 2013: $29,793Net Income 2013: -$9,3662013Revenue 2014: $62,106Expenses 2014: $40,407Net Income 2014: $21,6992014Revenue 2015: $50,871Expenses 2015: $42,481Net Income 2015: $8,3902015Revenue 2016: $41,172Expenses 2016: $40,879Net Income 2016: $2932016Revenue 2017: $46,418Expenses 2017: $48,532Net Income 2017: -$2,1142017Revenue 2018: $46,669Expenses 2018: $47,609Net Income 2018: -$9402018Revenue 2019: $42,327Expenses 2019: $50,811Net Income 2019: -$8,4842019Revenue 2020: $60,134Expenses 2020: $38,646Net Income 2020: $21,4882020Revenue 2021: $50,954Expenses 2021: $25,191Net Income 2021: $25,7632021Revenue 2022: $28,981Expenses 2022: $34,246Net Income 2022: -$5,2652022Revenue 2023: $34,855Expenses 2023: $35,917Net Income 2023: -$1,0622023Revenue 2024: $42,990Expenses 2024: $22,804Net Income 2024: $20,1862024Revenue 2025: $40,332Expenses 2025: $23,933Net Income 2025: $16,3992025

Highlighted filing

2025

Revenue$40,332
Expenses$23,933
Net Income$16,399
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$208,933
Liabilities
$32,216
Net assets
$176,717
Revenue
$40,332
Expenses
$23,933
Net income
$16,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.32$1.77$0.40$0.24$0.16
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.36$1.71$0.43$0.23$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.33$1.51$0.35$0.36$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.14$1.52$0.29$0.34$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.14$1.57$0.51$0.25$0.26
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.46$0.15$1.31$0.60$0.39$0.21
2019Summary only. Only limited summary data is available for this year.$1.26$0.16$1.10$0.42$0.51$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.18$1.18$0.47$0.48$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.10$1.19$0.46$0.49$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.03$1.21$0.41$0.41$0.00
2015Summary only. Only limited summary data is available for this year.$1.24$0.03$1.21$0.51$0.42$0.08
2014Summary only. Only limited summary data is available for this year.$1.20$0.08$1.13$0.62$0.40$0.22
2013Summary only. Only limited summary data is available for this year.$0.97$0.06$0.91$0.20$0.30$0.09
2012Summary only. Only limited summary data is available for this year.$1.04$0.06$0.98$0.32$0.33$0.01
2011Summary only. Only limited summary data is available for this year.$1.05$0.06$1.00$0.32$0.30$0.02
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$42,990
Mission and Program Overview

Mission

To enhance educational opportunities to students of petoskey public schools throughscholarships, mini-grants and other charitable contributions

To enhance educational opportunities to students of petsokey publice schools throughscholarships, mini-grants and other charitable contributions

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$150,813$170,999▲ $20,186
Savings and Temporary Cash Investments$91,110$113,549▲ $22,439
Accounts Receivable$34,936$61,629▲ $26,693
Cash and Non-Interest-Bearing Accounts$57,519$31,857▼ $25,662
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$183,565$207,035▲ $23,470
Liabilities
Other Liabilities$32,752$36,036▲ $3,284
Total Liabilities$32,752$36,036▲ $3,284
Net Assets / Fund Balance
Total Net Assets Fund Balance$150,813$170,999▲ $20,186
Total Liabilities and Net Assets / Fund Balance$183,565$207,035▲ $23,470
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Mary LingPresident
Becky SmithTrustee
Jeff LeslieTrustee
Jessica Shaw-nolffTrustee
Jill MarshTrustee
Laura LampTrustee
Mark AshleyTrustee
Robert WaldvogelTrustee
Melanie MeengsSecretary
MONA O'NEILTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,554
Program Service Revenue
$0
Investment Income
$2,436
Other Revenue
$0
All Other Contributions
$13,860
Change in Net Assets
$20,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,934
Other Expenses$1,870
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$13,074--$13,074
Grants to Domestic Orgs$7,860--$7,860
Other Expenses-$119-$119
All Other Expenses-$95-$95
Total Functional Expenses$20,934$1,870$0$22,804
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golf Outing$26,694---
Annual Dinner$0---
Total Events$26,694---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Outstanding Commitments$36,036
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by a board member who is a cpa”

Form 990, Part VI, Section C, Line 19

“Petoskey education foundation makes its governing documents, conflict of interst policy and financial information available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Petoskey Education Foundation
EIN
38-2950493
Phone
2313482100
Address
555 MICHIGAN STREET, PETOSKEY, MI 49770

Signing Officer

Name
MONA C O'NEIL
Title
Treasurer
Phone
2313475555
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
MONA C O'NEIL
Formed
1989
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rasmussen Teller & Caron Pc
Address
555 MICHIGAN STREET, PETOSKEY, MI 49770
Preparer
MONA C O'NEIL CPA
Phone
2313475555
Raw XML Appendix372 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt034936
IRS990/AccountsReceivableGrp/EOYAmt061629
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ENHANCE EDUCATIONAL OPPORTUNITIES TO STUDENTS OF PETSOKEY PUBLICE SCHOOLS THROUGHSCHOLARSHIPS, MINI-GRANTS AND OTHER CHARITABLE CONTRIBUTIONS
IRS990/AllOtherContributionsAmt013860
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt095
IRS990/AllOtherExpensesGrp/TotalAmt095
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MONA O'NEIL
IRS990/BooksInCareOfDetail/PhoneNum02313475555
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 MICHIGAN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PETOSKEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049770
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt057519
IRS990/CashNonInterestBearingGrp/EOYAmt031857
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt026694
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt040554
IRS990/CYGrantsAndSimilarPaidAmt020934
IRS990/CYInvestmentIncomeAmt02436
IRS990/CYOtherExpensesAmt01870
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt020186
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022804
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt042990
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MINI-GRANTS PROVIDED TO STUDENTS AND TEACHERS FOR PROGRAM TRAINING AIDS, EDUCATIONAL MATERIALS ANDFIELD TRIPS TO EHANCE CURRICULUM
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt07860
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY LING
IRS990/Form990PartVIISectionAGrp/PersonNm1MELANIE MEENGS
IRS990/Form990PartVIISectionAGrp/PersonNm2MONA O'NEIL
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF LESLIE
IRS990/Form990PartVIISectionAGrp/PersonNm4LAURA LAMP
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT WALDVOGEL
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK ASHLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7JILL MARSH
IRS990/Form990PartVIISectionAGrp/PersonNm8JESSICA SHAW-NOLFF
IRS990/Form990PartVIISectionAGrp/PersonNm9BECKY SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt026694
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt07860
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt013074
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt013074
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07860
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07860
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt042990
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02436
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02436
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENHANCE EDUCATIONAL OPPORTUNITIES TO STUDENTS OF PETOSKEY PUBLIC SCHOOLS THROUGHSCHOLARSHIPS, MINI-GRANTS AND OTHER CHARITABLE CONTRIBUTIONS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0150813
IRS990/NetAssetsOrFundBalancesEOYAmt0170999
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSURANCE
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01166
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1311
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2179
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3119
IRS990/OtherExpensesGrp/TotalAmt01166
IRS990/OtherExpensesGrp/TotalAmt1311
IRS990/OtherExpensesGrp/TotalAmt2179
IRS990/OtherExpensesGrp/TotalAmt3119
IRS990/OtherLiabilitiesGrp/BOYAmt032752
IRS990/OtherLiabilitiesGrp/EOYAmt036036
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MONA C O'NEIL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS PROVIDED TO PETOSKEY PUBLIC SCHOOL STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013074
IRS990/ProgSrvcAccomActy2Grp/GrantAmt013074
IRS990/ProgSrvcAccomActy3Grp/Desc0CONTRIBUTION TO PETOSKEY HARBOR SPRINGS COMMUNITY FOUNDATION PERMANENT ENDOWMENT FUND FOR THE BENEFIT OF PETOSKEY PUBLIC SCHOOLS
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt033413
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt033646
IRS990/PYInvestmentIncomeAmt01442
IRS990/PYOtherExpensesAmt02271
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1062
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035917
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034855
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt020186
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0150813
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt091110
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049438
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050954
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OUTSTANDING COMMITMENTS
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IRS990ScheduleD/TotalLiabilityAmt036036
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt026694
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL DINNER
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt00
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IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY A BOARD MEMBER WHO IS A CPA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PETOSKEY EDUCATION FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0207035
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IRS990/TotalAssetsGrp/EOYAmt0207035
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01870
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020934
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IRS990/TotalGrossUBIAmt02436
IRS990/TotalLiabilitiesBOYAmt032752
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020934
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042990
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02436
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0183565
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555 MICHIGAN STREET
IRS990/USAddress/CityNm0PETOSKEY
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049770
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONA C O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02313475555
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETOSKEY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETO
ReturnHeader/Filer/EIN0382950493
ReturnHeader/Filer/PhoneNum02313482100
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 MICHIGAN STREET
ReturnHeader/Filer/USAddress/CityNm0PETOSKEY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382268582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RASMUSSEN TELLER & CARON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 MICHIGAN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PETOSKEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049770
ReturnHeader/PreparerPersonGrp/PhoneNum02313475555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONA C O'NEIL CPA
ReturnHeader/ReturnTs02025-05-14T12:18:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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