Civic Intelligence

Petoskey Education Foundation

990 • Fiscal year 2021 • EIN 38-2950493

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileN/A
555 Michigan StreetPetoskey, MI 49770

(231) 348-2100

Siviq Scores

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

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

0.28x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

17%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-15%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$171,213

Up $25,274 (+17%) from 2020

Net Assets

Up

$157,140

Up $25,763 (+20%) from 2020

Liabilities

Down

$14,073

Down $489 (-3.4%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin87th percentile

Revenue

Down

$50,954

Down $9,180 (-15%) from 2020

Expenses

Down

$25,191

Down $13,455 (-35%) from 2020

Net Income

Up

$25,763

Up $4,275 (+20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$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

2021

Assets$171,213
Liabilities$14,073
Net Assets$157,140
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$50,954
Expenses$25,191
Net Income$25,763
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$50,954
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$131,377$157,140▲ $25,763
Savings and Temporary Cash Investments$88,184$89,700▲ $1,516
Cash and Non-Interest-Bearing Accounts$20,354$44,122▲ $23,768
Accounts Receivable$37,401$37,391▼ $10
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$145,939$171,213▲ $25,274
Liabilities
Other Liabilities$14,562$14,073▼ $489
Total Liabilities$14,562$14,073▼ $489
Net Assets / Fund Balance
Total Net Assets Fund Balance$131,377$157,140▲ $25,763
Total Liabilities and Net Assets / Fund Balance$145,939$171,213▲ $25,274
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jim KanPresident
Carlin SmithTrustee
Chris ParkerTrustee
Jill MarshTrustee
Joan MarshallTrustee
Karla AkinsTrustee
Mark AshleyTrustee
Mary LingTrustee
Robert WaldvogelTrustee
Barbara KurtzSecretary
MONA O'NEILTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$49,438
Program Service Revenue
$0
Investment Income
$1,516
Other Revenue
$0
All Other Contributions
$12,719
Change in Net Assets
$25,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,800
Other Expenses$2,391
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,000--$21,000
Grants to Domestic Orgs$1,800--$1,800
Other Expenses-$45-$45
Total Functional Expenses$22,800$2,391$0$25,191
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Public Schools of PetoskeyPetoskey, MI-Program Training Aids, Education Materials and Field Trips to Enhance Curriculum$0
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$36,719---
Annual Dinner----
Total Events$36,719---
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$14,073
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
2022-05-16
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 Appendix392 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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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050954
IRS990ScheduleA/Total509Grp/TotalAmt050954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050954
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt050954
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014073
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OUTSTANDING COMMITMENTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt014073
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt036719
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt036719
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036719
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt01800
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM TRAINING AIDS, EDUCATION MATERIALS AND FIELD TRIPS TO ENHANCE CURRICULUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PUBLIC SCHOOLS OF PETOSKEY
IRS990ScheduleI/RecipientTable/RecipientEIN0386001179
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01130 HOWARD STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PETOSKEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049770
IRS990/ScheduleJRequiredInd00
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0145939
IRS990/TotalAssetsEOYAmt0171213
IRS990/TotalAssetsGrp/BOYAmt0145939
IRS990/TotalAssetsGrp/EOYAmt0171213
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt049438
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02391
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022800
IRS990/TotalFunctionalExpensesGrp/TotalAmt025191
IRS990/TotalGrossUBIAmt01516
IRS990/TotalLiabilitiesBOYAmt014562
IRS990/TotalLiabilitiesEOYAmt014073
IRS990/TotalLiabilitiesGrp/BOYAmt014562
IRS990/TotalLiabilitiesGrp/EOYAmt014073
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0131377
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0157140
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022800
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050954
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01516
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0145939
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0171213
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONA C O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02313475555
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049770
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/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONA C O'NEIL CPA
ReturnHeader/ReturnTs02022-05-16T11:24:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MONA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ONEIL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,213
Liabilities
$14,073
Net assets
$157,140
Revenue
$50,954
Expenses
$25,191
Net income
$25,763
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits