Civic Intelligence

Austin Public Education Foundation Inc.

990 • Fiscal year 2016 • EIN 41-1676826

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 07, 2016

Organization ProfileWWW.AUSTINISD.ORG/COMMUNITY/PARTNERSHI
PO Box 878Austin, MN 55912

(507) 433-0433

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.19x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

52%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

57th percentile

3.1%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-26%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,572,118

Up $47,845 (+3.1%) from 2015

Net Assets

Up

$1,538,852

Up $47,610 (+3.2%) from 2015

Liabilities

Up

$33,266

Up $235 (+0.7%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin93rd percentile

Revenue

Down

$177,601

Down $63,525 (-26%) from 2015

Expenses

Up

$84,892

Up $20,367 (+32%) from 2015

Net Income

Down

$92,709

Down $83,892 (-48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $872,691Liabilities 2011: $64,753Net Assets 2011: $807,9382011Assets 2012: $865,753Liabilities 2012: $37,073Net Assets 2012: $828,6802012Assets 2013: $1,039,124Liabilities 2013: $37,826Net Assets 2013: $1,001,2982013Assets 2014: $1,412,859Liabilities 2014: $35,623Net Assets 2014: $1,377,2362014Assets 2015: $1,524,273Liabilities 2015: $33,031Net Assets 2015: $1,491,2422015Assets 2016: $1,572,118Liabilities 2016: $33,266Net Assets 2016: $1,538,8522016Assets 2017: $1,656,612Liabilities 2017: $36,635Net Assets 2017: $1,619,9772017Assets 2018: $1,871,710Liabilities 2018: $47,202Net Assets 2018: $1,824,5082018Assets 2019: $1,974,522Liabilities 2019: $43,793Net Assets 2019: $1,930,7292019Assets 2020: $2,077,133Liabilities 2020: $85,057Net Assets 2020: $1,992,0762020Assets 2021: $2,416,190Liabilities 2021: $59,823Net Assets 2021: $2,356,3672021Assets 2022: $2,328,932Liabilities 2022: $89,901Net Assets 2022: $2,239,0312022Assets 2023: $2,499,264Liabilities 2023: $96,654Net Assets 2023: $2,402,6102023Assets 2024: $2,886,070Liabilities 2024: $102,770Net Assets 2024: $2,783,3002024

Highlighted filing

2016

Assets$1,572,118
Liabilities$33,266
Net Assets$1,538,852
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$400K$200K$0-$200KExpenses 2011: $56,3162011Expenses 2012: $61,6062012Revenue 2013: $166,239Expenses 2013: $58,482Net Income 2013: $107,7572013Revenue 2014: $361,753Expenses 2014: $62,165Net Income 2014: $299,5882014Revenue 2015: $241,126Expenses 2015: $64,525Net Income 2015: $176,6012015Revenue 2016: $177,601Expenses 2016: $84,892Net Income 2016: $92,7092016Revenue 2017: $92,122Expenses 2017: $80,675Net Income 2017: $11,4472017Revenue 2018: $257,390Expenses 2018: $91,612Net Income 2018: $165,7782018Revenue 2019: $226,362Expenses 2019: $96,852Net Income 2019: $129,5102019Revenue 2020: $114,275Expenses 2020: $130,242Net Income 2020: -$15,9672020Revenue 2021: $138,469Expenses 2021: $109,018Net Income 2021: $29,4512021Revenue 2022: $379,988Expenses 2022: $150,464Net Income 2022: $229,5242022Revenue 2023: $131,537Expenses 2023: $176,554Net Income 2023: -$45,0172023Revenue 2024: $195,646Expenses 2024: $166,088Net Income 2024: $29,5582024

Highlighted filing

2016

Revenue$177,601
Expenses$84,892
Net Income$92,709
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 7, 2016
Return Version
2015v2.1
Gross Receipts
$944,832
Mission and Program Overview

Mission

To provide funding for class supplies, projects, grants and awards that improve the quality of education for the students in austin schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,454,879$1,501,924▲ $47,045
Savings and Temporary Cash Investments$42,893$35,671▼ $7,222
Cash and Non-Interest-Bearing Accounts$25,615$33,746▲ $8,131
Prepaid Expenses and Deferred Charges$564$682▲ $118
Land, Buildings, and Equipment, Net$322$95▼ $227
Total Assets$1,524,273$1,572,118▲ $47,845
Liabilities
Grants Payable$29,456$31,286▲ $1,830
Deferred Revenue$3,575$1,980▼ $1,595
Total Liabilities$33,031$33,266▲ $235
Net Assets / Fund Balance
Permanently Rstr Net Assets$771,486$726,280▼ $45,206
Temporarily Rstr Net Assets$422,844$458,171▲ $35,327
Unrestricted Net Assets$296,912$354,401▲ $57,489
Total Net Assets Fund Balance$1,491,242$1,538,852▲ $47,610
Total Liabilities and Net Assets / Fund Balance$1,524,273$1,572,118▲ $47,845

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$95$588$683

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$894,998-▼ $6,054$575$857,888
2015$902,436-▲ $20,468$575$894,998
2014$697,371$92,791▲ $144,055$575$902,436
2013$550,330$73,213▲ $105,031$500$697,371
2012$571,630$500▲ $9,573$525$550,330
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Daniel HeinsPresident
Edwina HarderBoard Member
Julie ClinefelterBoard Member
Lori MarcoBoard Member
Tammy WatkinsBoard Member
Tom KlapperichTreasurer
Erin SchoenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$148,520
Program Service Revenue
$0
Investment Income
$26,696
Other Revenue
$2,385
All Other Contributions
$128,001
Change in Net Assets
$92,709

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$66,482Fair Market Value (FMV)
Total Noncash Contributions2$66,482-

Audited Revenue Reconciliation

Revenue per Audited Statements
$177,601
Revenue Not Reported on Form 990
$-24,246
Total Revenue per Audited Statements
$153,355
Total Revenue per Form 990
$177,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,481
Other Expenses$18,911
Salaries, Compensation, and Employee Benefits$14,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,481--$30,481
Grants to Domestic Individuals$21,000--$21,000
Other Salaries and Wages-$14,500-$14,500
Fees for Service Investment Mgmnt Fees-$8,683-$8,683
Fees for Services Accounting-$5,141-$5,141
Office Expenses$1,469$956-$2,425
Insurance-$455-$455
Other Expenses$575$265-$265
Depreciation Depletion-$228-$228
Total Functional Expenses$54,664$30,228$0$84,892

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$105,745
Expenses per Audited Statements$84,892
Total Expenses per Form 990$84,892
Expenses Not Reported on Form 990$20,853
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Austin Public Schools Isd 49Austin, MN-Educational Programs$30,481
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,238
Fundraising Direct Expenses$20,853
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Packer Classic$37,067$18,798$20,088$-1,290
Total Events$37,067$18,798$20,088$-1,290
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
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“The treasurer reviews form 990 prior to filing”

Form 990, Page 6, Part VI, Line 15A

“Board reviews and approves ex. Directors payment.”

Form 990, Page 6, Part VI, Line 15B

“Ex. Director is a self employed sub-contractor.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon reasonable request”

Filing and Contact Details

Filer

Filer Name
Austin Public Education Foundation
EIN
41-1676826
Phone
5074330433
Address
PO BOX 878, AUSTIN, MN 55912

Signing Officer

Name
Tom Klapperich
Title
Treasurer
Phone
5074330433
Signed
2016-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Heins
Formed
1991
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Hill Larson Walth & Benda Pa
Address
326 NORTH MAIN STREET, AUSTIN, MN 55912-3006
Preparer
Ronald P Walth
Phone
5074332264
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Event expense netted pg 9 line 8b 20,853 event expenses netted pg 9 line 8b -20,853”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Eberhart endowment - investment earnings to fund annual poetry contest awards. Packer endowment - investment earnings to fund grants for the sports programs of austin public schools huntting endowment - investment earnings to fund grants for the educational programs of austin public schools.”

Schedule D, Page 3, Part X

“The foundation is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The foundation has also been classified as an entity that is not a private foundation within the meaning of section 509(a) and qualifies for deductible contributions. There was no unrelated business income for the year ended and therefore the foundation has made no provision for income taxes. The foundation has not been audited by the internal revenue service or minnesota revenue, and accordingly the income tax returns for the past three years are open to examination.”

Schedule D, Page 4, Part XI, Line 2D

“Event expense netted pg 9 line 8b 20,853”

Schedule D, Page 4, Part XII, Line 2D

“Event expenses netted pg 9 line 8b 20,853”

Raw XML AppendixShowing 400 of 452 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FUNDING FOR CLASS SUPPLIES, PROJECTS, GRANTS AND AWARDS THAT IMPROVE THE QUALITY OF EDUCATION FOR THE STUDENTS IN AUSTIN SCHOOLS.
IRS990/AllOtherContributionsAmt0128001
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0TOM KLAPPERICH
IRS990/BooksInCareOfDetail/PhoneNum05074330433
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 878
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055912
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt025615
IRS990/CashNonInterestBearingGrp/EOYAmt033746
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt018269
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0148520
IRS990/CYGrantsAndSimilarPaidAmt051481
IRS990/CYInvestmentIncomeAmt026696
IRS990/CYOtherExpensesAmt018911
IRS990/CYOtherRevenueAmt02385
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt092709
IRS990/CYSalariesCompEmpBnftPaidAmt014500
IRS990/CYTotalExpensesAmt084892
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0177601
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt03575
IRS990/DeferredRevenueGrp/EOYAmt01980
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0228
IRS990/DepreciationDepletionGrp/TotalAmt0228
IRS990/Desc0RAISING FUNDS TO SUPPORT, AID AND PROMOTE EDUCATIONAL PROGRAMS IN INDEPENDENT SCHOOL DISTRICT 492.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt054664
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05141
IRS990/FeesForServicesAccountingGrp/TotalAmt05141
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08683
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08683
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM KLAPPERICH
IRS990/Form990PartVIISectionAGrp/PersonNm1JULIE CLINEFELTER
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL HEINS
IRS990/Form990PartVIISectionAGrp/PersonNm3EDWINA HARDER
IRS990/Form990PartVIISectionAGrp/PersonNm4LORI MARCO
IRS990/Form990PartVIISectionAGrp/PersonNm5ERIN SCHOEN
IRS990/Form990PartVIISectionAGrp/PersonNm6TAMMY WATKINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt018269
IRS990/FundraisingDirectExpensesAmt020853
IRS990/FundraisingGrossIncomeAmt023238
IRS990/GainOrLossGrp/SecuritiesAmt0-24496
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt051481
IRS990/GrantsPayableGrp/BOYAmt029456
IRS990/GrantsPayableGrp/EOYAmt031286
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt021000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt021000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt030481
IRS990/GrantsToDomesticOrgsGrp/TotalAmt030481
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0721882
IRS990/GrossReceiptsAmt0944832
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0455
IRS990/InsuranceGrp/TotalAmt0455
IRS990/InvestmentIncomeGrp/ExclusionAmt051192
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051192
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01454879
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01501924
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0588
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0322
IRS990/LandBldgEquipBasisNetGrp/EOYAmt095
IRS990/LandBldgEquipCostOrOtherBssAmt0683
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0746378
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt02250
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FUNDING FOR CLASS SUPPLIES, PROJECTS, GRANTS AND AWARDS THAT IMPROVE THE QUALITY OF EDUCATION FOR THE STUDENTS IN AUSTIN SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01491242
IRS990/NetAssetsOrFundBalancesEOYAmt01538852
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-24496
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-24496
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02385
IRS990/NetUnrlzdGainsLossesInvstAmt0-45099
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt066482
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0956
IRS990/OfficeExpensesGrp/ProgramServicesAmt01469
IRS990/OfficeExpensesGrp/TotalAmt02425
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/Desc1POEM CONTEST AWARDS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0265
IRS990/OtherExpensesGrp/ProgramServicesAmt01139
IRS990/OtherExpensesGrp/ProgramServicesAmt1575
IRS990/OtherExpensesGrp/TotalAmt01139
IRS990/OtherExpensesGrp/TotalAmt1575
IRS990/OtherExpensesGrp/TotalAmt2265
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014500
IRS990/OtherSalariesAndWagesGrp/TotalAmt014500
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0771486
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0726280
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0564
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0682
IRS990/PrincipalOfficerNm0DANIEL HEINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0148616
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt029331
IRS990/PYInvestmentIncomeAmt081838
IRS990/PYOtherExpensesAmt020694
IRS990/PYOtherRevenueAmt010672
IRS990/PYRevenuesLessExpensesAmt0176601
IRS990/PYSalariesCompEmpBnftPaidAmt014500
IRS990/PYTotalExpensesAmt064525
IRS990/PYTotalRevenueAmt0241126
IRS990/ReconcilationRevenueExpnssAmt092709
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042893
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035671
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt064,269
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0148520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0148616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0274133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt065916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0751267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt051192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt075431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt055159
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037230
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032126
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0251138
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt023238
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010672
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt022358
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt017259
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013980
IRS990ScheduleA/OtherIncome170Grp/TotalAmt064269
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57960
IRS990ScheduleA/PublicSupportPY170Pct00.60720
IRS990ScheduleA/PublicSupportTotal170Amt0618248
IRS990ScheduleA/SubstantialContributorsTotAmt0133019
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0148520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0148616
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0274133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0114082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt065916
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0751267
IRS990ScheduleA/TotalSupportAmt01066674
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0894998
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0857888
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt030481
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6054
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0575
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0902436
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0894998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt027331
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020468
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0575
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0697371
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt092791
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0902436
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt031206
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0144055
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0575
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0550330
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt073213
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0697371
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt030703
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0105031
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0571630
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0550330
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt030848
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09573
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0525
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt095
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0588
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0683
IRS990ScheduleD/ExpensesNotReportedAmt020853
IRS990ScheduleD/ExpensesSubtotalAmt084892
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-45099
IRS990ScheduleD/OtherExpensesIncludedAmt020853
IRS990ScheduleD/OtherRevenueAmt020853
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84660
IRS990ScheduleD/RevenueNotReportedAmt0-24246
IRS990ScheduleD/RevenueSubtotalAmt0177601
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EBERHART ENDOWMENT - INVESTMENT EARNINGS TO FUND ANNUAL POETRY CONTEST AWARDS. PACKER ENDOWMENT - INVESTMENT EARNINGS TO FUND GRANTS FOR THE SPORTS PROGRAMS OF AUSTIN PUBLIC SCHOOLS HUNTTING ENDOWMENT - INVESTMENT EARNINGS TO FUND GRANTS FOR THE EDUCATIONAL PROGRAMS OF AUSTIN PUBLIC SCHOOLS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED AND THEREFORE THE FOUNDATION HAS MADE NO PROVISION FOR INCOME TAXES. THE FOUNDATION HAS NOT BEEN AUDITED BY THE INTERNAL REVENUE SERVICE OR MINNESOTA REVENUE, AND ACCORDINGLY THE INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSE NETTED PG 9 LINE 8B 20,853
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSES NETTED PG 9 LINE 8B 20,853
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.15340
IRS990ScheduleD/TotalBookValueLandBuildingsAmt095
IRS990ScheduleD/TotalExpensesPerForm990Amt084892
IRS990ScheduleD/TotalRevenuePerForm990Amt0177601
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0153355
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0105745
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt018269
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt018269
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020088
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PACKER CLASSIC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037067
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037067
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018798
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1290
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020088
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020088
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/RecipientTable/CashGrantAmt030481
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AUSTIN PUBLIC SCHOOLS ISD 49
IRS990ScheduleI/RecipientTable/RecipientEIN0411676826
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0401 3RD AVENUE NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AUSTIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055912
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TEACHERS AND COACHES MAY APPLY FOR GRANT MONIES BY FILING THE PROPER APPLI CATION. GRANTS MAY BE USED FOR EDUCATIONAL PROGRAMS OR EQUIPMENT. APPROVED GRANTS ARE PAID UPON PROOF OF EXPENDITURES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt066482
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS FORM 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS AND APPROVES EX. DIRECTORS PAYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EX. DIRECTOR IS A SELF EMPLOYED SUB-CONTRACTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REASONABLE REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENT EXPENSE NETTED PG 9 LINE 8B 20,853 EVENT EXPENSES NETTED PG 9 LINE 8B -20,853
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0422844
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0458171
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01524273
IRS990/TotalAssetsEOYAmt01572118
IRS990/TotalAssetsGrp/BOYAmt01524273
IRS990/TotalAssetsGrp/EOYAmt01572118
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0148520
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030228
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054664
IRS990/TotalFunctionalExpensesGrp/TotalAmt084892
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033031
IRS990/TotalLiabilitiesEOYAmt033266
IRS990/TotalLiabilitiesGrp/BOYAmt033031

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,572,118
Liabilities
$33,266
Net assets
$1,538,852
Revenue
$177,601
Expenses
$84,892
Net income
$92,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.10$2.78$0.20$0.17$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.10$2.40$0.13$0.18$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.09$2.24$0.38$0.15$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.06$2.36$0.14$0.11$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.09$1.99$0.11$0.13$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.04$1.93$0.23$0.10$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.05$1.82$0.26$0.09$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.04$1.62$0.09$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.03$1.54$0.18$0.08$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.03$1.49$0.24$0.06$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.04$1.38$0.36$0.06$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.04$1.00$0.17$0.06$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.04$0.83$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.06$0.81$0.06