Civic Intelligence

Special Education Foundation

990 • Fiscal year 2016 • EIN 43-1328026

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 18, 2017

13545 Barrett Parkway Drive Room 30St Louis, MO 63021

(314) 394-7030

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

97th percentile

$75,075

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$432,677

Down $11,328 (-2.6%) from 2015

Net Assets

Up

$429,447

Up $56 (+0.0%) from 2015

Liabilities

Down

$3,230

Down $11,384 (-78%) from 2015

Revenue

Up

$466,487

Up $42,995 (+10%) from 2015

Expenses

Up

$466,431

Up $19,803 (+4.4%) from 2015

Net Income

Up

$56

Up $23,192 (+100%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $422,940Liabilities 2011: $10,849Net Assets 2011: $412,0912011Assets 2012: $418,441Liabilities 2012: $9,313Net Assets 2012: $409,1282012Assets 2013: $432,137Liabilities 2013: $21,301Net Assets 2013: $410,8362013Assets 2014: $449,705Liabilities 2014: $6,867Net Assets 2014: $442,8382014Assets 2015: $444,005Liabilities 2015: $14,614Net Assets 2015: $429,3912015Assets 2016: $432,677Liabilities 2016: $3,230Net Assets 2016: $429,4472016Assets 2017: $465,045Liabilities 2017: $2,368Net Assets 2017: $462,6772017Assets 2018: $509,874Liabilities 2018: $64,191Net Assets 2018: $445,6832018Assets 2019: $542,228Liabilities 2019: $35,254Net Assets 2019: $506,9742019Assets 2020: $551,455Liabilities 2020: $29,048Net Assets 2020: $522,4072020Assets 2021: $822,175Liabilities 2021: $80,957Net Assets 2021: $741,2182021Assets 2022: $688,184Liabilities 2022: $100,799Net Assets 2022: $587,3852022Assets 2023: $914,683Liabilities 2023: $198,180Net Assets 2023: $716,5032023Assets 2024: $838,252Liabilities 2024: $247,879Net Assets 2024: $590,3732024Assets 2025: $700,533Liabilities 2025: $182,541Net Assets 2025: $517,9922025

Highlighted filing

2016

Assets$432,677
Liabilities$3,230
Net Assets$429,447

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $363,3742011Expenses 2012: $354,4562012Revenue 2013: $426,960Expenses 2013: $425,252Net Income 2013: $1,7082013Revenue 2014: $424,840Expenses 2014: $392,838Net Income 2014: $32,0022014Revenue 2015: $423,492Expenses 2015: $446,628Net Income 2015: -$23,1362015Revenue 2016: $466,487Expenses 2016: $466,431Net Income 2016: $562016Revenue 2017: $510,872Expenses 2017: $506,956Net Income 2017: $3,9162017Revenue 2018: $468,384Expenses 2018: $467,955Net Income 2018: $4292018Revenue 2019: $617,061Expenses 2019: $555,770Net Income 2019: $61,2912019Revenue 2020: $470,373Expenses 2020: $453,240Net Income 2020: $17,1332020Revenue 2021: $596,226Expenses 2021: $440,297Net Income 2021: $155,9292021Revenue 2022: $422,799Expenses 2022: $447,348Net Income 2022: -$24,5492022Revenue 2023: $626,164Expenses 2023: $601,103Net Income 2023: $25,0612023Revenue 2024: $492,483Expenses 2024: $644,459Net Income 2024: -$151,9762024Revenue 2025: $577,776Expenses 2025: $700,784Net Income 2025: -$123,0082025

Highlighted filing

2016

Revenue$466,487
Expenses$466,431
Net Income$56
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 18, 2017
Return Version
2015v3.0
Gross Receipts
$481,487
Mission and Program Overview

Mission

To enrich the lives of children with disabilities, ages three to twenty one, in st louis county, missouri, through programs, support, and services that are not provided by tax dollars.

The Special Education Foundation is a not-for-profit organization whose mission is to assist students with disabilities achieve success in their endeavors beyond the classroom

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$363,025$383,257▲ $20,232
Cash and Non-Interest-Bearing Accounts$64,651$45,326▼ $19,325
Prepaid Expenses and Deferred Charges$10,765--
Accounts Receivable$5,148--
Pledges and Grants Receivable-$3,844-
Land, Buildings, and Equipment, Net$416$250▼ $166
Total Assets$444,005$432,677▼ $11,328
Liabilities
Accounts Payable and Accrued Expenses$14,614$3,230▼ $11,384
Total Liabilities$14,614$3,230▼ $11,384
Net Assets / Fund Balance
Unrestricted Net Assets$429,391$429,447▲ $56
Total Net Assets Fund Balance$429,391$429,447▲ $56
Total Liabilities and Net Assets / Fund Balance$444,005$432,677▼ $11,328

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$250$1,944$2,194
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Helen D BuhrExecutive DirectorFT$75,075$75,075

Board Members and Trustees

NameTitle
Gene McNaryPresident
Debbie Bentele1st Vice President
Tim Randolph2nd Vice President
Dan McLaughlinAdvisory Board
Don DavisAdvisory Board
Carin ShuluskyDirector
David NeiersDirector
Jennifer HojnackiDirector
Laurie WilliamsDirector
Lee TilghmanDirector
Linda FahrenkrogDirector
Michael LackeyDirector
Peter KachrisDirector
Rich CarverDirector
Tim OberleDirector
Jane VickreySecretary
Don BohannonSSD Liaison
Jennry FrisbeeSSD Liaison
Monica FanningSSD Liaison
John AdkinsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Na---
Revenue and Support

Revenue Composition

Contributions and Grants
$469,796
Program Service Revenue
$0
Investment Income
$-3,309
Other Revenue
$0
All Other Contributions
$164,020
Change in Net Assets
$56
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$333,684
Salaries, Compensation, and Employee Benefits$132,747
Total Fundraising Expense$62,641
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$235,797-$57,123$292,920
Current Officers, Directors, Trustees, and Key Employees$113,626$2,990$2,990$119,606
Fees for Services Management-$14,715-$14,715
Payroll Taxes$8,498$224$224$8,946
Information Technology$3,775$3,775-$7,550
Insurance$5,598--$5,598
Office Expenses-$4,604-$4,604
Other Employee Benefits$3,985$105$105$4,195
Advertising-$2,626-$2,626
Fees for Service Investment Mgmnt Fees-$2,261-$2,261
Depreciation Depletion-$166-$166
Other Expenses$435$98$2,199$98
Total Functional Expenses$371,714$32,076$62,641$466,431
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,000
Fundraising Gross Income$15,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,000$15,000$15,000$0
Total Events$15,000$15,000$15,000-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Special Education Enrichment Foundation
EIN
43-1328026
Phone
3143947030
Address
13545 Barrett Parkway Drive Room 30, St Louis, MO 63021

Signing Officer

Name
John Adkins
Title
Treasurer
Signed
2017-01-18
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Mo
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
30

Preparer

Preparer
Stephen Rudolph
Phone
3149630051
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 233,467, Grants and allocations 0, Revenue 0 Enumerated in Part IX Col B lines 5 through 24f

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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt61st Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt122nd Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0305776
IRS990/FundraisingDirectExpensesAmt015000
IRS990/FundraisingGrossIncomeAmt015000
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0481487
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03775
IRS990/InformationTechnologyGrp/ProgramServicesAmt03775
IRS990/InformationTechnologyGrp/TotalAmt07550
IRS990/InsuranceGrp/ProgramServicesAmt05598
IRS990/InsuranceGrp/TotalAmt05598
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-3309
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01944
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0416
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0250
IRS990/LandBldgEquipCostOrOtherBssAmt02194
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To enrich the lives of children with disabilities, ages three to twenty-one in St Louis County, Missouri, through programs, support and services not provided by tax dollars.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0429391
IRS990/NetAssetsOrFundBalancesEOYAmt0429447
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04604
IRS990/OfficeExpensesGrp/TotalAmt04604
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0105
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0105
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03985
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04195
IRS990/OtherExpensesGrp/Desc0Memberships/Subscriptions
IRS990/OtherExpensesGrp/Desc1Printing and Design
IRS990/OtherExpensesGrp/Desc2Volunteer Appreciation
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt02199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0512
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt198
IRS990/OtherExpensesGrp/ProgramServicesAmt0435
IRS990/OtherExpensesGrp/TotalAmt0435
IRS990/OtherExpensesGrp/TotalAmt12199
IRS990/OtherExpensesGrp/TotalAmt2512
IRS990/OtherExpensesGrp/TotalAmt398
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0224
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0224
IRS990/PayrollTaxesGrp/ProgramServicesAmt08498
IRS990/PayrollTaxesGrp/TotalAmt08946
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03844
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010765
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Gene McNary
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgSrvcAccomActy2Grp/Desc0Camperships
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt037017
IRS990/ProgSrvcAccomActy3Grp/Desc0Teacher Mini Grants
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt075203
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0433181
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-9689
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0324679
IRS990/PYRevenuesLessExpensesAmt0-23136
IRS990/PYSalariesCompEmpBnftPaidAmt0121949
IRS990/PYTotalExpensesAmt0446628
IRS990/PYTotalRevenueAmt0423492
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt056
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0363025
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0383257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0466487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0433181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0424840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0402818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0415536
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02142862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt057729
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02864
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt084735
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96200
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.94090
IRS990ScheduleA/PublicSupportTotal170Amt02142862
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0466487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0433181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0424840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0402818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0415536
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02142862
IRS990ScheduleA/TotalSupportAmt02227597
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0250
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01944
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02194
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0250
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.01$1.83$5.18$5.78$7.01$1.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.38$2.48$5.90$4.92$6.44$1.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.15$1.98$7.17$6.26$6.01$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$1.01$5.87$4.23$4.47$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.22$0.81$7.41$5.96$4.40$1.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.29$5.22$4.70$4.53$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.35$5.07$6.17$5.56$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.64$4.46$4.68$4.68$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.02$4.63$5.11$5.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.33$0.03$4.29$4.66$4.66$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.15$4.29$4.23$4.47$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.50$0.07$4.43$4.25$3.93$0.32
2013Summary only. Only limited summary data is available for this year.$4.32$0.21$4.11$4.27$4.25$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.09$4.09$3.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.11$4.12$3.63