Civic Intelligence

Pleasanton Isd Education Foundation

EIN 45-3727531 • 501(c)3 • Pleasanton, TX

Pub. 78 Eligible990-N CoverageNTEE B82

Profile

Educational Excellence

831 Stadium DrivePleasanton, TX 78064

donoughue & associates

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$171,247

Up $1,183 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$171,247

Up $1,183 (+0.7%) from 2023

Operations

Revenue

Down

$67,711

Down $50,406 (-43%) from 2023

Expenses

Down

$66,528

Down $12,186 (-15%) from 2023

Net Income

Down

$1,183

Down $38,220 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2023: $170,064Liabilities 2023: $0Net Assets 2023: $170,0642023Assets 2024: $171,247Liabilities 2024: $0Net Assets 2024: $171,2472024

Highlighted filing

2024

Assets$171,247
Liabilities$0
Net Assets$171,247
Open 2024 Filing

Operations Trend

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

$150K$100K$50K$0Revenue 2023: $118,117Expenses 2023: $78,714Net Income 2023: $39,4032023Revenue 2024: $67,711Expenses 2024: $66,528Net Income 2024: $1,1832024

Highlighted filing

2024

Revenue$67,711
Expenses$66,528
Net Income$1,183
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,247
Liabilities
$0
Net assets
$171,247
Revenue
$67,711
Expenses
$66,528
Net income
$1,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.68$0.67$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.18$0.79$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Mar 13, 2025
Return Version
2023v6.0
Gross Receipts
$98,733
Mission and Program Overview

Mission

Educational Excellence

Program Services

DescriptionGrantsExpenses
To support educational excellence and promote community engagement in the Pleasanton ISD.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margie MendezPresidentPT$0--
Amy GarzaVice President Finance & GovernancePT$0--
Kenneth DonoughueVice President DevelopmentPT$0--
John UlbrichtVice President ProgramsPT$0--
Sue BrownVice President Events & MarketingPT$0--
Yvette GarzaSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam$37,245$37,245$12,776$24,469
Casino Night$19,840$19,840$17,846$1,994
Total Events$57,085$57,085$30,622$26,463
Filing and Contact Details

Filer

Filer Name
Pleasanton ISD Education Foundation
EIN
45-3727531
Address
831 Stadium Drive, Pleasanton, TX 78064

Signing Officer

Name
Amy Garza
Title
Vice President
Phone
8305704356
Signed
2025-03-13
Discuss with paid preparer
Yes

Preparer

Firm
GunnPfeil CPAs PLLC
Address
303 N Bryant St, Pleasanton, TX 78064
Preparer
Trey Pfeil CPA
Phone
8302816204
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Scholarships Grantee Students Amount 38,500Activity Grants Grantee Teachers Amount 16,667”

Description of other expenses Part I line 16

“Description AmountAppreciation/Awards 5,700Subcontracts 1,275”

Description of other assets Part II line 24

“Category Beginning of Year End of YearEdward Jones 94,783 106,165”

Raw XML Appendix170 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Amy Garza
IRS990EZ/BooksInCareOfDetail/PhoneNum08305691386
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0831 Stadium Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pleasanton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075281
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065082
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt041649
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01183
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0977
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0170064
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0171247
IRS990EZ/FundraisingGrossIncomeAmt057084
IRS990EZ/GrantsAndSimilarAmountsPaidAmt055167
IRS990EZ/GrossReceiptsAmt098733
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0170064
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0171247
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0170064
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0171247
IRS990EZ/OccupancyRentUtltsAndMaintAmt0645
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Margie Mendez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Garza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kenneth Donoughue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Ulbricht
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sue Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Yvette Garza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President Finance & Governance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President Events & Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt094783
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0106165
IRS990EZ/OtherExpensesTotalAmt06975
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Excellence
IRS990EZ/PrintingPublicationsPostageAmt02764
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To support educational excellence and promote community engagement in the Pleasanton ISD.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031022
IRS990EZ/SpecialEventsNetIncomeLossAmt026062
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066528
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt067711
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0101655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0234161
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0234161
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041649
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0101655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022628
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0234161
IRS990ScheduleA/TotalSupportAmt0234161
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030622
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Casino Night
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournam
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt037245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057085
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026463
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030622
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017846
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012776
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships Grantee Students Amount 38,500Activity Grants Grantee Teachers Amount 16,667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAppreciation/Awards 5,700Subcontracts 1,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearEdward Jones 94,783 106,165
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Garza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08305704356
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pleasanton ISD Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0453727531
ReturnHeader/Filer/USAddress/AddressLine1Txt0831 Stadium Drive
ReturnHeader/Filer/USAddress/CityNm0Pleasanton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078064
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850938926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GunnPfeil CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 N Bryant St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasanton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078064
ReturnHeader/PreparerPersonGrp/PhoneNum08302816204
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Trey Pfeil CPA
ReturnHeader/ReturnTs02025-03-14T01:28:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.