Civic Intelligence

Pleasanton Isd Education Foundation

990EZ • Fiscal year 2023 • EIN 45-3727531

Sep 01, 2022 to Aug 31, 2023 • Filed on Mar 13, 2025

Organization ProfileDonoughue & Associates
831 Stadium DrivePleasanton, TX 78064

(830) 569-1386

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

33%

Higher net margin than 66% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

$170,064

No earlier filing loaded for comparison.

Net Assets

$170,064

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin66th percentile

Revenue

$118,117

No earlier filing loaded for comparison.

Expenses

$78,714

No earlier filing loaded for comparison.

Net Income

$39,403

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$170,064
Liabilities$0
Net Assets$170,064
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$118,117
Expenses$78,714
Net Income$39,403
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Mar 13, 2025
Return Version
2022v5.0
Gross Receipts
$136,858
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
Top Officer Pay95th percentile

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
Casino Night$16,665$16,665$14,711$1,954
Gold Tournam$10,792$10,792$4,030$6,762
Total Events$27,457$27,457$18,741$8,716
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 44,750Activity Grants Grantee Teachers Amount 16,682”

Description of other expenses Part I line 16

“Description AmountAppreciation/Awards 9,774Subcontracts 1,664”

Description of other assets Part II line 24

“Category Beginning of Year End of YearEdward Jones 41,300 94,783”

Raw XML Appendix168 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President Events & Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt041300
IRS990EZ/OtherAssetsTotalDetail/EOYAmt094783
IRS990EZ/OtherExpensesTotalAmt011438
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt01244
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To support educational excellence and promote community engagement in the Pleasanton ISD.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018741
IRS990EZ/SpecialEventsNetIncomeLossAmt016462
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078714
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0118117
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0101655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040417
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0232929
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018741
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Casino Night
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IRS990ScheduleG/InPersonSolicitationsInd0X
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships Grantee Students Amount 44,750Activity Grants Grantee Teachers Amount 16,682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAppreciation/Awards 9,774Subcontracts 1,664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearEdward Jones 41,300 94,783
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
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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/ReturnTs02025-03-14T01:43:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,064
Liabilities
$0
Net assets
$170,064
Revenue
$118,117
Expenses
$78,714
Net income
$39,403
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