Civic Intelligence

Pearland Isd Education Foundation

990 • Fiscal year 2021 • EIN 46-4856559

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

1928 N Main StreetPearland, TX 77581

(281) 997-4987

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

14th percentile

-36%

Higher net margin than 14% 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

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

54th percentile

8.6%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Up

$451,447

Up $7,012 (+1.6%) from 2020

Net Assets

Up

$451,447

Up $7,012 (+1.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$213,166

Up $16,912 (+8.6%) from 2020

Expenses

Up

$290,349

Up $129,245 (+80%) from 2020

Net Income

Down

-$77,183

Down $112,333 (-320%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $110,439Net Assets 2014: $110,4392014Assets 2015: $208,178Net Assets 2015: $208,1782015Assets 2016: $269,108Liabilities 2016: $0Net Assets 2016: $269,1082016Assets 2017: $384,187Liabilities 2017: $1,000Net Assets 2017: $383,1872017Assets 2018: $279,324Liabilities 2018: $0Net Assets 2018: $279,3242018Assets 2019: $325,090Liabilities 2019: $0Net Assets 2019: $325,0902019Assets 2020: $444,435Liabilities 2020: $0Net Assets 2020: $444,4352020Assets 2021: $451,447Liabilities 2021: $0Net Assets 2021: $451,4472021Assets 2022: $632,450Liabilities 2022: $0Net Assets 2022: $632,4502022Assets 2023: $621,993Liabilities 2023: $13Net Assets 2023: $621,9802023Assets 2024: $725,946Liabilities 2024: $2,438Net Assets 2024: $723,5082024Assets 2025: $775,410Liabilities 2025: $0Net Assets 2025: $775,4102025

Highlighted filing

2021

Assets$451,447
Liabilities$0
Net Assets$451,447

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $126,459Expenses 2014: $16,020Net Income 2014: $110,4392014Revenue 2015: $189,662Expenses 2015: $91,104Net Income 2015: $98,5582015Revenue 2016: $213,019Expenses 2016: $248,046Net Income 2016: -$35,0272016Revenue 2017: $144,028Expenses 2017: $29,949Net Income 2017: $114,0792017Revenue 2018: $240,925Expenses 2018: $430,383Net Income 2018: -$189,4582018Revenue 2019: $236,339Expenses 2019: $274,768Net Income 2019: -$38,4292019Revenue 2020: $196,254Expenses 2020: $161,104Net Income 2020: $35,1502020Revenue 2021: $213,166Expenses 2021: $290,349Net Income 2021: -$77,1832021Revenue 2022: $277,164Expenses 2022: $180,356Net Income 2022: $96,8082022Revenue 2023: $253,118Expenses 2023: $347,783Net Income 2023: -$94,6652023Revenue 2024: $301,814Expenses 2024: $309,174Net Income 2024: -$7,3602024Revenue 2025: $254,794Expenses 2025: $301,426Net Income 2025: -$46,6322025

Highlighted filing

2021

Revenue$213,166
Expenses$290,349
Net Income-$77,183
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$237,468
Mission and Program Overview

Mission

It is the mission of the pearland isd education foundation to provide resources to enrich teaching, inspire learning and enhance opportunities for students enrolled in the pearland independent school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$444,435$451,447▲ $7,012
Total Assets$444,435$451,447▲ $7,012
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$444,435$451,447▲ $7,012
Total Net Assets Fund Balance$444,435$451,447▲ $7,012
Total Liabilities and Net Assets / Fund Balance$444,435$451,447▲ $7,012
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin FullerPresident
Sandy CavazosPresident El
Dena HanksDirector
Donna RizzoDirector
Julie GarzaDirector
Julie JonesDirector
Kim AmbroDirector
Kimberly MatthesDirector
Lance WillisDirector
Lisa ColeDirector
Mandy NicholsDirector
Maria GuerrettazDirector
Melissa CookeDirector
Mona ChavarriaDirector
Nghiem DoanDirector
Papar FairclothDirector
Phil RutterDirector
Steffanie CampbellDirector
Suzanne MurrayDirector
Tally PerezDirector
Tori LandisDirector
Adam BrownDirector at
Katy JerniganDirector at
Melissa BlackImm Past Pre
Dr John KellySecretary
Tony CarboneTreasurer
Leslie BarcelonaVP of Admini
Angela WellsVP of Develo
Revenue and Support

Revenue Composition

Contributions and Grants
$122,279
Program Service Revenue
$0
Investment Income
$918
Other Revenue
$89,969
All Other Contributions
$122,279
Change in Net Assets
$-77,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,230
Grants and Similar Amounts Paid$93,467
Salaries, Compensation, and Employee Benefits$34,652
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$93,467--$93,467
Occupancy$84,195--$84,195
Other Salaries and Wages-$34,652-$34,652
Office Expenses-$3,690-$3,690
Fees for Services Accounting-$3,031-$3,031
Advertising$2,080--$2,080
Other Expenses$2,395$1,633-$1,633
Insurance-$779-$779
All Other Expenses$494--$494
Conferences and Meetings$65--$65
Total Functional Expenses$244,146$46,203$0$290,349
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pearland IsdPearland, TX501(c)Supplement Budget$93,467
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$111,035
Fundraising Direct Expenses$24,302
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$74,567$74,567$18,500$56,067
Other Fundraise$29,101$29,101$5,802$23,299
Total Events$110,535$110,535$24,302$86,233
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

Prior to filing, the finance committee shall convene to review the form 990 and a final copy of the form 990 shall be provided to the foundation board of directors for approval.

Form 990, Page 6, Part VI, Line 12C

Upon or before hire, election, or appointment, each employee and board director shall review and sign the conflict of interest policy. Any director having a conflict of any matter shall neither participate in the deliberation nor vote on any such matter.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Pearland Isd Education Foundation
EIN
46-4856559
Phone
2819974987
Address
1928 N MAIN STREET, PEARLAND, TX 77581

Signing Officer

Name
Kevin Fuller
Title
President
Phone
2819974987
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Fuller
Formed
2014
Voting Board Members
28
Independent Board Members
28
Employees
0
Volunteers
85

Preparer

Firm
Km&l LLC
Address
8 WEST WAY COURT, LAKE JACKSON, TX 77566
Preparer
Wade Whitlow
Phone
9792974075
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR AT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP OF ADMINI
IRS990/Form990PartVIISectionAGrp/TitleTxt22IMM PAST PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt24PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt25PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP OF DEVELO
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IRS990/FormationYr02014
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt024302
IRS990/FundraisingGrossIncomeAmt0111035
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantAmt093467
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IRS990/GrantsToOrganizationsInd0true
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IRS990/IndependentVotingMemberCnt028
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0779
IRS990/InsuranceGrp/TotalAmt0779
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0918
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0918
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IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IT IS THE MISSION OF THE PEARLAND ISD EDUCATION FOUNDATION TO PROVIDE RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING AND ENHANCE OPPORTUNITIES FOR STUDENTS ENROLLED IN THE PEARLAND INDEPENDENT SCHOOL DISTRICT.
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IRS990/NetAssetsOrFundBalancesEOYAmt0451447
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt086733
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt084195
IRS990/OccupancyGrp/TotalAmt084195
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03690
IRS990/OfficeExpensesGrp/TotalAmt03690
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0APPRECIATION/RECOGNITION
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2TECHNOLOGY
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02418
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11633
IRS990/OtherExpensesGrp/ProgramServicesAmt061450
IRS990/OtherExpensesGrp/ProgramServicesAmt12395
IRS990/OtherExpensesGrp/TotalAmt061450
IRS990/OtherExpensesGrp/TotalAmt12418
IRS990/OtherExpensesGrp/TotalAmt22395
IRS990/OtherExpensesGrp/TotalAmt31633
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03236
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03236
IRS990/OtherRevenueTotalAmt03236
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034652
IRS990/OtherSalariesAndWagesGrp/TotalAmt034652
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KEVIN FULLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt098531
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020478
IRS990/PYInvestmentIncomeAmt03170
IRS990/PYOtherExpensesAmt0107487
IRS990/PYOtherRevenueAmt094553
IRS990/PYRevenuesLessExpensesAmt035150
IRS990/PYSalariesCompEmpBnftPaidAmt033139
IRS990/PYTotalExpensesAmt0161104
IRS990/PYTotalRevenueAmt0196254
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RelatedEntityInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt098531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0107265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0151274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0522475
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt084195
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt084195
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt084195
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt084195
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt084195
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0420975
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0918
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0350
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0606913
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98860
IRS990ScheduleA/PublicSupportPY170Pct00.99360
IRS990ScheduleA/PublicSupportTotal170Amt0938992
IRS990ScheduleA/SubstantialContributorsTotAmt04458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0206475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0182726
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0191460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0235469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0127320
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0943450
IRS990ScheduleA/TotalSupportAmt0949808
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$2.55$3.01$0.47
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$0.02$7.24$3.02$3.09$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.00$6.22$2.53$3.48$0.95
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.00$6.32$2.77$1.80$0.97
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$2.13$2.90$0.77
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.00$4.44$1.96$1.61$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$2.36$2.75$0.38
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$2.41$4.30$1.89
2017Summary only. Only limited summary data is available for this year.$3.84$0.01$3.83$1.44$0.30$1.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$2.13$2.48$0.35
2015Detailed filing. Detailed filing data is available for this year.$2.08$2.08$1.90$0.91$0.99
2014Detailed filing. Detailed filing data is available for this year.$1.10$1.10$1.26$0.16$1.10