Civic Intelligence

Panhandle Alliance for Education Inc.

990 • Fiscal year 2017 • EIN 61-1416176

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

PO Box 1675Sandpoint, ID 83864

(208) 265-2500

Siviq Scores

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

Liabilities / Assets

49th percentile

0.03x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

29th percentile

-3.9%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

19th percentile

-7.2%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$499,352

Down $38,695 (-7.2%) from 2016

Net Assets

Down

$482,593

Down $22,322 (-4.4%) from 2016

Liabilities

Down

$16,759

Down $16,373 (-49%) from 2016

Revenue

Up

$573,695

Up $108,719 (+23%) from 2016

Expenses

Down

$596,017

Down $43,414 (-6.8%) from 2016

Net Income

Up

-$22,322

Up $152,133 (+87%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $672,930Liabilities 2011: $90,856Net Assets 2011: $582,0742011Assets 2012: $743,697Liabilities 2012: $105,854Net Assets 2012: $637,8432012Assets 2013: $641,066Liabilities 2013: $68,971Net Assets 2013: $572,0952013Assets 2014: $758,349Liabilities 2014: $61,460Net Assets 2014: $696,8892014Assets 2015: $717,134Liabilities 2015: $37,764Net Assets 2015: $679,3702015Assets 2016: $538,047Liabilities 2016: $33,132Net Assets 2016: $504,9152016Assets 2017: $499,352Liabilities 2017: $16,759Net Assets 2017: $482,5932017Assets 2018: $4,020,791Liabilities 2018: $55,050Net Assets 2018: $3,965,7412018Assets 2019: $4,133,207Liabilities 2019: $26,955Net Assets 2019: $4,106,2522019Assets 2020: $4,098,130Liabilities 2020: $32,263Net Assets 2020: $4,065,8672020Assets 2021: $5,136,397Liabilities 2021: $32,506Net Assets 2021: $5,103,8912021Assets 2022: $4,964,677Liabilities 2022: $18,790Net Assets 2022: $4,945,8872022Assets 2023: $4,901,369Liabilities 2023: $19,575Net Assets 2023: $4,881,7942023Assets 2024: $5,738,584Liabilities 2024: $23,695Net Assets 2024: $5,714,8892024

Highlighted filing

2017

Assets$499,352
Liabilities$16,759
Net Assets$482,593

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $605,823Expenses 2011: $567,698Net Income 2011: $38,1252011Revenue 2012: $466,054Expenses 2012: $410,285Net Income 2012: $55,7692012Revenue 2013: $297,602Expenses 2013: $363,350Net Income 2013: -$65,7482013Revenue 2014: $532,061Expenses 2014: $407,267Net Income 2014: $124,7942014Revenue 2015: $373,565Expenses 2015: $391,084Net Income 2015: -$17,5192015Revenue 2016: $464,976Expenses 2016: $639,431Net Income 2016: -$174,4552016Revenue 2017: $573,695Expenses 2017: $596,017Net Income 2017: -$22,3222017Revenue 2018: $593,175Expenses 2018: $615,928Net Income 2018: -$22,7532018Revenue 2019: $671,960Expenses 2019: $711,547Net Income 2019: -$39,5872019Revenue 2020: $696,396Expenses 2020: $676,020Net Income 2020: $20,3762020Revenue 2021: $501,862Expenses 2021: $557,159Net Income 2021: -$55,2972021Revenue 2022: $808,919Expenses 2022: $692,122Net Income 2022: $116,7972022Revenue 2023: $716,806Expenses 2023: $848,129Net Income 2023: -$131,3232023Revenue 2024: $864,420Expenses 2024: $685,732Net Income 2024: $178,6882024

Highlighted filing

2017

Revenue$573,695
Expenses$596,017
Net Income-$22,322
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$654,398
Mission and Program Overview

Mission

To promote excellence in education and provide broad-based community support for local public schools by providing teacher grants, professional development and a ready for kindergarten program. See schedule o.

To promote excellence in education and provide broad-based community support for local public schools by building an independent, community- based foundation for public schools. See schedule o.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$535,799$452,518▼ $83,281
Cash and Non-Interest-Bearing Accounts$2,248$46,834▲ $44,586
Total Assets$538,047$499,352▼ $38,695
Liabilities
Deferred Revenue$29,752$9,821▼ $19,931
Other Liabilities$3,291$6,938▲ $3,647
Accounts Payable and Accrued Expenses$89--
Total Liabilities$33,132$16,759▼ $16,373
Net Assets / Fund Balance
Unrestricted Net Assets$504,915$482,593▼ $22,322
Total Net Assets Fund Balance$504,915$482,593▼ $22,322
Total Liabilities and Net Assets / Fund Balance$538,047$499,352▼ $38,695

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$6,390$6,390
Compensation and Service Providers

Board Members and Trustees

NameTitle
Geraldine LewisPresident
Caleb BowmanDirector
Chris BesslerDirector
Christian GroenkeDirector
Erin RoosDirector
Joe WilliamsDirector
Kendon PerryDirector
Lisa BlaeseDirector
Mary Weber-quinnDirector
Matt MireDirector
Patty SchwartzDirector
Pierce SmithDirector
Shawn WoodwardDirector
Stefanie NostdahlDirector
Toby MclaughlinDirector
Tom PuckettDirector
Travis KaulDirector
Wendy DunnDirector
Allison GilmoreMember-at-la
Julie Reister-keatonMember-at-la
Ross LonghiniMember-at-la
Megan JohnsonSecretary
Kelly PriorTreasurer
Brent EacretVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$550,619
Program Service Revenue
$0
Investment Income
$352
Other Revenue
$22,724
All Other Contributions
$262,845
Change in Net Assets
$-22,322

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 Amount
Works of Art32$17,020
Total Noncash Contributions32$17,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$246,220
Grants and Similar Amounts Paid$238,928
Salaries, Compensation, and Employee Benefits$110,869
Total Fundraising Expense$87,242
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$226,979--$226,979
Other Salaries and Wages$44,579$10,555$47,345$102,479
Office Expenses-$8,998$7,477$16,475
Other Expenses$16,048-$17,045$16,048
Grants to Domestic Individuals$11,949--$11,949
Occupancy-$10,032-$10,032
Payroll Taxes$3,650$864$3,876$8,390
Fees for Services Accounting-$6,591-$6,591
Conferences and Meetings-$4,926-$4,926
Advertising-$982$3,856$4,838
Insurance-$4,301-$4,301
Information Technology-$600$183$783
All Other Expenses$2,500$-28,240$7,460$-18,280
Total Functional Expenses$489,166$19,609$87,242$596,017
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Pend Oreille School DistrictPonderay, ID-Teacher Grants$97,954
Lake Pend Oreille School DistrictPonderay, ID-Wellness Program$75,000
Lake Pend Oreille School DistrictPonderay, ID-Instructional Coach$50,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$103,427
Fundraising Direct Expenses$80,703
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$131,957-$1,063-
Summer Gala$248,117$92,300$25,513$66,787
Total Events$389,741$101,967$79,533$22,434
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Geraldine LewisPresidentLposd Board ChairNo$3,085
Chris BesslerDirectorGraphic/advertisingNo-
Joe WilliamsDirectorBanking RelationshipNo-
Matt MireDirectorBanking RelationshipNo-
Matt MireDirectorFormer Lposd TrusteeNo-
Shawn WoodwardDirectorLposd SuperintendentNo-
Travis KaulDirectorBanking RelationshipNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$3,231
Board Endowment Contribution$2,500
Sales Tax Payable$1,207
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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

A draft copy of the tax return is presented to the executive committee for approval.

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

Conflict of interest disclosure forms are used annually.

Form 990, Page 6, Part VI, Line 19

Governing documents, policies, financial and tax reports are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Panhandle Alliance for Education
EIN
61-1416176
Phone
2082652500
Address
PO BOX 1675, SANDPOINT, ID 83864

Signing Officer

Name
Geraldine Lewis
Title
President
Phone
2082637040
Signed
2017-10-31

Organization Details

Principal Officer
Geraldine Lewis
Formed
2002
Legal Domicile
Id
Voting Board Members
23
Independent Board Members
23
Employees
3

Preparer

Firm
James Hutchens Pa
Address
1211 MICHIGAN STE B, SANDPOINT, ID 83864
Preparer
Linda Macafee
Phone
2082652500
Supplemental Narrative

Additional Explanations

Form 990

As an independent organization, we will create and sustain an endowment to provide resources in support of effective teaching, learning and school management. We have an exceptional relationship with our school district, credibility with teachers, and strong momentum with our business community.

Form 990, Part III

The annual teacher grants are awarded district-wide to teachers and principals who seek support for education programs not otherwise funded. Grants are awarded based on innovation, creativity, collaboration and impact of student learning. Since 2003, 616 grants have been awarded, totaling a direct investment in our classrooms of more than 1.4 million. Nationwide, 44% of children entering kindergarten test below proficiency for learning readiness, and data verifies that children who start behind, stay behind. The ready program provides parents of children up to 5 years old with instruction, books and educational toys to help their children achieve success at the very start. Currently 90% of children in the program now enter school testing at or above readiness levels. Panhandle alliance funds the core reading program, providing training for teachers of grades k-12 on state-of-the-art methodology to improve reading, writing and language arts instruction. Through a cumulative investment of 435,000, the lake pend oreille school district has dramatically improved reading scores, from the low 80% range to near universal proficiency. In 2009 the district achieved its goal of 98% proficiency on isat testing in 8th grade reading. Panhandle alliance provides support for a district counselor to help high school seniors develop a career plan, with assistance in the college application process, sat and act testing, financial aid, educational programs, scholarships and more. A 3 year investment of 168,000 has radically boosted post-secondary attendance by district graduates; in 2011 78% were accepted to college or technical schools. As an independent organization, panhandle alliance for education funds an endowment with assets held and administered by a community foundation to provide perpetual funding in support of the lake pend oreille school district. With 14 years of promoting excellence in public schools, panhandle alliance for education is proud to have delivered over 3,000,000 in grants and educational programs to the lake pend oreille school district.

Form 990, Page 2, Part III, Line 4A

Effective teachers matter more to student achievement than any other aspect of schooling. This program served approximately 300 teachers in the lpo school district with two coaches.

Form 990, Page 2, Part III, Line 4D

Provided funding in the amount of 150,000 for endowments held by the idaho community foundation and the inland northwest community foundation for perpetual funding of our operating grants for the lake pend oreille school district. It is an example of our long-term commitment to our mission. We also provided various other grants and scholarships throughout the year.

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IRS990/Desc0PAFE'S TEACHER GRANTS ARE AWARDED ON AN ANNUAL BASIS TO TEACHERS WHO COMPETE FOR AVAILABLE FUNDS. AWARDS ARE BASED ON INNOVATION, COLLABORATION, IMPACT ON EDUCATION, AND A COST BENEFIT ANALYSIS. EXAMPLES INCLUDE CLASSROOM TECHNOLOGY, LAB AND SAFETY EQUIPMENT, MUSICAL INSTRUMENTS,ROBOTICS, MATH AND BOOK CLUBS, AND MORE. THERE WERE 49 TEACHER GRANTS AWARDED BENEFITTING 3500 STUDENTS. WE ALSO PROVIDED 50,000 FOR INSTRUCTIONAL COACHES. THESE COACHES ARE CONSIDERED TO BE ONE OF THE MOST POWERFUL ASSETS TO MODERN EDUCATION. COACHES ARE A VITAL RESOURCE FOR ALL EDUCATORS IN THE LPO SCHOOL DISTRICT. THEY INSTRUCT ALL TEACHERS TO BE THE BEST THEY CAN POSSIBLY BE, BECAUSE EFFECTIVE TEACHERS MATTER MORE TO STUDENT ACHIEVEMENT THAN ANY OTHER ASPECT OF SCHOOLING. THIS PROGRAM SERVED APPROXIMATELY 300 TEACHERS IN THE LPO SCHOOL DISTRICT WITH TWO COACHES.
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IRS990/MissionDesc0TO PROMOTE EXCELLENCE IN EDUCATION AND PROVIDE BROAD-BASED COMMUNITY SUPPORT FOR LOCAL PUBLIC SCHOOLS BY PROVIDING TEACHER GRANTS, PROFESSIONAL DEVELOPMENT AND A READY FOR KINDERGARTEN PROGRAM. SEE SCHEDULE O.
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IRS990/PrincipalOfficerNm0GERALDINE LEWIS
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IRS990/ProgSrvcAccomActy2Grp/Desc0PAFE'S READY FOR KINDERGARTEN PROGRAM IS AN EARLY CHILDHOOD LITERACY PROGRAM FOR FAMILIES WITH CHILDREN AGES BIRTH TO FIVE YEARS OLD. READY CLASSES GIVE PARENTS THE TOOLS AND INFORMATION THEY NEED TO PREPARE THEIR CHILDREN FOR STARTING SCHOOL AT AGE 5. NATIONAL AVERAGE INDICATES 44% OF CHILDREN ENTERING KINDERGARTEN TEST BELOW READINESS PROFICIENCY AND THESE CHILDREN STAY BEHIND RESULTING IN LOW SELF-ESTEEM, ANGER AND WITHDRAWAL. THESE PROBLEMS CAN BE OVERCOME BY HAVING THEM READY TO LEARN BEFORE THEY START KINDERGARTEN. 200 FAMILIES ARE SERVED EACH YEAR.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SECOND STEP IS A NEW SOCIAL EMOTIONAL WELLNESS CURRICULUM FOR ALL ELEMENTARY SCHOOL CHILDREN IN THE DISTRICT. IT PROVIDES YOUNG CHILDREN WITH THE COPING SKILLS THEY NEED. THE ELEMENTARY YEARS BRING EXCITING NEW CHALLENGES AND OPPORTUNITIES. IT IS THE PRIME TIME TO NURTURE SOCIAL AND EMOTIONAL AWARENESS AND SKILLS FOR LEARNING. THE RESEARCH-BASED SECOND STEP PROGRAM INCLUDES EVERYTHING NEEDED TO MAKE IT EASY FOR TEACHERS AND SCHOOL COUNSELORS TO INTEGRATE SOCIAL-EMOTIONAL LEARNING INTO THEIR CLASSROOMS, WHICH DECREASES PROBLEM BEHAVIORS AND INCREASES WHOLE-SCHOOL SUCCESS BY PROMOTING SELF-REGULATION OF CONDUCT, SAFETY, AND SUPPORT. ALL SECOND AND FOURTH GRADES IN THE DISTRICT PARTICIPATED IN THE SECOND STEP PROGRAM BENEFITTING APPROXIMATELY 500 STUDENTS.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt075000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED FUNDING IN THE AMOUNT OF 150,000 FOR ENDOWMENTS HELD BY THE IDAHO COMMUNITY FOUNDATION AND THE INLAND NORTHWEST COMMUNITY FOUNDATION FOR PERPETUAL FUNDING OF OUR OPERATING GRANTS FOR THE LAKE PEND OREILLE SCHOOL DISTRICT. IT IS AN EXAMPLE OF OUR LONG-TERM COMMITMENT TO OUR MISSION. WE ALSO PROVIDED VARIOUS OTHER GRANTS AND SCHOLARSHIPS THROUGHOUT THE YEAR.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.74$0.02$5.71$0.86$0.69$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.90$0.02$4.88$0.72$0.85$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.96$0.02$4.95$0.81$0.69$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.03$5.10$0.50$0.56$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.10$0.03$4.07$0.70$0.68$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.03$4.11$0.67$0.71$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.06$3.97$0.59$0.62$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$0.57$0.60$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.03$0.50$0.46$0.64$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.04$0.68$0.37$0.39$0.02
2014Summary only. Only limited summary data is available for this year.$0.76$0.06$0.70$0.53$0.41$0.12
2013Summary only. Only limited summary data is available for this year.$0.64$0.07$0.57$0.30$0.36$0.07
2012Summary only. Only limited summary data is available for this year.$0.74$0.11$0.64$0.47$0.41$0.06
2011Summary only. Only limited summary data is available for this year.$0.67$0.09$0.58$0.61$0.57$0.04