Civic Intelligence

Panhandle Alliance for Education Inc.

990 • Fiscal year 2016 • EIN 61-1416176

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2016

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

55th percentile

0.06x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.07x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

9th percentile

-38%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

7th percentile

-25%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$538,047

Down $179,087 (-25%) from 2015

Net Assets

Down

$504,915

Down $174,455 (-26%) from 2015

Liabilities

Down

$33,132

Down $4,632 (-12%) from 2015

Revenue

Up

$464,976

Up $91,411 (+24%) from 2015

Expenses

Up

$639,431

Up $248,347 (+64%) from 2015

Net Income

Down

-$174,455

Down $156,936 (-896%) from 2015

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

2016

Assets$538,047
Liabilities$33,132
Net Assets$504,915

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

2016

Revenue$464,976
Expenses$639,431
Net Income-$174,455
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2016
Return Version
2015v3.0
Gross Receipts
$532,553
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$667,426$535,799▼ $131,627
Cash and Non-Interest-Bearing Accounts$49,690$2,248▼ $47,442
Land, Buildings, and Equipment, Net$18--
Total Assets$717,134$538,047▼ $179,087
Liabilities
Deferred Revenue$8,757$29,752▲ $20,995
Other Liabilities$1,977$3,291▲ $1,314
Accounts Payable and Accrued Expenses$27,030$89▼ $26,941
Total Liabilities$37,764$33,132▼ $4,632
Net Assets / Fund Balance
Unrestricted Net Assets$679,370$504,915▼ $174,455
Total Net Assets Fund Balance$679,370$504,915▼ $174,455
Total Liabilities and Net Assets / Fund Balance$717,134$538,047▼ $179,087

Asset Categories

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

Board Members and Trustees

NameTitle
Geraldine LewisPresident
Allison GilmoreDirector
Annie ReevesDirector
Carol DeanerDirector
Chris BesslerDirector
Georgia SimmonsDirector
Julie Reister-keatonDirector
Karl DyeDirector
Kendon PerryDirector
Lisa BlaeseDirector
Mary Weber-quinnDirector
Matt MireDirector
Mel DickDirector
Mindy CameronDirector
Nancy LitvenDirector
Patty SchwartzDirector
Pierce SmithDirector
Ross LonghiniDirector
Shawn WoodwardDirector
Tom PuckettDirector
Travis KaulDirector
Wendy DunnDirector
Megan JohnsonSecretary
Kelly PriorTreasurer
Brent EacretVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$499,052
Program Service Revenue
$0
Investment Income
$586
Other Revenue
$-34,662
All Other Contributions
$232,610
Change in Net Assets
$-174,455

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 Art1$17,565
Total Noncash Contributions1$17,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,697
Grants and Similar Amounts Paid$263,754
Salaries, Compensation, and Employee Benefits$107,980
Total Fundraising Expense$70,360
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$257,583--$257,583
Other Salaries and Wages$43,371$10,270$46,064$99,705
Other Expenses$13,882-$14,743$13,882
Occupancy-$12,112-$12,112
Advertising$5,148$5,148$1,165$11,461
Payroll Taxes$3,600$852$3,823$8,275
Office Expenses$2,915$3,697-$6,612
Grants to Domestic Individuals$6,171--$6,171
Insurance-$4,292-$4,292
Fees for Services Accounting-$3,457-$3,457
Conferences and Meetings-$2,284-$2,284
Depreciation Depletion-$18-$18
All Other Expenses$6,680$-25,471$4,565$-14,226
Total Functional Expenses$552,412$16,659$70,360$639,431
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Pend Oreille School DistrictPonderay, ID-Educational Grants$114,000
Lake Pend Oreille School DistrictPonderay, ID-Educational Grants$89,375
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 Direct Expenses$67,577
Fundraising Gross Income$32,915
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$91,177-$1,201-
Summer Gala$208,180$32,915$33,707$-792
Total Events$299,357$32,915$67,577$-34,662
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
Chris BesslerDirectorGraphic/advertisingNo-
Geraldine LewisPresidentLposd Vice ChairNo-
Matt MireDirectorBanking RelationshipNo-
Matt MireDirectorLposd TrusteeNo-
Mindy CameronDirectorFormer V Chair LposdNo-
Shawn WoodwardDirectorLposd SuperintendentNo-
Travis KaulDirectorBanking RelationshipNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$3,108
Sales Tax Payable$183
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
2016-02-10

Organization Details

Principal Officer
Geraldine Lewis
Formed
2002
Legal Domicile
Id
Voting Board Members
25
Independent Board Members
25
Employees
3
Volunteers
300

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, 388 grants have been awarded, totaling a direct investment in our classrooms of more than 1 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 13 years of promoting excellence in public schools, panhandle alliance for education is proud to have delivered over 3,125,000 in grants and educational programs to the lake pend oreille school district.

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

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.

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

Provided funding in the amount of 175,000 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
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IRS990/MethodOfAccountingCashInd0X
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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/NetAssetsOrFundBalancesEOYAmt0504915
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IRS990/OfficeExpensesGrp/ProgramServicesAmt02915
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc1READY FOR KINDERGARTEN
IRS990/OtherExpensesGrp/Desc2ADMIN ALLOC-FUNDRAISING
IRS990/OtherExpensesGrp/Desc3ADMIN ALLOCATION-PROGRAMS
IRS990/OtherExpensesGrp/FundraisingAmt014743
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IRS990/OtherExpensesGrp/ProgramServicesAmt138062
IRS990/OtherExpensesGrp/ProgramServicesAmt213882
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IRS990/OtherExpensesGrp/TotalAmt214743
IRS990/OtherExpensesGrp/TotalAmt313882
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IRS990/PayrollTaxesGrp/TotalAmt08275
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GERALDINE LEWIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0FUNDED THE READY FOR KINDERGARTEN PROGRAM, AN EARLY CHILDHOOD LITERACY PROGRAM CREATED 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 WITHDRAWING. THESE PROBLEMS CAN BE OVERCOME BY HAVING THEM READY FOR SCHOOL BEFORE THEY START KINDERGARTEN. 200 FAMILIES WERE SERVED THIS YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056850
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED 114,000 TO THE STEP UP TO WRITING PROGRAM, A NEW DISTRICT-WIDE CURRICULUM FOR ALL STUDENTS KINDERGARTEN THROUGH TWELFTH GRADE. IT PROVIDES A COMMON APPROACH TO WRITING: SAME METHODOLOGY BUT INTENSIFYING EVERY YEAR, SAME TERMINOLOGY, SAME FORMAT, SAME HIGH EXPECTATIONS, THIS PROGRAM IS STATE-OF-THE-ART IN DEVELOPING RIGOUROUS COMMUNICATION SKILLS, AND THE NEW AND CHALLENGING WRITING EXPECTATIONS OF ALL STUDENTS NATIONWIDE. THIS PROGRAM SERVES ALL STUDENTS IN THE LPO SCHOOL DISTRICT, APPROXIMATELY 3500 STUDENTS. 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0164000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0164000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED FUNDING IN THE AMOUNT OF 175,000 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0209796
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt06680
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IRS990/PYRevenuesLessExpensesAmt0-17519
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IRS990/PYTotalRevenueAmt0373565
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0474581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0693240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0504017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0598963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02769853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0572
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02042
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06269
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IRS990ScheduleA/PublicSupportPY170Pct00.94830
IRS990ScheduleA/PublicSupportTotal170Amt02544785
IRS990ScheduleA/SubstantialContributorsTotAmt0225068
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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