Civic Intelligence

Collierville Education Foundation Inc.

990EZ • Fiscal year 2018 • EIN 62-1693056

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

108 E Mulberry StCollierville, TN 38017

(901) 213-8233

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$10,200

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

1.2%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$194,069

Up $22,065 (+13%) from 2017

Net Assets

Up

$194,069

Up $22,065 (+13%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$133,444

Up $1,547 (+1.2%) from 2017

Expenses

Down

$111,379

Down $7,549 (-6.3%) from 2017

Net Income

Up

$22,065

Up $9,096 (+70%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $95,553Net Assets 2011: $95,5532011Assets 2012: $107,329Net Assets 2012: $107,3292012Assets 2013: $114,136Liabilities 2013: $02013Assets 2014: $175,906Net Assets 2014: $175,9062014Assets 2015: $147,297Net Assets 2015: $147,2972015Assets 2016: $159,035Net Assets 2016: $159,0352016Assets 2017: $172,004Net Assets 2017: $172,0042017Assets 2018: $194,069Net Assets 2018: $194,0692018Assets 2019: $196,185Net Assets 2019: $196,1852019Assets 2020: $203,339Net Assets 2020: $203,3392020Assets 2021: $225,044Net Assets 2021: $225,0442021Assets 2022: $211,218Liabilities 2022: $0Net Assets 2022: $211,2182022Assets 2023: $251,869Liabilities 2023: $0Net Assets 2023: $251,8692023Assets 2024: $265,562Liabilities 2024: $0Net Assets 2024: $265,5622024Assets 2025: $243,902Liabilities 2025: $0Net Assets 2025: $243,9022025

Highlighted filing

2018

Assets$194,069
Liabilities-
Net Assets$194,069

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $91,538Expenses 2011: $93,790Net Income 2011: -$2,2522011Revenue 2012: $92,063Expenses 2012: $83,560Net Income 2012: $8,5032012Revenue 2013: $14,850Expenses 2013: $8,043Net Income 2013: $6,8072013Revenue 2014: $106,962Expenses 2014: $52,767Net Income 2014: $54,1952014Revenue 2015: $110,122Expenses 2015: $133,189Net Income 2015: -$23,0672015Revenue 2016: $107,082Expenses 2016: $95,344Net Income 2016: $11,7382016Revenue 2017: $131,897Expenses 2017: $118,928Net Income 2017: $12,9692017Revenue 2018: $133,444Expenses 2018: $111,379Net Income 2018: $22,0652018Revenue 2019: $126,349Expenses 2019: $124,233Net Income 2019: $2,1162019Revenue 2020: $121,439Expenses 2020: $114,285Net Income 2020: $7,1542020Revenue 2021: $101,591Expenses 2021: $112,252Net Income 2021: -$10,6612021Revenue 2022: $215,299Expenses 2022: $202,358Net Income 2022: $12,9412022Revenue 2023: $328,091Expenses 2023: $281,786Net Income 2023: $46,3052023Revenue 2024: $308,176Expenses 2024: $315,360Net Income 2024: -$7,1842024Revenue 2025: $293,509Expenses 2025: $322,407Net Income 2025: -$28,8982025

Highlighted filing

2018

Revenue$133,444
Expenses$111,379
Net Income$22,065
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.2
Gross Receipts
$166,199
Mission and Program Overview

Mission

To promote academic excellence in the collierville schools by generating and distributing grants directly to teachers to further enrich, enhance and expand every child's education.

Promote academic excellence in the collierville schools by generating/distributing grants to teachers to further enrich, enhance and expand every child's educaiton

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS TO 8 SCHOOLS AND 200 TEACHERS IN THE COLLIERVILLE TN SCHOOL SYSTEM FOR EQUIPMENT AND SUPPLIES PURCHASES, AND HOSTED ACTIVITIES FOR TEACHER APPRECIATION$82,437$85,976
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE DOUGLASExecutive DirectorPT$10,200-$10,200
TERRI O'CONNORFinancial AdvisorPT$6,000-$6,000
JEFF ELSWORTHPresident-$0--
CHUCK LESNICKPast President-$0--
WENDY NATIONSSecretary/Treasurer-$0--
LINDA G STAMPSMarketing ManagerPT$0--
MICHAEL GREENDirector-$0--
FRAN BROWNDirector-$0--
JOHN GREENLife Director-$0--
NIKKI HUFFMANDirector-$0--
CARR KELSEYDirector-$0--
LINDA SALISBURYDirector-$0--
TONIA WRIGHTDirector-$0--
STEPHEN JOHNSONDirector-$0--
RACHELLE MAIERDirector-$0--
CHAD ROBERTSDirector-$0--
KANETTE RODGERSDirector-$0--
MICHAEL SANSONEDirector-$0--
CHRISTIE SMITHDirector-$0--
SCOTT SMITHDirector-$0--
RYAN VICKDirector-$0--
COURTNEY ELLETDirectorPT$0--
CINDY ELLIOTDirector-$0--
LISA OLIVERDirector-$0--
EMILY RICEDirector-$0--
MOLLY HENDERSONDirector-$0--
JENNIFER BENNETTDirector-$0--
JASON MARTINDirector-$0--
MATT REIFFDirector-$0--
TONY SARWARDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Car Show$32,849$6,250$464$5,786
Golf Tournament$32,686$3,999$2,472$1,527
Total Events$113,243$16,869$32,755$-15,886
Filing and Contact Details

Filer

Filer Name
Collierville Education Foundation
EIN
62-1693056
Phone
9012138233
Address
108 E MULBERRY ST, COLLIERVILLE, TN 38017

Signing Officer

Name
TERRI O'CONNOR
Title
Director/financial Advisor
Phone
9012138233
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Elizabeth Oakes Menendez CPA
Address
3223 S Silverwind Cv, Memphis, TN 38125
Preparer
Elizabeth Oakes Menendez CPA
Phone
6624704428
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Promote academic excellence for all collierville school students; education; bailey station elementa

Form 990EZ, Part I, Line 10

Promote academic excellence for all collierville school students; education; west collierville middl

Form 990EZ, Part I, Line 10

Promote academic excellence for all collierville school students; education; tara oaks elementary sc

Form 990EZ, Part I, Line 10

Promote academic excellence for all collierville school students; education; collierville middle sch

Form 990EZ, Part I, Line 10

Promote academic excellence for all collierville school students; none; collierville high school: 11

Form 990EZ, Part I, Line 10

Promote academic excellence for all collierville school students; education; syscamore elementary sc

Form 990EZ, Part I, Line 10

Promote academic excellence for all collierville school students; education; schilling farms middle

Form 990EZ, Part I, Line 10

Promote academic excellence for all collierville school students; education; collierville elementary

Form 990EZ, Part I, Line 10

Promote academic excellence for all collierville school students; education; $50 individual grants a

Form 990EZ, Part I, Line 16

Bank service charges 227.

Form 990EZ, Part I, Line 16

CONTRIBUTION 50.

Form 990EZ, Part I, Line 16

DUES/SUBSCRIPTIONS 345.

Form 990EZ, Part I, Line 16

Food/facility for teacher lunch 2882.

Form 990EZ, Part I, Line 16

LIABILITY INSURANCE 661.

Form 990EZ, Part I, Line 16

LICENSES/PERMITS 201.

Form 990EZ, Part I, Line 16

MARKETING 3819.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 420.

Form 990EZ, Part II, Line 24

DEPOSITS

Raw XML Appendix325 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/PersonNm0JEFF ELSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHUCK LESNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY NATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANE DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRI O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA G STAMPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL GREEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm29TONY SARWAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MARKETING MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8LIFE DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
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IRS990ScheduleA/TotalSupportAmt0605393
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt096374
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt026599
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt028687
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt041088
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032755
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032686
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt047708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0113243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06620
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016869
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-15886
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0635
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02300
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt01579
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04514
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010398
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013334
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0464
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02472
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05300
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05082
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt03725
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTE ACADEMIC EXCELLENCE FOR ALL COLLIERVILLE SCHOOL STUDENTS; EDUCATION; BAILEY STATION ELEMENTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROMOTE ACADEMIC EXCELLENCE FOR ALL COLLIERVILLE SCHOOL STUDENTS; EDUCATION; WEST COLLIERVILLE MIDDL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROMOTE ACADEMIC EXCELLENCE FOR ALL COLLIERVILLE SCHOOL STUDENTS; EDUCATION; TARA OAKS ELEMENTARY SC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROMOTE ACADEMIC EXCELLENCE FOR ALL COLLIERVILLE SCHOOL STUDENTS; EDUCATION; COLLIERVILLE MIDDLE SCH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROMOTE ACADEMIC EXCELLENCE FOR ALL COLLIERVILLE SCHOOL STUDENTS; NONE; COLLIERVILLE HIGH SCHOOL: 11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROMOTE ACADEMIC EXCELLENCE FOR ALL COLLIERVILLE SCHOOL STUDENTS; EDUCATION; SYSCAMORE ELEMENTARY SC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROMOTE ACADEMIC EXCELLENCE FOR ALL COLLIERVILLE SCHOOL STUDENTS; EDUCATION; SCHILLING FARMS MIDDLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROMOTE ACADEMIC EXCELLENCE FOR ALL COLLIERVILLE SCHOOL STUDENTS; EDUCATION; COLLIERVILLE ELEMENTARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROMOTE ACADEMIC EXCELLENCE FOR ALL COLLIERVILLE SCHOOL STUDENTS; EDUCATION; $50 INDIVIDUAL GRANTS A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK SERVICE CHARGES 227.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CONTRIBUTION 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUES/SUBSCRIPTIONS 345.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FOOD/FACILITY FOR TEACHER LUNCH 2882.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LIABILITY INSURANCE 661.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14LICENSES/PERMITS 201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MARKETING 3819.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16OFFICE SUPPLIES 420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17DEPOSITS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 24
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:34:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELIZABETH OAKES MENENDEZ CPA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
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ReturnHeader/PreparerPersonGrp/PhoneNum06624704428
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH OAKES MENENDEZ CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-12T09:34:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$2.94$3.22$0.29
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$3.08$3.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$3.28$2.82$0.46
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$2.15$2.02$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.25$2.25$1.02$1.12$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.03$2.03$1.21$1.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.96$1.96$1.26$1.24$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.94$1.94$1.33$1.11$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.72$1.72$1.32$1.19$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.59$1.59$1.07$0.95$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.10$1.33$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.76$1.76$1.07$0.53$0.54
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$0.15$0.08$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$1.07$0.92$0.84$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.96$0.92$0.94$0.02