Civic Intelligence

San Angelo Schools Foundation

990EZ • Fiscal year 2023 • EIN 75-2184551

Jan 01, 2023 to Dec 31, 2023 • Filed on May 29, 2024

3371 Knickerbocker Rd 204San Angelo, TX 76904-6814

(325) 949-6543

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

-1.4%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.3%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

47%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$38,843

Down $1,727 (-4.3%) from 2022

Net Assets

Down

$38,690

Down $1,691 (-4.2%) from 2022

Liabilities

Down

$153

Down $36 (-19%) from 2022

Revenue

Up

$119,639

Up $38,176 (+47%) from 2022

Expenses

Up

$121,330

Up $23,691 (+24%) from 2022

Net Income

Up

-$1,691

Up $14,485 (+90%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $263,771Liabilities 2010: $56Net Assets 2010: $263,7152010Assets 2013: $310,706Liabilities 2013: $675Net Assets 2013: $310,0312013Assets 2014: $6,503Liabilities 2014: $320Net Assets 2014: $6,1832014Assets 2015: $7,941Liabilities 2015: $137Net Assets 2015: $7,8042015Assets 2016: $22,769Liabilities 2016: $5,548Net Assets 2016: $17,2212016Assets 2017: $29,936Liabilities 2017: $4,448Net Assets 2017: $25,4882017Assets 2018: $21,375Liabilities 2018: $198Net Assets 2018: $21,1772018Assets 2019: $24,515Liabilities 2019: $198Net Assets 2019: $24,3172019Assets 2020: $35,710Liabilities 2020: $203Net Assets 2020: $35,5072020Assets 2021: $56,760Liabilities 2021: $203Net Assets 2021: $56,5572021Assets 2022: $40,570Liabilities 2022: $189Net Assets 2022: $40,3812022Assets 2023: $38,843Liabilities 2023: $153Net Assets 2023: $38,6902023Assets 2024: $78,219Liabilities 2024: $0Net Assets 2024: $78,2192024

Highlighted filing

2023

Assets$38,843
Liabilities$153
Net Assets$38,690

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $72,368Expenses 2010: $41,169Net Income 2010: $31,1992010Revenue 2013: $104,945Expenses 2013: $48,936Net Income 2013: $56,0092013Revenue 2014: $27,358Expenses 2014: $26,574Net Income 2014: $7842014Revenue 2015: $38,837Expenses 2015: $37,216Net Income 2015: $1,6212015Revenue 2016: $70,198Expenses 2016: $60,781Net Income 2016: $9,4172016Revenue 2017: $70,865Expenses 2017: $62,598Net Income 2017: $8,2672017Revenue 2018: $75,224Expenses 2018: $79,535Net Income 2018: -$4,3112018Revenue 2019: $83,549Expenses 2019: $80,409Net Income 2019: $3,1402019Revenue 2020: $57,959Expenses 2020: $46,769Net Income 2020: $11,1902020Revenue 2021: $97,855Expenses 2021: $76,805Net Income 2021: $21,0502021Revenue 2022: $81,463Expenses 2022: $97,639Net Income 2022: -$16,1762022Revenue 2023: $119,639Expenses 2023: $121,330Net Income 2023: -$1,6912023Revenue 2024: $75,015Expenses 2024: $35,486Net Income 2024: $39,5292024

Highlighted filing

2023

Revenue$119,639
Expenses$121,330
Net Income-$1,691
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 29, 2024
Return Version
2023v5.0
Gross Receipts
$138,189
Mission and Program Overview

Mission

The san angelo schools foundation was created to support innovative academic opportunities for children of the san angelo independent school district. The foundation's two major projects each year are to provide grants to teachers for special classroom projects and to provide scholarships to promising young high school graduates.

Program Services

DescriptionGrantsExpenses
FUNDS USED TO PROVIDE MINI-GRANTS TO SAISD TEACHERS. THE PROGRAM ALLOWS TEACHERS TO REQUEST NECESSARY FUNDING TO INTRODUCE NEW CURRICULUM OR BUY NEW SUPPLIES TO SUPPORT CURRICULUM ENHANCEMENTS. SAN ANGELO AREA FOUNDATION MANAGES ASSETS FOR SAN ANGELO SCHOOLS FOUNDATION AND MAKES GRANTS TO SAISD.$99,220$18,550
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN ABERNATHYDirector-$0--
CAROL BARTONDirector-$0--
LAUREN HARPERDirector-$0--
MARISSA GIESECKEDirector-$0--
ROBYN TRAINERDirector-$0--
TERI THOMASONDirector-$0--
JENNA BARNESDirector-$0--
DANA BURKEDirector-$0--
BRIDGET CARRDirector-$0--
KIT CHAMBERSDirector-$0--
KARINA HARRISONDirector-$0--
D'ANN KUHLMANNDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auctions$105,462-$18,550-
Total Events$105,462-$18,550$-18,550
Filing and Contact Details

Filer

Filer Name
San Angelo Schools Foundation
EIN
75-2184551
Phone
3259496543
Address
3371 KNICKERBOCKER RD 204, SAN ANGELO, TX 76904-6814

Signing Officer

Name
Noreen B Carpenter
Title
Executive Director
Phone
3259496543
Signed
2024-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Oliver Rainey & Wojtek Llp
Address
2909 SHERWOOD WAY SUITE 300, SAN ANGELO, TX 76901
Preparer
Jeffrey Mccormick CPA
Phone
3259426713
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 214.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant to san angelo area foundation section 501(c)(3) organization.. Grantee name: san angelo area foundation. Grantee relationship: none. Property description: san angelo area foundation manages funds & distributes to saisd.. Amount given: 93,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant to austin elementary. Grantee name: austin elementary. Grantee relationship: none. Property description: funds for "day at the museum". Date of gift: 08/03/23. Amount given: 1,252.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant to lake view high school. Grantee name: lake view high school. Grantee relationship: none. Property description: funds for "culinary". Date of gift: 08/04/23. Amount given: 4,468. Total included on form 990-ez, line 10: 99,220.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: payroll tax. Amount: 918. Description: office expense. Amount: 806. Description: program expenses. Amount: 3,867. Description: telephone. Amount: 488. Description: supplies. Amount: 574. Description: bank fees. Amount: 286. Total to form 990-ez, line 16: 6,939.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities. Beg. Of year amount: 189. End of year amount: 153.

Raw XML Appendix236 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/PrimaryExemptPurposeTxt0THE SAN ANGELO SCHOOLS FOUNDATION WAS CREATED TO SUPPORT INNOVATIVE ACADEMIC OPPORTUNITIES FOR CHILDREN OF THE SAN ANGELO INDEPENDENT SCHOOL DISTRICT. THE FOUNDATION'S TWO MAJOR PROJECTS EACH YEAR ARE TO PROVIDE GRANTS TO TEACHERS FOR SPECIAL CLASSROOM PROJECTS AND TO PROVIDE SCHOLARSHIPS TO PROMISING YOUNG HIGH SCHOOL GRADUATES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS USED TO PROVIDE MINI-GRANTS TO SAISD TEACHERS. THE PROGRAM ALLOWS TEACHERS TO REQUEST NECESSARY FUNDING TO INTRODUCE NEW CURRICULUM OR BUY NEW SUPPLIES TO SUPPORT CURRICULUM ENHANCEMENTS. SAN ANGELO AREA FOUNDATION MANAGES ASSETS FOR SAN ANGELO SCHOOLS FOUNDATION AND MAKES GRANTS TO SAISD.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANT TO SAN ANGELO AREA FOUNDATION SECTION 501(C)(3) ORGANIZATION.. GRANTEE NAME: SAN ANGELO AREA FOUNDATION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SAN ANGELO AREA FOUNDATION MANAGES FUNDS & DISTRIBUTES TO SAISD.. AMOUNT GIVEN: 93,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANT TO AUSTIN ELEMENTARY. GRANTEE NAME: AUSTIN ELEMENTARY. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR "DAY AT THE MUSEUM". DATE OF GIFT: 08/03/23. AMOUNT GIVEN: 1,252.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GRANT TO LAKE VIEW HIGH SCHOOL. GRANTEE NAME: LAKE VIEW HIGH SCHOOL. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR "CULINARY". DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 4,468. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 99,220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PAYROLL TAX. AMOUNT: 918. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 806. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 3,867. DESCRIPTION: TELEPHONE. AMOUNT: 488. DESCRIPTION: SUPPLIES. AMOUNT: 574. DESCRIPTION: BANK FEES. AMOUNT: 286. TOTAL TO FORM 990-EZ, LINE 16: 6,939.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 189. END OF YEAR AMOUNT: 153.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03259496543
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN ANGELO SCHOOLS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0752184551
ReturnHeader/Filer/PhoneNum03259496543
ReturnHeader/Filer/USAddress/AddressLine1Txt03371 KNICKERBOCKER RD 204
ReturnHeader/Filer/USAddress/CityNm0SAN ANGELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0769046814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752138464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLIVER RAINEY & WOJTEK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02909 SHERWOOD WAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANGELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076901
ReturnHeader/PreparerPersonGrp/PhoneNum03259426713
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY MCCORMICK CPA
ReturnHeader/ReturnTs02024-05-29T08:34:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NOREEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARPENTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.75$0.35$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.20$1.21$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.40$0.81$0.98$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.98$0.77$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.58$0.47$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.24$0.84$0.80$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.75$0.80$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.04$0.25$0.71$0.63$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.06$0.17$0.70$0.61$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.39$0.37$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.06$0.27$0.27$0.01
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.01$3.10$1.05$0.49$0.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.00$2.64$0.72$0.41$0.31