Civic Intelligence

Mckinney Education Foundation

990 • Fiscal year 2015 • EIN 75-2401624

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization ProfileWWW.MMEEFF.COM
510 Heard StreetMckinney, TX 75069

(469) 302-6313

Siviq Scores

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

Liabilities / Assets

45th percentile

0.14x

Higher debt load relative to assets than 45% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

1.07x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

66th percentile

5.3%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-67%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$9,597,540

Up $484,642 (+5.3%) from 2014

Net Assets

Down

$8,234,149

Down $285,786 (-3.4%) from 2014

Liabilities

Up

$1,363,391

Up $770,428 (+130%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin81st percentile

Revenue

Down

$1,272,064

Down $2,620,516 (-67%) from 2014

Expenses

Up

$965,771

Up $37,527 (+4.0%) from 2014

Net Income

Down

$306,293

Down $2,658,043 (-90%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$15M$10M$5.0M$0Assets 2010: $4,841,026Liabilities 2010: $207,268Net Assets 2010: $4,633,7582010Assets 2011: $5,383,956Liabilities 2011: $291,451Net Assets 2011: $5,092,5052011Assets 2012: $5,410,371Liabilities 2012: $249,343Net Assets 2012: $5,161,0282012Assets 2013: $5,683,766Liabilities 2013: $313,712Net Assets 2013: $5,370,0542013Assets 2014: $9,112,898Liabilities 2014: $592,963Net Assets 2014: $8,519,9352014Assets 2015: $9,597,540Liabilities 2015: $1,363,391Net Assets 2015: $8,234,1492015Assets 2016: $9,035,032Liabilities 2016: $1,405,980Net Assets 2016: $7,629,0522016Assets 2017: $9,470,931Liabilities 2017: $906,838Net Assets 2017: $8,564,0932017Assets 2018: $9,774,147Liabilities 2018: $993,171Net Assets 2018: $8,780,9762018Assets 2019: $9,837,326Liabilities 2019: $1,119,698Net Assets 2019: $8,717,6282019Assets 2020: $10,309,637Liabilities 2020: $1,146,884Net Assets 2020: $9,162,7532020Assets 2021: $13,430,934Liabilities 2021: $1,323,656Net Assets 2021: $12,107,2782021Assets 2022: $11,866,191Liabilities 2022: $1,461,846Net Assets 2022: $10,404,3452022Assets 2023: $12,683,758Liabilities 2023: $1,416,955Net Assets 2023: $11,266,8032023Assets 2024: $14,250,175Liabilities 2024: $2,417,347Net Assets 2024: $11,832,8282024

Highlighted filing

2015

Assets$9,597,540
Liabilities$1,363,391
Net Assets$8,234,149
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,119,8132010Expenses 2011: $962,5222011Expenses 2012: $873,4902012Expenses 2013: $1,021,7122013Revenue 2014: $3,892,580Expenses 2014: $928,244Net Income 2014: $2,964,3362014Revenue 2015: $1,272,064Expenses 2015: $965,771Net Income 2015: $306,2932015Revenue 2016: $995,363Expenses 2016: $962,711Net Income 2016: $32,6522016Revenue 2017: $1,112,660Expenses 2017: $1,020,070Net Income 2017: $92,5902017Revenue 2018: $1,486,781Expenses 2018: $1,120,399Net Income 2018: $366,3822018Revenue 2019: $1,184,939Expenses 2019: $1,296,941Net Income 2019: -$112,0022019Revenue 2020: $2,107,343Expenses 2020: $1,000,313Net Income 2020: $1,107,0302020Revenue 2021: $1,541,295Expenses 2021: $1,264,803Net Income 2021: $276,4922021Revenue 2022: $1,500,466Expenses 2022: $1,379,548Net Income 2022: $120,9182022Revenue 2023: $1,202,471Expenses 2023: $1,242,480Net Income 2023: -$40,0092023Revenue 2024: $1,585,642Expenses 2024: $1,758,665Net Income 2024: -$173,0232024

Highlighted filing

2015

Revenue$1,272,064
Expenses$965,771
Net Income$306,293
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$1,272,064
Mission and Program Overview

Mission

To inspire and assist mckinney isd students and teachers toward excellence and make a difference in a child's life through education.

The organization promotes quality education by providing for the distribution of fundsfor use by the mckinney independent school district and its graduating seniors, students and staff.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,296,523$8,588,586▲ $292,063
Savings and Temporary Cash Investments$745,757$931,932▲ $186,175
Cash and Non-Interest-Bearing Accounts$28,893$64,082▲ $35,189
Pledges and Grants Receivable$41,725$12,940▼ $28,785
Total Assets$9,112,898$9,597,540▲ $484,642
Liabilities
Other Liabilities$583,529$1,343,720▲ $760,191
Accounts Payable and Accrued Expenses$2,993$10,961▲ $7,968
Grants Payable$6,441$8,710▲ $2,269
Total Liabilities$592,963$1,363,391▲ $770,428
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,519,353$6,643,818▲ $124,465
Unrestricted Net Assets$900,994$923,690▲ $22,696
Temporarily Rstr Net Assets$1,099,588$666,641▼ $432,947
Total Net Assets Fund Balance$8,519,935$8,234,149▼ $285,786
Total Liabilities and Net Assets / Fund Balance$9,112,898$9,597,540▲ $484,642

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$27,511$27,511

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$6,833,673$197,789▲ $88,715-$6,795,504
2013$4,175,908$2,469,380▲ $744,104-$6,870,972
2012$4,509,379$221,083▲ $32,941-$4,752,639
2011$4,544,650$197,526▼ $36,037-$4,509,379
2010$3,887,432$225,114▲ $638,124-$4,544,650
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Janet SanderPresident
STEPHANIE O'DELLPresident-el
Cc TheophineDirector
Christie KiddDirector
Hal HarborDirector
John GayDirector
Louise HolubarDirector
Lyle FroeseDirector
Mark McandrewDirector
Matt MaloneDirector
Patti ChurnerDirector
Ray EckenrodeDirector
Rick McdanielDirector
Ted CantrellDirector
John ValenciaEmeritus
Lynn SperryEmeritus
Pam SextonEmeritus
Denise HolthausSecretary
Ira DahlmanVP-administr
Randall P PogueVP-education
Linda BeeneVP-finance
Revenue and Support

Revenue Composition

Contributions and Grants
$1,037,917
Program Service Revenue
$0
Investment Income
$234,147
Other Revenue
$0
All Other Contributions
$1,037,917
Change in Net Assets
$306,293

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,272,064
Total Revenue per Audited Statements
$1,272,064
Total Revenue per Form 990
$1,272,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$565,039
Salaries, Compensation, and Employee Benefits$306,508
Total Fundraising Expense$97,454
Other Expenses$94,224
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$565,039--$565,039
Other Salaries and Wages$159,536$21,750$81,001$262,287
Payroll Taxes$12,472$2,446$6,342$21,260
Other Employee Benefits$9,346$4,484$1,350$15,180
Fees for Services Accounting-$10,750-$10,750
Advertising$1,356$3,372$4,549$9,277
Office Expenses$2,323$4,304$1,209$7,836
Pension Plan Contributions$4,698$653$2,430$7,781
Other Expenses$3,300$10,325$496$3,300
Insurance-$2,915-$2,915
All Other Expenses$487$2,258$77$2,822
Total Functional Expenses$796,108$72,209$97,454$965,771

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$965,771
Total Expenses per Audited Statements$965,771
Total Expenses per Form 990$965,771
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable$731,032
Agency Funds$612,688
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“Form 990 is reviewed by the audit committee prior to filing.”

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

“Annually, the board of directors are required to notify the board if any conflict of interest arises.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's performance is reviewed by the human resources committee and the excutive committee to determine compensation.”

Form 990, Page 6, Part VI, Line 15B

“Key employee performance is reviewed by the human resources committee and the excutive committee to determine compensation.”

Form 990, Page 6, Part VI, Line 19

“Th organization maintains a binder which contains the by-laws, policies, governing documentation, and financial statements that are available on- site at the administrative offices.”

Filing and Contact Details

Filer

Filer Name
Mckinney Education Foundation
EIN
75-2401624
Phone
4693026313
Address
510 HEARD STREET, MCKINNEY, TX 75069

Signing Officer

Name
Linda Beene
Title
VP-finance
Phone
4693026313
Signed
2015-11-11

Organization Details

Principal Officer
Linda Beene
Formed
1991
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
9

Preparer

Firm
Nabors CPA Services Pc
Address
8765 STOCKARD DRIVE SUITE 404, FRISCO, TX 75034-8007
Preparer
R Wayne Nabors CPA
Phone
9724641226
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP-ADMINISTR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP-EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt19EMERITUS
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IRS990/OtherExpensesGrp/Desc3TECHNICAL CONSULTANT
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IRS990/PrincipalOfficerNm0LINDA BEENE
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,597,540
Liabilities
$1,363,391
Net assets
$8,234,149
Revenue
$1,272,064
Expenses
$965,771
Net income
$306,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$2.42$11.8$1.59$1.76$0.17
2023Summary only. Only limited summary data is available for this year.$12.7$1.42$11.3$1.20$1.24$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$1.46$10.4$1.50$1.38$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$1.32$12.1$1.54$1.26$0.28
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$1.15$9.16$2.11$1.00$1.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.84$1.12$8.72$1.18$1.30$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$0.99$8.78$1.49$1.12$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.47$0.91$8.56$1.11$1.02$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.04$1.41$7.63$1.00$0.96$0.03
2015Detailed filing. Detailed filing data is available for this year.$9.60$1.36$8.23$1.27$0.97$0.31
2014Detailed filing. Detailed filing data is available for this year.$9.11$0.59$8.52$3.89$0.93$2.96
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$0.31$5.37$1.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.25$5.16$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.29$5.09$0.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.84$0.21$4.63$1.12