Civic Intelligence

Plano Isd Education Foundation

990 • Fiscal year 2019 • EIN 75-2481906

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 29, 2020

Organization Profilepisd/about.us/foundation
2700 West 15th StreetPlano, TX 75075

(469) 752-8091

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$74,566

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-17%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,045,578

Down $195,859 (-16%) from 2018

Net Assets

Down

$1,028,402

Down $109,630 (-9.6%) from 2018

Liabilities

Down

$17,176

Down $86,229 (-83%) from 2018

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin17th percentile

Revenue

Down

$942,764

Down $186,810 (-17%) from 2018

Expenses

Down

$1,079,877

Down $49,963 (-4.4%) from 2018

Net Income

Down

-$137,113

Down $136,847 (-51446%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,162,198Liabilities 2011: $125,960Net Assets 2011: $1,036,2382011Assets 2012: $1,374,311Liabilities 2012: $299,088Net Assets 2012: $1,075,2232012Assets 2013: $1,367,174Liabilities 2013: $165,878Net Assets 2013: $1,201,2962013Assets 2014: $1,957,246Liabilities 2014: $672,738Net Assets 2014: $1,284,5082014Assets 2015: $1,726,060Liabilities 2015: $485,434Net Assets 2015: $1,240,6262015Assets 2016: $1,474,527Liabilities 2016: $358,780Net Assets 2016: $1,115,7472016Assets 2017: $1,358,163Liabilities 2017: $248,428Net Assets 2017: $1,109,7352017Assets 2018: $1,241,437Liabilities 2018: $103,405Net Assets 2018: $1,138,0322018Assets 2019: $1,045,578Liabilities 2019: $17,176Net Assets 2019: $1,028,4022019Assets 2020: $1,047,998Liabilities 2020: $155,099Net Assets 2020: $892,8992020Assets 2021: $1,654,559Liabilities 2021: $22Net Assets 2021: $1,654,5372021Assets 2022: $1,662,463Liabilities 2022: $0Net Assets 2022: $1,662,4632022Assets 2023: $1,523,892Liabilities 2023: $12,166Net Assets 2023: $1,511,7262023

Highlighted filing

2019

Assets$1,045,578
Liabilities$17,176
Net Assets$1,028,402
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $962,020Expenses 2011: $779,166Net Income 2011: $182,8542011Expenses 2012: $952,6172012Expenses 2013: $942,3792013Revenue 2014: $2,148,023Expenses 2014: $2,095,658Net Income 2014: $52,3652014Revenue 2015: $1,879,971Expenses 2015: $1,918,691Net Income 2015: -$38,7202015Revenue 2016: $954,727Expenses 2016: $1,092,599Net Income 2016: -$137,8722016Revenue 2017: $1,081,921Expenses 2017: $1,115,799Net Income 2017: -$33,8782017Revenue 2018: $1,129,574Expenses 2018: $1,129,840Net Income 2018: -$2662018Revenue 2019: $942,764Expenses 2019: $1,079,877Net Income 2019: -$137,1132019Revenue 2020: $1,170,925Expenses 2020: $1,389,692Net Income 2020: -$218,7672020Revenue 2021: $1,841,256Expenses 2021: $1,154,475Net Income 2021: $686,7812021Revenue 2022: $1,282,336Expenses 2022: $979,905Net Income 2022: $302,4312022Revenue 2023: $821,421Expenses 2023: $1,000,687Net Income 2023: -$179,2662023

Highlighted filing

2019

Revenue$942,764
Expenses$1,079,877
Net Income-$137,113
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 29, 2020
Return Version
2018v3.1
Gross Receipts
$1,059,921
Mission and Program Overview

Mission

Helping all students in the plano school district achieve their full potential by providing financial support to educators and academic programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$614,138$641,621▲ $27,483
Cash and Non-Interest-Bearing Accounts$501,523$282,214▼ $219,309
Inventories for Sale or Use$84,453$111,120▲ $26,667
Pledges and Grants Receivable$10,000$0▼ $10,000
Prepaid Expenses and Deferred Charges$15,000$10,000▼ $5,000
Accounts Receivable$16,323$623▼ $15,700
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$1,241,437$1,045,578▼ $195,859
Other Assets Total-$0-
Liabilities
Grants Payable$70,000--
Accounts Payable and Accrued Expenses$33,405$17,176▼ $16,229
Total Liabilities$103,405$17,176▼ $86,229
Net Assets / Fund Balance
Unrestricted Net Assets$993,155$901,176▼ $91,979
Temporarily Rstr Net Assets$144,877$127,226▼ $17,651
Total Net Assets Fund Balance$1,138,032$1,028,402▼ $109,630
Total Liabilities and Net Assets / Fund Balance$1,241,437$1,045,578▼ $195,859

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$6,736$6,736

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$85,812-▲ $7,142-$92,954
2017$78,151-▲ $7,661-$85,812
2016$70,889-▲ $7,262-$78,151
2015-$64,544▲ $6,345-$70,889
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kristin AlexanderExecutive DirectorFT$74,566$74,566

Board Members and Trustees

NameTitle
Jennifer JamiesonPresident
Lesley GuinnVice President
Angela MinerDirector
Angie SiffermanDirector
Babita JainDirector
Chris BraggDirector
Dr Cameron NealDirector
Earnest BurkeDirector
Harshal ChhayaDirector
Jean CallisonDirector
Jeff BeckleyDirector
Jeffrey KroneDirector
Jennifer FinkDirector
Jeremiah RadandtDirector
Jeri ChambersDirector
Jim McgeeDirector
Joseph PorteraDirector
Leslie NewmanDirector
Lori AntonioliDirector
Lori Kirk-rolleyDirector
Mary Jo DeanDirector
Mike GossDirector
Pete PatelDirector
Rebecca Egelston CasoDirector
Tamra SadafsazDirector
Ken HutchenriderImm Past Pres.
Tim MccoySecretary
Deanna KindredTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,009,820
Program Service Revenue
$0
Investment Income
$563
Other Revenue
$-67,619
All Other Contributions
$729,163
Change in Net Assets
$-137,113

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 AmountValuation Method
Other Non Cash Contri Table93,775$168,795Fair Market Value (FMV)
Total Noncash Contributions93,775$168,795-

Audited Revenue Reconciliation

Revenue per Audited Statements
$942,764
Revenue Not Reported on Form 990
$224,026
Total Revenue per Audited Statements
$1,166,790
Total Revenue per Form 990
$942,764
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,004,172
Other Expenses$75,705
Total Fundraising Expense$28,907
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$971,746--$971,746
Grants to Domestic Individuals$32,426--$32,426
Fees for Services Other$3,200$4,713$9,003$16,916
Office Expenses$9,587$3,432-$13,019
Fees for Services Accounting-$12,350-$12,350
Information Technology$808$4,387-$5,195
Insurance-$3,078-$3,078
All Other Expenses$2,148$546-$2,694
Other Expenses$350$1,608$4,298$1,958
Total Functional Expenses$1,020,856$30,114$28,907$1,079,877

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,276,420
Expenses per Audited Statements$1,079,877
Total Expenses per Form 990$1,079,877
Expenses Not Reported on Form 990$196,543
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Plano Independent School DistPlano, TX-Health Sciences Academy$140,000
Plano Independent School DistPlano, TX-Educator grants$125,000
Plano Independent School DistPlano, TX-General Support - Pisd$120,000
Plano Independent School DistPlano, TX-General Support$92,164
Plano Independent School DistPlano, TX-Avid$83,268
Plano Independent School DistPlano, TX-Robotics$75,000
Plano Independent School DistPlano, TX-5th Grade Camp$75,000
Plano Independent School DistPlano, TX-Family Literacy$44,650
Plano Independent School DistPlano, TX-Stem Efforts$40,536
Plano Independent School DistPlano, TX-Teacher of the Year$12,500
Plano Independent School DistPlano, TX-Stars$9,000
Plano Independent School DistPlano, TX-Science Fair$7,500
Plano Independent School DistPlano, TX-General Support$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$117,157
Fundraising Gross Income$49,538
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ski Plano$330,195$49,538$73,069$-23,531
Total Events$330,195$49,538$117,157$-67,619
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Part VI, Line 11B: Form 990 Review Process

“The form 990 is prepared by a cpa and is reviewed by the organization's executive director and treasurer. It is presented to the executive committee for final review and approval before execution and filing by the organization's treasurer.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members are asked to update their conflict of interest forms annually, if needed. All board members are required to have a conflict of interest statement signed. This process is monitored by the executive director.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST.”

Form 990, Part VIII Income From Fundraising Events

“The net economic benefit from our annual fundraising event is calculated as follows:Contributions from fundraising event reported on Part VIII, line 1c $ 280,657Gross income from fundraising event reported on Part VIII, line 8a 49,538Less: Direct costs of event reported on part VIII, Line 8b (117,157) Net economic benefit of fundraising event $ 213,038”

Filing and Contact Details

Filer

Filer Name
Plano Isd Education Foundation
EIN
75-2481906
Phone
4697528091
Address
2700 WEST 15TH STREET, PLANO, TX 75075

Signing Officer

Name
Jamee Jolly
Title
Sr. Executive Direc.
Signed
2020-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamee Jolly
Formed
1993
Legal Domicile
TX
Voting Board Members
28
Independent Board Members
28
Employees
1
Volunteers
28

Preparer

Firm
Sutton Frost Cary LLP
Address
600 Six Flags Dr Suite 600, Arlington, TX 76011
Preparer
Amy Michie
Phone
8176498083
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: the core store's mission is to help students succeed by equipping teachers with donated classroom resources, providing an opportunity for every plano isd student to have the supplies required for success in school.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The foundation's endowment consists of the board of honor endowment fund designated by the board of directors to function as an endowment with the purpose of providing long-term financial support for educational activities for the plano independent school district.”

Part X : FIN48 Footnote

“The Foundation is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code (IRC) and has not been classified as a private foundation as defined in the IRC. Income generated from activities unrelated to the Foundations exempt purposes is subject to tax under IRC Section 511. The Foundation had no unrelated business income for the year ended June 30, 2019. Accordingly, no provision has been made for federal income tax. GAAP requires the evaluation of tax positions taken in the course of preparing the Foundations tax returns and recognition of a tax liability (or asset) if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of June 30, 2019 there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 839 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0IMM PAST PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
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/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26President
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Executive Dir.
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IRS990/MissionDesc0HELPING ALL STUDENTS IN THE PLANO SCHOOL DISTRICT ACHIEVE THEIR FULL POTENTIAL BY PROVIDING FINANCIAL SUPPORT TO EDUCATORS AND ACADEMIC PROGRAMS.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,045,578
Liabilities
$17,176
Net assets
$1,028,402
Revenue
$942,764
Expenses
$1,079,877
Net income
-$137,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.52$0.01$1.51$0.82$1.00$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$1.28$0.98$0.30
2021Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$1.84$1.15$0.69
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.16$0.89$1.17$1.39$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.94$1.08$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.10$1.14$1.13$1.13$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.25$1.11$1.08$1.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.36$1.12$0.95$1.09$0.14
2015Summary only. Only limited summary data is available for this year.$1.73$0.49$1.24$1.88$1.92$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.67$1.28$2.15$2.10$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.17$1.20$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.30$1.08$0.95
2011Summary only. Only limited summary data is available for this year.$1.16$0.13$1.04$0.96$0.78$0.18