Civic Intelligence

Pasadena I S D Education Foundation Inc.

990 • Fiscal year 2016 • EIN 76-0727697

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 25, 2017

1515 Cherrybrook LnPasadena, TX 77502

(713) 740-0288

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.8%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

0.1%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,311,259

Up $116,981 (+9.8%) from 2015

Net Assets

Up

$1,310,463

Up $116,657 (+9.8%) from 2015

Liabilities

Up

$796

Up $324 (+69%) from 2015

Revenue

Up

$460,329

Up $353 (+0.1%) from 2015

Expenses

Up

$332,448

Up $21,227 (+6.8%) from 2015

Net Income

Down

$127,881

Down $20,874 (-14%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $733,962Liabilities 2011: $0Net Assets 2011: $733,9622011Assets 2012: $871,358Liabilities 2012: $299Net Assets 2012: $871,0592012Assets 2013: $966,910Liabilities 2013: $472Net Assets 2013: $966,4382013Assets 2014: $1,045,523Liabilities 2014: $472Net Assets 2014: $1,045,0512014Assets 2015: $1,194,278Liabilities 2015: $472Net Assets 2015: $1,193,8062015Assets 2016: $1,311,259Liabilities 2016: $796Net Assets 2016: $1,310,4632016Assets 2017: $1,982,492Liabilities 2017: $797Net Assets 2017: $1,981,6952017Assets 2018: $1,461,986Liabilities 2018: $325Net Assets 2018: $1,461,6612018Assets 2019: $1,524,591Liabilities 2019: $325Net Assets 2019: $1,524,2662019Assets 2020: $1,712,620Liabilities 2020: $797Net Assets 2020: $1,711,8232020Assets 2021: $1,884,738Liabilities 2021: $0Net Assets 2021: $1,884,7382021Assets 2022: $2,012,266Liabilities 2022: $2Net Assets 2022: $2,012,2642022Assets 2023: $2,455,248Liabilities 2023: $0Net Assets 2023: $2,455,2482023Assets 2024: $2,777,740Liabilities 2024: $0Net Assets 2024: $2,777,7402024

Highlighted filing

2016

Assets$1,311,259
Liabilities$796
Net Assets$1,310,463

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $316,668Expenses 2011: $320,441Net Income 2011: -$3,7732011Revenue 2012: $376,710Expenses 2012: $239,613Net Income 2012: $137,0972012Revenue 2013: $372,532Expenses 2013: $277,653Net Income 2013: $94,8792013Revenue 2014: $363,794Expenses 2014: $285,183Net Income 2014: $78,6112014Revenue 2015: $459,976Expenses 2015: $311,221Net Income 2015: $148,7552015Revenue 2016: $460,329Expenses 2016: $332,448Net Income 2016: $127,8812016Revenue 2017: $1,613,262Expenses 2017: $933,724Net Income 2017: $679,5382017Revenue 2018: $797,986Expenses 2018: $1,303,223Net Income 2018: -$505,2372018Revenue 2019: $849,507Expenses 2019: $805,543Net Income 2019: $43,9642019Revenue 2020: $804,658Expenses 2020: $626,401Net Income 2020: $178,2572020Revenue 2021: $585,084Expenses 2021: $408,204Net Income 2021: $176,8802021Revenue 2022: $610,241Expenses 2022: $428,496Net Income 2022: $181,7452022Revenue 2023: $957,957Expenses 2023: $518,743Net Income 2023: $439,2142023Revenue 2024: $1,037,111Expenses 2024: $699,696Net Income 2024: $337,4152024

Highlighted filing

2016

Revenue$460,329
Expenses$332,448
Net Income$127,881
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$749,047
Mission and Program Overview

Mission

The mission of the pasadena isd education foundation is to collaborate with the school district and community to reward innovative teaching, promote educational excellence, and provide opportunities to recognize the students and staff of the pasadena independent school district.

To provide funds for grants to teachers for special projects that the ordinary school budget cannot provide. The special projects are to enhance the quality of education provided to the students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,183,054$1,311,259▲ $128,205
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,194,278$1,311,259▲ $116,981
Other Assets Total$11,224$0▼ $11,224
Liabilities
Accounts Payable and Accrued Expenses$472$796▲ $324
Total Liabilities$472$796▲ $324
Net Assets / Fund Balance
Unrestricted Net Assets$1,193,806$1,310,463▲ $116,657
Total Net Assets Fund Balance$1,193,806$1,310,463▲ $116,657
Total Liabilities and Net Assets / Fund Balance$1,194,278$1,311,259▲ $116,981
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rick GuerreroPast President
Herman WilliamsPresident
Ben MeadorAdvisory Board
Daniel J HickeyAdvisory Board
Elizabeth Harris LindbergAdvisory Board
James DavisAdvisory Board
Jess FieldsAdvisory Board
Judge Holly WilliamsonAdvisory Board
Kirk LewisAdvisory Board
Liz OlivarezAdvisory Board
Madeline SimpsonAdvisory Board
Mariselle QuijanoAdvisory Board
Maureen R M SingletonAdvisory Board
Nolan AllenAdvisory Board
Randy DrakeAdvisory Board
Randy PerryAdvisory Board
Reverend Emory GaddAdvisory Board
Rudy AylesAdvisory Board
Tony OgdenAdvisory Board
Wayne AdamsAdvisory Board
Aj JabbaryDirector
Barbara WallingDirector
Bill BarmoreDirector
Bob GebhardDirector
Brad FrenchDirector
Calvin Powitzky JrDirector
Charles WelshDirector
Cheri HutchersonDirector
Debbie Pace-rowlandDirector
Fran BassDirector
J J IsbellDirector
Jack BaileyDirector
Jackie SpigenerDirector
James GuthrieDirector
John Moon JrDirector
John W FinckDirector
Judy HarrisonDirector
Ken UnfriedDirector
Larry TaylorDirector
Patti BodkinsDirector
Renea IvyDirector
Rheena TaylorDirector
Salvador Serrano JrDirector
Samuel JimenezDirector
Shelly AntleyDirector
Steve CoteDirector
Steven CowartDirector
Terry BrothertonDirector
Thomas SchoenbeinDirector
Troy MccarleyDirector
Michael PorterfieldDirector at Large
Cristina Burt WomackPres Elect
Dr Deeann PowellSecretary
Chris BezdekTreasurer
Linda LukaszewskiVP Admin Affair
Denise JenningsVP Development
Revenue and Support

Revenue Composition

Contributions and Grants
$316,200
Program Service Revenue
$0
Investment Income
$2,435
Other Revenue
$141,694
All Other Contributions
$316,200
Change in Net Assets
$127,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,305
Other Expenses$32,143
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$300,305--$300,305
Fees for Services Legal-$9,295-$9,295
Fees for Services Accounting-$6,500-$6,500
Insurance-$3,185-$3,185
Other Expenses-$1,606-$1,606
Advertising-$1,015-$1,015
All Other Expenses-$366-$366
Total Functional Expenses$300,305$32,143$0$332,448
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$430,412
Fundraising Direct Expenses$288,718
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tournament$345,721$345,721$53,110$292,611
Shining Star Gala$51,515$51,515$30,009$21,506
Total Events$430,412$430,412$288,718$141,694
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
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 2: Description of Business or Family Relationship of Officers, Directors, Et

Two board members have a family relationship.

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy of the 990 was provided to each member of the board for review. The 990 was discussed, with comments noted and considered, and voted upon by the board at the monthly board meeting.

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

The conflict of interest policy is part of the organization's bylaws. Directors are expected to report any conflict of interest as the issue occurs.

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

Copies of governering documents and other items are available upon request.

Filing and Contact Details

Filer

Filer Name
Pasadena Isd Education Foundation
EIN
76-0727697
Phone
7137400288
Address
1515 CHERRYBROOK LN, PASADENA, TX 77502

Signing Officer

Name
Chris Bezdek
Title
Treasurer
Signed
2017-10-25
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
TX
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
17

Preparer

Firm
Mosher Seifert & Co CPAs
Address
4701 Preston, Pasadena, TX 77505-2050
Preparer
Kenneth J Seifert
Phone
2819911099
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

= -$11224

Raw XML AppendixShowing 400 of 840 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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt450
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt460
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt470
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt480
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt490
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt510
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt520
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt530
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt540
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt550
IRS990/Form990PartVIISectionAGrp/PersonNm0CALVIN POWITZKY JR
IRS990/Form990PartVIISectionAGrp/PersonNm1BILL BARMORE
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN MOON JR
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES WELSH
IRS990/Form990PartVIISectionAGrp/PersonNm4DENISE JENNINGS
IRS990/Form990PartVIISectionAGrp/PersonNm5KIRK LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm6MADELINE SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm7HERMAN WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm8JACKIE SPIGENER
IRS990/Form990PartVIISectionAGrp/PersonNm9JACK BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm10RICK GUERRERO
IRS990/Form990PartVIISectionAGrp/PersonNm11NOLAN ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm12FRAN BASS
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRIS BEZDEK
IRS990/Form990PartVIISectionAGrp/PersonNm14PATTI BODKINS
IRS990/Form990PartVIISectionAGrp/PersonNm15LIZ OLIVAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm16TERRY BROTHERTON
IRS990/Form990PartVIISectionAGrp/PersonNm17WAYNE ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm18MARISELLE QUIJANO
IRS990/Form990PartVIISectionAGrp/PersonNm19STEVE COTE
IRS990/Form990PartVIISectionAGrp/PersonNm20RENEA IVY
IRS990/Form990PartVIISectionAGrp/PersonNm21RANDY DRAKE
IRS990/Form990PartVIISectionAGrp/PersonNm22JESS FIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm23BOB GEBHARD
IRS990/Form990PartVIISectionAGrp/PersonNm24JUDY HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm25TONY OGDEN
IRS990/Form990PartVIISectionAGrp/PersonNm26AJ JABBARY
IRS990/Form990PartVIISectionAGrp/PersonNm27JAMES DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm28LINDA LUKASZEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm29REVEREND EMORY GADD
IRS990/Form990PartVIISectionAGrp/PersonNm30JOHN W FINCK
IRS990/Form990PartVIISectionAGrp/PersonNm31RANDY PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm32MAUREEN R M SINGLETON
IRS990/Form990PartVIISectionAGrp/PersonNm33JUDGE HOLLY WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm34BARBARA WALLING
IRS990/Form990PartVIISectionAGrp/PersonNm35BRAD FRENCH
IRS990/Form990PartVIISectionAGrp/PersonNm36CHERI HUTCHERSON
IRS990/Form990PartVIISectionAGrp/PersonNm37MICHAEL PORTERFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm38DANIEL J HICKEY
IRS990/Form990PartVIISectionAGrp/PersonNm39CRISTINA BURT WOMACK
IRS990/Form990PartVIISectionAGrp/PersonNm40SAMUEL JIMENEZ
IRS990/Form990PartVIISectionAGrp/PersonNm41TROY MCCARLEY
IRS990/Form990PartVIISectionAGrp/PersonNm42DR DEEANN POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm43SALVADOR SERRANO JR
IRS990/Form990PartVIISectionAGrp/PersonNm44THOMAS SCHOENBEIN
IRS990/Form990PartVIISectionAGrp/PersonNm45RHEENA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm46LARRY TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm47ELIZABETH HARRIS LINDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm48BEN MEADOR
IRS990/Form990PartVIISectionAGrp/PersonNm49SHELLY ANTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm50STEVEN COWART
IRS990/Form990PartVIISectionAGrp/PersonNm51JAMES GUTHRIE
IRS990/Form990PartVIISectionAGrp/PersonNm52DEBBIE PACE-ROWLAND
IRS990/Form990PartVIISectionAGrp/PersonNm53KEN UNFRIED
IRS990/Form990PartVIISectionAGrp/PersonNm54RUDY AYLES
IRS990/Form990PartVIISectionAGrp/PersonNm55J J ISBELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.04$0.70$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.96$0.52$0.44
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.61$0.43$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.59$0.41$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.80$0.63$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.85$0.81$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.80$1.30$0.51
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.61$0.93$0.68
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.46$0.33$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.46$0.31$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.36$0.29$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.37$0.28$0.09
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.38$0.24$0.14
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.32$0.32$0.00