U-46 Educational Foundation

990EZ • Fiscal year 2013 • EIN 77-0670760

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 13, 2013

Organization Profile WWW.U-46.ORG/FOUNDATION

355 East Chicago Street60120

Siviq Scores

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

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

30%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

17%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

44%

Faster revenue growth than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets68th percentile

Assets

$246,989

Up $35,493 (+17%) from 2012

Net Assets

$239,288

Up $27,792 (+13%) from 2012

Liabilities

$7,701

Up $7,701 from 2012

Revenue And Expenses

Liabilities / Revenue79th percentile Net Margin84th percentile

Revenue

$104,330

No earlier filing loaded for comparison.

Expenses

$72,861

Up $2,140 (+3.0%) from 2012

Net Income

$31,469

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2013

Assets$246,989

Liabilities$7,701

Net Assets$239,288

Open 2013 Filing

Operations Trend

Revenue Growth84th percentile

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

Highlighted filing

2013

Revenue$104,330

Expenses$72,861

Net Income$31,469

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Sep 13, 2013
Return Version: 2012v2.0

Mission and Program Overview

Mission

To provide support for various scholarships and project sponsorships throughout the district

Filing and Contact Details

Filer

EIN: 77-0670760

Raw XML Appendix207 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/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	211496
IRS990EZ/CashSavingsAndInvestments/EOY	0	246989
IRS990EZ/ContributionsGiftsGrantsEtc	0	103648
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	31469
IRS990EZ/FeesAndOthPymtToIndContractors	0	3308
IRS990EZ/FiledScheduleA	0	false
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/FundraisingGrossIncome	0	0
IRS990EZ/GainOrLossFromSaleOfAssets	0	0
IRS990EZ/GamingGrossIncome	0	0
IRS990EZ/GrantsAndSimilarAmountsPaid	0	66893
IRS990EZ/GroProfitLossSalesOfInventory	0	0
IRS990EZ/GrossReceipts	0	104330
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InvestmentIncome	0	682
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MembershipDues	0	0
IRS990EZ/MethodOfAccountingAccrual	0	X
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IRS990EZ/NetAssetsOrFundBalancesBOY	0	211496
IRS990EZ/NetAssetsOrFundBalances/EOY	0	239288
IRS990EZ/NetAssetsOrFundBalancesEOY	0	239288
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	8	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	9	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	10	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	11	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	12	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	10	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	11	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	12	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	SUE RAKOW
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	LEO NELSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	SCOTT DAMISCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	AL KIRKLAND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	JEAN BOWEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	REV NATHANIEL EDMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	CHANDLER SWAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	JAIME GARCIA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	RITA LOPIENSKI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	LARRY JONES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	10	ELIZABETH HOEFT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	11	DONNA BOCHAT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	12	SHARON CADDIGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Vice Pres
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	10	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	11	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	12	Director
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherChangesInNetAssets	0	-3677
IRS990EZ/OtherExpensesTotal	0	2660
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Raising Funds to support U46 District Projects and Students
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	VARIOUS SCHOLARSHIP AND PROJECT SPONSORSHIPS THROUGH THE DISTRICT
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	66893
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	66893
IRS990EZ/ProgramServiceRevenue	0	0
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SpecialEventsNetIncomeLoss	0	0
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/EOY	0	7701
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	2400 BIG TIMBER 101A
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	ELGIN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	IL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	60124
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	NANCY GUTHRIE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8479974101
IRS990EZ/TotalAssets/BOY	0	211496
IRS990EZ/TotalAssets/EOY	0	246989
IRS990EZ/TotalExpenses	0	72861
IRS990EZ/TotalProgramServiceExpenses	0	66893
IRS990EZ/TotalRevenue	0	104330
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	http://www.u-46.org/foundation
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYear	0	9100
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus1Year	0	10775
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus2Years	0	7125
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years	0	2875
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus4Years	0	5500
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	35375
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	103648
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	72786
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	49337
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	64467
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	22870
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	313108
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	0
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	682
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	729
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	630
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	2041
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	682
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	729
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	630
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	2041
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00650
IRS990ScheduleA/PriorYearSupportPercentage	0	0.86340
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.00620
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.88130
IRS990ScheduleA/PublicSupportPertcentage170	0	0
IRS990ScheduleA/PublicSupportTotal170	0	0
IRS990ScheduleA/PublicSupportTotal509	0	277733
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYear	0	9100
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus1Year	0	10775
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus2Years	0	7125
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus3Years	0	2875
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus4Years	0	5500
IRS990ScheduleA/SupportFromDQPsEtc/Total	0	35375
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	103648
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	72786
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	49337
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	64467
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	22870
IRS990ScheduleA/Total509/Total	0	313108
IRS990ScheduleA/TotalSupportTotal/Total	0	315149
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation	0	A PDF copy of the 990 was emailed to each board members before
IRS990ScheduleO/GeneralExplanation/Explanation	1	discussion in September meeting and before filing
IRS990ScheduleO/GeneralExplanation/Explanation	2	Gov Docs and Conflict Policy and Financial Statements available on request.
IRS990ScheduleO/GeneralExplanation/Explanation	3	990EZ Part 1 line 20 - Unrealized Gain on Investment
IRS990ScheduleO/GeneralExplanation/Explanation	4	EDUCATION EDUCATION U 46 SCHOOL DISTRICT SUPPORTED DISTRICT 66893.
IRS990ScheduleO/GeneralExplanation/Explanation	5	FEES 893. INSURANCE 844. MEETINGS 648. SUBSCRIPTIONS 275.
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	770670760
ReturnHeader/Filer/Name/BusinessNameLine1	0	U-46 EDUCATIONAL FOUNDATION
ReturnHeader/Filer/NameControl	0	U-46
ReturnHeader/Filer/Phone	0	8478885000
ReturnHeader/Filer/USAddress/AddressLine1	0	355 EAST CHICAGO STREET
ReturnHeader/Filer/USAddress/City	0	ELGIN
ReturnHeader/Filer/USAddress/State	0	IL
ReturnHeader/Filer/USAddress/ZIPCode	0	60120
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-09-13
ReturnHeader/Officer/Name	0	SCOTT DAMISCH
ReturnHeader/Officer/Phone	0	8478885000
ReturnHeader/Officer/Title	0	TREASURER
ReturnHeader/Preparer/DatePrepared	0	2013-11-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	BUSINESS MATTERS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	2400 BIG TIMBER RD STE 101A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	ELGIN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	601247835
ReturnHeader/Preparer/Name	0	NANCY GUTHRIE CPA
ReturnHeader/Preparer/Phone	0	8479974101
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-15T09:07:53-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $246,989
Liabilities: $7,701
Net assets: $239,288
Revenue: $104,330
Expenses: $72,861
Net income: $31,469

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.02	$0.03	$0.98	$0.14	$0.19	$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.96	$0.02	$0.94	$0.16	$0.20	$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.90	$0.00	$0.90	$0.13	$0.15	$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.85	$0.00	$0.85	$0.39	$0.10	$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.64	$0.00	$0.64	$0.17	$0.09	$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.45		$0.45	$0.17	$0.16	$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.43	$0.00	$0.43	$0.22	$0.10	$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.29	$0.00	$0.29	$0.13	$0.11	$0.02
2017Detailed filing. Detailed filing data is available for this year.	$0.26	$0.00	$0.26	$0.08	$0.10	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$0.25	$0.00	$0.25	$0.07	$0.07	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$0.27	$0.00	$0.27	$0.09	$0.09	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$0.27		$0.27	$0.12	$0.11	$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.25	$0.01	$0.24	$0.10	$0.07	$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.21	$0.00	$0.21		$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.21		$0.21	$0.05	$0.03	$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.19		$0.19	$0.06	$0.06	$0.00