Civic Intelligence

Idaho Falls School District 91 Education Foundation Inc.

990 • Fiscal year 2016 • EIN 82-0456533

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 11, 2017

690 John Adams ParkwayIdaho Falls, ID 83401

(208) 525-7500

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

53rd percentile

4.6%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$25,832

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$330,634

Down $39,097 (-11%) from 2015

Net Assets

Down

$329,834

Down $12,286 (-3.6%) from 2015

Liabilities

Down

$800

Down $26,811 (-97%) from 2015

Revenue

Down

$141,492

Down $40,840 (-22%) from 2015

Expenses

Down

$135,033

Down $440,754 (-77%) from 2015

Net Income

Up

$6,459

Up $399,914 (+102%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $575,972Liabilities 2011: $26,735Net Assets 2011: $549,2372011Assets 2012: $525,343Liabilities 2012: $0Net Assets 2012: $525,3432012Assets 2013: $630,359Liabilities 2013: $36,593Net Assets 2013: $593,7662013Assets 2014: $735,575Liabilities 2014: $0Net Assets 2014: $735,5752014Assets 2015: $369,731Liabilities 2015: $27,611Net Assets 2015: $342,1202015Assets 2016: $330,634Liabilities 2016: $800Net Assets 2016: $329,8342016Assets 2017: $297,149Liabilities 2017: $0Net Assets 2017: $297,1492017Assets 2018: $467,671Liabilities 2018: $0Net Assets 2018: $467,6712018Assets 2019: $371,558Liabilities 2019: $30Net Assets 2019: $371,5282019Assets 2020: $490,395Liabilities 2020: $79,959Net Assets 2020: $410,4362020Assets 2021: $511,159Liabilities 2021: $0Net Assets 2021: $511,1592021Assets 2022: $545,742Liabilities 2022: $0Net Assets 2022: $545,7422022Assets 2023: $812,071Liabilities 2023: $0Net Assets 2023: $812,0712023

Highlighted filing

2016

Assets$330,634
Liabilities$800
Net Assets$329,834

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $229,5782011Revenue 2012: $369,854Expenses 2012: $396,126Net Income 2012: -$26,2722012Expenses 2013: $351,5482013Revenue 2014: $489,247Expenses 2014: $347,447Net Income 2014: $141,8002014Revenue 2015: $182,332Expenses 2015: $575,787Net Income 2015: -$393,4552015Revenue 2016: $141,492Expenses 2016: $135,033Net Income 2016: $6,4592016Revenue 2017: $103,416Expenses 2017: $160,484Net Income 2017: -$57,0682017Revenue 2018: $240,445Expenses 2018: $70,249Net Income 2018: $170,1962018Revenue 2019: $63,551Expenses 2019: $162,427Net Income 2019: -$98,8762019Revenue 2020: $200,888Expenses 2020: $129,773Net Income 2020: $71,1152020Revenue 2021: $166,849Expenses 2021: $140,798Net Income 2021: $26,0512021Revenue 2022: $170,331Expenses 2022: $135,748Net Income 2022: $34,5832022Revenue 2023: $452,974Expenses 2023: $182,327Net Income 2023: $270,6472023

Highlighted filing

2016

Revenue$141,492
Expenses$135,033
Net Income$6,459
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 11, 2017
Return Version
2015v3.0
Gross Receipts
$147,627
Mission and Program Overview

Mission

Enhances the quality of public education by generating and allocating resources. The foundation promotes community awareness of district needs and goals by supporting opportunities that enhances the quality of education in the district.

Provide grants support for idaho falls sd 91 schools, faculty & students, to support the mayor's scholarship fund and to promote, sponsor and carry out educations objectivies identified by the board of directors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$293,034$254,192▼ $38,842
Cash and Non-Interest-Bearing Accounts$61,092$44,959▼ $16,133
Savings and Temporary Cash Investments$14,380$31,483▲ $17,103
Accounts Receivable$1,225$0▼ $1,225
Total Assets$369,731$330,634▼ $39,097
Liabilities
Accounts Payable and Accrued Expenses$27,611$800▼ $26,811
Total Liabilities$27,611$800▼ $26,811
Net Assets / Fund Balance
Temporarily Rstr Net Assets$294,345$288,792▼ $5,553
Permanently Rstr Net Assets$22,775$22,775→ $0
Unrestricted Net Assets$25,000$18,267▼ $6,733
Total Net Assets Fund Balance$342,120$329,834▼ $12,286
Total Liabilities and Net Assets / Fund Balance$369,731$330,634▼ $39,097

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$22,775---$22,775
2014$222,775--$200,000$22,775
2013$222,775---$222,775
2012$222,225$550--$222,775
2011$222,175$50--$222,225
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Marilou HartExecutive DirectorPT$25,832$25,832

Board Members and Trustees

NameTitle
Marge FosterChairman
Daryl SnyderPast Chair
Alan CarvoBoard Member
Gary StewartBoard Member
George BolandBoard Member
John E JohnsonBoard Member
Margaret WimborneBoard Member
Roger MayesBoard Member
Lara HillSecretary
Bryce BronsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$89,543
Program Service Revenue
$0
Investment Income
$7,496
Other Revenue
$44,453
All Other Contributions
$89,543
Change in Net Assets
$6,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,286
Other Expenses$44,747
Total Fundraising Expense$2,583
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,526--$77,526
Fees for Services Management$20,666$2,584$2,583$25,833
Grants to Domestic Individuals$12,760--$12,760
Fees for Services Accounting-$6,111-$6,111
Office Expenses$1,243$4,467-$5,710
Advertising-$3,073-$3,073
Insurance-$1,382-$1,382
Other Expenses-$370-$370
Total Functional Expenses$112,195$20,255$2,583$135,033
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Idaho Falls School District 91Idaho Falls, ID-To Enhance the quality of public education by generating & allocating resources.$77,526
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,588
Fundraising Direct Expenses$6,135
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$37,612$37,612$424$37,188
Spelling Bee$12,976$12,976-$12,976
Total Events$50,588$50,588$6,135$44,453
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Section B, line 11

The board and bookkeeper review the Form 990 prior to filing. Copies are provided and reviewed with the board.

Form 990, Part VI, Section C, line 19

The Organization maintains the documents, policies and financial statements at the office at Idaho Falls School District 91. They are made available upon request.

Filing and Contact Details

Filer

Filer Name
IDAHO FALLS SD #91 EDUCATION FOUNDATION
EIN
82-0456533
Phone
2085257500
Address
690 JOHN ADAMS PARKWAY, IDAHO FALLS, ID 83401

Signing Officer

Name
Marge Foster
Title
Chairman
Phone
2085257500
Signed
2017-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marge Foster
Formed
1992
Legal Domicile
Id
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Wipfli LLP
Address
PO Box 50699, Idaho Falls, ID 83405
Preparer
Judith Brower
Phone
2085235953
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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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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt050888
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033761
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt044374
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt053295
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt034102
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0216420
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71050
IRS990ScheduleA/PublicSupportPY170Pct00.75900
IRS990ScheduleA/PublicSupportTotal170Amt01125352
IRS990ScheduleA/SubstantialContributorsTotAmt0147225
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0135181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0388994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0322353
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0338131
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01272577
IRS990ScheduleA/TotalSupportAmt01583785
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt022775
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022775
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0222775
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022775
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0200000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0222775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0222775
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0222225
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0222775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0222175
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt050
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0222225
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06135
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPELLING BEE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050588
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044453
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0424
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0424
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05711
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05711
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012760
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/RecipientTable/CashGrantAmt077526
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To Enhance the quality of public education by generating & allocating resources.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Idaho Falls School District 91
IRS990ScheduleI/RecipientTable/RecipientEIN0826001158
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0690 John Adams
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Idaho Falls
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ID
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd083401
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board and bookkeeper review the Form 990 prior to filing. Copies are provided and reviewed with the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization maintains the documents, policies and financial statements at the office at Idaho Falls School District 91. They are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Idaho Falls SD #91
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0Local Governmental e
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0ID
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Governmental entity
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0690 John Adams
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Idaho Falls
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0ID
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd083401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt083013
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0No charge
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Idaho Falls School District #91
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Idaho Falls School District #91
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0294345
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0288792
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0369731
IRS990/TotalAssetsEOYAmt0330634
IRS990/TotalAssetsGrp/BOYAmt0369731
IRS990/TotalAssetsGrp/EOYAmt0330634
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt089543
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02583
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020255
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0112195
IRS990/TotalFunctionalExpensesGrp/TotalAmt0135033

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