Civic Intelligence

Osborn School District Educational

EIN 86-0559973 • 501(c)3 • Phoenix, AZ

Profile

Solicit gifts of funds, equipment and services to be used to support and enhance educational activities which can not be funded from general revenues for the nearly 2,500 students within the osborn school district.

PO Box 40575Phoenix, AZ 85067

www.osborneducationalfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

3.6%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$165,874

Up $22,540 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$165,874

Up $22,540 (+16%) from 2024

Revenue

Up

$131,709

Up $38,850 (+42%) from 2024

Expenses

Up

$108,879

Up $5,662 (+5.5%) from 2024

Net Income

Up

$22,830

Up $33,188 (+320%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $169,643Liabilities 2011: $0Net Assets 2011: $169,6432011Assets 2012: $142,281Liabilities 2012: $0Net Assets 2012: $142,2812012Assets 2013: $123,813Liabilities 2013: $0Net Assets 2013: $123,8132013Assets 2014: $98,405Liabilities 2014: $0Net Assets 2014: $98,4052014Assets 2015: $84,824Liabilities 2015: $0Net Assets 2015: $84,8242015Assets 2016: $85,978Liabilities 2016: $0Net Assets 2016: $85,9782016Assets 2017: $102,049Liabilities 2017: $0Net Assets 2017: $102,0492017Assets 2018: $137,819Liabilities 2018: $0Net Assets 2018: $137,8192018Assets 2019: $214,185Liabilities 2019: $0Net Assets 2019: $214,1852019Assets 2020: $198,528Liabilities 2020: $0Net Assets 2020: $198,5282020Assets 2021: $167,870Liabilities 2021: $0Net Assets 2021: $167,8702021Assets 2022: $175,984Liabilities 2022: $0Net Assets 2022: $175,9842022Assets 2023: $154,575Liabilities 2023: $0Net Assets 2023: $154,5752023Assets 2024: $143,334Liabilities 2024: $0Net Assets 2024: $143,3342024Assets 2025: $165,874Liabilities 2025: $0Net Assets 2025: $165,8742025

Highlighted filing

2025

Assets$165,874
Liabilities$0
Net Assets$165,874

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $102,186Expenses 2011: $93,370Net Income 2011: $8,8162011Expenses 2012: $67,0052012Revenue 2013: $30,904Expenses 2013: $49,372Net Income 2013: -$18,4682013Revenue 2014: $29,783Expenses 2014: $55,191Net Income 2014: -$25,4082014Revenue 2015: $33,608Expenses 2015: $47,189Net Income 2015: -$13,5812015Revenue 2016: $21,189Expenses 2016: $20,035Net Income 2016: $1,1542016Revenue 2017: $60,495Expenses 2017: $44,424Net Income 2017: $16,0712017Revenue 2018: $76,564Expenses 2018: $40,571Net Income 2018: $35,9932018Revenue 2019: $144,309Expenses 2019: $67,943Net Income 2019: $76,3662019Revenue 2020: $61,416Expenses 2020: $77,073Net Income 2020: -$15,6572020Revenue 2021: $30,025Expenses 2021: $60,685Net Income 2021: -$30,6602021Revenue 2022: $60,901Expenses 2022: $52,493Net Income 2022: $8,4082022Revenue 2023: $82,335Expenses 2023: $103,744Net Income 2023: -$21,4092023Revenue 2024: $92,859Expenses 2024: $103,217Net Income 2024: -$10,3582024Revenue 2025: $131,709Expenses 2025: $108,879Net Income 2025: $22,8302025

Highlighted filing

2025

Revenue$131,709
Expenses$108,879
Net Income$22,830

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.32$1.09$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.93$1.03$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.82$1.04$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.61$0.52$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.30$0.61$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.61$0.77$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.44$0.68$0.76
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.77$0.41$0.36
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.60$0.44$0.16
2016Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.21$0.20$0.01
2015Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.34$0.47$0.14
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.30$0.55$0.25
2013Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.31$0.49$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.67
2011Summary only. Only limited summary data is available for this year.$1.70$0.00$1.70$1.02$0.93$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$131,709
Mission and Program Overview

Mission

Solicit gifts of funds, equipment and services to be used to support and enhance educational activities which can not be funded from general revenues for the nearly 4,000 students within the osborn school district.

Solicit gifts of funds, equipment and services to be used to support and enhance educational activities which can not be funded from general revenues for the nearly 2,400 students within the osborn school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$134,996$142,481▲ $7,485
Cash and Non-Interest-Bearing Accounts$7,338$23,393▲ $16,055
Total Assets$143,334$165,874▲ $22,540
Other Assets Total$1,000--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$143,334$165,874▲ $22,540
Total Net Assets Fund Balance$143,334$165,874▲ $22,540
Total Liabilities and Net Assets / Fund Balance$143,334$165,874▲ $22,540
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wilma BasnettPresident
Amy Jill MarsdenDirector
Gary DrummondDirector
John DowdDirector
Juan FlamandDirector
Lee PistorDirector
Leslie BeauchampDirector
Matt JewettDirector
Michelle DohertyDirector
William R BoydDirector
James CerasiaSecretary
Vonna BarnesTreasurer
Hannah AugerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$126,024
Program Service Revenue
$0
Investment Income
$5,685
Other Revenue
$0
All Other Contributions
$126,024
Change in Net Assets
$22,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$77,478
Other Expenses$31,401
Total Fundraising Expense$28,762
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$77,478--$77,478
Fees for Services Accounting-$1,575-$1,575
Insurance-$796-$796
Other Expenses$42$216$28,762$42
Fees for Services Legal-$10-$10
Total Functional Expenses$77,520$2,597$28,762$108,879
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 9

Wilma basnett 25 w san juan phoenix, az 85013 william r. Boyd 4122 w barbara ave phoenix, az 85051 leslie beauchamp po box 40575 phoenix, az 85067 gary drummond 4747 n 7th st phoenix, az 85014 john dowd 818 w indianola ave phoenix, az 85013 michelle doherty 7201 n 41st dr phoenix, az 85051 lee pistor 7508 n 23rd st phoenix, az 85020 matt jewett po box 40575 phoenix, az 85067 vonna barnes 7261 w aurelius ave glendale, az 85303 juan flamand 1344 w sells drive phoenix, az 85013 hannah auger 1102 w roma ave phoenix, az 85013 amy jill marsden 514 n 11th ave phoenix, az 85013 james cerasia 200 e thomas rd phoenx, az 85012

Form 990, Page 6, Part VI, Line 11B

Reviewed by the executive committee

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

Annual conflict of interest attestation form

Form 990, Page 6, Part VI, Line 19

Documents available upon request by visiting osborn school district office

Filing and Contact Details

Filer

Filer Name
Osborn School District Educational
EIN
86-0559973
Phone
6027766350
Address
PO BOX 40575, PHOENIX, AZ 85067

Signing Officer

Name
William R Boyd
Title
Director
Phone
6028030621
Signed
2025-11-14

Organization Details

Principal Officer
Wilma Basnett
Formed
1986
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Kong and Associates Cpas LLC
Address
5300 N CENTRAL AVE STE 200, PHOENIX, AZ 85012
Preparer
Anthony M Kong CPA
Phone
6027766350
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

All directors and officers serve as volunteers.

Form 990, Page 2, Part III, Line 4D

General fund programs: provide mini-grants to instructors at various district schools for projects approved by board of directors; nutrition services district-wide to promote student health, principal/superintendent discretionary

Raw XML Appendix381 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060626
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0386681
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011133
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IRS990ScheduleA/PublicSupportPY170Pct00.90640
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IRS990ScheduleA/SubstantialContributorsTotAmt041132
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0126024
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IRS990ScheduleA/TotalSupportAmt0397814
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt213879
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt336633
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0BOOKS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1AFTER SCHOOL SPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2INTERVENTION/ACADEMIC SUP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3TEACHER MINI-GRANTS/OTHER
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENT FEEDBACK
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL DIRECTORS AND OFFICERS SERVE AS VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL FUND PROGRAMS: PROVIDE MINI-GRANTS TO INSTRUCTORS AT VARIOUS DISTRICT SCHOOLS FOR PROJECTS APPROVED BY BOARD OF DIRECTORS; NUTRITION SERVICES DISTRICT-WIDE TO PROMOTE STUDENT HEALTH, PRINCIPAL/SUPERINTENDENT DISCRETIONARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WILMA BASNETT 25 W SAN JUAN PHOENIX, AZ 85013 WILLIAM R. BOYD 4122 W BARBARA AVE PHOENIX, AZ 85051 LESLIE BEAUCHAMP PO BOX 40575 PHOENIX, AZ 85067 GARY DRUMMOND 4747 N 7TH ST PHOENIX, AZ 85014 JOHN DOWD 818 W INDIANOLA AVE PHOENIX, AZ 85013 MICHELLE DOHERTY 7201 N 41ST DR PHOENIX, AZ 85051 LEE PISTOR 7508 N 23RD ST PHOENIX, AZ 85020 MATT JEWETT PO BOX 40575 PHOENIX, AZ 85067 VONNA BARNES 7261 W AURELIUS AVE GLENDALE, AZ 85303 JUAN FLAMAND 1344 W SELLS DRIVE PHOENIX, AZ 85013 HANNAH AUGER 1102 W ROMA AVE PHOENIX, AZ 85013 AMY JILL MARSDEN 514 N 11TH AVE PHOENIX, AZ 85013 JAMES CERASIA 200 E THOMAS RD PHOENX, AZ 85012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY THE EXECUTIVE COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL CONFLICT OF INTEREST ATTESTATION FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS AVAILABLE UPON REQUEST BY VISITING OSBORN SCHOOL DISTRICT OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0108879
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IRS990/WebsiteAddressTxt0WWW.OSBORNEDUCATIONALFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R BOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06028030621
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSBORN SCHOOL DISTRICT EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OSBO
ReturnHeader/Filer/EIN0860559973
ReturnHeader/Filer/PhoneNum06027766350
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 40575
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934713604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KONG AND ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05300 N CENTRAL AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085012
ReturnHeader/PreparerPersonGrp/PhoneNum06027766350
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY M KONG CPA
ReturnHeader/ReturnTs02025-11-14T15:27:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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