Civic Intelligence

Osborn School District Educational Foundation Inc.

990 • Fiscal year 2018 • EIN 86-0559973

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 14, 2018

Organization ProfileWWW.OSBORNEDUCATIONALFOUNDATION.ORG
PO Box 40575Phoenix, AZ 85067

(602) 776-6300

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$137,819

Up $35,770 (+35%) from 2017

Net Assets

Up

$137,819

Up $35,770 (+35%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Up

$76,564

Up $16,069 (+27%) from 2017

Expenses

Down

$40,571

Down $3,853 (-8.7%) from 2017

Net Income

Up

$35,993

Up $19,922 (+124%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$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

2018

Assets$137,819
Liabilities$0
Net Assets$137,819
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$76,564
Expenses$40,571
Net Income$35,993
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 14, 2018
Return Version
2017v2.3
Gross Receipts
$76,564
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,705$70,431▲ $33,726
Savings and Temporary Cash Investments$65,344$67,388▲ $2,044
Total Assets$102,049$137,819▲ $35,770
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$102,049$137,819▲ $35,770
Total Net Assets Fund Balance$102,049$137,819▲ $35,770
Total Liabilities and Net Assets / Fund Balance$102,049$137,819▲ $35,770
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Wilma BasnettPresident
Carol WarnerDirector
Christian LehrDirector
Gary DrummondDirector
Gunther BauerDirector
Marty MakarDirector
Millicent JonesDirector
Patricia TateDirector
Sandy PetersenDirector
Susan EhrlichSecretary
William R BoydTreasurer
Edward HermesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$76,320
Program Service Revenue
$0
Investment Income
$244
Other Revenue
$0
All Other Contributions
$76,320
Change in Net Assets
$35,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,037
Other Expenses$17,534
Total Fundraising Expense$16,213
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$23,037--$23,037
Insurance-$637-$637
Other Expenses$462$108$394$108
All Other Expenses-$94-$94
Fees for Services Legal-$20-$20
Total Functional Expenses$23,499$859$16,213$40,571
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 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 5300 n central ave, suite 200 phoenix, az 85012 sandy petersen 5150 n 16th st b136 phoenix, az 85016 patricia tate 6735 w robin lane glendale, az 85310 gunther bauer 5123 winstone terrace cave creek, az 85331 susan ehrlich 10409 n 22nd pl phoenix, az 85028 millicent jones 5812 n 12th st, 16 phoenix, az 85014 christian lehr 2224 w northern ave, d100 phoenix, az 85021 carol warner 9018 n 28th st phoenix, az 85028 edward hermes 2 n central ave phoenix, az 85004 gary drummond 4747 n 7th st phoenix, az 85014 marty makar 17435 n 19th pl phoenix, az 85022”

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
6027766300
Address
PO BOX 40575, PHOENIX, AZ 85067

Signing Officer

Name
William R Boyd
Title
Treasurer
Phone
6027766308
Signed
2018-08-14

Organization Details

Principal Officer
Wilma Basnett
Formed
1986
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Price Kong & Co CPA Pa
Address
5300 N CENTRAL AVE 200, PHOENIX, AZ 85012-1410
Preparer
William R Boyd CPA
Phone
6027766300
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”

Raw XML Appendix370 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/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029773
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029102
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0250467
IRS990ScheduleA/TotalSupportAmt0251198
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0420
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13010
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt25903
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt313704
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0BOOKS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1AFTER SCHOOL SPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2INTERVENTION/ACADEMIC SUP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3TEACHER MINI-GRANTS/OTHER
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21600
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WILMA BASNETT 25 W SAN JUAN PHOENIX, AZ 85013 WILLIAM R. BOYD 5300 N CENTRAL AVE, SUITE 200 PHOENIX, AZ 85012 SANDY PETERSEN 5150 N 16TH ST B136 PHOENIX, AZ 85016 PATRICIA TATE 6735 W ROBIN LANE GLENDALE, AZ 85310 GUNTHER BAUER 5123 WINSTONE TERRACE CAVE CREEK, AZ 85331 SUSAN EHRLICH 10409 N 22ND PL PHOENIX, AZ 85028 MILLICENT JONES 5812 N 12TH ST, 16 PHOENIX, AZ 85014 CHRISTIAN LEHR 2224 W NORTHERN AVE, D100 PHOENIX, AZ 85021 CAROL WARNER 9018 N 28TH ST PHOENIX, AZ 85028 EDWARD HERMES 2 N CENTRAL AVE PHOENIX, AZ 85004 GARY DRUMMOND 4747 N 7TH ST PHOENIX, AZ 85014 MARTY MAKAR 17435 N 19TH PL PHOENIX, AZ 85022
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/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0102049
IRS990/TotalAssetsEOYAmt0137819
IRS990/TotalAssetsGrp/BOYAmt0102049
IRS990/TotalAssetsGrp/EOYAmt0137819
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt076320
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016213
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0859
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023499
IRS990/TotalFunctionalExpensesGrp/TotalAmt040571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0102049
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0137819
IRS990/TotalOtherProgSrvcExpenseAmt014166
IRS990/TotalOtherProgSrvcGrantAmt013704
IRS990/TotalProgramServiceExpensesAmt023499
IRS990/TotalRevenueGrp/ExclusionAmt0244
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076564
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0102049
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0137819
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0102049
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0137819
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025 W SAN JUAN
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085013
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.OSBORNEDUCATIONALFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R BOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06027766308
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSBORN SCHOOL DISTRICT EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OSBO
ReturnHeader/Filer/EIN0860559973
ReturnHeader/Filer/PhoneNum06027766300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 40575
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D1C592E5DD462309E6C91007F4B6169620DF4327
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C287125020BE02C975753E2C70FA0CE6ED57E70
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.152.60.58
ReturnHeader/FilingSecurityInformation/IPDt02018-08-15
ReturnHeader/FilingSecurityInformation/IPTm007:58:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860611246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICE KONG & CO CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05300 N CENTRAL AVE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850121410
ReturnHeader/PreparerPersonGrp/PhoneNum06027766300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R BOYD CPA
ReturnHeader/ReturnTs02018-08-15T08:05:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,819
Liabilities
$0
Net assets
$137,819
Revenue
$76,564
Expenses
$40,571
Net income
$35,993
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