Civic Intelligence

Osborn School District Educational Foundation Inc.

990 • Fiscal year 2019 • EIN 86-0559973

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 16, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

88%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$214,185

Up $76,366 (+55%) from 2018

Net Assets

Up

$214,185

Up $76,366 (+55%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Up

$144,309

Up $67,745 (+88%) from 2018

Expenses

Up

$67,943

Up $27,372 (+67%) from 2018

Net Income

Up

$76,366

Up $40,373 (+112%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2019

Assets$214,185
Liabilities$0
Net Assets$214,185
Open 2019 Filing

Operations Trend

Revenue Growth92nd 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

2019

Revenue$144,309
Expenses$67,943
Net Income$76,366
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 16, 2019
Return Version
2018v3.1
Gross Receipts
$144,309
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
Savings and Temporary Cash Investments$67,388$129,435▲ $62,047
Cash and Non-Interest-Bearing Accounts$70,431$84,750▲ $14,319
Total Assets$137,819$214,185▲ $76,366
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$137,819$214,185▲ $76,366
Total Net Assets Fund Balance$137,819$214,185▲ $76,366
Total Liabilities and Net Assets / Fund Balance$137,819$214,185▲ $76,366
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Wilma BasnettPresident
Eric ThompsonDirector
Gary DrummondDirector
John DowdDirector
Kim RichardDirector
Lee PistorDirector
Michelle DohertyDirector
Patricia TateDirector
S W PetersenDirector
Marty MakarSecretary
William R BoydTreasurer
Edward HermesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$144,061
Program Service Revenue
$0
Investment Income
$248
Other Revenue
$0
All Other Contributions
$144,061
Change in Net Assets
$76,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,082
Other Expenses$20,861
Total Fundraising Expense$19,545
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$47,082--$47,082
Insurance-$582-$582
Fees for Services Accounting-$500-$500
Other Expenses-$22$19,545$22
Fees for Services Legal-$10-$10
Total Functional Expenses$47,082$1,316$19,545$67,943
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 4122 w barbara ave phoenix, az 85051 s w petersen po box 44013 phoenix, az 85064 patricia tate 6303 n 10th pl phoenix, az 85014 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 eric thompson 406 w monterosa phoenix, az 85013 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 kim richard 1008 w weldon ave phoenix, az 85014”

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
2019-07-16

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
James M Westfall 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 Appendix373 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/CurrentTaxYearMinus2YearsAmt060487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029773
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0365426
IRS990ScheduleA/TotalSupportAmt0365949
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt04105
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt17329
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt226304
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt39344
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/RecipientCnt24000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31600
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 4122 W BARBARA AVE PHOENIX, AZ 85051 S W PETERSEN PO BOX 44013 PHOENIX, AZ 85064 PATRICIA TATE 6303 N 10TH PL PHOENIX, AZ 85014 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 ERIC THOMPSON 406 W MONTEROSA PHOENIX, AZ 85013 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 KIM RICHARD 1008 W WELDON AVE PHOENIX, AZ 85014
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
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0214185
IRS990/TotalAssetsGrp/BOYAmt0137819
IRS990/TotalAssetsGrp/EOYAmt0214185
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0144061
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019545
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01316
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047082
IRS990/TotalFunctionalExpensesGrp/TotalAmt067943
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0137819
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0214185
IRS990/TotalOtherProgSrvcExpenseAmt09344
IRS990/TotalOtherProgSrvcGrantAmt09344
IRS990/TotalProgramServiceExpensesAmt047082
IRS990/TotalRevenueGrp/ExclusionAmt0248
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0144309
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0137819
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0214185
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0137819
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0214185
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R BOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06027766308
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-16
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/AtSubmissionFilingDeviceId0CA0829E456F01C7A1C2D2C644CE3308B18EB66F6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.182.210.166
ReturnHeader/FilingSecurityInformation/IPDt02019-07-17
ReturnHeader/FilingSecurityInformation/IPTm016:23:39
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/PreparationDt02019-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M WESTFALL CPA
ReturnHeader/ReturnTs02019-07-17T18:28:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,185
Liabilities
$0
Net assets
$214,185
Revenue
$144,309
Expenses
$67,943
Net income
$76,366
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