Civic Intelligence

Peoria Education Foundation

990 • Fiscal year 2018 • EIN 86-0607829

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

PO Box 5544Peoria, AZ 85385

(623) 486-6040

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.35x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

64th percentile

8.7%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

60th percentile

4.1%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

76%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,387,019

Up $55,152 (+4.1%) from 2017

Net Assets

Up

$1,315,369

Up $17,987 (+1.4%) from 2017

Liabilities

Up

$71,650

Up $37,165 (+108%) from 2017

Revenue

Up

$205,682

Up $88,994 (+76%) from 2017

Expenses

Up

$187,695

Up $109,053 (+139%) from 2017

Net Income

Down

$17,987

Down $20,059 (-53%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $960,008Liabilities 2011: $0Net Assets 2011: $960,0082011Assets 2012: $910,807Liabilities 2012: $22,725Net Assets 2012: $888,0822012Assets 2013: $1,035,928Liabilities 2013: $20,674Net Assets 2013: $1,015,2542013Assets 2014: $1,196,904Liabilities 2014: $11,911Net Assets 2014: $1,184,9932014Assets 2015: $1,245,591Liabilities 2015: $34,700Net Assets 2015: $1,210,8912015Assets 2016: $1,196,532Liabilities 2016: $62,813Net Assets 2016: $1,133,7192016Assets 2017: $1,331,867Liabilities 2017: $34,485Net Assets 2017: $1,297,3822017Assets 2018: $1,387,019Liabilities 2018: $71,650Net Assets 2018: $1,315,3692018Assets 2019: $1,428,454Liabilities 2019: $36,802Net Assets 2019: $1,391,6522019Assets 2020: $1,402,467Liabilities 2020: $92,231Net Assets 2020: $1,310,2362020Assets 2021: $1,598,473Liabilities 2021: $16,234Net Assets 2021: $1,582,2392021Assets 2022: $1,602,936Liabilities 2022: $24,743Net Assets 2022: $1,578,1932022Assets 2023: $1,571,900Liabilities 2023: $63,003Net Assets 2023: $1,508,8972023Assets 2024: $1,635,232Liabilities 2024: $56,444Net Assets 2024: $1,578,7882024

Highlighted filing

2018

Assets$1,387,019
Liabilities$71,650
Net Assets$1,315,369

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $60,327Expenses 2011: $64,982Net Income 2011: -$4,6552011Revenue 2012: $41,134Expenses 2012: $39,500Net Income 2012: $1,6342012Revenue 2013: $70,170Expenses 2013: $50,685Net Income 2013: $19,4852013Revenue 2014: $73,552Expenses 2014: $64,858Net Income 2014: $8,6942014Revenue 2015: $89,946Expenses 2015: $94,313Net Income 2015: -$4,3672015Revenue 2016: $115,811Expenses 2016: $144,572Net Income 2016: -$28,7612016Revenue 2017: $116,688Expenses 2017: $78,642Net Income 2017: $38,0462017Revenue 2018: $205,682Expenses 2018: $187,695Net Income 2018: $17,9872018Revenue 2019: $176,032Expenses 2019: $99,749Net Income 2019: $76,2832019Revenue 2020: $45,189Expenses 2020: $126,605Net Income 2020: -$81,4162020Revenue 2021: $358,579Expenses 2021: $86,576Net Income 2021: $272,0032021Revenue 2022: $147,437Expenses 2022: $151,483Net Income 2022: -$4,0462022Revenue 2023: $251,302Expenses 2023: $320,598Net Income 2023: -$69,2962023Revenue 2024: $228,077Expenses 2024: $158,186Net Income 2024: $69,8912024

Highlighted filing

2018

Revenue$205,682
Expenses$187,695
Net Income$17,987
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.2
Gross Receipts
$220,206
Mission and Program Overview

Mission

Funding for Education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,137,425$1,113,279▼ $24,146
Cash and Non-Interest-Bearing Accounts$189,695$253,446▲ $63,751
Prepaid Expenses and Deferred Charges-$20,294-
Other Notes and Loans Receivable, Net$4,747$0▼ $4,747
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,331,867$1,387,019▲ $55,152
Other Assets Total-$0-
Liabilities
Other Liabilities-$45,400-
Accounts Payable and Accrued Expenses$34,485$26,250▼ $8,235
Total Liabilities$34,485$71,650▲ $37,165
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,054,502$1,054,502→ $0
Unrestricted Net Assets$242,880$260,867▲ $17,987
Total Net Assets Fund Balance$1,297,382$1,315,369▲ $17,987
Total Liabilities and Net Assets / Fund Balance$1,331,867$1,387,019▲ $55,152
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tamara CarawayPresident
PATRICK O'GRADYVice President
Bridget BinsbacherDirector
Cathy OlivaDirector
Gary AanensonDirector
Joan EvansDirector
Julie SmockDirector
Mary Van HoyDirector
Tom LoegeringDirector
Tracey VasquezDirector
Curtis SmithEx-officio
Jeff WootenEx-officio
Kathy KnechtEx-officio
Jay LickusSecretary
Kathleen HurleyTreasurer
Nadina FishTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,154
Program Service Revenue
$0
Investment Income
$91,723
Other Revenue
$101,805
All Other Contributions
$12,154
Change in Net Assets
$17,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,033
Grants and Similar Amounts Paid$78,662
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,662--$43,662
Grants to Domestic Individuals$35,000--$35,000
Other Expenses$84,400$4,400-$4,400
All Other Expenses-$2,245-$2,245
Advertising-$1,009-$1,009
Insurance-$711-$711
Office Expenses-$289-$289
Fees for Services Accounting-$200-$200
Fees for Services Legal-$150-$150
Total Functional Expenses$163,062$24,633$0$187,695
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peoria Unified School DistGlendale, AZ-Enhance School Programs$43,662
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,114
Fundraising Direct Expenses$12,571
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Visionary Dinner$90,150$90,150$12,467$77,683
Art Festival$19,666$19,666$104$19,562
Total Events$109,816$109,816$12,571$97,245
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due To Affilliate$45,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

There are no paid employees.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

There are no paid employees.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Peoria Education Foundation
EIN
86-0607829
Phone
6234866040
Address
PO BOX 5544, PEORIA, AZ 85385

Signing Officer

Name
Tamara Caraway
Title
President
Signed
2018-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
President
Formed
1987
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Five Star Tax Centers
Address
5939 W Bell Road, Glendale, AZ 85308
Preparer
Gordon Troan
Phone
6029735000
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IRS990/GrossReceiptsAmt0220206
IRS990/GrossSalesOfInventoryAmt04215
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0711
IRS990/InsuranceGrp/TotalAmt0711
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt023586
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023586
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Funding for Education.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01297382
IRS990/NetAssetsOrFundBalancesEOYAmt01315369
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt068137
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt068137
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt019562
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt099543
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02262
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02262
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0289
IRS990/OfficeExpensesGrp/TotalAmt0289
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FFA PHS School & Conv
IRS990/OtherExpensesGrp/Desc1FFA General Admin Costs
IRS990/OtherExpensesGrp/Desc2Website
IRS990/OtherExpensesGrp/Desc3Resource Development
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010591
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15038
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24400
IRS990/OtherExpensesGrp/ProgramServicesAmt084400
IRS990/OtherExpensesGrp/TotalAmt084400
IRS990/OtherExpensesGrp/TotalAmt110591
IRS990/OtherExpensesGrp/TotalAmt25038
IRS990/OtherExpensesGrp/TotalAmt34400
IRS990/OtherLiabilitiesGrp/EOYAmt045400
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04747
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020294
IRS990/PrincipalOfficerNm0PRESIDENT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Four different scholarship types are awarded to high school seniors who plan to continue post secondary education:1. The students have overcome significant adversity to complete their high school coursework.2. The students have accumulated significant hours of volunteerism in the community as they learn life skills and make a difference for others in the process.3. The students have demonstrated exceptional leadership qualities.4. The students have shown an aptitude, interest and intention to pursue education in the area of history.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt029627
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt064987
IRS990/PYInvestmentIncomeAmt012640
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt013655
IRS990/PYOtherRevenueAmt074421
IRS990/PYRevenuesLessExpensesAmt038046
IRS990/PYTotalExpensesAmt078642
IRS990/PYTotalRevenueAmt0116688
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017987
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01137425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01113279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0104100
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt091723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010460
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010530
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0136983
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43180
IRS990ScheduleA/PublicSupportPY170Pct00.73890
IRS990ScheduleA/PublicSupportTotal170Amt0104100
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012154
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022373
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0104100
IRS990ScheduleA/TotalSupportAmt0241083
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt045400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due To Affilliate
IRS990ScheduleD/TotalLiabilityAmt045400
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012571
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VISIONARY DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ART FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt090150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019666

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.64$0.06$1.58$0.23$0.16$0.07
2023Summary only. Only limited summary data is available for this year.$1.57$0.06$1.51$0.25$0.32$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.02$1.58$0.15$0.15$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.02$1.58$0.36$0.09$0.27
2020Summary only. Only limited summary data is available for this year.$1.40$0.09$1.31$0.05$0.13$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.04$1.39$0.18$0.10$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.07$1.32$0.21$0.19$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.03$1.30$0.12$0.08$0.04
2016Summary only. Only limited summary data is available for this year.$1.20$0.06$1.13$0.12$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.21$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.18$0.07$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$1.04$0.02$1.02$0.07$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.91$0.02$0.89$0.04$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.06$0.06$0.00