Civic Intelligence

Peoria Education Foundation

990 • Fiscal year 2019 • EIN 86-0607829

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

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

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.21x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

50th percentile

3.0%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,428,454

Up $41,435 (+3.0%) from 2018

Net Assets

Up

$1,391,652

Up $76,283 (+5.8%) from 2018

Liabilities

Down

$36,802

Down $34,848 (-49%) from 2018

Revenue

Down

$176,032

Down $29,650 (-14%) from 2018

Expenses

Down

$99,749

Down $87,946 (-47%) from 2018

Net Income

Up

$76,283

Up $58,296 (+324%) from 2018

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

2019

Assets$1,428,454
Liabilities$36,802
Net Assets$1,391,652

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

2019

Revenue$176,032
Expenses$99,749
Net Income$76,283
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.1
Gross Receipts
$189,343
Mission and Program Overview

Mission

Funding for Education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,113,279$1,133,850▲ $20,571
Cash and Non-Interest-Bearing Accounts$253,446$266,267▲ $12,821
Prepaid Expenses and Deferred Charges$20,294$28,337▲ $8,043
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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$1,387,019$1,428,454▲ $41,435
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$26,250$27,000▲ $750
Other Liabilities$45,400$9,802▼ $35,598
Total Liabilities$71,650$36,802▼ $34,848
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,054,502$1,054,502→ $0
Unrestricted Net Assets$260,867$337,150▲ $76,283
Total Net Assets Fund Balance$1,315,369$1,391,652▲ $76,283
Total Liabilities and Net Assets / Fund Balance$1,387,019$1,428,454▲ $41,435
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tamara CarawayPresident
PATRICK O'GRADYVice President
Bridget BinsbacherDirector
Cathy OlivaDirector
Gary AanensonDirector
Joan EvansDirector
Joe SchiavoneDirector
Julie SmockDirector
Mary Van HoyDirector
Megan GriegoDirector
Tom LoegeringDirector
Curtis SmithEx-officio
Jeff WootenEx-officio
Kathy KnechtEx-officio
Tracey VasquezSecretary
Nadina FishTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,868
Program Service Revenue
$0
Investment Income
$41,037
Other Revenue
$116,127
All Other Contributions
$18,868
Change in Net Assets
$76,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,400
Other Expenses$17,349
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$44,250--$44,250
Grants to Domestic Orgs$38,150--$38,150
Fees for Services Legal-$930-$930
Other Expenses-$735-$735
Insurance-$722-$722
Advertising-$509-$509
Office Expenses-$359-$359
Fees for Services Accounting-$200-$200
Total Functional Expenses$82,400$17,349$0$99,749
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peoria Unified School DistGlendale, AZ-Enhance School Programs$38,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$129,438
Fundraising Direct Expenses$13,311
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Visionary Dinner$108,940$108,940$12,365$96,575
Art Festival$17,903$17,903$946$16,957
Total Events$126,843$126,843$13,311$113,532
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$9,800
Rounding$2
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
2020-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
President
Formed
1987
Legal Domicile
Az
Voting Board Members
13
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/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0722
IRS990/InsuranceGrp/TotalAmt0722
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt023248
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023248
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/NetAssetsOrFundBalancesBOYAmt01315369
IRS990/NetAssetsOrFundBalancesEOYAmt01391652
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt017789
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017789
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0116127
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0359
IRS990/OfficeExpensesGrp/TotalAmt0359
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FFA General Admin Costs
IRS990/OtherExpensesGrp/Desc1Bank & Merchant Charges
IRS990/OtherExpensesGrp/Desc2Website
IRS990/OtherExpensesGrp/Desc3Dues
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010746
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11579
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21569
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3735
IRS990/OtherExpensesGrp/TotalAmt010746
IRS990/OtherExpensesGrp/TotalAmt11579
IRS990/OtherExpensesGrp/TotalAmt21569
IRS990/OtherExpensesGrp/TotalAmt3735
IRS990/OtherLiabilitiesGrp/BOYAmt045400
IRS990/OtherLiabilitiesGrp/EOYAmt09802
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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/BOYAmt020294
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028337
IRS990/PrincipalOfficerNm0PRESIDENT
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012154
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt078662
IRS990/PYInvestmentIncomeAmt091723
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0109033
IRS990/PYOtherRevenueAmt0101805
IRS990/PYRevenuesLessExpensesAmt017987
IRS990/PYTotalExpensesAmt0187695
IRS990/PYTotalRevenueAmt0205682
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt076283
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01113279
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01133850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0100595
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt091723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010460
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0167490
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37520
IRS990ScheduleA/PublicSupportPY170Pct00.43180
IRS990ScheduleA/PublicSupportTotal170Amt0100595
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012154
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023053
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0100595
IRS990ScheduleA/TotalSupportAmt0268085
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due To Affilliate
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/TotalLiabilityAmt09802
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013311
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VISIONARY DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ART FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0108940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0126843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0108940

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
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.04$1.39$0.18$0.10$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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