Civic Intelligence

A Education Foundation

990EZ • Fiscal year 2015 • EIN 87-0734659

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 05, 2016

PO Box 14867Austin, TX 78761

(512) 533-4390

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

1.0%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.3%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$68,922

Up $702 (+1.0%) from 2014

Net Assets

Up

$66,838

Up $1,392 (+2.1%) from 2014

Liabilities

Down

$2,084

Down $690 (-25%) from 2014

Revenue

Up

$84,615

Up $4,986 (+6.3%) from 2014

Expenses

Up

$83,282

Up $4,398 (+5.6%) from 2014

Net Income

Up

$1,333

Up $588 (+79%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $72,889Liabilities 2011: $1,538Net Assets 2011: $71,3512011Assets 2012: $64,950Liabilities 2012: $950Net Assets 2012: $64,0002012Assets 2013: $65,053Liabilities 2013: $263Net Assets 2013: $64,7902013Assets 2014: $68,220Liabilities 2014: $2,774Net Assets 2014: $65,4462014Assets 2015: $68,922Liabilities 2015: $2,084Net Assets 2015: $66,8382015Assets 2016: $71,746Liabilities 2016: $2,360Net Assets 2016: $69,3862016Assets 2017: $85,172Liabilities 2017: $2,2702017Assets 2018: $103,999Liabilities 2018: $2,246Net Assets 2018: $101,7532018Assets 2019: $120,429Liabilities 2019: $2,220Net Assets 2019: $118,2092019Assets 2020: $161,066Liabilities 2020: $23,5072020Assets 2021: $189,524Liabilities 2021: $3,132Net Assets 2021: $186,3922021Assets 2022: $282,898Liabilities 2022: $6,100Net Assets 2022: $276,7982022Assets 2023: $297,119Liabilities 2023: $845Net Assets 2023: $296,2742023Assets 2024: $231,689Liabilities 2024: $5062024Assets 2025: $193,328Liabilities 2025: $2,896Net Assets 2025: $190,4322025

Highlighted filing

2015

Assets$68,922
Liabilities$2,084
Net Assets$66,838

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $85,732Expenses 2011: $71,803Net Income 2011: $13,9292011Revenue 2012: $66,468Expenses 2012: $75,538Net Income 2012: -$9,0702012Revenue 2013: $71,055Expenses 2013: $70,369Net Income 2013: $6862013Revenue 2014: $79,629Expenses 2014: $78,884Net Income 2014: $7452014Revenue 2015: $84,615Expenses 2015: $83,282Net Income 2015: $1,3332015Revenue 2016: $81,028Expenses 2016: $76,703Net Income 2016: $4,3252016Revenue 2017: $90,811Expenses 2017: $80,141Net Income 2017: $10,6702017Revenue 2018: $121,459Expenses 2018: $102,608Net Income 2018: $18,8512018Revenue 2019: $106,185Expenses 2019: $89,729Net Income 2019: $16,4562019Revenue 2020: $124,099Expenses 2020: $96,705Net Income 2020: $27,3942020Revenue 2021: $170,407Expenses 2021: $132,360Net Income 2021: $38,0472021Revenue 2022: $226,367Expenses 2022: $129,861Net Income 2022: $96,5062022Revenue 2023: $84,167Expenses 2023: $86,211Net Income 2023: -$2,0442023Revenue 2024: $35,611Expenses 2024: $100,702Net Income 2024: -$65,0912024Revenue 2025: $43,538Expenses 2025: $105,052Net Income 2025: -$61,5142025

Highlighted filing

2015

Revenue$84,615
Expenses$83,282
Net Income$1,333
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Gross Receipts
$84,615
Mission and Program Overview

Mission

The foundation was established by a+ federal credit union to provide charitable grants and scholarships to fund programs/projects and training for educators. The foundation receives applications from and provides grants for educators in the schools in the a+ federal credit union field of membership.

A+ Education Foundation (the Foundation) was established by A+ Federal Credit Union to provide charitable grants and scholarships to fund programs/projects and training for educators. The Foundation receives applications from and provides grants for educators in the schools in the A+ Federal Credit Union field of membership.

Program Services

DescriptionGrantsExpenses
The annual dues, contributions and funds raised during fundraising events are theprogram service revenue. These funds are utilized for the Foundation's purpose ofproviding grants for educators. The awarding of the grants directly furthers theFoundation's exempt purpose of assisting area educators in their program,equipment, supplies, materials, and training needs. For 2015, 76 grants were funded.$68,600$68,600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerry ParkerPresident-$0--
Georgia JohnsonVice President-$0--
Dennis LoftisSecretary/Treasurer-$0--
Lolly GuerraBoard Member-$0--
Randy ReeseBoard Member-$0--
Carrie CulpepperBoard Member-$0--
Nancy CowleyBoard Member-$0--
Veronica SopherBoard Member-$0--
Karla MoyerBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
A Education Foundation
EIN
87-0734659
Phone
5125334390
Address
PO Box 14867, Austin, TX 78761

Signing Officer

Name
Dennis Loftis
Title
Secretary/Treasurer
Phone
5125334390
Signed
2016-02-05
Discuss with paid preparer
Yes

Preparer

Firm
W Hamilton & Co Pllc
Address
8303 N Mopac Expy Suite A-120, Austin, TX 78759
Preparer
Michael Wareham CPA
Phone
5126717711
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest. Amount: 86.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Educator Projects. Amount Given: 68,600.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Office expenses. Amount: 475.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Prior period adjustment. Amount: 59.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Receivable from A+ FCU-SMHS Grants. Beg. of Year Amount: 7,451. End of Year Amount: 0.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Management Fees Payable. Beg. of Year Amount: 2,774. End of Year Amount: 2,084.

Raw XML Appendix203 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum05125334390
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kerry Parker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Georgia Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dennis Loftis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lolly Guerra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Randy Reese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carrie Culpepper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nancy Cowley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Veronica Sopher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Karla Moyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt059
IRS990EZ/OtherExpensesTotalAmt0475
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0A+ Education Foundation (the Foundation) was established by A+ Federal Credit Union to provide charitable grants and scholarships to fund programs/projects and training for educators. The Foundation receives applications from and provides grants for educators in the schools in the A+ Federal Credit Union field of membership.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The annual dues, contributions and funds raised during fundraising events are theprogram service revenue. These funds are utilized for the Foundation's purpose ofproviding grants for educators. The awarding of the grants directly furthers theFoundation's exempt purpose of assisting area educators in their program,equipment, supplies, materials, and training needs. For 2015, 76 grants were funded.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt068600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068600
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02084
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt083282
IRS990EZ/TotalProgramServiceExpensesAmt068600
IRS990EZ/TotalRevenueAmt084615
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://aplsfcu.org/grants
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt079537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt085567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0386919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt086
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0106
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0558
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt086
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0558
IRS990ScheduleA/InvestmentIncomeCYPct00.00140
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99860
IRS990ScheduleA/PublicSupportPY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt0386919
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085567
IRS990ScheduleA/Total509Grp/TotalAmt0386919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085732
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0387477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 86.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Educator Projects. Amount Given: 68,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Office expenses. Amount: 475.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Prior period adjustment. Amount: 59.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Receivable from A+ FCU-SMHS Grants. Beg. of Year Amount: 7,451. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Management Fees Payable. Beg. of Year Amount: 2,774. End of Year Amount: 2,084.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Dennis Loftis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05125334390
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AEDU
ReturnHeader/Filer/EIN0870734659
ReturnHeader/Filer/PhoneNum05125334390
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 14867
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078761
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260446053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0W HAMILTON & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08303 N Mopac Expy Suite A-120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05126717711
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Wareham CPA
ReturnHeader/ReturnTs02016-02-05T14:27:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.93$0.03$1.90$0.44$1.05$0.62
2024Summary only. Only limited summary data is available for this year.$2.32$0.01$0.36$1.01$0.65
2023Detailed filing. Detailed filing data is available for this year.$2.97$0.01$2.96$0.84$0.86$0.02
2022Summary only. Only limited summary data is available for this year.$2.83$0.06$2.77$2.26$1.30$0.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.03$1.86$1.70$1.32$0.38
2020Summary only. Only limited summary data is available for this year.$1.61$0.24$1.24$0.97$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.02$1.18$1.06$0.90$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.02$1.02$1.21$1.03$0.19
2017Summary only. Only limited summary data is available for this year.$0.85$0.02$0.91$0.80$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.02$0.69$0.81$0.77$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$0.85$0.83$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.03$0.65$0.80$0.79$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.71$0.70$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.01$0.64$0.66$0.76$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.02$0.71$0.86$0.72$0.14