Civic Intelligence

A Education Foundation

990EZ • Fiscal year 2018 • EIN 87-0734659

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

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

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.02x

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

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

Net Margin

71st percentile

16%

Higher net margin than 71% 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

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Up

$103,999

Up $18,827 (+22%) from 2017

Net Assets

$101,753

No earlier filing loaded for comparison.

Liabilities

Down

$2,246

Down $24 (-1.1%) from 2017

Revenue

Up

$121,459

Up $30,648 (+34%) from 2017

Expenses

Up

$102,608

Up $22,467 (+28%) from 2017

Net Income

Up

$18,851

Up $8,181 (+77%) from 2017

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

2018

Assets$103,999
Liabilities$2,246
Net Assets$101,753

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

2018

Revenue$121,459
Expenses$102,608
Net Income$18,851
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$121,459
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.

Program Services

DescriptionGrantsExpenses
THE ANNUAL DUES, CONTRIBUTIONS AND FUNDS RAISED DURING FUNDRAISING EVENTS ARE THE PROGRAM SERVICE REVENUE. THESE FUNDS ARE UTILIZED FOR THE FOUNDATION'S PURPOSE OF PROVIDING GRANTS FOR EDUCATORS. THE AWARDING OF THE GRANTS DIRECTLY FURTHERS THE FOUNDATION'S EXEMPT PURPOSE OF ASSISTING AREA EDUCATORS IN THEIR PROGRAM, EQUIPMENT, SUPPLIES, MATERIALS, AND TRAINING NEEDS.$80,851$145,831
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERRY A S PARKERPresident-$0--
GEORGIA JOHNSONVice Preside-$0--
DENNIS LOFTISSecretary/Tr-$0--
LOLLY GUERRADirector-$0--
RANDY REESEDirector-$0--
TAMEY WILLIAMS-HILLBoard Member-$0--
KARLA MOYERBoard Member-$0--
KATE WALLACEBoard Member-$0--
BARBARA PERRYBoard 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/treas
Phone
5125334390
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
W Hamilton & Co Pllc
Address
8303 N MOPAC EXPY SUITE A-120, AUSTIN, TX 78759
Preparer
William D Hamilton CPA
Phone
5126717711
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

INTEREST 129

Form 990-ez, Part I, Line 10

Name: educator projects cash contribution: 80,851

Form 990-ez, Part I, Line 16

Expenses other expenses 527 total 527

Form 990-ez, Part II, Line 26

Management fees payable 2,270 2,246

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

The annual dues, contributions and funds raised during fundraising events are the program service revenue. These funds are utilized for the foundation's purpose of providing grants for educators. The awarding of the grants directly furthers the foundation's exempt purpose of assisting area educators in their program, equipment, supplies, materials, and training needs.

Raw XML Appendix182 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 14867
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078761
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KERRY A S PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGIA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENNIS LOFTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOLLY GUERRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RANDY REESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TAMEY WILLIAMS-HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KARLA MOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATE WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BARBARA PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0527
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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 THE PROGRAM SERVICE REVENUE. THESE FUNDS ARE UTILIZED FOR THE FOUNDATION'S PURPOSE OF PROVIDING GRANTS FOR EDUCATORS. THE AWARDING OF THE GRANTS DIRECTLY FURTHERS THE FOUNDATION'S EXEMPT PURPOSE OF ASSISTING AREA EDUCATORS IN THEIR PROGRAM, EQUIPMENT, SUPPLIES, MATERIALS, AND TRAINING NEEDS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0145831
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02270
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02246
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102608
IRS990EZ/TotalProgramServiceExpensesAmt0145831
IRS990EZ/TotalRevenueAmt0121459
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://APLUSFCU.ORG/GRANTS
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0121330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt090708
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079537
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0129
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0103
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt086
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0103
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0500
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99880
IRS990ScheduleA/PublicSupportTotal509Amt0457042
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0121330
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079537
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121459
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079629
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST 129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: EDUCATOR PROJECTS CASH CONTRIBUTION: 80,851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OTHER EXPENSES 527 TOTAL 527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT FEES PAYABLE 2,270 2,246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ANNUAL DUES, CONTRIBUTIONS AND FUNDS RAISED DURING FUNDRAISING EVENTS ARE THE PROGRAM SERVICE REVENUE. THESE FUNDS ARE UTILIZED FOR THE FOUNDATION'S PURPOSE OF PROVIDING GRANTS FOR EDUCATORS. THE AWARDING OF THE GRANTS DIRECTLY FURTHERS THE FOUNDATION'S EXEMPT PURPOSE OF ASSISTING AREA EDUCATORS IN THEIR PROGRAM, EQUIPMENT, SUPPLIES, MATERIALS, AND TRAINING NEEDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS LOFTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum05125334390
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07447227EE5C3458B11636F51633D7CA98B8B0EE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07447227EE5C3458B11636F51633D7CA98B8B0EE2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:11:01
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/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM D HAMILTON CPA
ReturnHeader/ReturnTs02019-05-13T10:11:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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
2018Detailed filing. Detailed filing data is available for this year.$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