Civic Intelligence

A Education Foundation

990 • Fiscal year 2022 • EIN 87-0734659

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 16, 2022

Organization Profileaplusfcu.org/grants
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

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.03x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

33%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Flat

$282,898

Flat from 2022

Net Assets

Flat

$276,798

Flat from 2022

Liabilities

Flat

$6,100

Flat from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin86th percentile

Revenue

Flat

$226,367

Flat from 2022

Expenses

Flat

$129,861

Flat from 2022

Net Income

Flat

$96,506

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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 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

2022

Assets$282,898
Liabilities$6,100
Net Assets$276,798
Open 2022 Filing

Operations Trend

Revenue Growth66th percentile

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 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

2022

Revenue$226,367
Expenses$129,861
Net Income$96,506
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 16, 2022
Return Version
2021v4.0
Gross Receipts
$226,367
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.

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 to educators in the schools in the A+ Federal Credit Union field of membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$189,524$282,898▲ $93,374
Savings and Temporary Cash Investments-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$189,524$282,898▲ $93,374
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,132$6,100▲ $2,968
Total Liabilities$3,132$6,100▲ $2,968
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$186,392$276,798▲ $90,406
Total Net Assets Fund Balance$186,392$276,798▲ $90,406
Total Liabilities and Net Assets / Fund Balance$189,524$282,898▲ $93,374
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Georgia JohnsonPresident
Lolly GuerraVice President
Eric KaseBoard Member
Kate WallaceBoard Member
Kerry ParkerBoard Member
Peggy MicaBoard Member
Randy ReeseBoard Member
Dennis LoftisSec/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$225,628
Program Service Revenue
$0
Investment Income
$204
Other Revenue
$535
All Other Contributions
$748
Change in Net Assets
$96,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$84,358
Other Expenses$45,503
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$84,358--$84,358
Fees for Services Management-$44,978-$44,978
Fees for Services Accounting-$525-$525
Total Functional Expenses$84,358$45,503$0$129,861
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$535
Professional Fundraising Fees$0
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
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

“Form 990 is typically reviewed by the treasurer and other officers, if applicable.”

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

“No documents available to the public.”

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
Signed
2022-08-16
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
William D Hamilton CPA
Phone
8019724800
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Accrued Management Fees = -$6100”

Raw XML Appendix387 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/GrossInvestmentIncome509Grp/TotalAmt0910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0169
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0910
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00170
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct00.99830
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0226163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0170039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0123855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106016
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0121330
IRS990ScheduleA/Total509Grp/TotalAmt0747403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0226163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0170407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0124099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0106185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0121459
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0748313
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS TYPICALLY REVIEWED BY THE TREASURER AND OTHER OFFICERS, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accrued Management Fees = -$6100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0189524
IRS990/TotalAssetsEOYAmt0282898
IRS990/TotalAssetsGrp/BOYAmt0189524
IRS990/TotalAssetsGrp/EOYAmt0282898
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0225628
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045503
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084358
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129861
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03132
IRS990/TotalLiabilitiesEOYAmt06100
IRS990/TotalLiabilitiesGrp/BOYAmt03132
IRS990/TotalLiabilitiesGrp/EOYAmt06100
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0186392
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0276798
IRS990/TotalProgramServiceExpensesAmt084358
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0204
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0226367
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0189524
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0282898
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 14867
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078761
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0https://aplusfcu.org/grants
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dennis Loftis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-16
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/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084119
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William D Hamilton CPA
ReturnHeader/ReturnTs02022-08-16T12:52:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dennis
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Loftis
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282,898
Liabilities
$6,100
Net assets
$276,798
Revenue
$226,367
Expenses
$129,861
Net income
$96,506
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
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.06$2.77$2.26$1.30$0.97
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