Civic Intelligence

Piedmont Educational Foundation

990 • Fiscal year 2016 • EIN 94-6426176

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

Organization ProfileWWW.PIEDMONTEDFOUNDATION.ORG
PO Box 11192Piedmont, CA 94611

(510) 653-1816

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

36th percentile

-1.0%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

89th percentile

30%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

254%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,742,460

Up $2,008,500 (+30%) from 2015

Net Assets

Up

$8,641,894

Up $1,929,086 (+29%) from 2015

Liabilities

Up

$100,566

Up $79,414 (+375%) from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin36th percentile

Revenue

Up

$3,887,309

Up $2,789,796 (+254%) from 2015

Expenses

Up

$3,927,344

Up $2,864,664 (+270%) from 2015

Net Income

Down

-$40,035

Down $74,868 (-215%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,751,970Liabilities 2011: $46Net Assets 2011: $4,751,9242011Assets 2012: $4,905,495Liabilities 2012: $0Net Assets 2012: $4,905,4952012Assets 2013: $5,537,906Liabilities 2013: $6,096Net Assets 2013: $5,531,8102013Assets 2014: $7,121,618Liabilities 2014: $271,570Net Assets 2014: $6,850,0482014Assets 2015: $6,733,960Liabilities 2015: $21,152Net Assets 2015: $6,712,8082015Assets 2016: $8,742,460Liabilities 2016: $100,566Net Assets 2016: $8,641,8942016Assets 2017: $9,568,791Liabilities 2017: $205,220Net Assets 2017: $9,363,5712017Assets 2018: $10,320,284Liabilities 2018: $167,240Net Assets 2018: $10,153,0442018Assets 2019: $11,262,883Liabilities 2019: $221,131Net Assets 2019: $11,041,7522019Assets 2020: $11,730,033Liabilities 2020: $55,114Net Assets 2020: $11,674,9192020Assets 2021: $13,462,754Liabilities 2021: $34,717Net Assets 2021: $13,428,0372021Assets 2022: $12,935,136Liabilities 2022: $65,086Net Assets 2022: $12,870,0502022Assets 2023: $13,516,564Liabilities 2023: $57,981Net Assets 2023: $13,458,5832023Assets 2024: $14,715,134Liabilities 2024: $52,099Net Assets 2024: $14,663,0352024

Highlighted filing

2016

Assets$8,742,460
Liabilities$100,566
Net Assets$8,641,894
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $267,3632011Expenses 2012: $677,1692012Expenses 2013: $372,4662013Revenue 2014: $1,041,391Expenses 2014: $426,180Net Income 2014: $615,2112014Revenue 2015: $1,097,513Expenses 2015: $1,062,680Net Income 2015: $34,8332015Revenue 2016: $3,887,309Expenses 2016: $3,927,344Net Income 2016: -$40,0352016Revenue 2017: $3,378,071Expenses 2017: $3,432,004Net Income 2017: -$53,9332017Revenue 2018: $3,536,789Expenses 2018: $2,939,098Net Income 2018: $597,6912018Revenue 2019: $4,025,037Expenses 2019: $3,432,981Net Income 2019: $592,0562019Revenue 2020: $3,841,454Expenses 2020: $3,708,256Net Income 2020: $133,1982020Revenue 2021: $3,686,859Expenses 2021: $3,930,418Net Income 2021: -$243,5592021Revenue 2022: $4,571,932Expenses 2022: $3,493,884Net Income 2022: $1,078,0482022Revenue 2023: $4,365,711Expenses 2023: $4,344,291Net Income 2023: $21,4202023Revenue 2024: $4,934,717Expenses 2024: $4,419,285Net Income 2024: $515,4322024

Highlighted filing

2016

Revenue$3,887,309
Expenses$3,927,344
Net Income-$40,035
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$4,243,907
Mission and Program Overview

Mission

The mission of the piedmont educational foundation is to promote academic excellence, champion innovation, and provide sustained financial support to the piedmont public schools.

The mission of the piedmont educational foundation is to promote academic excellence, champion innovation, and provide sustained financial support to the piedmont public schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,009,932$5,761,284▼ $248,648
Cash and Non-Interest-Bearing Accounts-$2,916,114-
Inventories for Sale or Use-$43,560-
Pledges and Grants Receivable$34,594--
Savings and Temporary Cash Investments$689,434$21,502▼ $667,932
Total Assets$6,733,960$8,742,460▲ $2,008,500
Liabilities
Other Liabilities$0$100,000▲ $100,000
Accounts Payable and Accrued Expenses$21,152$566▼ $20,586
Total Liabilities$21,152$100,566▲ $79,414
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,251,112$6,251,112→ $0
Unrestricted Net Assets$240,549$2,169,635▲ $1,929,086
Temporarily Rstr Net Assets$221,147$221,147→ $0
Total Net Assets Fund Balance$6,712,808$8,641,894▲ $1,929,086
Total Liabilities and Net Assets / Fund Balance$6,733,960$8,742,460▲ $2,008,500

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$150,613--
Closely Held Equity Interests$3,061--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,824,595$482,639▼ $263,097-$5,373,321
2014$5,968,511$467,629▲ $25,988-$5,824,595
2013$5,123,194$292,869▲ $814,814-$5,968,481
2012$4,572,232$282,322▲ $517,494-$5,123,194
2011$4,396,627$533,190▲ $41,309-$4,572,232
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Christine Wente Von MetzschPresident
Hilary CooperVice President
Mary IrelandVice President
Amanda DocterDirector
Anne-marie LamarcheDirector
Beth WiesbrockDirector
Bryan CantrillDirector
Cathie GeddeisDirector
Claire ArnoDirector
Dana SerlethDirector
Dane CopelandDirector
Dave StaleyDirector
Dawn RiordanDirector
Denis MathewsonDirector
Doug OkunDirector
Eileen RubyDirector
Gayle SellsDirector
Heather MeilDirector
Helen YoungDirector
Jackie KhorDirector
Jenny LynnDirector
Jim BaackDirector
John ChiangDirector
Mahvash HassanDirector
Molly AshfordDirector
Nicole TaylorDirector
Sarah PuckettDirector
Shanti BrienDirector
Cathie GeddeisCo-treasurer
Cory SmegalCo-treasurer
Katie KorotzerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,639,931
Program Service Revenue
$260,008
Investment Income
$-42,407
Other Revenue
$29,777
All Other Contributions
$3,239,931
Change in Net Assets
$-40,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,634,926
Other Expenses$1,095,518
Total Fundraising Expense$376,845
Salaries, Compensation, and Employee Benefits$196,900
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,634,926--$2,634,926
Other Salaries and Wages$17,960$17,960$143,683$179,603
Other Expenses$5,171$6,444$46,536$51,707
Occupancy$3,980$3,980$31,842$39,802
Fees for Services Other$3,364-$30,277$33,641
Fees for Service Investment Mgmnt Fees-$33,019-$33,019
All Other Expenses$22,629-$8,675$31,304
Office Expenses$2,227$2,227$17,812$22,266
Fees for Services Management$2,180$2,180$17,443$21,803
Fees for Services Accounting-$19,124-$19,124
Payroll Taxes$1,450$1,450$11,597$14,497
Information Technology$786$786$6,291$7,863
Advertising--$7,483$7,483
Other Employee Benefits$280$280$2,240$2,800
Insurance$706$235$1,412$2,353
Total Functional Expenses$3,462,814$87,685$376,845$3,927,344
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Piedmont Unified School DistrictPiedmont, CA501(c)(3) - SchoolTo Support Public Schools$2,634,926
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$138,736
Fundraising Direct Expenses$108,959
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tri-school Auction & Harvest Festiv$538,736$138,736$48,477$90,259
Total Events$538,736$138,736$108,959$29,777
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Parent Club Script Investment$100,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The board of directors of the piedmont educational foundation constitute its membership.”

Form 990, Part VI, Section A, Line 7A

“The board of directors solicits nominations and selects volunteers from the piedmont community to fill vacancies on the board. The board oversees all activity of the piedmont educational foundation.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed in draft form by a committee including the president and treasurer. Any changes to the draft form 990 are incorporated into the final.”

Form 990, Part VI, Section B, Line 12C

“The compliance officer solicits and reviews, annually, an affirmation and disclosure of each director and each employee of potential conflicts of interest. The board president rules on whether a potential conflict of an employee is an actual conflict of interest. The board similarly reviews and rules on potential director conflicts.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, financial statements, and forms 990 are available for review at the foundation office. In addition, form 990 and founding documents are available online at the website maintained by the california registry of charitable trust, an agency directed by the california attorney general.”

Filing and Contact Details

Filer

Filer Name
Piedmont Educational Foundation
EIN
94-6426176
Phone
5106531816
Address
PO BOX 11192, PIEDMONT, CA 94611

Signing Officer

Name
Doug Okun
Title
Endowment Co-chair
Phone
5106531816
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Wente Von Metzs
Formed
1975
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
30
Employees
3
Volunteers
100

Preparer

Firm
Rina Accountancy Corporation
Address
201 NORTH CIVIC DR STE 220, WALNUT CREEK, CA 94596
Preparer
Brad Gai
Phone
9252102180
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Merger of associated parents clubs of piedmont - ein:94-2960998 2,189,788.”

Financial Statement Notes

Form 990, Sch. D, Part V, Line 4

“Endowment funds are held to provide sustained financial support to the piedmont public schools.”

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IRS990/Form990PartVIISectionAGrp/PersonNm19DAVE STALEY
IRS990/Form990PartVIISectionAGrp/PersonNm20SHANTI BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm21DANA SERLETH
IRS990/Form990PartVIISectionAGrp/PersonNm22MOLLY ASHFORD
IRS990/Form990PartVIISectionAGrp/PersonNm23NICOLE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm24MAHVASH HASSAN
IRS990/Form990PartVIISectionAGrp/PersonNm25JACKIE KHOR
IRS990/Form990PartVIISectionAGrp/PersonNm26BETH WIESBROCK
IRS990/Form990PartVIISectionAGrp/PersonNm27SARAH PUCKETT
IRS990/Form990PartVIISectionAGrp/PersonNm28DANE COPELAND
IRS990/Form990PartVIISectionAGrp/PersonNm29HELEN YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm30BRYAN CANTRILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0400000
IRS990/FundraisingDirectExpensesAmt0108959
IRS990/FundraisingGrossIncomeAmt0138736
IRS990/GainOrLossGrp/SecuritiesAmt0-230621
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt030
IRS990/GrantAmt02634926
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02634926
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02634926
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017018
IRS990/GrossReceiptsAmt04243907
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt030
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06291
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0786
IRS990/InformationTechnologyGrp/ProgramServicesAmt0786
IRS990/InformationTechnologyGrp/TotalAmt07863
IRS990/InsuranceGrp/FundraisingAmt01412
IRS990/InsuranceGrp/ManagementAndGeneralAmt0235
IRS990/InsuranceGrp/ProgramServicesAmt0706
IRS990/InsuranceGrp/TotalAmt02353
IRS990/InventoriesForSaleOrUseGrp/EOYAmt043560
IRS990/InvestmentIncomeGrp/ExclusionAmt0188214
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0188214
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06009932
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05761284
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0247639
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE PIEDMONT EDUCATIONAL FOUNDATION IS TO PROMOTE ACADEMIC EXCELLENCE, CHAMPION INNOVATION, AND PROVIDE SUSTAINED FINANCIAL SUPPORT TO THE PIEDMONT PUBLIC SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06712808
IRS990/NetAssetsOrFundBalancesEOYAmt08641894
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-230621
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-230621
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt029777
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-220667
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt031842
IRS990/OccupancyGrp/ManagementAndGeneralAmt03980
IRS990/OccupancyGrp/ProgramServicesAmt03980
IRS990/OccupancyGrp/TotalAmt039802
IRS990/OfficeExpensesGrp/FundraisingAmt017812
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02227
IRS990/OfficeExpensesGrp/ProgramServicesAmt02227
IRS990/OfficeExpensesGrp/TotalAmt022266
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt02189788
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02240
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0280
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0280
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02800
IRS990/OtherExpensesGrp/Desc0SUPPORT CLUB DISTRIBUTI
IRS990/OtherExpensesGrp/Desc1TEACHERS & FACILITIES U
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3CREDIT CARD FEES
IRS990/OtherExpensesGrp/FundraisingAmt051554
IRS990/OtherExpensesGrp/FundraisingAmt146536
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06444
IRS990/OtherExpensesGrp/ProgramServicesAmt0628406
IRS990/OtherExpensesGrp/ProgramServicesAmt1132305
IRS990/OtherExpensesGrp/ProgramServicesAmt26444
IRS990/OtherExpensesGrp/ProgramServicesAmt35171
IRS990/OtherExpensesGrp/TotalAmt0628406
IRS990/OtherExpensesGrp/TotalAmt1132305
IRS990/OtherExpensesGrp/TotalAmt264442
IRS990/OtherExpensesGrp/TotalAmt351707
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0100000

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,742,460
Liabilities
$100,566
Net assets
$8,641,894
Revenue
$3,887,309
Expenses
$3,927,344
Net income
-$40,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.7$0.05$14.7$4.93$4.42$0.52
2023Detailed filing. Detailed filing data is available for this year.$13.5$0.06$13.5$4.37$4.34$0.02
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.07$12.9$4.57$3.49$1.08
2021Detailed filing. Detailed filing data is available for this year.$13.5$0.03$13.4$3.69$3.93$0.24
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.06$11.7$3.84$3.71$0.13
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.22$11.0$4.03$3.43$0.59
2018Detailed filing. Detailed filing data is available for this year.$10.3$0.17$10.2$3.54$2.94$0.60
2017Detailed filing. Detailed filing data is available for this year.$9.57$0.21$9.36$3.38$3.43$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.74$0.10$8.64$3.89$3.93$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.73$0.02$6.71$1.10$1.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.12$0.27$6.85$1.04$0.43$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.01$5.53$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.00$4.91$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.00$4.75$0.27