Civic Intelligence

Piedmont Educational Foundation

990 • Fiscal year 2017 • EIN 94-6426176

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2019

401 Highland AvenuePiedmont, CA 94611

(510) 653-1816

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.06x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

32nd percentile

-1.6%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

66th percentile

9.5%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-13%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,568,791

Up $826,331 (+9.5%) from 2016

Net Assets

Up

$9,363,571

Up $721,677 (+8.4%) from 2016

Liabilities

Up

$205,220

Up $104,654 (+104%) from 2016

Revenue

Down

$3,378,071

Down $509,238 (-13%) from 2016

Expenses

Down

$3,432,004

Down $495,340 (-13%) from 2016

Net Income

Down

-$53,933

Down $13,898 (-35%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$9,568,791
Liabilities$205,220
Net Assets$9,363,571

Operations Trend

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

2017

Revenue$3,378,071
Expenses$3,432,004
Net Income-$53,933
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2019
Return Version
2016v3.0
Gross Receipts
$6,797,806
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 pef is to promote academic excellence, champion innovation, and provide sustained financial support for the piedmont unified school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,761,284$6,439,501▲ $678,217
Cash and Non-Interest-Bearing Accounts$2,916,114$2,806,680▼ $109,434
Inventories for Sale or Use$43,560$73,659▲ $30,099
Pledges and Grants Receivable-$47,000-
Savings and Temporary Cash Investments$21,502--
Prepaid Expenses and Deferred Charges-$1,906-
Total Assets$8,742,460$9,568,791▲ $826,331
Other Assets Total$0$200,045▲ $200,045
Liabilities
Other Liabilities$100,000$103,568▲ $3,568
Accounts Payable and Accrued Expenses$566$101,652▲ $101,086
Total Liabilities$100,566$205,220▲ $104,654
Net Assets / Fund Balance
Unrestricted Net Assets$2,169,635$9,315,854▲ $7,146,219
Temporarily Rstr Net Assets$221,147$27,897▼ $193,250
Permanently Rstr Net Assets$6,251,112$19,820▼ $6,231,292
Total Net Assets Fund Balance$8,641,894$9,363,571▲ $721,677
Total Liabilities and Net Assets / Fund Balance$8,742,460$9,568,791▲ $826,331

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,439,501--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$6,206,071$71,834▲ $585,854-$6,540,843
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$282,232▲ $517,494-$5,123,104
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christine Wente Von MetschPresident
Doug OkenVice President
John ChiangAudit Director
Dawn RiordanCommunications Director
Mary Lou RighellisDirector of Community Engagement
Amanda DoctorDirector of Fundraising
Shanti BrienDirector of Fundraising
Molly AshfordDirector of Governance and Nominating
Dave StaleyFinancial Management Director
Sameer SrivastavaGrants Director
Betty WinnackerAssistant Treasurer
Bill ReichleAt Large
Clarence MamuyacAt Large
David RagonesAt Large
Mary IrelandAt Large
Eileen RubyAt Lrage
Sarah PuckettBeach Elementary School Representative
Peggy ChanDbfl Representative
Eileen KweiHavens Elementary School Representative
Beth WeisbrockHigh School Representative
Katie ColbertMiddle School Representative
Mahvash HassanMillenium High School Representative
Abby ScottSecretary
Holly HankeSupport Group Liaison
Cory SmegalTreasurer
Claire ArnoWildwood Elementary School Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$2,599,561
Program Service Revenue
$167,530
Investment Income
$235,380
Other Revenue
$375,600
All Other Contributions
$2,599,561
Change in Net Assets
$-53,933

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,343,517
Revenue Not Reported on Financial Statements
$34,554
Revenue Not Reported on Form 990
$417,819
Total Revenue per Audited Statements
$3,761,336
Total Revenue per Form 990
$3,378,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,812,331
Other Expenses$413,698
Salaries, Compensation, and Employee Benefits$205,975
Total Fundraising Expense$164,398
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,812,331--$2,812,331
Other Salaries and Wages$98,601$36,646$53,067$188,314
All Other Expenses$16,669$6,172$13,694$36,535
Fees for Service Investment Mgmnt Fees-$34,554-$34,554
Other Expenses$10,455$6,327$27,500$27,500
Advertising$4,523-$13,568$18,091
Fees for Services Accounting-$17,474-$17,474
Payroll Taxes$7,105$2,641$3,824$13,570
Office Expenses$3,033$1,127$1,632$5,792
Insurance$2,632$978$1,416$5,026
Other Employee Benefits-$4,091-$4,091
Travel-$94-$94
Total Functional Expenses$3,157,502$110,104$164,398$3,432,004

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,432,004
Expenses per Audited Statements$3,397,450
Total Expenses per Audited Statements$3,397,450
Expenses Not Reported on Financial Statements$34,554
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Piedmont Unified School DistrictPiedmont, CA501(c)3to support public schools$2,812,331
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$458,583
Fundraising Direct Expenses$129,469
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$445,646$445,646$28,203$417,443
harvest festival$12,937$12,937-$12,937
Total Events$458,583$458,583$129,469$329,114
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
payable to parent club for scrip advances$100,000
other liabilities$3,568
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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 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 11B

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 draft.

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

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

Form 990, Part VI, Section C, line 19

Governing documents, policies, financial statements, and form 990s are available for review at the piedmont educational foundation office.

Filing and Contact Details

Filer

Filer Name
Piedmont Education Foundation
EIN
94-6426176
Phone
5106531816
Address
401 Highland Avenue, Piedmont, CA 94611

Signing Officer

Name
Christine Wente Von Metzsch
Title
executive director
Phone
5106531816
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
heather frank
Formed
1975
Legal Domicile
CA
Voting Board Members
26
Independent Board Members
26
Employees
7
Volunteers
100

Preparer

Firm
Johanson & Yau Accountancy Corp
Address
160 W SANTA CLARA ST SUITE 900, SAN JOSE, CA 95113
Preparer
Laura Lin
Phone
4082885111
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

change in basis of accounting 357,791.

form 990, part XII line 1

effective july 1, 2016, the foundation changed its method of accounting from the income tax reporting method to the accrual method and, as of that date, recognizes revenue when earned rather than when cash is received and recognizes expenses when they are incurred rather than when cash is disbursed. the beginning net assets have been restated to conform with the new basis of accounting. the effect of this change was an increase to beginning net assets in the amount of $357,791.

form 990, amended return explanation:

THIS RETURN IS AMENDED TO REVISE 6/30/2017 NUMBERS ON THE BALANCE SHEET, STATEMENT OF REVENUE, STATEMENT OF FINANCIAL POSITION, AND THE RECONCILIATION OF NET ASSETS, ON ACCOUNT OF A CHANGE IN BASIS OF ACCOUNTING FROM THE INCOME TAX REPORTING METHOD TO THE ACCRUAL METHOD. THE FOLLOWING ITEMS CHANGED: PART VIII: TOTAL REVENUE HAS BEEN UPDATED FROM $3,376,663 TO $3,378,071 PART IX: TOTAL EXPENSES HAS BEEN UPDATED FROM $3,008,990 TO $3,432,004 PART X: TOTAL ASSETS HAS BEEN UPDATED FROM $9,242,460 TO $9,568,791. TOTAL LIABILITIES HAS BEEN UPDATED FROM $2,519,657 TO $205,220. PART XI: THE RECONCILIATION OF NET ASSETS HAS BEEN REVISED TO REFLECT THE ABOVE CHANGES IN REVENUE AND EXPENSES. IN ADDITION, A ONE-TIME ADJUSTMENT of $357,791 ON ACCOUNT OF THE CHANGE IN BASIS OF ACCOUNTING HAS BEEN APPLIED TO RECONCILE NET ASSETS.

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IRS990/Form990PartVIISectionAGrp/PersonNm22MARY IRELAND
IRS990/Form990PartVIISectionAGrp/PersonNm23CLARENCE MAMUYAC
IRS990/Form990PartVIISectionAGrp/PersonNm24BILL REICHLE
IRS990/Form990PartVIISectionAGrp/PersonNm25DAVID RAGONES
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt7GRANTS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT LRAGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9COMMUNICATIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF COMMUNITY ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DBFL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt12FINANCIAL MANAGEMENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF GOVERNANCE AND NOMINATING
IRS990/Form990PartVIISectionAGrp/TitleTxt14AUDIT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15HIGH SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt16MIDDLE SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt17BEACH ELEMENTARY SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt18WILDWOOD ELEMENTARY SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt19HAVENS ELEMENTARY SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt20MILLENIUM HIGH SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt21SUPPORT GROUP LIAISON
IRS990/Form990PartVIISectionAGrp/TitleTxt22AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt23AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt24AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt25AT LARGE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0129469
IRS990/FundraisingGrossIncomeAmt0458583
IRS990/GainOrLossGrp/SecuritiesAmt039636
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt02812331
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02812331
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02812331
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02284665
IRS990/GrossReceiptsAmt06797806
IRS990/GrossSalesOfInventoryAmt01091723
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01416
IRS990/InsuranceGrp/ManagementAndGeneralAmt0978
IRS990/InsuranceGrp/ProgramServicesAmt02632
IRS990/InsuranceGrp/TotalAmt05026
IRS990/InventoriesForSaleOrUseGrp/BOYAmt043560
IRS990/InventoriesForSaleOrUseGrp/EOYAmt073659
IRS990/InvestmentIncomeGrp/ExclusionAmt0195744
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0195744
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05761284
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06439501
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02245029
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE PIEDMONT EDUCATION FOUNDATION IS TO PROMOTE ACADEMIC EXCELLENCE, CHAMPION INNOVATION, AND PROVIDE SUSTAINED FINANCIAL SUPPORT TO THE PIEDMONT PUBLIC SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08641894
IRS990/NetAssetsOrFundBalancesEOYAmt09363571
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt039636
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt039636
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0329114
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0329114
IRS990/NetIncomeOrLossGrp/ExclusionAmt046486
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt046486
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0417819
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01632
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01127
IRS990/OfficeExpensesGrp/ProgramServicesAmt03033
IRS990/OfficeExpensesGrp/TotalAmt05792
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0200045
IRS990/OtherChangesInNetAssetsAmt0357791
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04091
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04091
IRS990/OtherExpensesGrp/Desc0SUMMER SCHOOL EXPENSES
IRS990/OtherExpensesGrp/Desc1printing and publicatio
IRS990/OtherExpensesGrp/Desc2credit card fees
IRS990/OtherExpensesGrp/Desc3bad debt expense
IRS990/OtherExpensesGrp/FundraisingAmt024395
IRS990/OtherExpensesGrp/FundraisingAmt125302
IRS990/OtherExpensesGrp/FundraisingAmt227500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06327
IRS990/OtherExpensesGrp/ProgramServicesAmt0202153
IRS990/OtherExpensesGrp/ProgramServicesAmt110455
IRS990/OtherExpensesGrp/TotalAmt0202153
IRS990/OtherExpensesGrp/TotalAmt134850
IRS990/OtherExpensesGrp/TotalAmt231629
IRS990/OtherExpensesGrp/TotalAmt327500
IRS990/OtherLiabilitiesGrp/BOYAmt0100000
IRS990/OtherLiabilitiesGrp/EOYAmt0103568
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt053067
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036646
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt098601
IRS990/OtherSalariesAndWagesGrp/TotalAmt0188314
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03824
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02641
IRS990/PayrollTaxesGrp/ProgramServicesAmt07105
IRS990/PayrollTaxesGrp/TotalAmt013570
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06251112
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt019820
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt047000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01906
IRS990/PrincipalOfficerNm0heather frank
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0summer school
IRS990/ProgramServiceRevenueGrp/Desc1support services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0157350
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0157350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110180
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PIEDMONT EDUCATIONAL FOUNDATION RUNS A SUMMER ENRICHMENT PROGRAM FOR GRADES K-11 DURING THE SUMMER MONTHS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0202153
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PIEDMONT EDUCATIONAL FOUNDATION PUBLISHES A DIRECTORY OF SCHOOL DISTRICT PARTICIPANTS, STAFF, AND COMMUNITY SUPPORT GROUPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt010455
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0additional functional expenses AS LISTED BELOW - THESE AMOUNTS REPRESENT THE PORTION ALLOCABLE TO PROGRAM SERVICES: ADVERTISING $4,523RENT $8,979SOFTWARE AND LICENSING $2,076WEBSITE $3,575OFFICE SUPPLIES $3,033INSURANCE $2,632TELEPHONE AND INTERNET $1,997TRAVEL $42SALARIES $105,706
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0132563
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03639931
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02634926
IRS990/PYInvestmentIncomeAmt0-42407
IRS990/PYOtherExpensesAmt01095518
IRS990/PYOtherRevenueAmt029777

Document Assets

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Filings

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