Civic Intelligence

Piedmont Educational Foundation

990 • Fiscal year 2018 • EIN 94-6426176

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization ProfileWWW.PIEDMONTFOUNDATION.ORG
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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.05x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

70th percentile

7.9%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

4.7%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$10,320,284

Up $751,493 (+7.9%) from 2017

Net Assets

Up

$10,153,044

Up $789,473 (+8.4%) from 2017

Liabilities

Down

$167,240

Down $37,980 (-19%) from 2017

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin75th percentile

Revenue

Up

$3,536,789

Up $158,718 (+4.7%) from 2017

Expenses

Down

$2,939,098

Down $492,906 (-14%) from 2017

Net Income

Up

$597,691

Up $651,624 (+1208%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$10,320,284
Liabilities$167,240
Net Assets$10,153,044
Open 2018 Filing

Operations Trend

Revenue Growth52nd 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

2018

Revenue$3,536,789
Expenses$2,939,098
Net Income$597,691
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$4,547,554
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$6,439,501$6,707,281▲ $267,780
Cash and Non-Interest-Bearing Accounts$2,806,680$3,350,838▲ $544,158
Pledges and Grants Receivable$47,000$52,000▲ $5,000
Inventories for Sale or Use$73,659$48,423▼ $25,236
Prepaid Expenses and Deferred Charges$1,906$4,388▲ $2,482
Total Assets$9,568,791$10,320,284▲ $751,493
Other Assets Total$200,045$157,354▼ $42,691
Liabilities
Other Liabilities$103,568$136,141▲ $32,573
Accounts Payable and Accrued Expenses$101,652$31,099▼ $70,553
Total Liabilities$205,220$167,240▼ $37,980
Net Assets / Fund Balance
Unrestricted Net Assets$9,315,854$10,111,927▲ $796,073
Temporarily Rstr Net Assets$27,897$21,297▼ $6,600
Permanently Rstr Net Assets$19,820$19,820→ $0
Total Net Assets Fund Balance$9,363,571$10,153,044▲ $789,473
Total Liabilities and Net Assets / Fund Balance$9,568,791$10,320,284▲ $751,493

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,707,281--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,610,675$117,175▲ $389,203-$6,777,089
2016$6,206,071$71,834▲ $655,686-$6,610,675
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
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Christine Wente Von MetzschChair
Eileen KweiVice Chair
Bill ReichleAudit Director
Holly HankeCommunications Director
Rebecca ThornborrowCommunications Director
Mary Lou RighellisDirector of Community Engagement
Amanda DoctorDirector of Fundraising
Sarah PuckettDirector of Fundraising
Rick SmithDirector of Governance and
Sameer SrivastavaGrants Director
Dave StaleyInvestments Director
Charlotte EroAssistant Treasurer
Clarence MamuyacAt Large
David RagonesAt Large
Eileen RudyAt Large
Linda WendelBeach Elementary School Re
Peggy ChanDbfl Representative
Cortney AllenHavens Elementary School R
Allison ElvekrogHigh School Representative
Beth WeisbrockMiddle School Representati
Molly AshfordMillenium High School Representative
Abby ScottSecretary
Doug OkunTreasurer
Gina LambrightWildwood Elementary School Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$2,776,226
Program Service Revenue
$136,864
Investment Income
$198,904
Other Revenue
$424,795
All Other Contributions
$2,776,226
Change in Net Assets
$597,691

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,501,825
Revenue Not Reported on Financial Statements
$34,964
Revenue Not Reported on Form 990
$191,782
Total Revenue per Audited Statements
$3,693,607
Total Revenue per Form 990
$3,536,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,450,279
Other Expenses$249,371
Salaries, Compensation, and Employee Benefits$239,448
Total Fundraising Expense$159,452
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,450,279--$2,450,279
Comp Disqual Persons$115,561$44,447$62,225$222,233
Fees for Service Investment Mgmnt Fees-$34,964-$34,964
All Other Expenses$7,493$5,338$15,698$28,529
Fees for Services Accounting-$26,728-$26,728
Other Expenses$9,185$3,533$4,946$17,664
Payroll Taxes$8,464$3,255$4,557$16,276
Advertising$1,324-$3,972$5,296
Insurance$2,675$1,029$1,441$5,145
Office Expenses$2,652$1,020$1,428$5,100
Other Employee Benefits-$939-$939
Travel-$738-$738
Total Functional Expenses$2,646,692$132,954$159,452$2,939,098

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,939,098
Expenses per Audited Statements$2,904,134
Total Expenses per Audited Statements$2,904,134
Expenses Not Reported on Financial Statements$34,964
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Piedmont Unified School DistrictPiedmont, CA501(c)3To Support Public Schools$2,404,110
Piedmont Education Foundation - the Wall of HonorPiedmont, CA501(c)3To Support Public Schools$27,732
Piedmont High School Boosters - Piedmont Sports Hall of FamePiedmont, CA501(c)3To Support Public Schools$18,437
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$470,731
Fundraising Direct Expenses$91,609
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$453,953$453,953$36,934$417,019
Harvest Festival$16,778$16,778-$16,778
Total Events$470,731$470,731$91,609$379,122
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$36,141
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Heather Frank
Title
Executive Director
Phone
5106531816
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Frank
Formed
1975
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
24
Employees
3
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
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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/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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
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/TitleTxt8COMMUNICATIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9COMMUNICATIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF COMMUNITY ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DBFL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt12INVESTMENTS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF GOVERNANCE AND
IRS990/Form990PartVIISectionAGrp/TitleTxt14AUDIT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15HIGH SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt16MIDDLE SCHOOL REPRESENTATI
IRS990/Form990PartVIISectionAGrp/TitleTxt17BEACH ELEMENTARY SCHOOL RE
IRS990/Form990PartVIISectionAGrp/TitleTxt18HAVENS ELEMENTARY SCHOOL R
IRS990/Form990PartVIISectionAGrp/TitleTxt19WILDWOOD ELEMENTARY SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt20MILLENIUM HIGH SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt21AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt22AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt23AT LARGE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt091609
IRS990/FundraisingGrossIncomeAmt0470731
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantAmt02404110
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02450279
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02450279
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04547554
IRS990/GrossSalesOfInventoryAmt0964829
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01441
IRS990/InsuranceGrp/ManagementAndGeneralAmt01029
IRS990/InsuranceGrp/ProgramServicesAmt02675
IRS990/InsuranceGrp/TotalAmt05145
IRS990/InventoriesForSaleOrUseGrp/BOYAmt073659
IRS990/InventoriesForSaleOrUseGrp/EOYAmt048423
IRS990/InvestmentIncomeGrp/ExclusionAmt0198904
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0198904
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06439501
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06707281
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
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/NetAssetsOrFundBalancesBOYAmt09363571
IRS990/NetAssetsOrFundBalancesEOYAmt010153044
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0379122
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0379122
IRS990/NetIncomeOrLossGrp/ExclusionAmt045673
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt045673
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0191782
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01428
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01020
IRS990/OfficeExpensesGrp/ProgramServicesAmt02652
IRS990/OfficeExpensesGrp/TotalAmt05100
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0200045
IRS990/OtherAssetsTotalGrp/EOYAmt0157354
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0939
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0939
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1SUMMER SCHOOL EXPENSES
IRS990/OtherExpensesGrp/Desc2PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc3RENT
IRS990/OtherExpensesGrp/FundraisingAmt043855
IRS990/OtherExpensesGrp/FundraisingAmt121330
IRS990/OtherExpensesGrp/FundraisingAmt24946
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010963
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13533
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt139917
IRS990/OtherExpensesGrp/ProgramServicesAmt29142
IRS990/OtherExpensesGrp/ProgramServicesAmt39185
IRS990/OtherExpensesGrp/TotalAmt054818
IRS990/OtherExpensesGrp/TotalAmt139917
IRS990/OtherExpensesGrp/TotalAmt230472
IRS990/OtherExpensesGrp/TotalAmt317664
IRS990/OtherLiabilitiesGrp/BOYAmt0103568
IRS990/OtherLiabilitiesGrp/EOYAmt0136141
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04557
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03255
IRS990/PayrollTaxesGrp/ProgramServicesAmt08464
IRS990/PayrollTaxesGrp/TotalAmt016276
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt019820
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt019820
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt047000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt052000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01906
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04388
IRS990/PrincipalOfficerNm0HEATHER FRANK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL
IRS990/ProgramServiceRevenueGrp/Desc1SUPPORT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0125763
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0125763
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111101
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO ORGANIZATIONS THE PIEDMONT EDUCATION FOUNDATION HAS ELECTED TO SPONSOR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046169
IRS990/ProgSrvcAccomActy2Grp/GrantAmt046169
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PIEDMONT EDUCATIONAL FOUNDATION RUNS A SUMMER ENRICHMENT PROGRAM FOR GRADES K-11 DURING THE SUMMER MONTHS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt039917
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0125763
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADDITIONAL FUNCTIONAL EXPENSES AS LISTED BELOW - THESE AMOUNTS REPRESENT THE PORTION ALLOCABLE TO PROGRAM SERVICES: PRINTING AND PUBLICATION $9,142RENT $9,185SOFTWARE AND LICENSING $2,347ADVERTISING $1,324INSURANCE $2,675OFFICE SUPPLIES $2,652BANK FEES $1,524TELEPHONE AND INTERNET $1,442PAYROLL PROCESSING $1,242OTHER EXPENSES $750WEBSITE $188SALARIES $115,561PAYROLL TAXES $8,464
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0156496
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt011101
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02599561
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02812331
IRS990/PYInvestmentIncomeAmt0235380
IRS990/PYOtherExpensesAmt0413698
IRS990/PYOtherRevenueAmt0375600
IRS990/PYProgramServiceRevenueAmt0167530
IRS990/PYRevenuesLessExpensesAmt0-53933
IRS990/PYSalariesCompEmpBnftPaidAmt0205975
IRS990/PYTotalExpensesAmt03432004
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03378071
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0597691
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt055368

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,320,284
Liabilities
$167,240
Net assets
$10,153,044
Revenue
$3,536,789
Expenses
$2,939,098
Net income
$597,691
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