Civic Intelligence

Piedmont Educational Foundation

990 • Fiscal year 2019 • EIN 94-6426176

Jul 01, 2018 to Jun 30, 2019 • Filed on May 11, 2020

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

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

0.05x

Higher debt load relative to revenue than 18% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

28th percentile

$120,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

67th percentile

9.1%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$11,262,883

Up $942,599 (+9.1%) from 2018

Net Assets

Up

$11,041,752

Up $888,708 (+8.8%) from 2018

Liabilities

Up

$221,131

Up $53,891 (+32%) from 2018

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin74th percentile

Revenue

Up

$4,025,037

Up $488,248 (+14%) from 2018

Expenses

Up

$3,432,981

Up $493,883 (+17%) from 2018

Net Income

Down

$592,056

Down $5,635 (-0.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2019

Assets$11,262,883
Liabilities$221,131
Net Assets$11,041,752
Open 2019 Filing

Operations Trend

Revenue Growth72nd 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

2019

Revenue$4,025,037
Expenses$3,432,981
Net Income$592,056
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 11, 2020
Return Version
2018v3.1
Gross Receipts
$5,006,319
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$6,707,281$6,715,266▲ $7,985
Cash and Non-Interest-Bearing Accounts$3,350,838$4,339,347▲ $988,509
Pledges and Grants Receivable$52,000$171,941▲ $119,941
Inventories for Sale or Use$48,423$21,796▼ $26,627
Prepaid Expenses and Deferred Charges$4,388$12,033▲ $7,645
Total Assets$10,320,284$11,262,883▲ $942,599
Other Assets Total$157,354$2,500▼ $154,854
Liabilities
Other Liabilities$136,141$113,990▼ $22,151
Accounts Payable and Accrued Expenses$31,099$107,141▲ $76,042
Total Liabilities$167,240$221,131▲ $53,891
Net Assets / Fund Balance
Unrestricted Net Assets$10,111,927$10,859,998▲ $748,071
Temporarily Rstr Net Assets$21,297$140,440▲ $119,143
Permanently Rstr Net Assets$19,820$41,314▲ $21,494
Total Net Assets Fund Balance$10,153,044$11,041,752▲ $888,708
Total Liabilities and Net Assets / Fund Balance$10,320,284$11,262,883▲ $942,599

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,715,266--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$6,777,089$173,680▲ $478,979-$7,073,549
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
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Heather FrankExecutive DirectorFT$120,000$120,000

Board Members and Trustees

NameTitle
Eileen KweiChair
Christine Wente Von MetzschImmediate Past Chair
Linda WendelVice Chair
Rebecca ThornborrowCommunications Director
David StaleyInvestments Director
Sarah PuckettAlumini Engagement
Rick SmithAssistant Treasurer
Angel FierroAt Large
Cathy GlazierAt Large
Doug OkunAt Large
Mary IrelandAt Large
Molly AshfordAt Large
Bill ReichleAudit / Business Partners
Mary Lou RighellisCommunity Engagement
Linda Smith MunyanDbfl Representative
Nicki GilbertGiving Campaign
Holly HankeGoverance / Nominating
David RagonesGrants
Cortney AllenHavens Elementary School R
Allison ElvekrogHigh School Representative
Eileen RubyLegacy Giving
Beth WeisbrockMiddle School Representati
Abby ScottSecretary
Charlotte EroTreasurer
Gina LambrightWildwood Elementary School
Revenue and Support

Revenue Composition

Contributions and Grants
$3,209,614
Program Service Revenue
$172,978
Investment Income
$176,908
Other Revenue
$465,537
All Other Contributions
$3,209,614
Change in Net Assets
$592,056

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,996,998
Revenue Not Reported on Financial Statements
$28,039
Revenue Not Reported on Form 990
$296,652
Total Revenue per Audited Statements
$4,293,650
Total Revenue per Form 990
$4,025,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,758,555
Other Expenses$428,665
Salaries, Compensation, and Employee Benefits$245,761
Total Fundraising Expense$178,033
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,758,555--$2,758,555
Comp Disqual Persons$106,478$49,841$70,230$226,549
Fees for Services Accounting-$83,447-$83,447
Fees for Service Investment Mgmnt Fees-$28,039-$28,039
All Other Expenses$6,950$2,349$13,923$23,222
Payroll Taxes$8,672$4,059$5,720$18,451
Other Expenses$4,913$2,184$11,101$18,198
Advertising$1,484-$4,451$5,935
Office Expenses$1,505$578$810$2,893
Insurance$686$305$1,551$2,542
Travel-$877-$877
Other Employee Benefits-$761-$761
Total Functional Expenses$3,082,508$172,440$178,033$3,432,981

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,432,981
Expenses per Audited Statements$3,404,942
Total Expenses per Audited Statements$3,404,942
Expenses Not Reported on Financial Statements$28,039
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Piedmont Unified School DistrictPiedmont, CA501(c)3To Support Public Schools$2,712,283
Piedmont Unified School District - Art FundPiedmont, CA501(c)3To Support Public Schools$44,766
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$523,812
Fundraising Direct Expenses$102,600
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$505,202$505,202$16,620$488,582
Harvest Festival$18,610$18,610$2,565$16,045
Total Events$523,812$523,812$102,600$421,212
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$13,990
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
2020-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Frank
Formed
1975
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
5
Volunteers
110

Preparer

Firm
Johanson & Yau Accountancy Corp
Address
42 WEST CAMPBELL AVENUE THIRD FLOOR, CAMPBELL, CA 95008
Preparer
Laura Lin
Phone
4082885111
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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/ReportableCompFromOrgAmt25120000
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/TitleTxt0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4LEGACY GIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt5GRANTS
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALUMINI ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8COMMUNICATIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERANCE / NOMINATING
IRS990/Form990PartVIISectionAGrp/TitleTxt10COMMUNITY ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DBFL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt12INVESTMENTS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14AUDIT / BUSINESS PARTNERS
IRS990/Form990PartVIISectionAGrp/TitleTxt15HIGH SCHOOL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt16MIDDLE SCHOOL REPRESENTATI
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18HAVENS ELEMENTARY SCHOOL R
IRS990/Form990PartVIISectionAGrp/TitleTxt19WILDWOOD ELEMENTARY SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt20AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt21AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt22AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt23AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt24GIVING CAMPAIGN
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0102600
IRS990/FundraisingGrossIncomeAmt0523812
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt02712283
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02758555
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02758555
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05006319
IRS990/GrossSalesOfInventoryAmt0923007
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01551
IRS990/InsuranceGrp/ManagementAndGeneralAmt0305
IRS990/InsuranceGrp/ProgramServicesAmt0686
IRS990/InsuranceGrp/TotalAmt02542
IRS990/InventoriesForSaleOrUseGrp/BOYAmt048423
IRS990/InventoriesForSaleOrUseGrp/EOYAmt021796
IRS990/InvestmentIncomeGrp/ExclusionAmt0176908
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0176908
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06707281
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06715266
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/NetAssetsOrFundBalancesBOYAmt010153044
IRS990/NetAssetsOrFundBalancesEOYAmt011041752
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0421212
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0421212
IRS990/NetIncomeOrLossGrp/ExclusionAmt044325
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt044325
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0296652
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0810
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0578
IRS990/OfficeExpensesGrp/ProgramServicesAmt01505
IRS990/OfficeExpensesGrp/TotalAmt02893
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0157354
IRS990/OtherAssetsTotalGrp/EOYAmt02500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0761
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0761
IRS990/OtherExpensesGrp/Desc0SUMMER SCHOOL EXPENSES
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc3RENT
IRS990/OtherExpensesGrp/FundraisingAmt051303
IRS990/OtherExpensesGrp/FundraisingAmt118944
IRS990/OtherExpensesGrp/FundraisingAmt211101
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02184
IRS990/OtherExpensesGrp/ProgramServicesAmt0172320
IRS990/OtherExpensesGrp/ProgramServicesAmt112826
IRS990/OtherExpensesGrp/ProgramServicesAmt28119
IRS990/OtherExpensesGrp/ProgramServicesAmt34913
IRS990/OtherExpensesGrp/TotalAmt0172320
IRS990/OtherExpensesGrp/TotalAmt164129
IRS990/OtherExpensesGrp/TotalAmt227063
IRS990/OtherExpensesGrp/TotalAmt318198
IRS990/OtherLiabilitiesGrp/BOYAmt0136141
IRS990/OtherLiabilitiesGrp/EOYAmt0113990
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05720
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04059
IRS990/PayrollTaxesGrp/ProgramServicesAmt08672
IRS990/PayrollTaxesGrp/TotalAmt018451
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt019820
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt041314
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt052000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0171941
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04388
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012033
IRS990/PrincipalOfficerNm0HEATHER FRANK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION SPEAKER SERI
IRS990/ProgramServiceRevenueGrp/Desc2SUPPORT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0135585
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126135
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211258
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0135585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126135
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211258
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO ORGANIZATIONS THE PIEDMONT EDUCATION FOUNDATION HAS ELECTED TO SPONSOR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046272
IRS990/ProgSrvcAccomActy2Grp/GrantAmt046272
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PIEDMONT EDUCATIONAL FOUNDATION RUNS A SUMMER ENRICHMENT PROGRAM FOR GRADES K-11 DURING THE SUMMER MONTHS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0172320
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0135585
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADDITIONAL FUNCTIONAL EXPENSES AS LISTED BELOW - THESE AMOUNTS REPRESENT THE PORTION ALLOCABLE TO PROGRAM SERVICES: PRINTING AND PUBLICATION $8,119RENT $4,913SOFTWARE AND LICENSING $2,903FOOD & BEVERAGE $677CREDIT CARD FEES $12826ADVERTISING $1,484INSURANCE $686OFFICE SUPPLIES $1,505BANK FEES $296TELEPHONE AND INTERNET $737PAYROLL PROCESSING $888OTHER EXPENSES $423WEBSITE $1,026SALARIES $106,478PAYROLL TAXES $8,672
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0151633
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt037393
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02776226
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02450279
IRS990/PYInvestmentIncomeAmt0198904
IRS990/PYOtherExpensesAmt0249371
IRS990/PYOtherRevenueAmt0424795
IRS990/PYProgramServiceRevenueAmt0136864

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,262,883
Liabilities
$221,131
Net assets
$11,041,752
Revenue
$4,025,037
Expenses
$3,432,981
Net income
$592,056
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