Civic Intelligence

Piedmont Educational Foundation

990 • Fiscal year 2020 • EIN 94-6426176

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

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

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

47th percentile

3.5%

Higher net margin than 47% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$126,784

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

42nd percentile

4.1%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-4.6%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$11,730,033

Up $467,150 (+4.1%) from 2019

Net Assets

Up

$11,674,919

Up $633,167 (+5.7%) from 2019

Liabilities

Down

$55,114

Down $166,017 (-75%) from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin47th percentile

Revenue

Down

$3,841,454

Down $183,583 (-4.6%) from 2019

Expenses

Up

$3,708,256

Up $275,275 (+8.0%) from 2019

Net Income

Down

$133,198

Down $458,858 (-78%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2020

Assets$11,730,033
Liabilities$55,114
Net Assets$11,674,919
Open 2020 Filing

Operations Trend

Revenue Growth34th 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

2020

Revenue$3,841,454
Expenses$3,708,256
Net Income$133,198
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$4,550,361
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$6,715,266$9,872,603▲ $3,157,337
Cash and Non-Interest-Bearing Accounts$4,339,347$1,670,636▼ $2,668,711
Pledges and Grants Receivable$171,941$79,268▼ $92,673
Prepaid Expenses and Deferred Charges$12,033$41,638▲ $29,605
Inventories for Sale or Use$21,796$39,486▲ $17,690
Total Assets$11,262,883$11,730,033▲ $467,150
Other Assets Total$2,500$26,402▲ $23,902
Liabilities
Other Liabilities$113,990$54,594▼ $59,396
Accounts Payable and Accrued Expenses$107,141$520▼ $106,621
Total Liabilities$221,131$55,114▼ $166,017
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,859,998$11,523,677▲ $663,679
Net Assets With Donor Restrictions$181,754$151,242▼ $30,512
Total Net Assets Fund Balance$11,041,752$11,674,919▲ $633,167
Total Liabilities and Net Assets / Fund Balance$11,262,883$11,730,033▲ $467,150

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,872,603--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,073,549$60,162▲ $646,979-$7,410,341
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
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Heather FrankExecutive DirectorFT$126,784$126,784

Board Members and Trustees

NameTitle
Eileen KweiChair
Christine Wente Von MetzschImmediate Past Chair
Linda Song WendelVice Chair
Sarah PuckettAlumni Engagement
Rick SmithAssistant Treasurer
Holly HankeCommunications
Mary Lou RighellisCommunity Engagement
Linda Smith MunyanDress Best for Less
Nicki GilbertGiving Campaign
Cortney AllenGovernance/nominating
Eileen RubyLegacy Giving
Angel FierroMember at Large
Cathy GlazierMember at Large
Rebecca ThornborrowMember at Large
Mary IrelandPrograms
Sarah Davison DevriesSCHOOL REP: BEACH
Dana LungSCHOOL REP: HAVENS
Samantha SpielmanSCHOOL REP: MHS
Allison ElvekrogSCHOOL REP: PHS/BUSINESS PARTNERS
Tom SnyderSCHOOL REP: PMS
John OrtaSCHOOL REP: WILDWOOD
Abby ScottSecretary
Charlotte EroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,406,305
Program Service Revenue
$102,896
Investment Income
$168,457
Other Revenue
$163,796
All Other Contributions
$3,406,305
Change in Net Assets
$133,198

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,811,581
Revenue Not Reported on Financial Statements
$29,874
Revenue Not Reported on Form 990
$499,968
Total Revenue per Audited Statements
$4,311,549
Total Revenue per Form 990
$3,841,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,229,782
Salaries, Compensation, and Employee Benefits$246,921
Other Expenses$231,553
Total Fundraising Expense$177,697
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,229,782--$3,229,782
Current Officers, Directors, Trustees, and Key Employees$118,371$40,378$68,826$227,575
Fees for Services Accounting-$30,145-$30,145
Fees for Service Investment Mgmnt Fees-$29,874-$29,874
All Other Expenses$9,142$5,483$7,162$21,787
Occupancy-$18,744-$18,744
Payroll Taxes$9,685$3,435$5,100$18,220
Other Expenses$1,968$1,611$6,791$10,370
Insurance$205$6,692-$6,897
Advertising$2,217-$3,946$6,163
Other Employee Benefits-$1,126-$1,126
Office Expenses$87$970-$1,057
Total Functional Expenses$3,391,608$138,951$177,697$3,708,256

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,708,256
Expenses per Audited Statements$3,678,382
Total Expenses per Audited Statements$3,678,382
Expenses Not Reported on Financial Statements$29,874
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Piedmont Unified School DistrictPiedmont, CA501(c)3To Support Public Schools$3,136,940
Fiedmont Unified School District - Art and WellnessPiedmont, CA501(c)3To Support Public Schools$73,850
Piedmont High School Boosters - Piedmont Sports Hall of FamePiedmont, CA501(c)3To Support Public Schools$14,857
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$134,438
Fundraising Direct Expenses$5,146
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$109,767$109,767$2,079$107,688
Harvest Festival$17,501$17,501$1,567$15,934
Total Events$134,438$134,438$5,146$129,292
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$44,327
Other Liabilities$7,082
Accured Vacation$3,185
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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
2021-05-10
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
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/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/ReportableCompFromOrgAmt23126784
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/TitleTxt0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALUMNI ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7COMMUNITY ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DRESS BEST FOR LESS
IRS990/Form990PartVIISectionAGrp/TitleTxt9GIVING CAMPAIGN
IRS990/Form990PartVIISectionAGrp/TitleTxt10LEGACY GIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt11COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12SCHOOL REP: BEACH
IRS990/Form990PartVIISectionAGrp/TitleTxt13SCHOOL REP: HAVENS
IRS990/Form990PartVIISectionAGrp/TitleTxt14SCHOOL REP: WILDWOOD
IRS990/Form990PartVIISectionAGrp/TitleTxt15SCHOOL REP: PMS
IRS990/Form990PartVIISectionAGrp/TitleTxt16SCHOOL REP: PHS/BUSINESS PARTNERS
IRS990/Form990PartVIISectionAGrp/TitleTxt17SCHOOL REP: MHS
IRS990/Form990PartVIISectionAGrp/TitleTxt18GOVERNANCE/NOMINATING
IRS990/Form990PartVIISectionAGrp/TitleTxt19PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt05146
IRS990/FundraisingGrossIncomeAmt0134438
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantAmt03136940
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03229782
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03229782
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04550361
IRS990/GrossSalesOfInventoryAmt0738265
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06692
IRS990/InsuranceGrp/ProgramServicesAmt0205
IRS990/InsuranceGrp/TotalAmt06897
IRS990/InventoriesForSaleOrUseGrp/BOYAmt021796
IRS990/InventoriesForSaleOrUseGrp/EOYAmt039486
IRS990/InvestmentIncomeGrp/ExclusionAmt0168457
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0168457
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06715266
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09872603
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/NetAssetsOrFundBalancesBOYAmt011041752
IRS990/NetAssetsOrFundBalancesEOYAmt011674919
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0129292
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0129292
IRS990/NetIncomeOrLossGrp/ExclusionAmt034504
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt034504
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0499968
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010859998
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011523677
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt018744
IRS990/OccupancyGrp/TotalAmt018744
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0970
IRS990/OfficeExpensesGrp/ProgramServicesAmt087
IRS990/OfficeExpensesGrp/TotalAmt01057
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02500
IRS990/OtherAssetsTotalGrp/EOYAmt026402
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01126
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01126
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc3SOFTWARE AND LICENSING
IRS990/OtherExpensesGrp/FundraisingAmt048907
IRS990/OtherExpensesGrp/FundraisingAmt131067
IRS990/OtherExpensesGrp/FundraisingAmt25898
IRS990/OtherExpensesGrp/FundraisingAmt36791
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0493
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11611
IRS990/OtherExpensesGrp/ProgramServicesAmt07299
IRS990/OtherExpensesGrp/ProgramServicesAmt112852
IRS990/OtherExpensesGrp/ProgramServicesAmt21968
IRS990/OtherExpensesGrp/TotalAmt056699
IRS990/OtherExpensesGrp/TotalAmt131067
IRS990/OtherExpensesGrp/TotalAmt218750
IRS990/OtherExpensesGrp/TotalAmt310370
IRS990/OtherLiabilitiesGrp/BOYAmt0113990
IRS990/OtherLiabilitiesGrp/EOYAmt054594
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05100
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03435
IRS990/PayrollTaxesGrp/ProgramServicesAmt09685
IRS990/PayrollTaxesGrp/TotalAmt018220
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0171941
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt079268
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012033
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041638
IRS990/PrincipalOfficerNm0HEATHER FRANK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION SPEAKER SERI
IRS990/ProgramServiceRevenueGrp/Desc1SUPPORT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2FISCAL SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc3STUDENT DIRECTORY
IRS990/ProgramServiceRevenueGrp/Desc4OTHER EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt044785
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129807
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215016
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt310688
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129807
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42600
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO ORGANIZATIONS THE PIEDMONT EDUCATION FOUNDATION HAS ELECTED TO SPONSOR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt092842
IRS990/ProgSrvcAccomActy2Grp/GrantAmt092842
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PIEDMONT EDUCATIONAL FOUNDATION RUNS A SUMMER ENRICHMENT PROGRAM FOR GRADES K-11 DURING THE SUMMER MONTHS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04835
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADDITIONAL FUNCTIONAL EXPENSES AS LISTED BELOW - THESE AMOUNTS REPRESENT THE PORTION ALLOCABLE TO PROGRAM SERVICES: PRINTING AND PUBLICATION $12,852SOFTWARE AND LICENSING $1,968FOOD & BEVERAGE $200CREDIT CARD FEES $7,299ADVERTISING $2,217INSURANCE $205OFFICE SUPPLIES $87BANK FEES $91OTHER EXPENSES $1,020WEBSITE $2,996SALARIES $118,371PAYROLL TAXES $9,685
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0156991
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt058073
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03209614
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02758555
IRS990/PYInvestmentIncomeAmt0176908
IRS990/PYOtherExpensesAmt0428665
IRS990/PYOtherRevenueAmt0465537
IRS990/PYProgramServiceRevenueAmt0172978
IRS990/PYRevenuesLessExpensesAmt0592056
IRS990/PYSalariesCompEmpBnftPaidAmt0245761

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,730,033
Liabilities
$55,114
Net assets
$11,674,919
Revenue
$3,841,454
Expenses
$3,708,256
Net income
$133,198
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