Civic Intelligence

Piedmont Educational Foundation

990 • Fiscal year 2022 • EIN 94-6426176

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 04, 2023

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

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$150,308

Higher top officer pay than 40% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.9%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$12,935,136

Down $527,618 (-3.9%) from 2021

Net Assets

Down

$12,870,050

Down $557,987 (-4.2%) from 2021

Liabilities

Up

$65,086

Up $30,369 (+87%) from 2021

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin75th percentile

Revenue

Up

$4,571,932

Up $885,073 (+24%) from 2021

Expenses

Down

$3,493,884

Down $436,534 (-11%) from 2021

Net Income

Up

$1,078,048

Up $1,321,607 (+543%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2022

Assets$12,935,136
Liabilities$65,086
Net Assets$12,870,050
Open 2022 Filing

Operations Trend

Revenue Growth75th 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

2022

Revenue$4,571,932
Expenses$3,493,884
Net Income$1,078,048
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 4, 2023
Return Version
2021v4.2
Gross Receipts
$5,179,110
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.

To provide sustained financial support to piedmont schools through fundraising and community engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$9,481,044$11,013,548▲ $1,532,504
Cash and Non-Interest-Bearing Accounts$3,847,486$1,851,170▼ $1,996,316
Prepaid Expenses and Deferred Charges$41,638--
Pledges and Grants Receivable$59,838$41,089▼ $18,749
Inventories for Sale or Use$21,390$18,319▼ $3,071
Total Assets$13,462,754$12,935,136▼ $527,618
Other Assets Total$11,358$11,010▼ $348
Liabilities
Accounts Payable and Accrued Expenses$25,499$49,412▲ $23,913
Other Liabilities$9,218$15,674▲ $6,456
Total Liabilities$34,717$65,086▲ $30,369
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,133,331$12,462,000▼ $671,331
Net Assets With Donor Restrictions$294,706$408,050▲ $113,344
Total Net Assets Fund Balance$13,428,037$12,870,050▼ $557,987
Total Liabilities and Net Assets / Fund Balance$13,462,754$12,935,136▼ $527,618

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$11,013,548--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$9,232,002$39,551▲ $1,441,885-$10,343,651
2020$7,366,540$70,587▲ $2,197,042-$9,232,002
2019$7,032,235$60,162▲ $643,112-$7,366,540
2018$6,777,089$132,366▲ $478,979-$7,032,235
2017$6,610,675$117,175▲ $389,203-$6,777,089
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather FrankExecutive DirectorFT$135,308$15,000$150,308

Board Members and Trustees

NameTitle
Nicki GilbertChair
Eileen KweiImmediate Past Chair
Amelie KappesCo Vice-chair
Cortney AllenCo-vice Chair
Sarah PuckettAlumni Engagement
Rick SmithAssistant Treasurer
Emily HarroldCommunications
Mary Lou RighellisCommunity Engagement
Linda Smith MunyanDress Best for Less
Colleen AllenGiving Campaign
Tonya AntonucciGovernance
Eileen RubyLegacy Giving
Angel FierroMember at Large
Rich ThompsonMember at Large
Mary IrelandPrograms
Amber BrumfielSchool Rep
Francis HoangSchool Rep
John OrtaSchool Rep
Rebecca ThornborrowSchool Rep
Tom SnyderSchool Rep
Dana LungSecretary
Charlotte EroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,122,751
Program Service Revenue
$31,420
Investment Income
$259,108
Other Revenue
$158,653
All Other Contributions
$4,122,751
Change in Net Assets
$1,078,048

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,539,194
Revenue Not Reported on Financial Statements
$32,738
Revenue Not Reported on Form 990
$-1,636,035
Total Revenue per Audited Statements
$2,903,159
Total Revenue per Form 990
$4,571,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,932,929
Salaries, Compensation, and Employee Benefits$309,530
Other Expenses$251,425
Total Fundraising Expense$207,910
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,932,929--$2,932,929
Current Officers, Directors, Trustees, and Key Employees$71,437$26,902$51,969$150,308
Comp Disqual Persons$64,527$24,340$47,020$135,887
Fees for Services Accounting-$31,670$23,550$55,220
Fees for Service Investment Mgmnt Fees-$32,738-$32,738
Payroll Taxes$4,678$14,416$3,315$22,409
Occupancy-$21,223-$21,223
All Other Expenses$4,334$7,881$7,887$20,102
Other Expenses$15,030$939$8,716$15,030
Insurance-$4,822-$4,822
Advertising--$3,504$3,504
Office Expenses-$1,645-$1,645
Travel-$1,154-$1,154
Other Employee Benefits-$926-$926
Total Functional Expenses$3,117,318$168,656$207,910$3,493,884

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,493,884
Expenses per Audited Statements$3,461,146
Total Expenses per Audited Statements$3,461,146
Expenses Not Reported on Financial Statements$32,738
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Piedmont Unified School DistrictPiedmont, CA501(c)3To Support Public Schools$2,826,810
Piedmont Unified School District - Art and WellnessPiedmont, CA501(c)3To Support Public Schools$106,119
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$259,502
Fundraising Direct Expenses$122,751
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$259,502$259,502$122,751$136,751
Total Events$259,502$259,502$122,751$136,751
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$15,674
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 15

“Compensation for all employees is reviewed annually by the board of directors. Adjustments to compensation are approved by vote by board of directors.”

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
2023-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Frank
Formed
1975
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
5
Volunteers
110

Preparer

Firm
Johanson & Yau Accountancy Corp
Address
42 WEST CAMPBELL AVENUE THIRD FLOOR, CAMPBELL, CA 95008
Preparer
Sara Kelley
Phone
4082885111
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16150308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
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/TitleTxt0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1GOVERNANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5ALUMNI ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6COMMUNITY ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DRESS BEST FOR LESS
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9LEGACY GIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt10SCHOOL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt11SCHOOL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt12CO-VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt15SCHOOL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CO VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt20GIVING CAMPAIGN
IRS990/Form990PartVIISectionAGrp/TitleTxt21SCHOOL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt22SCHOOL REP
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0122751
IRS990/FundraisingGrossIncomeAmt0259502
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt02826790
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02932929
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02932929
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05179110
IRS990/GrossSalesOfInventoryAmt0506329
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04822
IRS990/InsuranceGrp/TotalAmt04822
IRS990/InventoriesForSaleOrUseGrp/BOYAmt021390
IRS990/InventoriesForSaleOrUseGrp/EOYAmt018319
IRS990/InvestmentIncomeGrp/ExclusionAmt0259108
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0259108
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09481044
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011013548
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUSTAINED FINANCIAL SUPPORT TO PIEDMONT SCHOOLS THROUGH FUNDRAISING AND COMMUNITY ENGAGEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013428037
IRS990/NetAssetsOrFundBalancesEOYAmt012870050
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0136751
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0136751
IRS990/NetIncomeOrLossGrp/ExclusionAmt021902
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt021902
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1636035
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013133331
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012462000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt021223
IRS990/OccupancyGrp/TotalAmt021223
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01645
IRS990/OfficeExpensesGrp/TotalAmt01645
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011358
IRS990/OtherAssetsTotalGrp/EOYAmt011010
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0926
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0926
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc2SOFTWARE AND LICENSING
IRS990/OtherExpensesGrp/Desc3EDUCATION SPEAKER SERIE
IRS990/OtherExpensesGrp/FundraisingAmt050026
IRS990/OtherExpensesGrp/FundraisingAmt111923
IRS990/OtherExpensesGrp/FundraisingAmt28716
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0939
IRS990/OtherExpensesGrp/ProgramServicesAmt05730
IRS990/OtherExpensesGrp/ProgramServicesAmt112621
IRS990/OtherExpensesGrp/ProgramServicesAmt26032
IRS990/OtherExpensesGrp/ProgramServicesAmt315030
IRS990/OtherExpensesGrp/TotalAmt055756
IRS990/OtherExpensesGrp/TotalAmt124544
IRS990/OtherExpensesGrp/TotalAmt215687
IRS990/OtherExpensesGrp/TotalAmt315030
IRS990/OtherLiabilitiesGrp/BOYAmt09218
IRS990/OtherLiabilitiesGrp/EOYAmt015674
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03315
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014416
IRS990/PayrollTaxesGrp/ProgramServicesAmt04678
IRS990/PayrollTaxesGrp/TotalAmt022409
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt059838
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt041089
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt041638
IRS990/PrincipalOfficerNm0HEATHER FRANK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION SPEAKER SERI
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT DIRECTORY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111420
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111420
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO ORGANIZATIONS THE PIEDMONT EDUCATION FOUNDATION HAS ELECTED TO SPONSOR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0106140
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0106140
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADDITIONAL FUNCTIONAL EXPENSES AS LISTED BELOW - THESE AMOUNTS REPRESENT THE PORTION ALLOCABLE TO PROGRAM SERVICES: PRINTING AND PUBLICATION $12,621SOFTWARE AND LICENSING $6,032CREDIT CARD FEES $5,729WEBSITE $3,929SALARIES $135,846PAYROLL TAXES $4,796EDUCATION SPEAKER SERIES $15,030FOOD AND BEVERAGE $405
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0184388
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt031420
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03345709
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03437646
IRS990/PYInvestmentIncomeAmt0206172
IRS990/PYOtherExpensesAmt0221466
IRS990/PYOtherRevenueAmt096598
IRS990/PYProgramServiceRevenueAmt038380
IRS990/PYRevenuesLessExpensesAmt0-243559
IRS990/PYSalariesCompEmpBnftPaidAmt0271306
IRS990/PYTotalExpensesAmt03930418
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03686859
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01078048
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04122751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03345709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03406305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03209614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02776226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016860605

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,935,136
Liabilities
$65,086
Net assets
$12,870,050
Revenue
$4,571,932
Expenses
$3,493,884
Net income
$1,078,048
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