Upper Arlington Education Foundation
- Assets
- $3.3m
- Revenue
- $857.9k
- Investments
- $0.0
- Employees
- 4
- Location
- Columbus, OH
- Founding
- 02/1986
- Data as of
- 12/2021
- EIN
- 31-1156964
Organization Overview
Upper Arlington Education Foundation is located in Columbus, OH. The organization was established in 1986. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Upper Arlington Education Foundation employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Upper Arlington Education Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Upper Arlington Education Foundation generated $857.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.4% each year. All expenses for the organization totaled $358.4k during the year ending 12/2021. While expenses have increased by 6.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES. INCLUDES SUPPLIES AND EQUIPMENT, SCHOLARSHIPS, AND OTHER EDUCATION MATERIALS FOR VARIOUS EDUCATION PROGRAMS WITH THE SCHOOL.
ALUMNI ASSOCIATION FOR THE UPPER ARLINGTON SCHOOL - PROVIDES A NETWORK FOR FORMER STUDENTS TO KEEP UP TO DATE WITH ACTIVITIES AND ACCOMPLISHMENTS OF THE SCHOOL AND ALUMNI. ACCOMPLISHMENTS INCLUDE WEBSITE AND REUNIONS.
PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alice Finley Executive Di | Officer | 40 | $74,168 |
Jennifer Overmyer Board Chair | OfficerTrustee | 2 | $0 |
Matt Petersen Trustee | OfficerTrustee | 1 | $0 |
Scott Mckenzie Trustee | OfficerTrustee | 1 | $0 |
Beth Maisenbacher Treasurer | OfficerTrustee | 2 | $0 |
Todd Beekman Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $53,520 |
| Related organizations | $0 |
| Government grants | $29,129 |
| All other contributions, gifts, grants, and similar amounts not included above | $350,604 |
| Noncash contributions included in lines 1a–1f | $51,509 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $433,253 |
| Total Program Service Revenue | $0 |
| Investment income | $38,452 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $306,620 |
| Net Income from Fundraising Events | $79,576 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $857,901 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $147,192 |
| Grants and other assistance to domestic individuals. | $23,450 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $74,167 |
| Compensation of current officers, directors, key employees. | $12,015 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $62,633 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $10,614 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,656 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $6,306 |
| Fees for services: Other | $524 |
| Advertising and promotion | $1,859 |
| Office expenses | $5,040 |
| Information technology | $8,605 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,091 |
| All other expenses | $0 |
| Total functional expenses | $358,407 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $480,830 |
| Savings and temporary cash investments | $200,707 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,592,636 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,274,173 |
| Accounts payable and accrued expenses | $3,152 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $3,152 |
| Net assets without donor restrictions | $1,452,283 |
| Net assets with donor restrictions | $1,818,738 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,274,173 |
Grants Awarded
Over the last fiscal year, Upper Arlington Education Foundation has awarded $126,166 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UPPER ARLINGTON CITY SCHOOLS PURPOSE: FUND SCHOOL PROGRAMS | $111,869 |
Hilliard, OH PURPOSE: INNOVATION LAB | $14,297 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Upper Arlington Education Foundation has recieved totaling $38,372.
| Awarding Organization | Amount |
|---|---|
Morgan Stanley Global Impact Funding Trust Inc Indianapolis, IN PURPOSE: UNRESTRICTED GENERAL SUPPORT | $15,000 |
Columbus Foundation Columbus, OH PURPOSE: EDUCATION | $10,243 |
Turner Construction Company Foundation Montvale, NJ PURPOSE: GENERAL SUPPORT | $10,000 |
Donna & Harry B Mcdonald Charitable Tr Columbus, OH PURPOSE: GENERAL OPERATING | $3,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $129 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Jewish Foundation Bloomfield Hills, MI | $617,807,734 | $98,304,951 |
Jewish Federation Of Cleveland Cleveland, OH | $589,585,655 | $113,020,772 |
United Way Of Central Indiana Inc Indianapolis, IN | $217,442,591 | $59,941,831 |
Heart Of West Michigan United Way Grand Rapids, MI | $33,929,267 | $56,856,308 |
Jewish Federation Of Metropolitan Detroit Bloomfield Hills, MI | $47,934,420 | $53,063,745 |
Jewish Federation Of Greater Philadelphia Philadelphia, PA | $424,827,168 | $56,076,653 |
James Whitcomb Riley Memorial Association Indianapolis, IN | $429,029,854 | $68,543,198 |
The United Way Of Southwestern Pennsylvania Pittsburgh, PA | $71,821,513 | $41,142,392 |
Jewish Federation Of Greater Pittsburgh Pittsburgh, PA | $277,158,927 | $43,372,124 |
United Way Of Greater Cincinnati Cincinnati, OH | $87,410,500 | $43,822,055 |
United Way Of Greater Philadelphia And Southern New Jersey Philadelphia, PA | $111,398,154 | $23,240,167 |
Colcom Foundation Pittsburgh, PA | $406,634,028 | $48,313,267 |