PIQUA EDUCATION FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PIQUA EDUCATION FOUNDATION (EIN 31-1117501)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349309780
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:21:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843345071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEY & BRADL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W ASH ST | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 453561055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311117501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIQUA EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIQU | BusinessNameControlTxt |
| Phone | 9377335337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST ASH ST | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45356 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL ROBINSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9373615632 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERESA L ALLEY EA | PreparerPersonNm |
| PTIN | P00979796 | PTIN |
| Phone | 9376062722 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SOHA SHAH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST ASH ST | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,224,663 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PIQUAEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE PIQUA EDUCATION FOUNDATION EXISTS TO PROVIDE FINANCIAL ASSISTANCE TO GRADUATES, STUDENTS AND STAFF OF THE PIQUA (OHIO) CITY SCHOOLS IN THE FORMS OF SCHOLARSHIPS TO GRADUATES AND EDUCATION GRANTS TO STAFF FOR THE BENEFIT OF CURRENT STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $935,242 | PYContributionsGrantsAmt |
| CY Contributions Grants | $778,150 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $50,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,366,168 | PYInvestmentIncomeAmt |
| CY Investment Income | $217,084 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,301,410 | PYTotalRevenueAmt |
| CY Total Revenue | $1,045,234 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $433,398 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $409,531 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,791 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,656 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,992 | PYOtherExpensesAmt |
| CY Other Expenses | $94,836 | CYOtherExpensesAmt |
| PY Total Expenses | $557,181 | PYTotalExpensesAmt |
| CY Total Expenses | $561,023 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,744,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $484,211 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,954,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,372,887 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $116,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $146,428 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,837,243 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,226,459 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PIQUA EDUCATION FOUNDATION EXISTS TO PROVIDE FINANCIAL ASSISTANCE TO GRADUATES, STUDENTS AND STAFF OF THE PIQUA (OHIO) CITY SCHOOLS IN THE FORMS OF SCHOLARSHIPS TO GRADUATES AND EDUCATION GRANTS TO STAFF FOR THE BENEFIT OF CURRENT STUDENTS. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $390,849 | ExpenseAmt |
| Grant | $390,849 | GrantAmt |
| Desc | POST-SECONDARY EDUCATION SCHOLARSHIPS FOR PIQUA (OHIO) HIGH SCHOOL GRADUATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,682 | ExpenseAmt |
| Grant | $18,682 | GrantAmt |
| Revenue | $50,000 | RevenueAmt |
| Desc | EDUCATION GRANTS TO SUPPLEMENT CLASSROOM EDUCATION AND PROVIDE SEED MONEY FOR INSTRUCTIONAL INNOVATION AND ACCOMPLISHMENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $409,531 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL ROBINSON | PersonNm |
| Phone | 9377335337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 201 | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SOHA SHAH | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TROY OUHL | ||||||
| VICE PRESIDE | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAMUEL ROBINSON | ||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MELANIE HELMAN | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATTHEW COX | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| DALE G DAVIS | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| MARK HILL | ||||||
| DIRECTOR | 1.75 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HUELSKAMP | ||||||
| DIRECTOR | 1.75 | Yes (X) | $0 | $0 | $0 | |
| KENNETH MAGOTEAUX | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| KELLY MCMAKEN | ||||||
| DIRECTOR | 1.75 | Yes (X) | $0 | $0 | $0 | |
| RANDI PEARSON | ||||||
| DIRECTOR | 1.75 | Yes (X) | $0 | $0 | $0 | |
| JAMES SEVER | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| DWAYNE THOMPSON | ||||||
| PCS SUPERINT | 1.25 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $778,150 | AllOtherContributionsAmt |
| Total Contributions | $778,150 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACOB SCHMIDLAPP TRUST | Desc |
| Total Revenue Column | $50,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159,619 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,205,209 | SecuritiesAmt |
| Other | $31,685 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,179,429 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,780 | SecuritiesAmt |
| Other | $31,685 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,465 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,465 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,045,234 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $267,084 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,531 | TotalAmt |
| Program Services | $409,531 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,730 | TotalAmt |
| Management And General | $51,730 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,926 | TotalAmt |
| Management And General | $4,926 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,836 | TotalAmt |
| Management And General | $5,836 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,820 | TotalAmt |
| Management And General | $42,820 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,648 | TotalAmt |
| Management And General | $22,648 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,592 | TotalAmt |
| Management And General | $10,592 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,424 | TotalAmt |
| Management And General | $2,424 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,466 | TotalAmt |
| Management And General | $4,466 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,084 | TotalAmt |
| Management And General | $4,084 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,966 | TotalAmt |
| Management And General | $1,966 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,023 | TotalAmt |
| Program Services | $409,531 | ProgramServicesAmt |
| Management And General | $151,492 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,123 | BOYAmt |
| EOY | $173,915 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $866,836 | BOYAmt |
| EOY | $808,127 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,182 | BOYAmt |
| EOY | $3,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,945 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,612 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,445 | BOYAmt |
| EOY | $4,333 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,903,546 | BOYAmt |
| EOY | $7,382,676 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,954,132 | BOYAmt |
| EOY | $8,372,887 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505 | BOYAmt |
| EOY | $1,811 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,906 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,478 | BOYAmt |
| EOY | $144,617 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,889 | BOYAmt |
| EOY | $146,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,837,243 | BOYAmt |
| EOY | $8,226,459 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,837,243 | BOYAmt |
| EOY | $8,226,459 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,954,132 | BOYAmt |
| EOY | $8,372,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $484,211 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $938,183 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$33,178 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $395,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $767,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $651,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $935,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $778,150 | CurrentTaxYearAmt |
| Total | $3,528,607 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $395,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $767,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $651,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $935,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $778,150 | CurrentTaxYearAmt |
| Total | $3,528,607 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,528,607 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,858 | CurrentTaxYearMinus2YearsAmt |
| Total | $262,531 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,791,138 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $543,821 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,945 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,612 | DepreciationAmt |
| Book Value | $4,333 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,333 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | Cash GrantCashGrantAmt |
|---|---|
| SCHOLARSHIPS | $390,849 |
| EDUCATION GRANTS | $18,682 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | EXPENDITURES ARE RECOMMENDED BY APPROPRIATE COMMITTEE, VOTED ON BY BOARD AS A WHOLE; RESULTS ARE REPORTED TO COMMITTEES AND BOARD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE PIQUA EDUCATION FOUNDATION EXISTS TO PROVIDE FINANCIAL ASSISTANCE TO GRADUATES, STUDENTS AND STAFF OF THE PIQUA (OHIO) CITY SCHOOLS IN THE FORMS OF SCHOLARSHIPS TO GRADUATES AND EDUCATION GRANTS TO STAFF FOR THE BENEFIT OF CURRENT STUDENTS. |
| FORM 990, PAGE 1, PART I, LINE 6 | BOARD MEMBERS ARE INCLUDED IN VOLUNTEER COUNT. NON-BOARD VOLUNTEERS ASSIST WITH ALUMNI PUBLICATION, EVENTS AND SCHOLARSHIP ADMINISTRATION. |
| FORM 990, PAGE 2, PART III, LINE 2 | FIVE YEAR PROGRAM FOR NEW TEACHERS' CLASS ROOM SUPPLIES FUNDED BY GRANT FROM THE JACOB SCHMIDLAPP TRUST AT FIFTH THIRD BANK. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERS ARE ELECTED TO THREE (3)YEAR TERMS BY THE SITTING BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | MADE AVAILABLE TO ALL MEMBERS OF BOARD AND TO THE PUBLIC. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. EFFECTIVE JANUARY 2023 THE DOCUMENTS WERE ALSO BE AVAILABLE ON THE PEF WEBSITE |
| FORM 990, PART XI, LINE 9 | CHANGE IN DEFERRED INCOME -33,178 OTHER 0 TOTAL -33,178 |
Comments