EDIFY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
EDIFY (EIN 27-0892545)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-07-17
IRS object ID
201721989349301137
Schema version
2015v3.0
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

FieldValueIRS element (for citing)
Return2017-07-17T15:01:37-05:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363990892PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Capin Crouse LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13010 Saturn Street Suite 205AddressLine1Txt
CityBreaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92821ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270892545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EdifyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDIFBusinessNameControlTxt
Phone8554633439PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18825 Aero Drive No 220AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChris FentonPersonNm
Person TitleCFO/SVPPersonTitleTxt
Phone6198840099PhoneNum
Signature2017-07-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaren DaigaPreparerPersonNm
PTINP00747006PTIN
Phone7149619300PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerChristopher CranePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18825 Aero Drive No 220AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,961,385GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.edify.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTo bring Jesus Christ to children through better academic education.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee25TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,463,466PYContributionsGrantsAmt
CY Contributions Grants$4,821,076CYContributionsGrantsAmt
PY Program Service Revenue$23,497PYProgramServiceRevenueAmt
CY Program Service Revenue$40,816CYProgramServiceRevenueAmt
PY Investment Income$1,857PYInvestmentIncomeAmt
CY Investment Income$1,758CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,488,820PYTotalRevenueAmt
CY Total Revenue$4,863,650CYTotalRevenueAmt
PY Grants And Similar Paid$656,642PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,031,658CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,313,027PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,581,977CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$851,333CYTotalFundraisingExpenseAmt
PY Other Expenses$1,688,996PYOtherExpensesAmt
CY Other Expenses$2,273,291CYOtherExpensesAmt
PY Total Expenses$3,658,665PYTotalExpensesAmt
CY Total Expenses$4,886,926CYTotalExpensesAmt
PY Revenues Less Expenses$830,155PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$23,276CYRevenuesLessExpensesAmt
Total Assets BOY$2,511,679TotalAssetsBOYAmt
Total Assets EOY$2,533,298TotalAssetsEOYAmt
Total Liabilities BOY$102,661TotalLiabilitiesBOYAmt
Total Liabilities EOY$146,106TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,409,018NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,387,192NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo improve and expand sustainable, Christ-centered education globally.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,712,370ExpenseAmt
Grant$1,031,658GrantAmt
Revenue$40,816RevenueAmt
DescEdify is focused on delivering 4 key resources to help Christian edupreneurs lift their communities out of poverty:1.Training school leaders and teachers to use Christ-centered materials to develop character in students.2.Training school leaders to effectively manage and to grow sustainable and transformational schools.3.Providing loan capital to expand and improve facilities at low-fee, sustainable, Christ-centered schools.4.Integrating educational technology to enhance learning outcomes and employability. Persons served in fiscal year 2016 - 384,514 Comprised of 379,733 children, 2,458 teachers, 2,323 Edupreneurs.Schools served in fiscal year 2016 - 1,155 in 8 developing world countriesDesc
Total Program Service Expenses$3,712,370TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee25EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryGHForeignCountryCd
Foreign CountryRWForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonChris FentonPersonNm
Phone8554633439PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18825 Aero Drive No 220AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Christopher Crane
Chairman and CEO40.00Yes (X)Yes (X)$37,440$0$24,413
Peter Greer
Vice Chairman1.00Yes (X)Yes (X)$0$0$0
George T Dawson
President & Board Member50.00Yes (X)Yes (X)$145,000$0$0
Dale Dawson
Audit Committee Chairman1.00Yes (X)$0$0$0
Debbie Hall
Board Member1.00Yes (X)$0$0$0
Marnie Nair
Board Member1.00Yes (X)$0$0$0
Kurt Knapton
Board Member1.00Yes (X)$0$0$0
Terry Looper part year
Board Member1.00Yes (X)$0$0$0
Chris Fenton
SVP Operations & CFO50.00Yes (X)$95,000$0$16,544
Vanessa Folsom
VP Operations & Secretary50.00Yes (X)$92,323$0$10,005
Abigail Bach
VP Program Strategy & Phil40.00$120,000$0$13,035Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$489,763TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$63,997TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonDr Makonen GetuPersonNm

Contractor Address ContractorAddress

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line138 Arlington DrAddressLine1Txt
CityOxfordCityNm
CountryUKCountryCd
Foreign PostalOX3 OSJForeignPostalCd
FieldValueIRS element (for citing)
ServicesSee Schedule OServicesDesc
Compensation$101,909CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,821,076AllOtherContributionsAmt
Noncash Contributions$127,275NoncashContributionsAmt
Total Contributions$4,821,076TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTraining programsDesc
Business900099BusinessCd
Total Revenue Column$40,816TotalRevenueColumnAmt
Related Or Exempt Func Income$40,816RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$40,816TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,758TotalRevenueColumnAmt
Exclusion$1,758ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$97,735SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$97,735SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,863,650TotalRevenueColumnAmt
Related Or Exempt Func Income$40,816RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,758ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,031,658TotalAmt
Program Services$1,031,658ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$376,813TotalAmt
Program Services$232,235ProgramServicesAmt
Management And General$89,010ManagementAndGeneralAmt
Fundraising$55,568FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$945,832TotalAmt
Program Services$331,434ProgramServicesAmt
Management And General$129,839ManagementAndGeneralAmt
Fundraising$484,559FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$160,786TotalAmt
Program Services$53,704ProgramServicesAmt
Management And General$26,988ManagementAndGeneralAmt
Fundraising$80,094FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$98,546TotalAmt
Program Services$41,943ProgramServicesAmt
Management And General$16,418ManagementAndGeneralAmt
Fundraising$40,185FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,412TotalAmt
Program Services$175ProgramServicesAmt
Management And General$5,237ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,052TotalAmt
Management And General$19,052ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$889,253TotalAmt
Program Services$887,221ProgramServicesAmt
Management And General$711ManagementAndGeneralAmt
Fundraising$1,321FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,247TotalAmt
Fundraising$30,247FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$134,674TotalAmt
Program Services$89,522ProgramServicesAmt
Management And General$9,699ManagementAndGeneralAmt
Fundraising$35,453FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$110,140TotalAmt
Program Services$98,866ProgramServicesAmt
Management And General$1,619ManagementAndGeneralAmt
Fundraising$9,655FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$75,255TotalAmt
Program Services$58,231ProgramServicesAmt
Management And General$9,989ManagementAndGeneralAmt
Fundraising$7,035FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$509,012TotalAmt
Program Services$412,251ProgramServicesAmt
Management And General$7,668ManagementAndGeneralAmt
Fundraising$89,093FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,799TotalAmt
Program Services$8,121ProgramServicesAmt
Management And General$2,250ManagementAndGeneralAmt
Fundraising$7,428FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,214TotalAmt
Program Services$12,157ProgramServicesAmt
Management And General$1,125ManagementAndGeneralAmt
Fundraising$932FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,297TotalAmt
Management And General$3,297ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Edupreneur Training$229,573$229,573
Teacher Training$122,835$122,835
Student Training$86,034$86,034

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$26,494TotalAmt
Program Services$16,410ProgramServicesAmt
Management And General$321ManagementAndGeneralAmt
Fundraising$9,763FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,886,926TotalAmt
Program Services$3,712,370ProgramServicesAmt
Management And General$323,223ManagementAndGeneralAmt
Fundraising$851,333FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,078,831BOYAmt
EOY$2,194,345EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$205,933BOYAmt
EOY$67,470EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$93,246BOYAmt
EOY$147,077EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$103,306LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$59,574LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$26,977BOYAmt
EOY$43,732EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$57,785BOYAmt
EOY$35,006EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$48,907BOYAmt
EOY$45,668EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,511,679BOYAmt
EOY$2,533,298EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$102,661BOYAmt
EOY$140,653EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$5,453EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$102,661BOYAmt
EOY$146,106EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,521,459BOYAmt
EOY$1,072,773EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$887,559BOYAmt
EOY$1,314,419EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,409,018BOYAmt
EOY$2,387,192EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,511,679BOYAmt
EOY$2,533,298EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$23,276ReconcilationRevenueExpnssAmt
Donated Services And Use Fclts$1,450DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,261,331CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,917,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,149,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,463,466CurrentTaxYearMinus1YearAmt
Current Tax Year$4,821,076CurrentTaxYearAmt
Total$20,612,805TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,261,331CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,917,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,149,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,463,466CurrentTaxYearMinus1YearAmt
Current Tax Year$4,821,076CurrentTaxYearAmt
Total$20,612,805TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$989,933SubstantialContributorsTotAmt
Public Support Total170$19,622,872PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,381CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,223CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,426CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,857CurrentTaxYearMinus1YearAmt
Current Tax Year$1,758CurrentTaxYearAmt
Total$34,645TotalAmt
FieldValueIRS element (for citing)
Total Support$20,647,450TotalSupportAmt
Gross Receipts Rltd Activities$87,781GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95040PublicSupportCY170Pct
Public Support PY1700.96070PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$103,306OtherCostOrOtherBasisAmt
Depreciation$59,574DepreciationAmt
Book Value$43,732BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$43,732TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOther long term liablitiesDesc
Amt$5,453Amt
FieldValueIRS element (for citing)
Total Liability$5,453TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,000,167TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$136,517DonatedServicesAndUseFcltsAmt
Revenue Not Reported$136,517RevenueNotReportedAmt
Revenue Subtotal$4,863,650RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,863,650TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,021,993TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$135,067DonatedServicesUseFcltsAmt
Expenses Not Reported$135,067ExpensesNotReportedAmt
Expenses Subtotal$4,886,926ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,886,926TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationThe financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of September 30, 2016 and 2015, Edify had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. Edify files information tax returns in the U.S. and California. Edify is subject to income tax examinations for the current year and certain prior years based on the applicable laws and regulations.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Sub-Saharan Africa06Grants to Recipients Located in Region$1,051,799
Central America and the Caribbean01Grants to Recipients Located in Region-$59,326
South America01Grants to Recipients Located in Region$39,185
Central America and the Caribbean111Program Services$428,493Travel, Training, Education & staff expenses within country in support of low fee independent Christian schools
South America01Program Services$89,052Travel, Training, Education & staff expenses within country in support of low fee independent Christian schools
Sub-Saharan Africa427Program Services$1,395,224Travel, Training, Education & staff expenses within country in support of low fee independent Christian schools
South Asia01Program Services$1,696Travel, Training, Education & staff expenses within country in support of low fee independent Christian schools
FieldValueIRS element (for citing)
Subtotal Offices5SubtotalOfficesCnt
Subtotal Employees48SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office5TotalOfficeCnt
Total Employee48TotalEmployeeCnt
Subtotal Spent$2,946,123SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,946,123TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (10 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
Sub-Saharan AfricaGrants for loans to finance construction and improvements to low fee independent Christian schools$249,296Wire TransferUSD
Sub-Saharan AfricaGrants for loans to finance construction and improvements to low fee independent Christian schools$222,046Wire TransferUSD
Sub-Saharan AfricaGrants for loans to finance construction and improvements to low fee independent Christian schools.$143,500Wire TransferUSD
Sub-Saharan AfricaGrants for loans to finance construction and improvements to low fee independent Christian schools.$131,627Wire TransferUSD
Sub-Saharan AfricaGrants for loans to finance construction and improvements to low fee independent Christian schools.$120,000Wire TransferUSD
Sub-Saharan AfricaGrants for loans to finance construction and improvements to low fee independent Christian schools.$100,000Wire TransferUSD
Sub-Saharan AfricaGrants for loans to finance construction and improvements to low fee independent Christian schools.$80,425Wire TransferUSD
South AmericaGrants for loans to finance construction and improvements to low fee independent Christian schools$36,275Wire TransferUSD
Central America and the CaribbeanGrants for loans to finance construction and improvements to low fee independent Christian schools$19,016Wire TransferUSD
Central America and the CaribbeanGrant to finance Christian training of school leaders and teachers.$15,000Wire TransferUSD
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:All the institutions that are given funding are visited either quarterly or semi-annually by Edify executives to ensure the funds are being allocated according to their agreement with Edify. Edify also receives quarterly field reports from the funding recipients.
Part I, line 3:Foreign partners that receive funding from Edify for training activities and loans to schools are required to submit an accounting of expenses on a monthly or quarterly basis. For specific training events the budget is approved in advance with a final reconciliation of actual to budgeted expenses upon completion. All travel expenses of Edify staff and agents overseas are accounted for with expense reports and supporting documentation. The accrual method of accounting is used for all transactions.
Schedule F, Part I, Line 3, Column (f)The total grant amount to Central America is a negative number because it includes funds granted to a partner organization in Central America during a previous reporting period that were returned to the organization. The funds were returned because the partner organization reduced the size of the school loan program for which the funds were originally granted.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$97,735NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV-Securities SalesMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Training costs1$21,896FMV
Yes (X)Software13$7,644FMV-Similar Sales
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationThe contributions reported are the number of contributions received.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11The Form 990 is prepared by an independent CPA firm and then provided to the CEO, CFO, and Board of Directors to review prior to filing. After the return is thoroughly reviewed, it is given back to the CPA for filing with the IRS.
Form 990, Part VI, Section B, line 12cEdify requires officers, directors, senior management team and key employees to disclose in writing information regarding their interests and those of their family members that could give rise to conflicts of interest or an appearance of impropriety. Written disclosures are updated at least annually. Actual or potential conflicts of interest will be reviewed by the CEO, Chairman or Vice Chairman of the Board, and then presented to the Governance, Nominating and Compensation Committee. Persons with a disclosed actual or potential conflict will be prohibited from participating in deliberations and decisions by the Governing Board or Governance, Nominating and Compensation Committee. If a conflict is proved to exist, the person with the conflict will be asked to discontinue such action/relationship or otherwise remove such conflict.
Form 990, Part VI, Section B, line 15Compensation is set by the CEO based on industry standards for all employees except for himself. The independent board, after reviewing compensation committee recommendations based upon industry standards and published non-profit surveys for comparable positions, approves any salaries over $100,000 and benefits for the CEO, and that approval is documented in the minutes.
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy and financial statements are made available upon request.
Form 990, Part VII, Section B, Line 1, Column (B)Strategy and oversight of global Christian transformation programs and program assessement.
Form 990, Part IX, line 11gOther: Program service expenses 14,994. Management and general expenses 711. Fundraising expenses 1,321. Total expenses 17,026. Program contract workers: Program service expenses 754,379. Management and general expenses 0. Fundraising expenses 0. Total expenses 754,379. Program consultants: Program service expenses 79,025. Management and general expenses 0. Fundraising expenses 0. Total expenses 79,025. Program Education Research: Program service expenses 37,484. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,484. Payroll Services: Program service expenses 1,339. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,339.
Form 990, Part XI, Line 2c:The organization has an audit committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed since the prior year.

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