PIQUA EDUCATION FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PIQUA EDUCATION FOUNDATION (EIN 31-1117501)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201643199349301474
Schema version
2015v2.1
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)
Return2016-11-14T07:58:33-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311352849PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MURRAY WELLS WENDELN & ROBINSON CPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 613AddressLine1Txt
CityPIQUACityNm
State AbbreviationOHStateAbbreviationCd
ZIP453560613ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311117501EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIQUA EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPIQUBusinessNameControlTxt
Phone9377736373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1719 EAST ASH STREETAddressLine1Txt
CityPIQUACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45356ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS HULMEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9377736373PhoneNum
Signature2016-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM S ROBINSON CPAPreparerPersonNm
PTINP00090859PTIN
Phone9377736373PhoneNum
Preparation2016-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDOUGLAS HULMEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1719 EAST ASHAddressLine1Txt
CityPIQUACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45356ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,601,390GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNONEWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE 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 Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$267,747PYContributionsGrantsAmt
CY Contributions Grants$289,919CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$299,770PYInvestmentIncomeAmt
CY Investment Income$298,111CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$567,517PYTotalRevenueAmt
CY Total Revenue$588,030CYTotalRevenueAmt
PY Grants And Similar Paid$244,230PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$288,606CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$35,133PYOtherExpensesAmt
CY Other Expenses$44,810CYOtherExpensesAmt
PY Total Expenses$279,363PYTotalExpensesAmt
CY Total Expenses$333,416CYTotalExpensesAmt
PY Revenues Less Expenses$288,154PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$254,614CYRevenuesLessExpensesAmt
Total Assets BOY$3,856,496TotalAssetsBOYAmt
Total Assets EOY$3,811,634TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,856,496NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,811,634NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$271,038ExpenseAmt
Grant$271,038GrantAmt
DescPOST-SECONDARY EDUCATION SCHOLARSHIPS FOR PIQUA (OHIO) HIGH SCHOOL GRADUATESDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$17,568ExpenseAmt
Grant$17,568GrantAmt
DescEDUCATION GRANTS TO SUPPLEMENT CLASSROOM EDUCATION AND PROVIDE SEED MONEY FOR INSTRUCTIONAL INNOVATION AND ACCOMPLISHMENTDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$288,606TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSAM ROBINSON TREASURERPersonNm
Phone9377736373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 613AddressLine1Txt
CityPIQUACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45356ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerInd
CLIFFORD ALEXANDER
EMERITUSYes (X)$0$0$0
DOUGLAS HULME
PRESIDENTYes (X)$0$0$01.00Yes (X)
BONNIE MURRAY
SECRETARYYes (X)$0$0$02.00Yes (X)
SAMUEL ROBINSON CPA
TREASURERYes (X)$0$0$05.00Yes (X)
SOHA SHAH
DIRECTORYes (X)$0$0$03.00
DALE G DAVIS
DIRECTORYes (X)$0$0$01.00
JOELLEN SNAPP
VICE-PRESIDEYes (X)$0$0$02.00Yes (X)
SUSAN YANNUCCI
DIRECTORYes (X)$0$0$01.00
JAMES BURKHARDT DO
DIRECTORYes (X)$0$0$02.00
MATTHEW COX
DIRECTORYes (X)$0$0$02.00
LOWELL NEES
DIRECTORYes (X)$0$0$02.00
STEVEN GREGGERSON
DIRECTORYes (X)$0$0$01.00
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$289,919AllOtherContributionsAmt
Total Contributions$289,919TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$66,127TotalRevenueColumnAmt
Related Or Exempt Func Income$66,127RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,194,072SecuritiesAmt
Other$51,272OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,013,360SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$180,712SecuritiesAmt
Other$51,272OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$231,984TotalRevenueColumnAmt
Related Or Exempt Func Income$231,984RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$588,030TotalRevenueColumnAmt
Related Or Exempt Func Income$298,111RelatedOrExemptFuncIncomeAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$288,606TotalAmt
Program Services$288,606ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,154TotalAmt
Management And General$25,154ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$574TotalAmt
Management And General$574ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,070TotalAmt
Management And General$13,070ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,012TotalAmt
Management And General$6,012ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$333,416TotalAmt
Program Services$288,606ProgramServicesAmt
Management And General$44,810ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$57,110BOYAmt
EOY$113,666EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$296,835BOYAmt
EOY$176,241EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,502,551BOYAmt
EOY$3,521,727EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,856,496BOYAmt
EOY$3,811,634EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$3,856,496BOYAmt
EOY$3,811,634EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,856,496BOYAmt
EOY$3,811,634EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,856,496BOYAmt
EOY$3,811,634EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$254,614ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$299,476NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$164,084CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$171,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211,863CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$267,747CurrentTaxYearMinus1YearAmt
Current Tax Year$289,920CurrentTaxYearAmt
Total$1,105,146TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$164,084CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$171,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211,863CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$267,747CurrentTaxYearMinus1YearAmt
Current Tax Year$289,920CurrentTaxYearAmt
Total$1,105,146TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,105,146PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126,353CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$103,489CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154,754CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$299,770CurrentTaxYearMinus1YearAmt
Current Tax Year$298,112CurrentTaxYearAmt
Total$982,478TotalAmt
FieldValueIRS element (for citing)
Total Support$2,087,624TotalSupportAmt
Gross Receipts Rltd Activities$128,184GrossReceiptsRltdActivitiesAmt
Public Support CY1700.52940PublicSupportCY170Pct
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 I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS FOR GRADUATE183$271,038
EDUCATION GRANTS TO FACUL6$17,568

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE 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 6BOARD MEMBERS INCLUDED IN VOLUNTEER COUNT. NON-BOARD VOLUNTEERS ASSIST WITH ALUMNI PUBLICATION AND SCHOLARSHIP ADMINISTRATION.
FORM 990, PAGE 6, PART VI, LINE 11BMADE AVAILABLE TO ALL MEMEBERS OF BOARD AND TO PUBLIC
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST

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