AUSTIN PUBLIC EDUCATION FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AUSTIN PUBLIC EDUCATION FOUNDATION (EIN 74-2654168)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349324257
Schema version
2024v5.0
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)
Return2025-11-17T18:43:34-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742516372PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REYNOLDS & FRANKE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16836 AUSTIN CENTER BLVD STE 190AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78731ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742654168EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AUSTIN PUBLIC EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAUSTBusinessNameControlTxt
Phone5124141700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 S I-35 FRONTAGE RDAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE WALLISPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5124141700PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD H REYNOLDS CPAPreparerPersonNm
PTINP00964479PTIN
Phone5122063141PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1AUSTIN ED FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMICHELLE WALLISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 S I-35 FRONTAGE RDAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78704ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,601,079GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://AUSTINEDFUND.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionDEVELOP AND STEWARD MEANINGFUL PUBLIC AND PRIVATE PARTNERSHIPS THAT PROMOTE INNOVATION AND SUPPORT OPPORTUNITIES THAT PREPARE AUSTIN ISD STUDENTS FOR COLLEGE, CAREER AND LIFE.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers41TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,184,388PYContributionsGrantsAmt
CY Contributions Grants$5,161,715CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$199,061PYInvestmentIncomeAmt
CY Investment Income$268,230CYInvestmentIncomeAmt
PY Other Revenue-$81,332PYOtherRevenueAmt
CY Other Revenue-$101,250CYOtherRevenueAmt
PY Total Revenue$3,302,117PYTotalRevenueAmt
CY Total Revenue$5,328,695CYTotalRevenueAmt
PY Grants And Similar Paid$365,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$589,631CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$159,587CYTotalFundraisingExpenseAmt
PY Other Expenses$3,466,266PYOtherExpensesAmt
CY Other Expenses$4,255,879CYOtherExpensesAmt
PY Total Expenses$3,831,266PYTotalExpensesAmt
CY Total Expenses$4,845,510CYTotalExpensesAmt
PY Revenues Less Expenses-$529,149PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$483,185CYRevenuesLessExpensesAmt
Total Assets BOY$6,480,955TotalAssetsBOYAmt
Total Assets EOY$7,919,427TotalAssetsEOYAmt
Total Liabilities BOY$2,454,152TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,375,494TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,026,803NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,543,933NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAUSTIN ED FUND SUPPORTS AUSTIN INDEPENDENT SCHOOL DISTRICT BY DEVELOPING AND STEWARDING MEANINGFUL PUBLIC AND PRIVATE PARTNERSHIPS THAT PROMOTE INNOVATION AND SUPPORT OPPORTUNITIES THAT PREPARE AUSTIN ISD STUDENTS FOR COLLEGE, CAREER AND LIFE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,220,261ExpenseAmt
Grant$474,147GrantAmt
DescEDUCATION EXPENSE - THE AUSTIN ED FUND BUILDS RELATIONSHIPS WITH FUNDING PARTNERS AND DEVELOPS PROGRAMMING AND FUNDRAISING OBJECTIVES ALIGNED WITH AUSTIN ISD STRATEGIC NEEDS AND PRIORITIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$816,909ExpenseAmt
Grant$90,182GrantAmt
DescEARLY LITERACY AND NUMERACY: LITERACY AND NUMERACY ARE THE CORNERSTONES OF LONG-TERM ACADEMIC AND LIFE SUCCESS. AUSTIN ED FUND'S EFFORTS IN THE AREA REACH MORE THAN 30,000 STUDENTS K-5 AND 2,000 EDUCATORS ACROSS 79 ELEMENTARY SCHOOLS. THE INITIATIVE STRENGTHENS INSTRUCTION BY PAIRING HIGH-QUALITY INSTRUCTIONAL MATERIALS WITH ONGOING PROFESSIONAL LEARNING FOR TEACHERS AND SCHOOL LEADERS. PRINCIPALS, ASSISTANT PRINCIPALS, AND INSTRUCTIONAL COACHES PARTICIPATE IN JOB-EMBEDDED COACHING AND STRUCTURED LEARNING COMMUNITIES THAT ENHANCE THEIR ABILITY TO GUIDE INSTRUCTION. SIX LIGHTHOUSE SCHOOLS SERVE AS DEMONSTRATION SITES, SHARING EFFECTIVE PRACTICES THAT ARE THEN SCALED DISTRICTWIDE. THESE COMBINED EFFORTS ENSURE THAT STUDENTS ARE RECEIVING CONSISTENT, EVIDENCE-BASED INSTRUCTION IN READING AND MATH, GROUNDED IN THE SCIENCE OF LEARNING. WHEN THESE CORE SKILLS ARE STRONG, STUDENTS ARE MORE LIKELY TO THRIVE THROUGHOUT THEIR ACADEMIC CAREERS AND BEYOND.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$515,248ExpenseAmt
Grant$25,302GrantAmt
DescCOLLEGE AND CAREER READINESS (CCR): AIMS TO INCREASE STUDENT AWARENESS BY EXPANDING COLLEGE AND INDUSTRY WORKPLACE VISITS ACROSS THE DISTRICT. THESE EFFORTS ARE DESIGNED TO POSITION STUDENTS FOR POST-SECONDARY SUCCESS. COLLEGE AND INDUSTRY VISITS GIVE STUDENTS EXPOSURE TO WHAT'S POSSIBLE BY HELPING THEM IMAGINE THEMSELVES IN DIFFERENT SETTINGS AND CAREERS. THE SUMMER INTERNSHIP PROGRAM PROVIDES STUDENTS PAID OPPORTUNITIES THAT HELP THEM GAIN PROFESSIONAL EXPERIENCE WITH LOCAL BUSINESS AND NON-PROFITS THAT ARE ALIGNED TO AUSTIN ISD CAREER AND TECHNOLOGY EDUCATION CLUSTERS. OVER 100 STUDENTS HAVE PARTICIPATED IN THIS PROGRAM TO DATE. THE POST-SECONDARY GAP FUND LAUNCHED THIS SUMMER AND PROVIDES SMALL EMERGENCY GRANTS TO AUSTIN ISD GRADUATES IN PURSUIT OF THEIR POST-SECONDARY DREAMS. OUR FIRST STUDENT TO RECEIVE FUNDING WAS ABLE TO USE THE RESOURCES TO ASSIST IN MOVING AND TRAVEL EXPENSES REQUIRED TO ATTEND COLLEGE OUT-OF-STATE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,552,418TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
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 With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
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 Document42IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
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 EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DK PARTNERS PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5122586637PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16504 BRIDGE POINT PKWYAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78730ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MICHELLE WALLIS
EXECUTIVE DI10.00Yes (X)$0$0$0
DOYLE VALDEZ
CHAIR1.00Yes (X)$0$0$0Yes (X)
SAMANTHA BORDERS
VICE-CHAIR1.00Yes (X)$0$0$0Yes (X)
LETICIA CABALLERO
PAST CHAIR1.00Yes (X)$0$0$0Yes (X)
KATHY BURRELL
TREASURER1.00Yes (X)$0$0$0Yes (X)
BARBARA KNAGGS
SECRETARY1.00Yes (X)$0$0$0Yes (X)
MATIAS SEGURA
EX-OFFICIO1.00$0$0$0Yes (X)
KATHRYN WHITLEY CHU
EX-OFFICIO1.00$0$0$0Yes (X)
JACKIE PADGETT
AT-LARGE1.00$0$0$0Yes (X)
RODNEY AHART
DIRECTOR1.00$0$0$0Yes (X)
JOHN FITZPATRICK
DIRECTOR1.00$0$0$0Yes (X)
ORIANA LOVE
DIRECTOR1.00$0$0$0Yes (X)
JESSICA BAZAN
DIRECTOR1.00$0$0$0Yes (X)
FELICIA GARCIA
DIRECTOR1.00$0$0$0Yes (X)
KRISTIN MARCUM
DIRECTOR1.00$0$0$0Yes (X)
JEREMIAH BENTLEY
DIRECTOR1.00$0$0$0Yes (X)
JAMES GUERRA
DIRECTOR1.00$0$0$0Yes (X)
ANITA SALMON
DIRECTOR1.00$0$0$0Yes (X)
A J BINGHAM
DIRECTOR1.00$0$0$0Yes (X)
JULIAN HUERTA
DIRECTOR1.00$0$0$0Yes (X)
DAVID QUINTANILLA
DIRECTOR1.00$0$0$0Yes (X)
SHAWN BOSE
DIRECTOR1.00$0$0$0Yes (X)
ALI KHATAW
DIRECTOR1.00$0$0$0Yes (X)
MISSY STRITTMATTER
DIRECTOR1.00$0$0$0Yes (X)
ERICA EKWURZEL
DIRECTOR1.00$0$0$0Yes (X)
KHIB KUGLER
DIRECTOR1.00$0$0$0Yes (X)
SNOW WHITE
DIRECTOR1.00$0$0$0Yes (X)
JULIE FISHER
DIRECTOR1.00$0$0$0Yes (X)
MEAGAN LONGLEY
DIRECTOR1.00$0$0$0Yes (X)
KELEA YOUNGBLOOD
DIRECTOR1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TNTP INC
500 7TH AVENUE 8TH FLOORNEW YORKNY10018SUPPORT SERVICE$660,668
HERITAGE TREE CARE LLC
12214 MARGO DRIVEBUDATX78610TREE PLANTING$342,189
M WILLIAMS CONSULTING
2816 WOOLDRIDGE DRIVEAUSTINTX78703SUPPORT SERVICE$166,547
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$583,743FundraisingAmt
All Other Contributions$4,577,972AllOtherContributionsAmt
Noncash Contributions$1,267,833NoncashContributionsAmt
Total Contributions$5,161,715TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$232,491TotalRevenueColumnAmt
Exclusion$232,491ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,205,698SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,169,959SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$35,739SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,739TotalRevenueColumnAmt
Exclusion$35,739ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,175FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$583,743ContriRptFundraisingEventAmt
Fundraising Direct Expenses$102,425FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$101,250TotalRevenueColumnAmt
Exclusion-$101,250ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,328,695TotalRevenueColumnAmt
Exclusion$166,980ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$589,631TotalAmt
Program Services$589,631ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$65,000TotalAmt
Management And General$65,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$221,812TotalAmt
Program Services$136,329ProgramServicesAmt
Management And General$41,947ManagementAndGeneralAmt
Fundraising$43,536FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$99,950TotalAmt
Fundraising$99,950FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,859TotalAmt
Program Services$18,958ProgramServicesAmt
Management And General$1,107ManagementAndGeneralAmt
Fundraising$794FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,315TotalAmt
Management And General$5,315ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$30,615TotalAmt
Management And General$15,308ManagementAndGeneralAmt
Fundraising$15,307FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,828TotalAmt
Management And General$4,828ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PROGRAM EXPENSE$3,679,881$3,679,881
STRATEGIC PROJECT FUND$127,619$127,619

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,845,510TotalAmt
Program Services$4,552,418ProgramServicesAmt
Management And General$133,505ManagementAndGeneralAmt
Fundraising$159,587FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$929,408BOYAmt
EOY$1,230,960EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,431,776BOYAmt
EOY$5,314,091EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$522,155EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$59,475BOYAmt
EOY$59,155EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$44,856BOYAmt
EOY$157,412EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$615,528EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$15,440BOYAmt
EOY$20,126EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,480,955BOYAmt
EOY$7,919,427EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,971BOYAmt
EOY$115,619EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,434,181BOYAmt
EOY$3,259,875EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,454,152BOYAmt
EOY$3,375,494EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,635,016BOYAmt
EOY$1,885,673EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,391,787BOYAmt
EOY$2,658,260EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,026,803BOYAmt
EOY$4,543,933EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,480,955BOYAmt
EOY$7,919,427EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$483,185ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$33,945NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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$8,473,783CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,446,596CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,641,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,184,388CurrentTaxYearMinus1YearAmt
Current Tax Year$5,161,715CurrentTaxYearAmt
Total$31,908,272TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,473,783CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,446,596CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,641,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,184,388CurrentTaxYearMinus1YearAmt
Current Tax Year$5,161,715CurrentTaxYearAmt
Total$31,908,272TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,106,750SubstantialContributorsTotAmt
Public Support Total170$28,801,522PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,451CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$199,061CurrentTaxYearMinus1YearAmt
Current Tax Year$232,491CurrentTaxYearAmt
Total$486,057TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$50CurrentTaxYearMinus3YearsAmt
Total$50TotalAmt
FieldValueIRS element (for citing)
Total Support$32,394,379TotalSupportAmt
Gross Receipts Rltd Activities$31,175GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88910PublicSupportCY170Pct
Public Support PY1700.99060PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME 50ExplanationTxt

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$218,046BeginningYearBalanceAmt
Investment Earnings Or Losses$27,054InvestmentEarningsOrLossesAmt
End Year Balance$245,100EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$178,000BeginningYearBalanceAmt
Investment Earnings Or Losses$40,046InvestmentEarningsOrLossesAmt
End Year Balance$218,046EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$178,000ContributionsAmt
End Year Balance$178,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.27380BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.72620PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,733,923TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$33,945NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$269,858DonatedServicesAndUseFcltsAmt
Other Revenue$101,425OtherRevenueAmt
Revenue Not Reported$405,228RevenueNotReportedAmt
Revenue Subtotal$5,328,695RevenueSubtotalAmt
Total Revenue Per Form990$5,328,695TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,216,793TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$269,858DonatedServicesUseFcltsAmt
Other Expenses Included$101,425OtherExpensesIncludedAmt
Expenses Not Reported$371,283ExpensesNotReportedAmt
Expenses Subtotal$4,845,510ExpensesSubtotalAmt
Total Expenses Per Form990$4,845,510TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XTHE MOST SIGNIFICANT TAX POSITIONS OF AUSTIN ED FUND ARE ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). MANAGEMENT HAS DETERMINED THAT AUSTIN ED FUND HAD NO ACTIVITIES SUBJECT TO UBIT DURING THE YEAR ENDED DECEMBER 31, 2024. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES.
SCHEDULE D, PAGE 4, PART XI, LINE 2DDIRECT FUNDRAISING EXPENSES 101,425
SCHEDULE D, PAGE 4, PART XII, LINE 2DDIRECT FUNDRAISING EXPENSES 101,425
SCHEDULE D, PAGE 4, PART XIIIAUSTIN ED FUNDS ENDOWMENT IS DONOR-RESTRICTED AS A PERMANENT ENDOWMENT TO PROVIDE ONGOING SUPPORT FOR ITS MISSION. THE ENDOWMENT FUND WAS CREATED THROUGH THE WELLS FARGO NEIGHBORHOOD LIFT LOCAL INITIATIVE GRANT PROGRAM. THIS ENDOWMENT IS INTENDED TO PROVIDE A PERMANENT CORPUS FROM WHICH THE INCOME AND/OR INTEREST FROM THE PRINCIPAL OF THE ENDOWMENT IS TO BE USED AT THE DISCRETION OF AUSTIN ED FUND.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1INSPIRE THE FUTEvent1Nm
Gross Receipts Event1$584,918GrossReceiptsEvent1Amt
Charitable Contri Event1$583,743CharitableContriEvent1Amt
Gross Revenue Event1$1,175GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,175NonCashPrizesEvent1Amt
Rent Facility Costs Event1$72,941RentFacilityCostsEvent1Amt
Food And Beverage Event1$264FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$28,045OtherDirectExpensesEvent1Amt
Gross Receipts Total$584,918GrossReceiptsTotalAmt
Charitable Contributions Tot$583,743CharitableContributionsTotAmt
Gross Revenue Total Events$1,175GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,175NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$72,941RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$264FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$28,045OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$102,425DirectExpenseSummaryEventsAmt
Net Income Summary-$101,250NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AUSTIN INDEPENDENT SCHOOL DISTRICTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 S IH35 FRONTAGE ROADAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78704ZIPCd
FieldValueIRS element (for citing)
Recipient EIN746000064RecipientEIN
Cash Grant$453,473CashGrantAmt
Non Cash Assistance$97,875NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceEVENT & GCNonCashAssistanceDesc
Purpose Of GrantGRANT TO SCHOOLSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 4, PART IVFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES A SIGNED GRANT AGREEMENT FROM THE RECIPIENT PRIOR TO FUND TRANSFER. IN THE AGREEMENT, THE RECIPIENT ACKNOWLEDGES WHAT THEY WILL BE RESPONSIBLE FOR, INCLUDING SUBMITTING A MID-YEAR PROGRESS REPORT AND FINAL REPORT TO AEF BY A SPECIFIED DATE. THE FINAL REPORT INCLUDES A RECORD OF ALL EXPENDED FUNDS. IN ADDITION TO REVIEWING THE REPORTS, AEF STAFF MAY HOLD A DEBRIEF INTERVIEW WITH THE AWARD RECIPIENT AT THE END OF THE PROJECT.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11015ContributionCnt
Noncash Contributions Rpt F990$1,169,958NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EVENT5054$81,750DONOR VALUE
Yes (X)GIFT CARDS300$16,125DONOR VALUE
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONAUSTIN ED FUND SUPPORTS AUSTIN INDEPENDENT SCHOOL DISTRICT BY DEVELOPING AND STEWARDING MEANINGFUL PUBLIC AND PRIVATE PARTNERSHIPS THAT PROMOTE INNOVATION AND SUPPORT OPPORTUNITIES THAT PREPARE AUSTIN ISD STUDENTS FOR COLLEGE, CAREER AND LIFE.
FORM 990, PAGE 2, PART III, LINE 4BEARLY LITERACY AND NUMERACY: LITERACY AND NUMERACY ARE THE CORNERSTONES OF LONG-TERM ACADEMIC AND LIFE SUCCESS. AUSTIN ED FUND'S EFFORTS IN THE AREA REACH MORE THAN 30,000 STUDENTS K-5 AND 2,000 EDUCATORS ACROSS 79 ELEMENTARY SCHOOLS. THE INITIATIVE STRENGTHENS INSTRUCTION BY PAIRING HIGH-QUALITY INSTRUCTIONAL MATERIALS WITH ONGOING PROFESSIONAL LEARNING FOR TEACHERS AND SCHOOL LEADERS. PRINCIPALS, ASSISTANT PRINCIPALS, AND INSTRUCTIONAL COACHES PARTICIPATE IN JOB-EMBEDDED COACHING AND STRUCTURED LEARNING COMMUNITIES THAT ENHANCE THEIR ABILITY TO GUIDE INSTRUCTION. SIX LIGHTHOUSE SCHOOLS SERVE AS DEMONSTRATION SITES, SHARING EFFECTIVE PRACTICES THAT ARE THEN SCALED DISTRICTWIDE. THESE COMBINED EFFORTS ENSURE THAT STUDENTS ARE RECEIVING CONSISTENT, EVIDENCE-BASED INSTRUCTION IN READING AND MATH, GROUNDED IN THE SCIENCE OF LEARNING. WHEN THESE CORE SKILLS ARE STRONG, STUDENTS ARE MORE LIKELY TO THRIVE THROUGHOUT THEIR ACADEMIC CAREERS AND BEYOND.
FORM 990, PAGE 2, PART III, LINE 4CCOLLEGE AND CAREER READINESS (CCR): AIMS TO INCREASE STUDENT AWARENESS BY EXPANDING COLLEGE AND INDUSTRY WORKPLACE VISITS ACROSS THE DISTRICT. THESE EFFORTS ARE DESIGNED TO POSITION STUDENTS FOR POST-SECONDARY SUCCESS. COLLEGE AND INDUSTRY VISITS GIVE STUDENTS EXPOSURE TO WHAT'S POSSIBLE BY HELPING THEM IMAGINE THEMSELVES IN DIFFERENT SETTINGS AND CAREERS. THE SUMMER INTERNSHIP PROGRAM PROVIDES STUDENTS PAID OPPORTUNITIES THAT HELP THEM GAIN PROFESSIONAL EXPERIENCE WITH LOCAL BUSINESS AND NON-PROFITS THAT ARE ALIGNED TO AUSTIN ISD CAREER AND TECHNOLOGY EDUCATION CLUSTERS. OVER 100 STUDENTS HAVE PARTICIPATED IN THIS PROGRAM TO DATE. THE POST-SECONDARY GAP FUND LAUNCHED THIS SUMMER AND PROVIDES SMALL EMERGENCY GRANTS TO AUSTIN ISD GRADUATES IN PURSUIT OF THEIR POST-SECONDARY DREAMS. OUR FIRST STUDENT TO RECEIVE FUNDING WAS ABLE TO USE THE RESOURCES TO ASSIST IN MOVING AND TRAVEL EXPENSES REQUIRED TO ATTEND COLLEGE OUT-OF-STATE.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 WAS REVIEWED BY THE TREASURER AND CFO WITH THE PREPARING CPA. THE RETURN IS PROVIDED TO THE FULL BOARD FOR INPUT PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE BOARD REVIEWS CRITERIA AND AFFILIATIONS OF EACH NEW POTENTIAL MEMBER AND THEY ARE ASKED TO NOTIFY STAFF AND BOARD OF ANY NEW POTENTIAL CONFLICTS IF/WHEN THEY ARISE.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. THE ORGANIZATION ALSO PUBLISHES AN ANNUAL REPORT THAT IS MADE AVAILABLE ON ITS WEBSITE.
FORM 990, PART VIIMICHELLE WALLIS IS AN AUSTIN INDEPENDENT SCHOOL DISTRICT EMPLOYEE AND THEY PROVIDE HER SALARY FOR HER TIME SPENT ON AUSTIN PUBLIC EDUCATION FUND. MICHELLE REPORTED A SALARY OF 148,713 AND BENEFITS OF 21,519 DURING THE YEAR. OF THAT AMOUNT, 25 PERCENT IS ALLOCATED TO AUSTIN EDUCATION FUND AS IN-KIND SUPPORT.

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