EDIFY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
EDIFY (EIN 27-0892545)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-08-04
IRS object ID
201542169349301199
Schema version
2013v4.0
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)
Return2015-08-04T17:05:37-05:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363990892PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Capin Crouse LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13010 Saturn Street Suite 205AddressLine1
CityBreaCity
StateCAState
ZIP Code92821ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270892545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EdifyBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlEDIFBusinessNameControlTxt
Phone8554633439PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110590 West Ocean Air Dr No 300AddressLine1
CitySan DiegoCity
StateCAState
ZIP Code92130ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChris FentonPersonNm
Person TitleCFO/SVPPersonTitleTxt
Phone6198840099PhoneNum
Signature2015-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid C MojaPreparerPersonNm
PTINP00747006PTIN
Phone7149619300PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerChristopher CranePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110590 West Ocean Air Dr No 300AddressLine1
CitySan DiegoCity
StateCAState
ZIP Code92130ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$4,164,753GrossReceiptsAmt
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 Employee17TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,917,887PYContributionsGrantsAmt
CY Contributions Grants$4,149,045CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$1,572CYProgramServiceRevenueAmt
PY Investment Income$2,223PYInvestmentIncomeAmt
CY Investment Income$5,811CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,920,110PYTotalRevenueAmt
CY Total Revenue$4,156,428CYTotalRevenueAmt
PY Grants And Similar Paid$1,279,446PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,314,432CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$958,255PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,060,041CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$339,958CYTotalFundraisingExpenseAmt
PY Other Expenses$1,142,906PYOtherExpensesAmt
CY Other Expenses$1,251,583CYOtherExpensesAmt
PY Total Expenses$3,380,607PYTotalExpensesAmt
CY Total Expenses$3,626,056CYTotalExpensesAmt
PY Revenues Less Expenses$539,503PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$530,372CYRevenuesLessExpensesAmt
Total Assets BOY$1,158,779TotalAssetsBOYAmt
Total Assets EOY$1,653,896TotalAssetsEOYAmt
Total Liabilities BOY$110,288TotalLiabilitiesBOYAmt
Total Liabilities EOY$75,033TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,048,491NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,578,863NetAssetsOrFundBalancesEOYAmt
MissionTo improve and to expand sustainable, affordable Christ-centered education in the developing world.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,998,575ExpenseAmt
Grant$1,314,432GrantAmt
Revenue$1,572RevenueAmt
DescEdify is focused on delivering 3 key resources to help Christian edupreneurs lift their communities out of poverty:1.Capital to expand facilities at low fee, independent Christian schools, thereby increasing access to education for the poor.2.Curricula and other tools to strengthen schools' Christian message and training.3.Business and teacher training for proprietors and educators to improve education. Persons served in fiscal year 2014 - 174,879. Comprised of 173,024 children, 1,266 teachers and 589 Edupreneurs.Desc
Total Program Service Expenses$2,998,575TotalProgramServiceExpensesAmt
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 InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 RequiredYes (1)ScheduleJRequiredInd
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
Employee17EmployeeCnt
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
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 Line110590 West Ocean Air Dr No 300AddressLine1
CitySan DiegoCity
StateCAState
ZIP Code92130ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Christopher Crane
Chairman and CEO50.00Yes (X)Yes (X)$0$0$55,376
Peter Greer
Vice Chairman1.00Yes (X)$0$0$0
Dale Dawson
Audit Committee Chairman1.00Yes (X)$0$0$0
George T Dawson
Managing Director & Board Member40.00Yes (X)$150,000$0$11,027
Stephen James
Board Member1.00Yes (X)$0$0$0
Terry Looper
Board Member1.00Yes (X)$0$0$0
Paula Cordeiro
Board Member1.00Yes (X)$0$0$0
Chris Fenton
SVP Operations & CFO50.00Yes (X)$94,792$0$20,937
Vanessa Folsom
VP Operations & Secretary50.00Yes (X)$83,215$0$13,852
Reuben Thiessen
Vice President & CIO40.00$105,050$0$16,980Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$433,057TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$118,172TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
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 DrAddressLine1
CityOxfordCity
CountryUKCountry
Postal CodeOX3 OSJPostalCode
FieldValueIRS element (for citing)
ServicesSee Schedule OServicesDesc
Compensation$108,335CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,149,045AllOtherContributionsAmt
Noncash Contributions$52,974NoncashContributionsAmt
Total Contributions$4,149,045TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,572TotalRevenueColumnAmt
Related Or Exempt Func Income$1,572RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,572TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,426TotalRevenueColumnAmt
Exclusion$3,426ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$10,710OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$8,325OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$2,385OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,385TotalRevenueColumnAmt
Related Or Exempt Func Income$2,385RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,156,428TotalRevenueColumnAmt
Related Or Exempt Func Income$3,957RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,426ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,314,432TotalAmt
Program Services$1,314,432ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$416,720TotalAmt
Program Services$252,546ProgramServicesAmt
Management And General$83,730ManagementAndGeneralAmt
Fundraising$80,444FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$488,130TotalAmt
Program Services$281,256ProgramServicesAmt
Management And General$100,959ManagementAndGeneralAmt
Fundraising$105,915FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$93,930TotalAmt
Program Services$65,438ProgramServicesAmt
Management And General$17,189ManagementAndGeneralAmt
Fundraising$11,303FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$61,261TotalAmt
Program Services$35,323ProgramServicesAmt
Management And General$12,756ManagementAndGeneralAmt
Fundraising$13,182FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,988TotalAmt
Program Services$214ProgramServicesAmt
Management And General$4,774ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,666TotalAmt
Program Services$4,630ProgramServicesAmt
Management And General$36,036ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$522,074TotalAmt
Program Services$520,661ProgramServicesAmt
Management And General$788ManagementAndGeneralAmt
Fundraising$625FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,214TotalAmt
Fundraising$23,214FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$60,718TotalAmt
Program Services$37,252ProgramServicesAmt
Management And General$8,877ManagementAndGeneralAmt
Fundraising$14,589FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,233TotalAmt
Program Services$29,167ProgramServicesAmt
Management And General$4,408ManagementAndGeneralAmt
Fundraising$2,658FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,500TotalAmt
Program Services$14,497ProgramServicesAmt
Fundraising$3FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$292,509TotalAmt
Program Services$230,573ProgramServicesAmt
Management And General$6,535ManagementAndGeneralAmt
Fundraising$55,401FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$23,656TotalAmt
Program Services$10,583ProgramServicesAmt
Management And General$6,860ManagementAndGeneralAmt
Fundraising$6,213FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,348TotalAmt
Program Services$9,923ProgramServicesAmt
Management And General$1,236ManagementAndGeneralAmt
Fundraising$1,189FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,234TotalAmt
Management And General$2,234ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Teacher Training$92,912$92,912
Edupreneur Training$61,514$61,514
Miscellaneous$50,793$24,430$1,141$25,222
Research$13,224$13,224

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,626,056TotalAmt
Program Services$2,998,575ProgramServicesAmt
Management And General$287,523ManagementAndGeneralAmt
Fundraising$339,958FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$940,190BOYAmt
EOY$1,350,642EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,158BOYAmt
EOY$41,378EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,186BOYAmt
EOY$102,275EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$56,878LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$36,675LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$21,980BOYAmt
EOY$20,203EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$112,640BOYAmt
EOY$88,505EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$48,625BOYAmt
EOY$50,893EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,158,779BOYAmt
EOY$1,653,896EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$110,288BOYAmt
EOY$75,033EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$110,288BOYAmt
EOY$75,033EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$261,806BOYAmt
EOY$576,162EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$786,685BOYAmt
EOY$1,002,701EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,048,491BOYAmt
EOY$1,578,863EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,158,779BOYAmt
EOY$1,653,896EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$530,372ReconcilationRevenueExpnssAmt
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$1,249,358CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,489,921CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,261,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,917,887CurrentTaxYearMinus1YearAmt
Current Tax Year$4,149,045CurrentTaxYearAmt
Total$15,067,542TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,249,358CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,489,921CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,261,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,917,887CurrentTaxYearMinus1YearAmt
Current Tax Year$4,149,045CurrentTaxYearAmt
Total$15,067,542TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,017,399SubstantialContributorsTotAmt
Public Support Total170$10,050,143PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$901CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,509CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,223CurrentTaxYearMinus1YearAmt
Current Tax Year$3,426CurrentTaxYearAmt
Total$45,440TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$1,572CurrentTaxYearAmt
Total$1,572TotalAmt
FieldValueIRS element (for citing)
Total Support$15,114,554TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

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$56,878OtherCostOrOtherBasisAmt
Depreciation$36,675DepreciationAmt
Book Value$20,203BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,203TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescEducational LoansDesc
Book Value$88,505BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$88,505TotalBookValueProgramRltdAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,169,885TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$15,842DonatedServicesAndUseFcltsAmt
Revenue Not Reported$15,842RevenueNotReportedAmt
Revenue Subtotal$4,154,043RevenueSubtotalAmt
Other Revenues Not Included$2,385OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,385RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,156,428TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,639,513TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$15,842DonatedServicesUseFcltsAmt
Expenses Not Reported$15,842ExpensesNotReportedAmt
Expenses Subtotal$3,623,671ExpensesSubtotalAmt
Other Expenses Not Included$2,385OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,385ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,626,056TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:The 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, 2014 and 2013, 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.
Part XI, Line 4b - Other Adjustments:Gain on Sale of Assets 2,385.
Part XII, Line 4b - Other Adjustments:Gain on Sale of Assets 2,385.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Sub-Saharan Africa23Grants to Recipients Located in Region$1,020,620
Central America and the Caribbean12Grants to Recipients Located in Region$100,000
South America01Grants to Recipients Located in Region$50,000
Sub-Saharan Africa04Program Services$128,812School leader training, research teaching methods, educational technology, student scholarships
Central America and the Caribbean09Program Services$15,000Research feasibility of using solar energy to power low fee independent Christian schools
Sub-Saharan Africa010Program Services$589,611Travel, Training, Education & Payroll expenses within country in support of low fee independent Christian schools
Central America and the Caribbean05Program Services$243,085Travel, Training, Education & Payroll expenses within country in support of low fee independent Christian schools
South America01Program Services$16,905Travel, Training, Education & Payroll expenses within country in support of low fee independent Christian schools
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees35SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office3TotalOfficeCnt
Total Employee35TotalEmployeeCnt
Subtotal Spent$2,164,033SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,164,033TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 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$1,020,620Wire TransferUSD
Sub-Saharan AfricaSchool leader training, research teaching methods, educational technology, student scholarships$128,812Wire Transfer, CheckUSD
South AmericaGrants for loans to finance construction and improvements to low fee independent Christian schools$50,000Wire TransferUSD
Central America and the CaribbeanGrants for loans to finance construction and improvements to low fee independent Christian schools$100,000Wire TransferUSD
Central America and the CaribbeanResearch feasibility of using solar energy to power low fee independent Christian schools$15,000checkUSD
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 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:The organization tracks the funding to overseas partners, and all travel expenses are accounted for through expense reports.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGeorge T DawsonPersonNm
TitleManaging Director & Board MemberTitleTxt
Base Compensation Filing Org$130,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$20,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$11,027NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$161,027TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$48,858NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV-Securities SalesMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSoftwareDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,116NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
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 written disclosure by staff, management & board of any potential conflicts, uses best practice internal controls & conducts 3rd party audits. Board reviews conflict of interest annually.
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 documents are made available upon request.
Form 990, Part VII, Section B, Line 1Strategy and oversight of global Christian transformation programs and program assessment.
Form 990, Part IX, line 11gOther: Program service expenses 520,661. Management and general expenses 788. Fundraising expenses 625. Total expenses 522,074.
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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