EDIFY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EDIFY (EIN 27-0892545)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-07-10
- IRS object ID
- 201421919349300232
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-10T13:49:27-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363990892 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 Saturn Street Suite 205 | AddressLine1 |
| City | Brea | City |
| State | CA | State |
| ZIP Code | 92821 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270892545 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edify | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EDIF | NameControl |
| Phone | 8554633439 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10590 West Ocean Air Dr No 300 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92130 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Chris Fenton | Name |
| Title | CFO/SVP | Title |
| Phone | 6198840099 | Phone |
| Date Signed | 2014-07-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David C Moja | Name |
| PTIN | P00747006 | PTIN |
| Phone | 7149619300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Christopher Crane | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10590 West Ocean Air Dr No 300 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3920110 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.edify.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To bring Jesus Christ to children through better academic education. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 20 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3261331 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3917887 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 25096 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2223 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -78161 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3208266 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3920110 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1610369 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1279446 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 975400 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 958255 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 308076 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 860649 | OtherExpensePriorYear |
| Other Expenses Current Year | 1142906 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3446418 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3380607 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -238152 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 539503 | RevenuesLessExpensesCY |
| Total Assets BOY | 593761 | TotalAssetsBOY |
| Total Assets EOY | 1158779 | TotalAssetsEOY |
| Total Liabilities BOY | 84773 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 110288 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 508988 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1048491 | NetAssetsOrFundBalancesEOY |
| Mission Description | To bring Jesus Christ to children through better academic education and to bring children, parents, teachers and donors to Christ. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2783153 | Expense |
| Grants | 1279446 | Grants |
| Revenue | 0 | Revenue |
| Description | Edify 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 2013 - 148,551. Comprised of 146,771 children, 1,155 teachers and 625 Edupreneurs. | Description |
| Total Program Service Expense | 2783153 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 20 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Chris Fenton | NamePerson |
| Telephone Number | 8554633439 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10590 West Ocean Air Dr No 300 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92130 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Christopher Crane | |||||||
| Chairman and CEO | 50.00 | X | X | 0 | 0 | 35411 | |
| Peter Greer | |||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Dale Dawson | |||||||
| Audit Committee Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Stephen James | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Terry Looper | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Paula Cordeiro | |||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||
| Chris Fenton | |||||||
| SVP Operations & CFO | 50.00 | X | 90000 | 0 | 18253 | ||
| Vanessa Folsom | |||||||
| Director Operations & Secr | 50.00 | X | 73576 | 0 | 15592 | ||
| George T Dawson | |||||||
| Managing Director | 40.00 | 140000 | 0 | 7940 | X | ||
| Reuben Thiessen | |||||||
| Vice President & CIO | 40.00 | 108036 | 0 | 15659 | X | ||
| Steve Davis | |||||||
| Vice President Development | 40.00 | 100068 | 0 | 10518 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 511680 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 103373 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3917887 | AllOtherContributions |
| Noncash Contributions | 83311 | NoncashContributions |
| Total Contributions | 3917887 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2223 | TotalRevenueColumn |
| Exclusion | $2,223 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3920110 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,223 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Program Services | 10000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1269446 | Total |
| Program Services | 1269446 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266316 | Total |
| Program Services | 153820 | ProgramServices |
| Management And General | 56761 | ManagementAndGeneral |
| Fundraising | 55735 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 568158 | Total |
| Program Services | 320655 | ProgramServices |
| Management And General | 123357 | ManagementAndGeneral |
| Fundraising | 124146 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68718 | Total |
| Program Services | 41445 | ProgramServices |
| Management And General | 14117 | ManagementAndGeneral |
| Fundraising | 13156 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55063 | Total |
| Program Services | 31071 | ProgramServices |
| Management And General | 11914 | ManagementAndGeneral |
| Fundraising | 12078 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13159 | Total |
| Management And General | 13159 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38160 | Total |
| Program Services | 10371 | ProgramServices |
| Management And General | 27789 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318312 | Total |
| Program Services | 313552 | ProgramServices |
| Management And General | 4208 | ManagementAndGeneral |
| Fundraising | 552 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31345 | Total |
| Fundraising | 31345 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45883 | Total |
| Program Services | 26978 | ProgramServices |
| Management And General | 8381 | ManagementAndGeneral |
| Fundraising | 10524 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26761 | Total |
| Program Services | 23009 | ProgramServices |
| Management And General | 2807 | ManagementAndGeneral |
| Fundraising | 945 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23203 | Total |
| Program Services | 18033 | ProgramServices |
| Management And General | 3665 | ManagementAndGeneral |
| Fundraising | 1505 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264639 | Total |
| Program Services | 220234 | ProgramServices |
| Management And General | 8569 | ManagementAndGeneral |
| Fundraising | 35836 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23188 | Total |
| Program Services | 13951 | ProgramServices |
| Management And General | 7330 | ManagementAndGeneral |
| Fundraising | 1907 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15295 | Total |
| Program Services | 11009 | ProgramServices |
| Management And General | 2550 | ManagementAndGeneral |
| Fundraising | 1736 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5557 | Total |
| Program Services | 1719 | ProgramServices |
| Management And General | 3165 | ManagementAndGeneral |
| Fundraising | 673 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Teacher Training | 155443 | 155443 | ||
| Edupreneur Training | 128034 | 128034 | ||
| Miscellaneous | 38562 | 19018 | 1606 | 17938 |
| Research | 15365 | 15365 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3380607 | Total |
| Program Services | 2783153 | ProgramServices |
| Management And General | 289378 | ManagementAndGeneral |
| Fundraising | 308076 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436321 | BOY |
| EOY | 940190 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13277 | BOY |
| EOY | 9158 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38155 | BOY |
| EOY | 26186 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 58018 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36038 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25344 | BOY |
| EOY | 21980 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30802 | BOY |
| EOY | 112640 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49862 | BOY |
| EOY | 48625 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 593761 | BOY |
| EOY | 1158779 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84773 | BOY |
| EOY | 110288 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84773 | BOY |
| EOY | 110288 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275889 | BOY |
| EOY | 261806 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233099 | BOY |
| EOY | 786685 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 508988 | BOY |
| EOY | 1048491 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 593761 | BOY |
| EOY | 1158779 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 539503 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1249358 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2489921 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3261331 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3917887 | CurrentTaxYear |
| Total | 10918497 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1249358 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2489921 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3261331 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3917887 | CurrentTaxYear |
| Total | 10918497 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4127367 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6791130 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 901 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25381 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2223 | CurrentTaxYear |
| Total | 42014 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10960511 | TotalSupport |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39518 | OtherCostOrOtherBasis |
| Depreciation | 28638 | Depreciation |
| Book Value | 10880 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18500 | OtherCostOrOtherBasis |
| Depreciation | 7400 | Depreciation |
| Book Value | 11100 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21980 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Educational Loans | Description |
| Book Value | 112640 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 112640 | TotalOfBookValueProgramRelated |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3934793 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 14683 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 14683 | RevenueNotRptdF990 |
| Revenue Subtotal | 3920110 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3920110 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3395290 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 14683 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 14683 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3380607 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3380607 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| Explanation | 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, 2013 and 2012, 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. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Sub-Saharan Africa - | 1 | 4 | Grants to Recipients Located in Region | Grants for loans to finance contstruction and improvements to affordable independent Christian schools | 729856 |
| Central America and the Caribbean - | 1 | 2 | Grants to Recipients Located in Region | Grants for loans to finance contstruction and improvements to affordable independent Christian schools | 500000 |
| Sub-Saharan Africa - | 0 | 6 | Program Services | Travel, Training, Education & Payroll expenses within country | 640414 |
| Central America and the Caribbean - | 0 | 3 | Program Services | Travel, Training, Education & Payroll expenses within country | 249598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 15 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 15 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2119868 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 2119868 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (3 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| Sub-Saharan Africa | Grants for loans to finance contstruction and improvements to affordable independent Christian schools | 729856 | Wire Transfer | USD |
| Sub-Saharan Africa | Financial training, implementation of accounting software, student scholarships, feasibility study | 39590 | Wire Transfer, Check | USD |
| Central America and the Caribbean | Grants for loans to finance contstruction and improvements to affordable independent Christian schools | 500000 | Wire Transfer | USD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Procedure for Monitoring Grants Outside the U.S.: | Schedule F, 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. |
| Method Used to Acccount for Expenditures: | Schedule F, Part I, Line 3: The organization tracks the funding to overseas partners, and all travel expenses are accounted for through expense reports. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of San Diego School of Business Administration | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5998 Alcala Park | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 952544535 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Purpose Of Grant | Grant for the Changemaker Summer Fellows Program (international development) | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: All the institutions that receive funding provide regular progress updates through written reports and in person meetings. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 76839 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV-Securities Sales | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Software | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6472 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributions: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | The contributions reported are the number of contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The 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 12c | Edify 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 15 | Compensation is set by the CEO based on industry standards for all employees except for himself. The independent board approves any salaries over 100,000 and benefits based upon industry standards for the CEO, and that approval is documented in the minutes. | |
| Form 990, Part VI, Section C, line 19 | The documents are made available upon request. | |
| 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. | Explanation of Responsibility: |
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