To creatively enhance Education in the community.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $451K a year · 41% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Plus $6.2M in investments, Pt X · Ln 11–13
Fine: 0.0 months of spending in cash, plus $6.2M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $227K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$45K
0.7% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$583K
Spent
$584K
To programs
72%
Net assets
$6.4M
By yearFY2020–FY2024
Revenue
$583K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$583K
FY2021$1.2M
FY2021$1.1M
FY2022$778K
FY2023$1.6M
FY2024$1.4M
Expenses
$584K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$584K
FY2021$519K
FY2021$301K
FY2022$575K
FY2023$764K
FY2024$849K
Net assets
$6.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$6.4M
FY2021$8.0M
FY2021$8.9M
FY2022$8.5M
FY2023$10.1M
FY2024$11.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $422K Management & general 19% · $111K Fundraising 9% · $51K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

25 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President & Director
$0Pt VII · Sec A
Past Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Past Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Past Director
$0Pt VII · Sec A
See Appleton Education Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enriching community education through creative programs and resources.

Questions for Appleton Education Foundation INC

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Provided by the organization

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1 program · $422K · in their own filed words · FY2019
01

Awarded grants totaling nearly $265,000 to support educational projects and programs benefiting appleton area school district students and staff members, as well as the community. Early childhood development & kindergarten readiness, as well as career based learning continue to be key interest areas.

$422Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 19 grants · $1.4M · 2019–2024
Appleton Area School DistrictFY2024$297,923
Unitemized GrantFY2024$23,650
Appleton Area School DistrictFY2023$250,548
Unitemized GrantFY2023$20,498
Care Fox CitiesCA · FY2023$11,000
The Building for Kids INCWI · FY2023$10,000
Appleton Area School DistrictFY2022$158,456
Mielke Family Foundation INCWI · FY2022$46,444
Unitemized GrantFY2022$17,300
Valley New School INCWI · FY2022$14,659
Appleton Area School DistrictFY2021$100,966
Unitemized GrantFY2021$12,975
Valley New School INCWI · FY2021$8,383
Appleton Area School DistrictFY2020$177,209
Unitemized GrantFY2020$13,300
Appleton Area School DistrictFY2019$173,736
See all 19 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$583K
Ln 12
Gifts and grantsLn 1h$429K
Other incomeLn 4–11$110K
Fees for servicesLn 2g$44K
Money outPt IX
$584K
Ln 25
Programscol B$422K
Managementcol C$111K
Fundraisingcol D$51K
Owns and owesPt X
$6.4M
net assets · Ln 32
Cash and savingsLn 1–2$300
Total assetsLn 16$6.5M
LiabilitiesLn 26$45K
PeoplePt VI, VII
25
listed · VII A
PaidVII A0
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$429K
Government grantsLn 1e$1K
Noncash giftsLn 1g$301
Fundraising eventsLn 1c$63K
Fees for servicesLn 2g$44K
Investment incomeLn 3$124
Other incomeLn 4–11$110K
Gains on assetsLn 7−$49K
Total revenueLn 12$583K
Assets in detailPt X, end of year
CashLn 1$300
Cash and savings togetherLn 1–2$300
InvestmentsLn 11–13$6.2M
Land, buildings, equipmentLn 10c$262K
Other assetsLn 15$19K
Total assetsLn 16$6.5M
LiabilitiesLn 26$45K
Net assetsLn 32$6.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$300$300
InvestmentsLn 11–13$6.2M$6.2M
Land, buildings, equipmentLn 10c$273K$262K
Total assetsLn 16$6.5M$6.5M
LiabilitiesLn 26$4K$45K
Net assetsLn 32$6.5M$6.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$250K$250K
Grants to domestic individualsLn 2$14K$14K
Pay of current officers, directors and key staffLn 5$86K$26K$43K$17K
Other salaries and wagesLn 7$93K$63K$16K$14K
Pension plan contributionsLn 8$3K$2K$697$697
Management feesLn 11a$28K$14K$14K
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$13K$13K
Other fees for servicesLn 11g$3K$3K
Advertising and promotionLn 12$12K$12K
Office expensesLn 13$20K$10K$6K$3K
Information technologyLn 14$5K$2K$2K$858
TravelLn 17$9K$8K$450$236
Conferences, conventions and meetingsLn 19$63$31$21$11
Depreciation, depletion and amortizationLn 22$10K$5K$3K$2K
InsuranceLn 23$1K$662$436$230
Other expenses (24a–d)Ln 24$28K$26K$1K$547
Total functional expensesLn 25$584K$422K$111K$51K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.4M$849K$548K$11.3M 990 PDF
FY2023 $1.6M$764K$853K$10.1M 990 PDF
FY2022 $778K$575K$203K$8.5M 990 PDF
FY2021 $1.2M$519K$653K$8.0M 990 PDF
FY2020 Viewing $583K$584K−$885$6.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $583,041 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $424,932$428,572
I-9 Program service revenuePrior year $45,355$44,420
I-10 Investment incomePrior year $100,365$124
I-11 Other revenuePrior year $103,627$109,925
I-12 Total revenuePrior year $674,279$583,041
I-13 Grants and similar amounts paidPrior year $196,279$264,515
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $172,556$183,106
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $126,148$136,305
I-18 Total expensesPrior year $494,983$583,926
I-19 Revenue less expensesPrior year $179,296−$885
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $583,041 across 12 lines filed
Lines not itemized here account for $2,650 of total revenue; see the IRS return.
VIII-1c Fundraising events$63,100
VIII-1d Related organizations$42,264
VIII-1e Government grants$1,300
VIII-1f All other contributions, gifts and grants$321,908
VIII-1g Noncash contributions (included above)$301
VIII-1h Total contributions, gifts and grants$428,572
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $44,420$44,420
VIII-3 Investment incomeExcluded from tax $49,411$49,411
VIII-6 Net rental income or lossExcluded from tax $114,874$114,874
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$49,287−$49,287
VIII-8 Net income from fundraising eventsExcluded from tax −$7,599−$7,599
VIII-12 Total revenueRelated to mission $44,420 · Unrelated business $0 · Excluded from tax $110,049$583,041
Part IX · Statement of functional expenses $583,926 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $250,365$250,365
IX-2 Grants to domestic individualsPrograms $14,150$14,150
IX-5 Pay of current officers, directors and key staffPrograms $25,949 · Management $43,248 · Fundraising $17,299$86,496
IX-7 Other salaries and wagesPrograms $62,922 · Management $16,341 · Fundraising $13,862$93,125
IX-8 Pension plan contributionsPrograms $2,091 · Management $697 · Fundraising $697$3,485
IX-11a Management feesPrograms $14,191 · Management $14,191$28,382
IX-11c Accounting feesManagement $6,900$6,900
IX-11f Investment management feesManagement $12,882$12,882
IX-11g Other fees for servicesManagement $2,806$2,806
IX-12 Advertising and promotionFundraising $12,331$12,331
IX-13 Office expensesPrograms $9,856 · Management $6,498 · Fundraising $3,421$19,775
IX-14 Information technologyPrograms $2,473 · Management $1,631 · Fundraising $858$4,962
IX-17 TravelPrograms $7,818 · Management $450 · Fundraising $236$8,504
IX-19 Conferences, conventions and meetingsPrograms $31 · Management $21 · Fundraising $11$63
IX-22 Depreciation, depletion and amortizationPrograms $5,145 · Management $3,392 · Fundraising $1,786$10,323
IX-23 InsurancePrograms $662 · Management $436 · Fundraising $230$1,328
IX-24 Other expenses (24a–d)Programs $26,464 · Management $1,038 · Fundraising $547$28,049
IX-25 Total functional expensesPrograms $422,117 · Management $110,531 · Fundraising $51,278$583,926
Part X · Balance sheet $6,485,362 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $300$300
X-3 Pledges and grants receivableStart of year $1,633$508
X-10c Land, buildings and equipment, netStart of year $272,703$262,380
X-11 Publicly traded securitiesStart of year $2,447,755$1,879,784
X-12 Other securitiesStart of year $3,743,921$4,323,710
X-15 Other assetsStart of year $11,473$18,680
X-16 Total assetsStart of year $6,477,785$6,485,362
X-17 Accounts payable and accrued expensesStart of year $3,657$4,932
X-19 Deferred revenue$40,140
X-26 Total liabilitiesStart of year $3,657$45,072
X-27 Net assets without donor restrictionsStart of year $6,472,495$6,439,782
X-28 Net assets with donor restrictionsStart of year $1,633$508
X-32 Total net assets or fund balancesStart of year $6,474,128$6,440,290
X-33 Total liabilities and net assetsStart of year $6,477,785$6,485,362
Part XI · Reconciliation of net assets $6,440,290 net assets at year end
XI-1 Total revenue$583,041
XI-2 Total expenses$583,926
XI-3 Revenue less expenses−$885
XI-4 Net assets at start of year$6,474,128
XI-5 Net unrealized gains (losses) on investments−$33,037
XI-9 Other changes in net assets$84
XI-10 Net assets at end of year$6,440,290

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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