To creatively enhance Education in the community.

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Plus $7.8M in investments, Pt X · Ln 11–13
Fine: 0.0 months of spending in cash, plus $7.8M 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
$76K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
+101% vs prior year
Spent
$519K
To programs
67%
Net assets
$8.0M
By yearFY2020–FY2024
Revenue
$1.2M
FY2021▲ +101%
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
$519K
FY2021▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$584K
FY2021$519K
FY2021$301K
FY2022$575K
FY2023$764K
FY2024$849K
Net assets
$8.0M
FY2021▲ +24%
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 FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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

67 cents of each dollar spent went to programs.

Program services 67% · $350K Management & general 22% · $112K Fundraising 11% · $57K

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

23 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Director
$0Pt VII · Sec A
Treasurer & Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Past Director
$0Pt VII · Sec A
Vice President & 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 · $350K · in their own filed words · FY2020
01

Awarded grants totaling nearly $203,000 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.

$350Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$692K
Investment incomeLn 3$328K
Other incomeLn 4–11$114K
Money outPt IX
$519K
Ln 25
Programscol B$350K
Managementcol C$112K
Fundraisingcol D$57K
Owns and owesPt X
$8.0M
net assets · Ln 32
Cash and savingsLn 1–2$687
Total assetsLn 16$8.1M
LiabilitiesLn 26$76K
PeoplePt VI, VII
23
listed · VII A
PaidVII A0
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$692K
Government grantsLn 1e$48K
Noncash giftsLn 1g$956
Fundraising eventsLn 1c$56K
Fees for servicesLn 2g$38K
Investment incomeLn 3$328K
Other incomeLn 4–11$114K
Gains on assetsLn 7$306K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$687
Cash and savings togetherLn 1–2$687
InvestmentsLn 11–13$7.8M
Land, buildings, equipmentLn 10c$252K
Other assetsLn 15$37K
Total assetsLn 16$8.1M
LiabilitiesLn 26$76K
Net assetsLn 32$8.0M
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 FY21End FY21
Cash and savingsLn 1–2$300$687
InvestmentsLn 11–13$6.2M$7.8M
Land, buildings, equipmentLn 10c$262K$252K
Total assetsLn 16$6.5M$8.1M
LiabilitiesLn 26$45K$76K
Net assetsLn 32$6.4M$8.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$190K$190K
Grants to domestic individualsLn 2$13K$13K
Pay of current officers, directors and key staffLn 5$88K$26K$44K$18K
Other salaries and wagesLn 7$102K$75K$15K$13K
Other employee benefitsLn 9$9K$9K
Management feesLn 11a$29K$15K$15K
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$15K$15K
Other fees for servicesLn 11g$4K$4K
Advertising and promotionLn 12$19K$19K
Office expensesLn 13$23K$12K$8K$4K
Information technologyLn 14$4K$2K$1K$731
TravelLn 17$1K$629$415$219
Depreciation, depletion and amortizationLn 22$10K$5K$3K$2K
InsuranceLn 23$1K$747$492$259
Other expenses (24a–d)Ln 24$2K$2K$135$72
Total functional expensesLn 25$519K$350K$112K$57K

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 Viewing $1.2M$519K$653K$8.0M 990 PDF
FY2020 $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 FY2021 990 (6 parts)
Part I · Summary $1,172,023 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $428,572$692,304
I-9 Program service revenuePrior year $44,420$38,152
I-10 Investment incomePrior year $124$327,741
I-11 Other revenuePrior year $109,925$113,826
I-12 Total revenuePrior year $583,041$1,172,023
I-13 Grants and similar amounts paidPrior year $264,515$203,612
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $183,106$199,203
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $136,305$116,508
I-18 Total expensesPrior year $583,926$519,323
I-19 Revenue less expensesPrior year −$885$652,700
Part VI · Governance 20 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
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 $1,172,023 across 12 lines filed
Lines not itemized here account for $2,180 of total revenue; see the IRS return.
VIII-1c Fundraising events$56,115
VIII-1d Related organizations$10,317
VIII-1e Government grants$47,789
VIII-1f All other contributions, gifts and grants$578,083
VIII-1g Noncash contributions (included above)$956
VIII-1h Total contributions, gifts and grants$692,304
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $38,152$38,152
VIII-3 Investment incomeExcluded from tax $21,565$21,565
VIII-6 Net rental income or lossExcluded from tax $117,170$117,170
VIII-7 Net gain or loss on sales of assetsExcluded from tax $306,176$306,176
VIII-8 Net income from fundraising eventsExcluded from tax −$5,524−$5,524
VIII-12 Total revenueRelated to mission $38,152 · Unrelated business $0 · Excluded from tax $441,567$1,172,023
Part IX · Statement of functional expenses $519,323 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $190,312$190,312
IX-2 Grants to domestic individualsPrograms $13,300$13,300
IX-5 Pay of current officers, directors and key staffPrograms $26,434 · Management $44,057 · Fundraising $17,623$88,114
IX-7 Other salaries and wagesPrograms $74,595 · Management $14,586 · Fundraising $13,024$102,205
IX-9 Other employee benefitsPrograms $8,884$8,884
IX-11a Management feesPrograms $14,621 · Management $14,622$29,243
IX-11c Accounting feesManagement $7,065$7,065
IX-11f Investment management feesManagement $14,908$14,908
IX-11g Other fees for servicesManagement $3,589$3,589
IX-12 Advertising and promotionFundraising $19,284$19,284
IX-13 Office expensesPrograms $11,534 · Management $7,604 · Fundraising $4,003$23,141
IX-14 Information technologyPrograms $2,106 · Management $1,389 · Fundraising $731$4,226
IX-17 TravelPrograms $629 · Management $415 · Fundraising $219$1,263
IX-22 Depreciation, depletion and amortizationPrograms $5,031 · Management $3,317 · Fundraising $1,746$10,094
IX-23 InsurancePrograms $747 · Management $492 · Fundraising $259$1,498
IX-24 Other expenses (24a–d)Programs $1,990 · Management $135 · Fundraising $72$2,197
IX-25 Total functional expensesPrograms $350,183 · Management $112,179 · Fundraising $56,961$519,323
Part X · Balance sheet $8,090,595 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $300$687
X-3 Pledges and grants receivableStart of year $508$0
X-10c Land, buildings and equipment, netStart of year $262,380$252,286
X-11 Publicly traded securitiesStart of year $1,879,784$1,874,104
X-12 Other securitiesStart of year $4,323,710$5,926,827
X-15 Other assetsStart of year $18,680$36,691
X-16 Total assetsStart of year $6,485,362$8,090,595
X-17 Accounts payable and accrued expensesStart of year $4,932$6,205
X-18 Grants payable$20,205
X-19 Deferred revenueStart of year $40,140$49,510
X-26 Total liabilitiesStart of year $45,072$75,920
X-27 Net assets without donor restrictionsStart of year $6,439,782$8,014,675
X-28 Net assets with donor restrictionsStart of year $508$0
X-32 Total net assets or fund balancesStart of year $6,440,290$8,014,675
X-33 Total liabilities and net assetsStart of year $6,485,362$8,090,595
Part XI · Reconciliation of net assets $8,014,675 net assets at year end
XI-1 Total revenue$1,172,023
XI-2 Total expenses$519,323
XI-3 Revenue less expenses$652,700
XI-4 Net assets at start of year$6,440,290
XI-5 Net unrealized gains (losses) on investments$915,937
XI-9 Other changes in net assets$5,748
XI-10 Net assets at end of year$8,014,675

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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