The Foliocollaborative believes in inspiring informed conversations for growth to improve the quality of professional development and performance evaluation in educational institutions.

501(c)(3) charity; gifts are tax-deductible.
48¢ of each $1 spent went to programs.
$414K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $93K a year · 7% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
48%
of spending
Concern: 48% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$414K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+5% vs prior year
Spent
$1.5M
To programs
48%
Net assets
$334K
By yearFY2020–FY2025
Revenue
$1.5M
FY2024▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.2M
FY2022$1.4M
FY2023$1.4M
FY2024$1.5M
FY2025$1.1M
Expenses
$1.5M
FY2024▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.6M
FY2021$1.6M
FY2022$1.3M
FY2023$1.3M
FY2024$1.5M
FY2025$1.2M
Net assets
$334K
FY2024▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$553K
FY2021$71K
FY2022$190K
FY2023$316K
FY2024$334K
FY2025$266K

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2014.

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

Where the money goes

48 cents of each dollar spent went to programs.

Program services 48% · $706K Management & general 52% · $750K

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

10 people listed on the 990; $414K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$184,756Pt VII · Sec A
Director of School Success
$115,883Pt VII · Sec A
VP of Operations
$113,846Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

9 Meredith Monk’s $178K as Executive Director is at the 76th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Meredith Monk—$184,756$177,827$176,018$168,305$162,500
9 Meredith Monk$178,293—————
8 Jessica Wilson$147,107—————
Carrey Fetting-Smith—$115,883————
Jessica Wilson—$113,846————
11melissa Fast$101,019—————
10elizabeth Komheier$47,219—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 15aNo

Programs and updates

Inspires informed conversations to improve professional development and performance evaluations in schools.

Questions for Foliocollaborative INC

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Provided by the organization

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1 program · $706K · in their own filed words · FY2023
01

Development and implementation of software for evaluating teachers and administrators of independent schools, including training technical support.

$706Kprogram expense

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$303
Other incomeLn 4–11$210
Money outPt IX
$1.5M
Ln 25
Programscol B$706K
Managementcol C$750K
Owns and owesPt X
$334K
net assets · Ln 32
Cash and savingsLn 1–2$334K
Total assetsLn 16$334K
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$303
Other incomeLn 4–11$210
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$35K
SavingsLn 2$300K
Cash and savings togetherLn 1–2$334K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$334K
LiabilitiesLn 26$0
Net assetsLn 32$334K
OperationsPt I, VI
EmployeesI 58
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$323K$334K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$323K$334K
LiabilitiesLn 26$7K$0
Net assetsLn 32$316K$334K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$194K$53K$141K
Other salaries and wagesLn 7$572K$141K$431K
Other employee benefitsLn 9$55K$22K$33K
Payroll taxesLn 10$59K$15K$44K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$11K$11K
Other fees for servicesLn 11g$305K$284K$21K
Advertising and promotionLn 12$4K$313$4K
Office expensesLn 13$11K$880$10K
Information technologyLn 14$52K$33K$19K
RoyaltiesLn 15$137K$137K
OccupancyLn 16$4K$4K
TravelLn 17$973$720$253
Conferences, conventions and meetingsLn 19$26K$12K$14K
InsuranceLn 23$4K$2K$2K
Other expenses (24a–d)Ln 24$15K$4K$10K
Total functional expensesLn 25$1.5M$706K$750K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.1M$1.2M−$69K$266K 990 PDF
FY2024 Viewing $1.5M$1.5M$19K$334K 990 PDF
FY2023 $1.4M$1.3M$126K$316K 990 PDF
FY2022 $1.4M$1.3M$119K$190K 990 PDF
FY2021 $1.2M$1.6M−$482K$71K 990 PDF
FY2020 $1.3M$1.6M−$274K$553K 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 J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,474,544 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,000$0
I-9 Program service revenuePrior year $1,398,949$1,474,031
I-10 Investment incomePrior year $255$303
I-11 Other revenuePrior year $0$210
I-12 Total revenuePrior year $1,404,204$1,474,544
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $689,685$880,596
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $588,556$575,300
I-18 Total expensesPrior year $1,278,241$1,455,896
I-19 Revenue less expensesPrior year $125,963$18,648
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,474,544 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,474,031$1,474,031
VIII-3 Investment incomeExcluded from tax $303$303
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $210$210
VIII-12 Total revenueRelated to mission $1,474,031 · Unrelated business $0 · Excluded from tax $513$1,474,544
Part IX · Statement of functional expenses $1,455,896 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $53,050 · Management $140,811$193,861
IX-7 Other salaries and wagesPrograms $141,079 · Management $431,265$572,344
IX-9 Other employee benefitsPrograms $22,011 · Management $33,045$55,056
IX-10 Payroll taxesPrograms $15,124 · Management $44,211$59,335
IX-11b Legal feesManagement $3,879$3,879
IX-11c Accounting feesManagement $11,133$11,133
IX-11g Other fees for servicesPrograms $283,860 · Management $20,875$304,735
IX-12 Advertising and promotionPrograms $313 · Management $3,847$4,160
IX-13 Office expensesPrograms $880 · Management $10,341$11,221
IX-14 Information technologyPrograms $33,347 · Management $18,975$52,322
IX-15 RoyaltiesPrograms $137,130$137,130
IX-16 OccupancyManagement $4,335$4,335
IX-17 TravelPrograms $720 · Management $253$973
IX-19 Conferences, conventions and meetingsPrograms $12,082 · Management $14,020$26,102
IX-23 InsurancePrograms $2,004 · Management $2,468$4,472
IX-24 Other expenses (24a–d)Programs $4,459 · Management $10,379$14,838
IX-25 Total functional expensesPrograms $706,059 · Management $749,837 · Fundraising $0$1,455,896
Part X · Balance sheet $334,215 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $52,026$34,693
X-2 Savings and temporary cash investmentsStart of year $271,219$299,522
X-10c Land, buildings and equipment, netStart of year $0$0
X-16 Total assetsStart of year $323,245$334,215
X-17 Accounts payable and accrued expensesStart of year $7,129$0
X-26 Total liabilitiesStart of year $7,129$0
X-27 Net assets without donor restrictionsStart of year $316,116$334,215
X-32 Total net assets or fund balancesStart of year $316,116$334,215
X-33 Total liabilities and net assetsStart of year $323,245$334,215
Part XI · Reconciliation of net assets $334,215 net assets at year end
XI-1 Total revenue$1,474,544
XI-2 Total expenses$1,455,896
XI-3 Revenue less expenses$18,648
XI-4 Net assets at start of year$316,116
XI-8 Prior period adjustments−$549
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$334,215

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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