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Educational Reform Foundation FY2022 filing

Tax-deductible

N Salt Lake, UT501(c)(3)EducationEIN 87-0397921

To implement school reform programs by providing funds, assistance, and advice to schools and school districts, the state office of education, and contractors working with those entities.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · 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
5 of 6
filings with a surplus
Average surplus $248K a year · 87% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: -181.8 months of spending in cash; under 2 weeks.
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
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$62K
+37% vs prior year
Spent
$31K
To programs
80%
Net assets
$598K
By yearFY2020–FY2025
Revenue
$62K
FY2022▲ +37%
Revenue by fiscal year
FY2020$55K
FY2021$45K
FY2022$62K
FY2023$245K
FY2024$26K
FY2025$1.3M
Expenses
$31K
FY2022▲ +569%
Expenses by fiscal year
FY2020$159K
FY2021$5K
FY2022$31K
FY2023$23K
FY2024$0
FY2025$0
Net assets
$598K
FY2022▲ +5%
Net assets by fiscal year
FY2020$527K
FY2021$568K
FY2022$598K
FY2023$820K
FY2024$846K
FY2025$2.1M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2022 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 Feb 1988.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $25K Management & general 20% · $6K

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

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Diana L Dougan
Chairman/President/Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Micki Rosemann
Secretary/Treasurer
$0Pt VII · Sec A
See Educational Reform Foundation 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 15aNo

Programs and updates

Improves schools through funding, assistance, and advice for reform programs.

Provided by the organization

This section is blank until Educational Reform Foundation claims this page.

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1 program service account for $25K of program spending, described in the organization's own filed words · FY2021.
01

Grant to turnaround schools for training teachers, administrators, and district personnel in educational reform and thought leadership in select schools in selected school districts.

$25Kprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $176K · 2019–2021
University of UtahUT · FY2021$25,000
Uva Darden School FoundationFY2019$151,000

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$62K
Ln 12
Investment incomeLn 3$61K
Other incomeLn 4–11$850
Money outPt IX
$31K
Ln 25
Programscol B$25K
Managementcol C$6K
Owns and owesPt X
$598K
net assets · Ln 32
Cash and savingsLn 1–2−$471K
Total assetsLn 16$598K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$61K
Other incomeLn 4–11$850
Gains on assetsLn 7$38K
Total revenueLn 12$62K
Assets in detailPt X, end of year
SavingsLn 2−$471K
Cash and savings togetherLn 1–2−$471K
InvestmentsLn 11–13$1.1M
Total assetsLn 16$598K
LiabilitiesLn 26$0
Net assetsLn 32$598K
OperationsPt I, VI
EmployeesI 50
VolunteersI 64
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2−$455K−$471K
InvestmentsLn 11–13$1.0M$1.1M
Total assetsLn 16$568K$598K
LiabilitiesLn 26$0$0
Net assetsLn 32$568K$598K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$25K$25K
Accounting feesLn 11c$825$825
InterestLn 20$5K$5K
Total functional expensesLn 25$31K$25K$6K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.3M$0$1.3M$2.1M 990 PDF
FY2024 $26K$0$26K$846K 990 PDF
FY2023 $245K$23K$222K$820K 990 PDF
FY2022 Viewing $62K$31K$31K$598K 990 PDF
FY2021 $45K$5K$40K$568K 990 PDF
FY2020 $55K$159K−$104K$527K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $61,870 across 4 lines filed
VIII-3 Investment incomeExcluded from tax $23,186$23,186
VIII-7 Net gain or loss on sales of assetsExcluded from tax $37,834$37,834
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $850$850
VIII-12 Total revenueRelated to mission $850 · Unrelated business $0 · Excluded from tax $61,020$61,870
Part IX · Statement of functional expenses $31,119 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $25,000$25,000
IX-11c Accounting feesManagement $825$825
IX-20 InterestManagement $5,294$5,294
IX-25 Total functional expensesPrograms $25,000 · Management $6,119 · Fundraising $0$31,119
Part X · Balance sheet $598,402 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year −$454,593−$471,356
X-12 Other securitiesStart of year $1,022,243$1,069,758
X-16 Total assetsStart of year $567,651$598,402
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $567,651$598,402
X-33 Total liabilities and net assetsStart of year $567,651$598,402
Part XI · Reconciliation of net assets $598,402 net assets at year end
XI-1 Total revenue$61,870
XI-2 Total expenses$31,119
XI-3 Revenue less expenses$30,751
XI-4 Net assets at start of year$567,651
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$598,402

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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