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Nonprofiteer
← PLANO ISD EDUCATION FOUNDATION

Form 990 for tax year 2022

Filed by PLANO ISD EDUCATION FOUNDATION.

Totals

Total revenue
$821,421
Total expenses
$1,000,687
Contributions and grants received
$865,813
Grants paid
$715,139
Program service revenue
$0
Investment income
$54,727
Other revenue
-$99,119
Total assets, end of year
$1,523,892
Total liabilities, end of year
$12,166
Net assets or fund balances, end of year
$1,511,726
Program services expenses (Part IX)
$780,612
Management and general expenses
$110,081
Fundraising expenses
$109,994
Program service expenses (Part III)
$780,612

Program services were 78.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $254,563

  • 1d · Related organizations

    $77,408

  • 1f · All other contributions, gifts and grants

    $533,842

  • 1g · Noncash contributions included above

    $73,186

  • 3 · Investment income

    total $32,829 · excluded $32,829

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $66,800

  • 7b · Less cost or other basis and sales expenses

    securities $44,902

  • 7c · Gain or loss

    securities $21,898

  • 7d · Net gain or loss

    total $21,898 · excluded $21,898

  • 8a · Fundraising events: gross income

    $61,172

  • 8a · Fundraising events: contributions included on line 1c

    $254,563

  • 8b · Fundraising events: direct expenses

    $160,291

  • 8c · Net income from fundraising events

    total -$99,119

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $674,008 · program services $674,008

  • 2 · Grants to domestic individuals

    total $41,131 · program services $41,131

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $171,780 · program services $51,534 · management and general $34,356 · fundraising $85,890

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $12,578 · management and general $12,578

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $6,099 · program services $6,099

  • 11g · Fees: other

    total $38,823 · program services $1,250 · management and general $33,503 · fundraising $4,070

  • 12 · Advertising and promotion

    total $1,813 · program services $1,813

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $10,970 · management and general $8,164 · fundraising $2,806

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $1,372 · management and general $1,372

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $3,425 · management and general $3,425

  • 24a · Other expenses: MISCELLANEOUS

    total $17,178 · program services $44 · management and general $8,393 · fundraising $8,741

  • 24b · Other expenses: Printing and Publications

    total $8,706 · program services $1,152 · management and general $996 · fundraising $6,558

  • 24c · Other expenses: BANK FEES

    total $7,965 · program services $3,027 · management and general $4,062 · fundraising $876

  • 24d · Other expenses: SUPPLIES

    total $2,569 · program services $554 · management and general $972 · fundraising $1,043

  • 24e · All other expenses

    total $2,270 · management and general $2,260 · fundraising $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $665,641 · end of year $214,388

  • 2 · Savings and temporary cash investments

    beginning of year $91,707 · end of year $11,775

  • 3 · Pledges and grants receivable

    beginning of year $107,546 · end of year $37,500

  • 4 · Accounts receivable

    beginning of year $5,965 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $48,259 · end of year $86,098

  • 9 · Prepaid expenses and deferred charges

    beginning of year $34,212 · end of year $11,250

  • 10a · Land, buildings and equipment: cost or other basis

    $6,736

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,736

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $709,133 · end of year $1,162,881

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    end of year $12,166

  • 27 · Net assets without donor restrictions

    beginning of year $690,813 · end of year $497,069

  • 28 · Net assets with donor restrictions

    beginning of year $971,650 · end of year $1,014,657

Mission and programs · 2022

Mission

Helping all students in Plano School District achieve their full potential by providing financial support to educators and academic programs.

  • Grants to Educators is a program where teachers are awarded grants to fund transformative methods in teaching and learning that will help classrooms serve the students of Plano ISD. Grants up to $2,000 can be given to single applicants or up to $3,500 for multi-campus grants. Grants can be for new technology, after-school programming, materials or student experiences. The Plano ISD Welcome and Enrollment Center is designed to help families navigate the enrollment and transfer process and remove barriers to education. These barriers can come in many forms, so the center connects families to community and state resources, hosts immunization clinics and helps with a variety of immediate needs. Plano ISD families may require assistance with immediate needs due to many factors including: living in transition, hardship, natural disaster, fire, loss of housing, job loss or any life-altering situation that may have occurred. The Welcome and Enrollment Center strives to remove as many of those barriers as possible to not only help support Plano ISD families, but to also ensure every Plano ISD student has access to an excellent education.5th-grade students, staff, and parent chaperones participate in. Around 3100 students are served each year. The program enhances the district's 5th Grade science curriculum. It provides students with a hands-on, authentic experience, that builds background knowledge as students are introduced to the Earth and Life Science Units in 5th Grade. Camp students are engaged in social, emotional, and academic skills while at camp. This authentic experience challenges students to think in different ways and they begin to see that nature can provide limitless learning opportunities. Scholarships are provided to students whose families would not be able to afford this experience for their student otherwise.

    Expenses $780,612 · Grants $715,139

As filed on the 2022 return.

Listed in Part VII

  • Brittnea Ussery

    Executive Dir.

    Total calculated
    $160,976
    From this org
    $0
    From related orgs
    $157,016
    Other
    $3,960
    Hours/week
    19 + 21 related

    Schedule J breakdown matched by us

    Base
    not reported + $149,696 related
    Bonus
    not reported + $7,320 related
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $3,960 related
    Filer's total
    not reported + $160,976 related

  • Jeff Beckley

    IMM PAST PRES.

    Total calculated
    $0
    Hours/week
    1

  • Missy Bender

    President

    Total calculated
    $0
    Hours/week
    1

  • Joshua Bourgeois

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Jean Callison

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeri Chambers

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harshal Chhaya

    ASST. SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Heather Coleman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tiffany Daykin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Frank Gallovich

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Hutchenrider Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Jamieson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lori Kirk-Rolley

    Director

    Total calculated
    $0
    Hours/week
    1

  • Elisa Klein

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tarrah Lantz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Albana Mansoor

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christina Mathis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jenna Maynard

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Tim McCoy

    Director

    Total calculated
    $0
    Hours/week
    1

  • Linda D Reece

    Director

    Total calculated
    $0
    Hours/week
    1

  • Melissa Senter

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dr Kristen Streater

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kelley Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • PLANO ISD

    n/a · GOVERNMENT UNIT · TX

    Directly controlled by na

Provenance

Return type
form_990
Tax year
2022
Filed
26 April 2024
IRS schema version
2022v5.0
Source object
202411179349301036

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