Form 990 for tax year 2023
Filed by UNION SCHOOLS EDUCATION FOUNDATION INC.
Totals
- Total revenue
- $1,515,132
- Total expenses
- $1,305,908
- Contributions and grants received
- $1,079,719
- Grants paid
- $1,157,727
- Program service revenue
- $0
- Investment income
- $96,994
- Other revenue
- $338,419
- Total assets, end of year
- $4,331,071
- Total liabilities, end of year
- $7,867
- Net assets or fund balances, end of year
- $4,323,204
- Program services expenses (Part IX)
- $1,181,284
- Management and general expenses
- $64,904
- Fundraising expenses
- $59,720
- Program service expenses (Part III)
- $1,181,284
Program services were 90.5% 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.
-
1f · All other contributions, gifts and grants
$1,079,719
-
3 · Investment income
total $69,584 · excluded $69,584
-
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 $691,206
-
7b · Less cost or other basis and sales expenses
securities $663,796
-
7c · Gain or loss
securities $27,410
-
7d · Net gain or loss
total $27,410 · related or exempt $27,410
-
8a · Fundraising events: gross income
$403,887
-
8b · Fundraising events: direct expenses
$91,725
-
8c · Net income from fundraising events
total $312,162
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous Income
total $26,257 · related or exempt $26,257
-
11e · Other revenue, total
$26,257
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,149,815 · program services $1,149,815
-
2 · Grants to domestic individuals
total $7,912 · program services $7,912
-
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 $80,000 · program services $20,000 · management and general $20,000 · fundraising $40,000
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $5,530 · program services $1,446 · management and general $1,446 · fundraising $2,638
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $351 · program services $88 · management and general $87 · fundraising $176
-
10 · Payroll taxes
total $8,092 · program services $2,023 · management and general $2,023 · fundraising $4,046
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $11,951 · management and general $11,951
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $13,909 · management and general $13,909
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $164 · management and general $164
-
13 · Office expenses
total $1,994 · management and general $1,994
-
14 · Information technology
total $7,656 · management and general $7,656
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $972 · management and general $972
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $2,003 · management and general $2,003
-
24a · Other expenses: In-Kind Expenses
total $12,860 · fundraising $12,860
-
24b · Other expenses: Meals & Entertainment
total $868 · management and general $868
-
24c · Other expenses: Printing and Publications
total $857 · management and general $857
-
24d · Other expenses: Bank/Credit Card Fees
total $679 · management and general $679
-
24e · All other expenses
total $295 · management and general $295
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $1,255,737 · end of year $1,234,657
-
3 · Pledges and grants receivable
beginning of year $240,000 · end of year $160,000
-
4 · Accounts receivable
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
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,351,721 · end of year $2,936,414
-
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 $7,867
-
27 · Net assets without donor restrictions
beginning of year $2,929,181 · end of year $3,435,449
-
28 · Net assets with donor restrictions
beginning of year $918,277 · end of year $887,755
Mission and programs · 2023
Mission
TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION school PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT.
-
Grants to classroom instructors to fund creative teaching methods:materials to benefit union district students
Expenses $1,149,815
-
Other Program related expenses.
Expenses $23,557
-
Scholarships
Expenses $7,912
As filed on the 2023 return.
Listed in Part VII
-
Shea Ludwig
Executive Dir.
- Total calculated
- $80,000
- From this org
- $80,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Jay Flemming
President
- Total calculated
- $0
- Hours/week
- 4
-
Rebecca Gray
Trustee
- Total calculated
- $0
- Hours/week
- 4
-
Brett Benge
Vice President
- Total calculated
- $0
- Hours/week
- 4
-
Nikhil Kawlra
Secretary
- Total calculated
- $0
- Hours/week
- 4
-
Steve Zenthoefer
Treasurer
- Total calculated
- $0
- Hours/week
- 4
-
Steve Click
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Heather Andrew
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Christina Barnaby
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Greg Boudreau
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lyndsey Reyes
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sandy Calvin
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dr John Federline
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Guy Fortney
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Brianna Hawkins
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dr Kirt Hartzler
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ashley Madewell
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kristin Moore
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Chris Payne
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Joey Reyes
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Benjamin Reynolds
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kulsum Siddiqui
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Tracy Weese
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lindsay White
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Amanda Murphy
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Darren Burns
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth Moore
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Josie Starnella
Trustee
- 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.
Grants on this return
-
Union Public Schools
$1,149,815
Teacher and Program Grants
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521359349307542
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