Nonprofit · EIN 31-1156964
UPPER ARLINGTON EDUCATION FOUNDATION
Tax-exempt · COLUMBUS, OH 43221
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $634,260 | $474,537 | $159,723 | $3,565,530 | $0 | $3,565,530 |
| December 31, 2023 | 990 | $551,001 | $441,981 | $109,020 | $3,199,240 | $0 | $3,199,240 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $467,083
- Program service revenue
- $0
- Investment income
- $131,524
- Net gain from sales of assets
- $34,559
- Net income from fundraising events
- $35,653
- Other revenue
- $35,653
Expenses
- Grants and similar amounts paid
- $171,061
- Compensation of officers, directors and key employees
- $94,800
- Other salaries and wages
- $109,396
- Salaries, compensation and benefits (total)
- $225,971
- Professional fundraising fees
- $0
- Accounting fees
- $6,340
- Program services (functional)
- $380,323
- Management and general (functional)
- $79,493
- Fundraising (functional)
- $14,721
Balance sheet and other
- Total assets, start of year
- $3,199,240
- Total assets, end of year
- $3,565,530
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,565,530
- Publicly traded securities
- $2,788,034
- Net assets without donor restrictions
- $847,692
- Net assets with donor restrictions
- $2,717,838
- Gross receipts
- $1,305,977
- Employees
- 4
- Volunteers
- 38
- Year formed
- 1985
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALICE FINLEY | EXECUTIVE DI Officer | 40 | $94,800 |
| BLAIR ADAMS | TRUSTEE Trustee or director | 1 | $0 |
| LINDSAY BENNETT | TEACHER/ TRU Trustee or director | 1 | $0 |
| KATHLEEN COUGHLIN | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER DUFFY | TRUSTEE Trustee or director | 1 | $0 |
| DAVID FAURE | TRUSTEE Trustee or director | 1 | $0 |
| NICOLAS FORTKAMP | TRUSTEE Trustee or director | 1 | $0 |
| RUSS GOLOWIN | TRUSTEE Trustee or director | 1 | $0 |
| ANNE HOUSER | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT BOB HUNT | EX OFFICIO Trustee or director | 1 | $0 |
| BRANDEN JOE | TRUSTEE Trustee or director | 1 | $0 |
| TONY MACALUSO | TRUSTEE Trustee or director | 1 | $0 |
| BETH MAISENBACHER | TRUSTEE Trustee or director | 1 | $0 |
| MANDY MARKOFF | TRUSTEE Trustee or director | 1 | $0 |
| SAM MCCOY | TREASURER Trustee or director, Officer | 1 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNY MCKENNA | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER OVERMYER | TRUSTEE Trustee or director | 1 | $0 |
| JON PARKER-JONES | TEACHER/ TRU Trustee or director | 1 | $0 |
| MITVA PATEL | TRUSTEE Trustee or director, Officer | 1 | $0 |
| MATT PETERSEN | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| MEGAN SAYRES | TRUSTEE Trustee or director | 1 | $0 |
| JEFF SCHOENHERR | TRUSTEE Trustee or director | 1 | $0 |
| SPENCER SMITH | TEACHER/ TRU Trustee or director | 1 | $0 |
| MATT STOUT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALICE FINLEY | EXECUTIVE DI Officer | 40 | $90,086 |
| MITVA PATEL | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| SAM MCCOY | TREASURER Trustee or director, Officer | 1 | $0 |
| JENNIFER OVERMYER | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER DUFFY | TRUSTEE Trustee or director | 1 | $0 |
| DAVID FAURE | TRUSTEE Trustee or director | 1 | $0 |
| CATHERINE KENNEDY | TRUSTEE Trustee or director | 1 | $0 |
| JEFF SCHOENHERR | TRUSTEE Trustee or director | 1 | $0 |
| JANA TICE | TRUSTEE Trustee or director | 1 | $0 |
| MATT PETERSEN | TRUSTEE Trustee or director | 1 | $0 |
| NIC FORTKAMP | TRUSTEE Trustee or director | 1 | $0 |
| TONY MACALUSO | TRUSTEE Trustee or director | 1 | $0 |
| JENNY MCKENNA | TRUSTEE Trustee or director | 1 | $0 |
| LOUIS SAUTER | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN COUGHLIN | TRUSTEE Trustee or director | 1 | $0 |
| ANNE HOUSER | TRUSTEE Trustee or director | 1 | $0 |
| BRANDEN JOE | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1619 ZOLLINGER RD, COLUMBUS, OH 43221-2905
- In care of
- % SUPERINTENDENT OF SCHOOLS
- Principal officer (990 for 2024)
- ALICE FINLEY, 1619 ZOLLINGER ROAD, COLUMBUS, OH 43221
- Signed the 990
- ALICE FINLEY, EXECUTIVE DIRECTOR
- Phone
- (614) 487-5007
- Return prepared by
- ARVO ADVISORS INC
Mission
THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES.
Program accomplishments
- THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES. INCLUDES SUPPLIES AND EQUIPMENT, SCHOLARSHIPS, AND OTHER EDUCATION MATERIALS FOR VARIOUS EDUCATION PROGRAMS WITH THE SCHOOL.Expenses $354,130 · grants $152,161 · revenue $131,524
- ALUMNI ASSOCIATION FOR THE UPPER ARLINGTON SCHOOL - PROVIDES A NETWORK FOR FORMER STUDENTS TO KEEP UP TO DATE WITH ACTIVITIES AND ACCOMPLISHMENTS OF THE SCHOOL AND ALUMNI. ACCOMPLISHMENTS INCLUDE WEBSITE AND REUNIONS.Expenses $7,293
- PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION.Expenses $18,900 · grants $18,900
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1156964
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $3,565,530
- Income (IRS master file)
- $1,305,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $634,260 | $474,537 | $3,565,530 | XML |
| 990 | December 2023 | $551,001 | $441,981 | $3,199,240 | XML |
| 990 | December 2022 | $81,030 | $373,786 | $2,798,882 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1156964).
Questions about UPPER ARLINGTON EDUCATION FOUNDATION
- What is the EIN of UPPER ARLINGTON EDUCATION FOUNDATION?
- The employer identification number (EIN) of UPPER ARLINGTON EDUCATION FOUNDATION is 31-1156964.
- Is UPPER ARLINGTON EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to UPPER ARLINGTON EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPPER ARLINGTON EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPPER ARLINGTON EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER ARLINGTON EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UPPER ARLINGTON EDUCATION FOUNDATION?
- The 990 for the year ended December 31, 2024 names ALICE FINLEY.
- Who are the officers and directors of UPPER ARLINGTON EDUCATION FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 24 people; 1 received compensation from the organization, the highest $94,800 (ALICE FINLEY, EXECUTIVE DI).
- How much revenue does UPPER ARLINGTON EDUCATION FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $634,260, expenses of $474,537 and total assets of $3,565,530 at year end.
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