2024-11-13T15:44:17-05:00 2023-12-31 311401523 ARVO ADVISORS INC 1550 OLD HENDERSON ROAD STE 100 COLUMBUS OH 43220 990 2023-01-01 311156964 UPPER ARLINGTON EDUCATION FOUNDATION UPPE 6144875007 1619 ZOLLINGER ROAD COLUMBUS OH 43221 ALICE FINLEY EXECUTIVE DIRECTOR 6144875007 2024-11-13 true true MARK P MURPHY P00746633 6144593182 2024-11-13 2023 2024-10-15 13:58:12Z ATTN ALICE FINLEY MITVA PATEL 4602 HULL FARM LANE COLUMBUS OH 43220 4252115 false X WWW.UAEDUCATIONFOUNDATION.COM X 1985 OH THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES. 15 15 4 0 323533 480659 0 -287021 42492 44518 27850 81030 551001 157233 185618 0 156624 194865 0 9914 59929 61498 373786 441981 -292756 109020 2798882 3199240 100 0 2798782 3199240 THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES. false false 342098 167691 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. 10758 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. 17927 17927 PROVIDE SCHOLARSHIPS TO GRADUATES OF UPPER ARLINGTON CITY SCHOOLS TO ASSIST WITH COLLEGE TUITION. 370783 true true false false false false false false false false false false false false false false false false false false false false false false true false false true true false false false false false false false false false true false false false false false false false false true 5 0 4 true false false false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false X X ALICE FINLEY 6144875007 1619 ZOLLINGER ROAD COLUMBUS OH 43221 MITVA PATEL BOARD CHAIR 1.00 X X 0 0 0 SAM MCCOY TREASURER 1.00 X X 0 0 0 JENNIFER OVERMYER TRUSTEE 1.00 X 0 0 0 JENNIFER DUFFY TRUSTEE 1.00 X 0 0 0 DAVID FAURE TRUSTEE 1.00 X 0 0 0 CATHERINE KENNEDY TRUSTEE 1.00 X 0 0 0 JEFF SCHOENHERR TRUSTEE 1.00 X 0 0 0 JANA TICE TRUSTEE 1.00 X 0 0 0 MATT PETERSEN TRUSTEE 1.00 X 0 0 0 NIC FORTKAMP TRUSTEE 1.00 X 0 0 0 TONY MACALUSO TRUSTEE 1.00 X 0 0 0 JENNY MCKENNA TRUSTEE 1.00 X 0 0 0 LOUIS SAUTER TRUSTEE 1.00 X 0 0 0 KATHLEEN COUGHLIN TRUSTEE 1.00 X 0 0 0 ANNE HOUSER TRUSTEE 1.00 X 0 0 0 BRANDEN JOE TRUSTEE 1.00 X 0 0 0 ALICE FINLEY EXECUTIVE DI 40.00 X 90086 0 0 90086 false false false 96900 383759 157142 480659 78507 78507 3527603 8 3563626 -36023 8 -36015 -36015 165338 96900 137488 27850 27850 551001 42492 27850 167691 167691 17927 17927 90086 72069 14594 3423 85897 68718 13915 3264 4968 3974 805 189 13914 11131 2254 529 5219 1566 3653 13254 13254 5396 5396 4861 2430 2431 9450 9450 6860 6860 1940 1940 ALUMNI RELATIONS 7923 7923 DEVELOPMENT 5017 2508 2509 BANK CHARGES 1578 1578 441981 370783 61284 9914 474567 238001 204096 480117 2120219 2481122 2798882 3199240 100 100 0 X 1325697 1528348 1473085 1670892 2798782 3199240 2798882 3199240 109020 291438 X false false X 266316 333909 433253 323533 480659 1837670 266316 333909 433253 323533 480659 1837670 1837670 52176 22416 38452 49292 78508 240844 67266 16222 79576 44518 27850 235432 2313946 185412 0.79420 0.77000 X true false PART II, LINE 10 FUNDRAISER NET INCOME 235,432 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED BASH - DINNER A 262238 96900 165338 56512 31907 39310 700 9059 262238 96900 165338 56512 31907 39310 700 9059 137488 27850 true UPPER ARLINGTON CITY SCHOOLS 1619 ZOLLINGER ROAD UPPER ARLINGTON OH 43321 316401046 GOV 161323 BOOK NONE FUND SCHOOL PROGRAMS 1 1 SCHOLARSHIPS 16 17927 SCHEDULE I, PAGE 1, PART I, LINE 2 SEPARATE GRANT COMMITTEE THAT ACCEPTS ORIGINAL GRANT APPLICATION AND REQUESTS ADDITIONAL INFORMATION. GRANT COMMITTEE THEN PRESENTS TO THE BOARD OF TRUSTEES AND AD HOC MEMBERS FOR DISCUSSION AND FORMAL VOTE. X 3 STOCK MARKET VALUE X SILENT AUCTION 96 157142 SALES RECEIPTS FOOD & BEVERAGE SALES RECEIPTS false false false FORM 990, PAGE 6, PART VI, LINE 11B THE 990 TAX RETURN IS DISTRIBUTED TO THE FINANCE COMMITTEE FOR REVIEW AND COMMENT. THE FINANCE COMMITTEE THEN MAKES ITS RECOMMENDATION FOR ACCEPTANCE AND SIGNATURE. THE 990 RETURN IS AVAILABLE FOR ALL TRUSTEES TO REVIEW IN ADDITION TO A PUBLIC DISCLOSURE COPY THAT IS AVAILABLE FOR THE PUBLIC TO REVIEW AT THE FOUNDATION'S OFFICES. FORM 990, PAGE 6, PART VI, LINE 12C EVERY YEAR THE TRUSTEES AND OFFICERS OF THE CORPORATION MUST SIGN A CONFLICT OF INTEREST STATEMENT AND SUBMIT IT TO THE OFFICERS. THESE STATEMENTS ARE REVIEWED BY THE OFFICERS FOR ANY MATERIAL CONFLICTS THAT WOULD AFFECT THE ETHICAL OPERATIONS OF THE FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S JOB DESCRIPTION AND COMPENSATION ANNUALLY. AFTER THE REVIEW, COMPENSATION AND RELATED ISSUES ARE PRESENTED TO THE TRUSTEES FOR DISCUSSION AND A FORMAL VOTE. FORM 990, PAGE 6, PART VI, LINE 15B NO OTHER EMPLOYEES OR OFFICERS ARE COMPENSATED. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION DOES NOT MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIALS AVAILABLE TO THE GENERAL PUBLIC OTHER THAN THE REQUIRED INFORMATION FOR THE FORM 990 AND THE SUPPORTING SCHEDULES. THESE ARE AVAILABLE FOR INSPECTION AT THE FOUNDATION'S OFFICE DURING NORMAL BUSINESS HOURS. IN ADDITION, THE FORM 990 IS AVAILABLE AT GUIDESTAR.ORG.