Gilbert Education Foundation Inc

Nonprofit profile at a glance

EIN
861023126
IRS 990 coverage
2018–2025
Forms available
Form 990 2025, Form 990-EZ 2019
Location
Gilbert, AZ, USA
Phone
4802395117
Rating
87
Verdict
STRONG
Rating confidence
Standard
Sector
Scholarships, Student Financial Aid Services, Awards

Official website

Reported finances

Revenue
$271,017
Expenses
$304,816
Assets
$410,921
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • Lori Gauna (President)

People named in this filing

  • Lori Gauna (President)
  • Serena English (Secretary)
  • Kim McAlevy (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the Gilbert Education Foundation is to enrich, support and promote innovation for the students and teachers of the Gilbert School District.

What it reported doing in 2025

Scholarship and Varsity Letter in Volunteerism Program(s): Our Scholarship and Varsity Letter in Volunteerism Programs are dedicated to supporting the educational aspirations of high school seniors and fostering a culture of community service among students in the Gilbert Public School District (GPS). Scholarships are awarded to high school seniors, enabling them to pursue higher education or vocational training. Additionally, we provide funding for educators professional development, ensuring they have the resources they need to excel in their roles. The foundation actively raises funds to support scholarships and manages donor scholarships, offering individuals and organizations the opportunity to create a lasting legacy through the gift of education. The Varsity Letter in Volunteerism component of our program encourages GPS students in grades 9 through 12 to engage in community service. By volunteering their time, students not only contribute to the betterm

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
Distribution model
Member-benefit provider. The nonprofit used 69% of its reported program spending for member benefits.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 100
  • Accountability: 88
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.7%; rating input score 92
  • Program expense ratio: 81.2%; rating input score 81
  • Fundraising efficiency: $9.02 raised per $1 spent on fundraising; rating input score 35; 35th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -12.5%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 1.35; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: 12.5% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: 12.5% per year; rating input score 100; 75th percentile among comparable filings
  • Asset growth: 9% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 91.7% of revenue deployed · 81.2% of spending went to programs
  • Governance: 5 of 5 board members independent · 5 of 7 filing controls reported
  • Programs: 5 filed program accomplishments · $247K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 23 of 23 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 7 filing years from 2018 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 35/100.
  • High — Sustainability: Operating margin scored 17/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.