Upper Arlington Education Foundation

Analysis

Upper Arlington Education Foundation is a registered charity in United States, based in Columbus, OH. It received its IRS tax-exemption ruling in February 1986, 40 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Upper Arlington Education Foundation reported income of $551k and spending of $442k, spending 80% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $429k to $551k (+28%), an average of +6.4% a year. The sharpest change came in the year to December 2023, when income rose by 580%. Over the whole period it spent 77% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Upper Arlington Education Foundation sits at the 74th percentile: it is larger than about 74% of them. Against every charity in United States with reported income it ranks in the 72nd percentile, and in the 72nd percentile within OH. Charities of a similar size with the same main cause include Wyoming Delta Dental Foundation ($551k), Baltimore Jewish Eldercare Foundation Inc ($552k) and Leadership Broward Foundation Inc ($550k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 87% of the total. Compensation of current officers, directors and key employees was $90k (20% of expenses). Other salaries and wages came to $86k. At year end it held assets of $3.2m against liabilities of $0, net assets of $3.2m. It reported 4 employees.