Civic Intelligence

Coyote Creek Learning Fund

990 • Fiscal year 2018 • EIN 02-0740700

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

8700 North Gale Ridge RdSan Ramon, CA 94582

(925) 735-1183

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$164,784

Down $126,441 (-43%) from 2017

Net Assets

Down

$164,784

Down $126,441 (-43%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$380,559

Up $72,445 (+24%) from 2017

Expenses

Up

$507,000

Up $209,210 (+70%) from 2017

Net Income

Down

-$126,441

Down $136,765 (-1325%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $362,372Liabilities 2011: $0Net Assets 2011: $362,3722011Assets 2012: $371,651Liabilities 2012: $0Net Assets 2012: $371,6512012Assets 2013: $228,576Liabilities 2013: $0Net Assets 2013: $228,5762013Assets 2014: $262,868Liabilities 2014: $0Net Assets 2014: $262,8682014Assets 2015: $282,840Liabilities 2015: $0Net Assets 2015: $282,8402015Assets 2016: $280,901Liabilities 2016: $0Net Assets 2016: $280,9012016Assets 2017: $291,225Liabilities 2017: $0Net Assets 2017: $291,2252017Assets 2018: $164,784Liabilities 2018: $0Net Assets 2018: $164,7842018Assets 2019: $146,163Liabilities 2019: $0Net Assets 2019: $146,1632019Assets 2020: $224,042Liabilities 2020: $0Net Assets 2020: $224,0422020Assets 2021: $181,281Liabilities 2021: $0Net Assets 2021: $181,2812021Assets 2022: $315,762Liabilities 2022: $0Net Assets 2022: $315,7622022Assets 2023: $394,086Liabilities 2023: $0Net Assets 2023: $394,0862023Assets 2024: $488,498Liabilities 2024: $0Net Assets 2024: $488,4982024

Highlighted filing

2018

Assets$164,784
Liabilities$0
Net Assets$164,784

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $394,373Expenses 2011: $424,469Net Income 2011: -$30,0962011Revenue 2012: $396,622Expenses 2012: $387,343Net Income 2012: $9,2792012Revenue 2013: $340,139Expenses 2013: $514,388Net Income 2013: -$174,2492013Revenue 2014: $333,911Expenses 2014: $268,182Net Income 2014: $65,7292014Revenue 2015: $298,893Expenses 2015: $278,921Net Income 2015: $19,9722015Revenue 2016: $333,385Expenses 2016: $335,324Net Income 2016: -$1,9392016Revenue 2017: $308,114Expenses 2017: $297,790Net Income 2017: $10,3242017Revenue 2018: $380,559Expenses 2018: $507,000Net Income 2018: -$126,4412018Revenue 2019: $374,725Expenses 2019: $393,346Net Income 2019: -$18,6212019Revenue 2020: $414,193Expenses 2020: $336,314Net Income 2020: $77,8792020Revenue 2021: $232,189Expenses 2021: $274,950Net Income 2021: -$42,7612021Revenue 2022: $357,296Expenses 2022: $223,015Net Income 2022: $134,2812022Revenue 2023: $283,282Expenses 2023: $205,079Net Income 2023: $78,2032023Revenue 2024: $302,401Expenses 2024: $224,767Net Income 2024: $77,6342024

Highlighted filing

2018

Revenue$380,559
Expenses$507,000
Net Income-$126,441
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$406,422
Mission and Program Overview

Mission

Coyote Creek Learning Fund, an affiliate of the San Ramon Valley Education Fovindation, is a nonprofit organization dedicated to raising funds to help maintain and enhance the quality of education at Coyote Creek Elementary School ("School") through the collaboration of parents, educators, the School's Site Council, and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$291,225$114,010▼ $177,215
Savings and Temporary Cash Investments-$50,774-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$291,225$164,784▼ $126,441
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$291,225$164,784▼ $126,441
Total Net Assets Fund Balance$291,225$164,784▼ $126,441
Total Liabilities and Net Assets / Fund Balance$291,225$164,784▼ $126,441
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancy PhelpsPresident
Hina FarooqVice President
Carrie LaMarcheDirector
Vaishali ChokshiDirector
Karen YoungCertificated
Stephanie PrestonClassified Rep
Asad RizviFinancial Secty
William AlpertPrincipal
Shadee DastmalchiPTA Rep
Danica WooSecretary
Leona LamSite Council
Hans StarksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$353,961
Program Service Revenue
$2,020
Investment Income
$5
Other Revenue
$24,573
All Other Contributions
$353,961
Change in Net Assets
$-126,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$462,879
Other Expenses$44,121
Total Fundraising Expense$3,170
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$462,879--$462,879
Other Expenses$6,107$7,823$3,170$3,170
All Other Expenses$1,314$85-$1,399
Insurance-$417-$417
Office Expenses-$400-$400
Fees for Services Accounting-$80-$80
Total Functional Expenses$495,025$8,805$3,170$507,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SrvusdDanville, CA-School Support$372,739
Coyote Creek ElementarySan Ramon, CA-School Support$85,525
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,436
Fundraising Direct Expenses$25,863
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$50,436$50,436$25,863$24,573
Total Events$50,436$50,436$25,863$24,573
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is prepared by the tax preparer and a draft of the return is given to the Board members for review. Once approved, the returns are finalized by the tax prepared and sent to the Board for signatures and filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the organization's governing documents, financial statements and other legalfilings are maintained in a secure environment and held available for inspection bytax authorities and the general public. Tax returns are posted annually towww.guidestar.org (where they are available for viewing as electronic copies) and are also available at the school in san ramon, california (for a physical inspection).

Filing and Contact Details

Filer

Filer Name
Coyote Creek Learning Fund
EIN
02-0740700
Phone
9257351183
Address
8700 North Gale Ridge Rd, San Ramon, CA 94582

Signing Officer

Name
Hans Starks
Title
Treasurer
Phone
9257351183
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Phelps
Formed
2012
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Fund-A-Need
IRS990/OtherExpensesGrp/Desc1Bank & Paypal Fees
IRS990/OtherExpensesGrp/Desc2Fun Run
IRS990/OtherExpensesGrp/Desc3CCLF Marketing
IRS990/OtherExpensesGrp/FundraisingAmt03170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07823
IRS990/OtherExpensesGrp/ProgramServicesAmt024725
IRS990/OtherExpensesGrp/ProgramServicesAmt16107
IRS990/OtherExpensesGrp/TotalAmt024725
IRS990/OtherExpensesGrp/TotalAmt17823
IRS990/OtherExpensesGrp/TotalAmt26107
IRS990/OtherExpensesGrp/TotalAmt33170
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Nancy Phelps
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Marquee
IRS990/ProgramServiceRevenueGrp/Desc1Movie Night
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01160
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1860
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01160
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1860
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0231364
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0282117
IRS990/PYInvestmentIncomeAmt07
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt015673
IRS990/PYOtherRevenueAmt076743
IRS990/PYRevenuesLessExpensesAmt010324
IRS990/PYTotalExpensesAmt0297790
IRS990/PYTotalRevenueAmt0308114
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-126441
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02020
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050774
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0353961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0231364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0206203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0233836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0267391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01292755
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0174
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0127104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0387628
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0174
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0342
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt01680383
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0406417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0308107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0333307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0298815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0333737
IRS990ScheduleA/Total509Grp/TotalAmt01680383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0406422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0308114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0333385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0298893
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0333911
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01680725
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025863
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050436
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024573
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025863
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025863
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt085525
IRS990ScheduleI/RecipientTable/CashGrantAmt1372739
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0School Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1School Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Coyote Creek Elementary
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SRVUSD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08700 North Gale Ridge Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1699 Old Orchard Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Ramon
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Danville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094582
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194526

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$3.02$2.25$0.78
2023Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$2.83$2.05$0.78
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$3.57$2.23$1.34
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$2.32$2.75$0.43
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$4.14$3.36$0.78
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$3.75$3.93$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$3.81$5.07$1.26
2017Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$3.08$2.98$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$3.33$3.35$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$2.99$2.79$0.20
2014Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$3.34$2.68$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$3.40$5.14$1.74
2012Summary only. Only limited summary data is available for this year.$3.72$0.00$3.72$3.97$3.87$0.09
2011Summary only. Only limited summary data is available for this year.$3.62$0.00$3.62$3.94$4.24$0.30