Civic Intelligence

North County Education Foundation Inc.

990 • Fiscal year 2017 • EIN 04-3694280

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

Organization ProfileN/A
157 East Valley ParkwayEscondido, CA 92025

(760) 480-9845

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

100th percentile

$357,816

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 127.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$206,478

Up $35,313 (+21%) from 2016

Net Assets

Up

$203,426

Up $32,481 (+19%) from 2016

Liabilities

Up

$3,052

Up $2,832 (+1287%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin66th percentile

Revenue

Down

$280,911

Down $81,810 (-23%) from 2016

Expenses

Up

$248,430

Up $11,024 (+4.6%) from 2016

Net Income

Down

$32,481

Down $92,834 (-74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $73,020Liabilities 2011: $200,1102011Assets 2012: $47,707Liabilities 2012: $150,000Net Assets 2012: -$102,2932012Assets 2013: $39,420Liabilities 2013: $100,361Net Assets 2013: -$60,9412013Assets 2014: $72,391Liabilities 2014: $54,270Net Assets 2014: $18,1212014Assets 2015: $72,195Liabilities 2015: $26,565Net Assets 2015: $45,6302015Assets 2016: $171,165Liabilities 2016: $220Net Assets 2016: $170,9452016Assets 2017: $206,478Liabilities 2017: $3,052Net Assets 2017: $203,4262017Assets 2018: $291,690Liabilities 2018: $0Net Assets 2018: $291,6902018Assets 2019: $474,505Liabilities 2019: $679Net Assets 2019: $473,8262019Assets 2020: $868,678Liabilities 2020: $20Net Assets 2020: $868,6582020Assets 2021: $1,123,279Liabilities 2021: $0Net Assets 2021: $1,123,2792021Assets 2022: $1,275,358Liabilities 2022: $749Net Assets 2022: $1,274,6092022Assets 2023: $1,450,646Liabilities 2023: $8,395Net Assets 2023: $1,442,2512023Assets 2024: $1,699,928Liabilities 2024: $6,036Net Assets 2024: $1,693,8922024

Highlighted filing

2017

Assets$206,478
Liabilities$3,052
Net Assets$203,426
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$1.0M$500K$0Revenue 2011: $110,816Expenses 2011: $50,700Net Income 2011: $60,1162011Revenue 2012: $136,479Expenses 2012: $111,387Net Income 2012: $25,0922012Revenue 2013: $146,317Expenses 2013: $104,965Net Income 2013: $41,3522013Revenue 2014: $186,006Expenses 2014: $106,944Net Income 2014: $79,0622014Revenue 2015: $218,853Expenses 2015: $191,344Net Income 2015: $27,5092015Revenue 2016: $362,721Expenses 2016: $237,406Net Income 2016: $125,3152016Revenue 2017: $280,911Expenses 2017: $248,430Net Income 2017: $32,4812017Revenue 2018: $411,141Expenses 2018: $322,877Net Income 2018: $88,2642018Revenue 2019: $438,775Expenses 2019: $256,639Net Income 2019: $182,1362019Revenue 2020: $534,095Expenses 2020: $139,263Net Income 2020: $394,8322020Revenue 2021: $801,569Expenses 2021: $546,948Net Income 2021: $254,6212021Revenue 2022: $424,767Expenses 2022: $273,437Net Income 2022: $151,3302022Revenue 2023: $791,286Expenses 2023: $672,594Net Income 2023: $118,6922023Revenue 2024: $860,687Expenses 2024: $609,046Net Income 2024: $251,6412024

Highlighted filing

2017

Revenue$280,911
Expenses$248,430
Net Income$32,481
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$280,911
Mission and Program Overview

Mission

The foundation was created to support charter schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$50,000$121,965▲ $71,965
Cash and Non-Interest-Bearing Accounts$117,950$63,795▼ $54,155
Prepaid Expenses and Deferred Charges$3,215$13,218▲ $10,003
Accounts Receivable-$7,500-
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-
Total Assets$171,165$206,478▲ $35,313
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$220$3,052▲ $2,832
Total Liabilities$220$3,052▲ $2,832
Net Assets / Fund Balance
Permanently Rstr Net Assets$50,000$121,965▲ $71,965
Unrestricted Net Assets$120,945$81,461▼ $39,484
Total Net Assets Fund Balance$170,945$203,426▲ $32,481
Total Liabilities and Net Assets / Fund Balance$171,165$206,478▲ $35,313
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Marcy CashinPresident
Andrew ShieldsBoard Member
Valerie JaureguiBoard Member
Corinna CoffeyDirector Spec Education
Sandra ReeveDirector-Finance
Cameron CurryExecutive Director
Cynthia Cosper SelbredeSecretary
Lori PerezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$277,259
Program Service Revenue
$0
Investment Income
$3,652
Other Revenue
$0
All Other Contributions
$277,259
Change in Net Assets
$32,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$280,911
Total Revenue per Audited Statements
$280,911
Total Revenue per Form 990
$280,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$178,525
Other Expenses$69,905
Total Fundraising Expense$3,297
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$178,525--$178,525
Fees for Services Other$4,339$6,828-$11,167
All Other Expenses$1,717$3,897-$5,614
Other Expenses$4,152-$3,297$3,297
Fees for Services Accounting-$2,640-$2,640
Advertising-$800-$800
Occupancy$762--$762
Total Functional Expenses$230,968$14,165$3,297$248,430

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$248,430
Total Expenses per Audited Statements$248,430
Total Expenses per Form 990$248,430
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Classical Academy High SchoolEscondido, CA--$94,845
The Classical AcademyEscondido, CA--$58,511
Coastal Academy CharterSchoolEscondido, CA--$10,236
Donation to VistaEscondido, CA--$10,048
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Audit committee
Yes
Backup withholding compliance
No
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
No
Management duties delegated
No

Governance Explanations

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

“Return is reviewed by Sandra Reeve, Director of Finance and Cameron Curry, Executive Director/President.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
North County Education foundation Inc
EIN
04-3694280
Phone
7604809845
Address
157 East Valley Parkway, Escondido, CA 92025

Signing Officer

Name
Sandra Reeve
Title
Director of Finance
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025-4865
Preparer
Phillip Howerzyl CPA
Phone
7607412659
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt032481
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0277259
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0121965
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0277259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0175157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0218776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0185952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0146317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01003461
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03652
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03652
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03652
IRS990ScheduleA/InvestmentIncomeCYPct00.00360
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99640
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01003461
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0277259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0175157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0218776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0185952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0146317
IRS990ScheduleA/Total509Grp/TotalAmt01003461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0280911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0175157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0218776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0185952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0146317
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01007113
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0248430
IRS990ScheduleD/RevenueSubtotalAmt0280911
IRS990ScheduleD/TotalExpensesPerForm990Amt0248430
IRS990ScheduleD/TotalRevenuePerForm990Amt0280911
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0280911
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0248430
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt094845
IRS990ScheduleI/RecipientTable/CashGrantAmt110236
IRS990ScheduleI/RecipientTable/CashGrantAmt210048
IRS990ScheduleI/RecipientTable/CashGrantAmt358511
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Classical Academy High School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Coastal Academy CharterSchool
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Donation to Vista
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3The Classical Academy
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0318 W Valley Pkwy
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1318 W Valley Pkwy
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2157 E Valley Parkway
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3318 W Valley Parkway
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Escondido
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Escondido
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Escondido
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Escondido
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092025
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192025
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292025
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392025
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0357816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1178579
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2185437
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Cameron Curry
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Corinna Coffey
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Sandra Reeve
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Dir-Spec Education
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Director-Finance
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0357816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1178579
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2185437
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Return is reviewed by Sandra Reeve, Director of Finance and Cameron Curry, Executive Director/President.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,478
Liabilities
$3,052
Net assets
$203,426
Revenue
$280,911
Expenses
$248,430
Net income
$32,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.01$1.69$0.86$0.61$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$0.79$0.67$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.27$0.42$0.27$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.80$0.55$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.53$0.14$0.39
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.44$0.26$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.41$0.32$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.20$0.28$0.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.36$0.24$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.03$0.05$0.22$0.19$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.05$0.02$0.19$0.11$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.10$0.06$0.15$0.10$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.15$0.10$0.14$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$0.07$0.20$0.11$0.05$0.06