Civic Intelligence

Etiwanda Excellence in Education Foundation E3 Foundation

990 • Fiscal year 2020 • EIN 20-2662628

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 03, 2020

12223 Highland Ave Suite 106-264Rancho Cucamonga, CA 91739

(909) 899-2451

Siviq Scores

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

Liabilities / Assets

79th percentile

0.17x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

0.36x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

14%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-23%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$273,557

Up $33,553 (+14%) from 2019

Net Assets

Up

$228,284

Up $24,042 (+12%) from 2019

Liabilities

Up

$45,273

Up $9,511 (+27%) from 2019

Revenue

Down

$124,299

Down $37,439 (-23%) from 2019

Expenses

Down

$100,257

Down $6,833 (-6.4%) from 2019

Net Income

Down

$24,042

Down $30,606 (-56%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $50,554Net Assets 2010: $50,5542010Assets 2011: $65,576Net Assets 2011: $65,5762011Assets 2012: $74,250Net Assets 2012: $74,2502012Assets 2013: $96,591Liabilities 2013: $02013Assets 2014: $97,101Liabilities 2014: $02014Assets 2015: $154,781Liabilities 2015: $107,5032015Assets 2016: $205,272Liabilities 2016: $143,696Net Assets 2016: $61,5762016Assets 2017: $168,773Liabilities 2017: $10,000Net Assets 2017: $158,7732017Assets 2018: $216,890Liabilities 2018: $67,296Net Assets 2018: $149,5942018Assets 2019: $240,004Liabilities 2019: $35,762Net Assets 2019: $204,2422019Assets 2020: $273,557Liabilities 2020: $45,273Net Assets 2020: $228,2842020Assets 2021: $231,013Liabilities 2021: $0Net Assets 2021: $231,0132021Assets 2022: $257,892Liabilities 2022: $35,000Net Assets 2022: $222,8922022Assets 2023: $279,311Liabilities 2023: $0Net Assets 2023: $279,3112023Assets 2024: $273,143Liabilities 2024: $0Net Assets 2024: $273,1432024Assets 2025: $272,606Liabilities 2025: $0Net Assets 2025: $272,6062025

Highlighted filing

2020

Assets$273,557
Liabilities$45,273
Net Assets$228,284

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $39,989Expenses 2010: $36,787Net Income 2010: $3,2022010Revenue 2011: $55,698Expenses 2011: $40,676Net Income 2011: $15,0222011Revenue 2012: $36,759Expenses 2012: $28,085Net Income 2012: $8,6742012Revenue 2013: $67,599Expenses 2013: $45,258Net Income 2013: $22,3412013Revenue 2014: $103,838Expenses 2014: $103,328Net Income 2014: $5102014Revenue 2015: $41,575Expenses 2015: $91,398Net Income 2015: -$49,8232015Revenue 2016: $63,581Expenses 2016: $49,283Net Income 2016: $14,2982016Revenue 2017: $179,860Expenses 2017: $82,663Net Income 2017: $97,1972017Revenue 2018: $140,754Expenses 2018: $149,933Net Income 2018: -$9,1792018Revenue 2019: $161,738Expenses 2019: $107,090Net Income 2019: $54,6482019Revenue 2020: $124,299Expenses 2020: $100,257Net Income 2020: $24,0422020Revenue 2021: $33,953Expenses 2021: $31,224Net Income 2021: $2,7292021Revenue 2022: $49,510Expenses 2022: $57,631Net Income 2022: -$8,1212022Revenue 2023: $96,180Expenses 2023: $39,761Net Income 2023: $56,4192023Revenue 2024: $58,620Expenses 2024: $67,166Net Income 2024: -$8,5462024Revenue 2025: $75,979Expenses 2025: $82,642Net Income 2025: -$6,6632025

Highlighted filing

2020

Revenue$124,299
Expenses$100,257
Net Income$24,042
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 3, 2020
Return Version
2019v5.1
Gross Receipts
$133,268
Mission and Program Overview

Mission

Enhancing a high quality, well-rounded education for ALL students in the Etiwanda School District.

The etiwanda excellence in education foundation is a non-profit 501(c)(3) organization founded in 2005 in response to substantially reduced federal and state funding for california public schools. Dedicated educators, parents, and business professionals clearly recognized a need to support an academically strong education for etiwanda students. The foundation was formed to help to expand the opportunities for students and teachers by providing additional funding and resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$240,004$273,557▲ $33,553
Total Assets$240,004$273,557▲ $33,553
Liabilities
Accounts Payable and Accrued Expenses$35,762$45,273▲ $9,511
Total Liabilities$35,762$45,273▲ $9,511
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$204,242$228,284▲ $24,042
Total Net Assets Fund Balance$204,242$228,284▲ $24,042
Total Liabilities and Net Assets / Fund Balance$240,004$273,557▲ $33,553
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie HilbergPresident
Janella Cantu-myricksVice President
Heidi SoehnelMember
Kim PollackMember
Lisa WhiteMember
Nick MelilloMember
Tina GilfryMember
Zen BooMember
Kathy MolnarSecretary
Joanne JenkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,921
Program Service Revenue
$88,465
Investment Income
$913
Other Revenue
$0
All Other Contributions
$10,109
Change in Net Assets
$24,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$31,192--$31,192
Insurance-$2,542-$2,542
Office Expenses-$2,023-$2,023
Other Expenses$2,766$83-$83
Total Functional Expenses$95,609$4,648$0$100,257
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,969
Fundraising Gross Income$8,969
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k/fun Run$16,781$5,365$5,255$110
Golf Tournament$17,000$3,604$3,604$0
Total Events$33,781$8,969$8,969$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 35% controlled entity
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, Section A, Line 8B

The organization has no committee with authority to act on its behalf

Form 990, Part VI, Section B, Line 11B

Return is provided to board members prior to filing

Form 990, Part VI, Section B, Line 12C

Board members are required to annually disclose any conflicts of interest. If a conflict arises the board member is asked to excuse himself/herself from all discussion or voting on the matter.

Form 990, Part VI, Section C, Line 19

The required documents are available at business address during normal business hours upon request.

Filing and Contact Details

Filer

Filer Name
Etiwanda Excellence Foundation
EIN
20-2662628
Phone
9098992451
Address
12223 HIGHLAND AVE SUITE 106-264, RANCHO CUCAMONGA, CA 91739

Signing Officer

Name
Julie Hilberg
Title
President
Phone
9098992451
Signed
2020-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Hilberg
Formed
2005
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Independent contractors: program service expenses 31,192. Management and general expenses 0. Fundraising expenses 0. Total expenses 31,192.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt011416
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08969
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K/FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0110
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03604
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08969
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08859
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03604
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05255
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO COMMITTEE WITH AUTHORITY TO ACT ON ITS BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF/HERSELF FROM ALL DISCUSSION OR VOTING ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE REQUIRED DOCUMENTS ARE AVAILABLE AT BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 31,192. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,192.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ETWANDA SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC EDUCATION SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06061 EAST AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ETIWANDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091739
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt014910
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt146741
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ETIWANDA SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ETIWANDA SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0240004
IRS990/TotalAssetsEOYAmt0273557
IRS990/TotalAssetsGrp/BOYAmt0240004
IRS990/TotalAssetsGrp/EOYAmt0273557
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034921
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04648
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095609
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100257
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035762
IRS990/TotalLiabilitiesEOYAmt045273
IRS990/TotalLiabilitiesGrp/BOYAmt035762
IRS990/TotalLiabilitiesGrp/EOYAmt045273
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0204242
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0228284
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095609
IRS990/TotalProgramServiceRevenueAmt088465
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0913
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt088465
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0124299
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240004
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0273557
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012223 HIGHLAND AVE SUITE 106-264
IRS990/USAddress/CityNm0RANCHO CUCAMONGA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091739
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.E3FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE HILBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09098992451
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETIWANDA EXCELLENCE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(E3 FOUNDATION)
ReturnHeader/Filer/BusinessNameControlTxt0ETIW
ReturnHeader/Filer/EIN0202662628
ReturnHeader/Filer/PhoneNum09098992451
ReturnHeader/Filer/USAddress/AddressLine1Txt012223 HIGHLAND AVE SUITE 106-264
ReturnHeader/Filer/USAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.00$2.73$0.76$0.83$0.07
2024Summary only. Only limited summary data is available for this year.$2.73$0.00$2.73$0.59$0.67$0.09
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$0.96$0.40$0.56
2022Summary only. Only limited summary data is available for this year.$2.58$0.35$2.23$0.50$0.58$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$0.34$0.31$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.45$2.28$1.24$1.00$0.24
2019Summary only. Only limited summary data is available for this year.$2.40$0.36$2.04$1.62$1.07$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.67$1.50$1.41$1.50$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.10$1.59$1.80$0.83$0.97
2016Detailed filing. Detailed filing data is available for this year.$2.05$1.44$0.62$0.64$0.49$0.14
2015Summary only. Only limited summary data is available for this year.$1.55$1.08$0.42$0.91$0.50
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$1.04$1.03$0.01
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.68$0.45$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.74$0.37$0.28$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.66$0.56$0.41$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.51$0.40$0.37$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits