Civic Intelligence

Etiwanda Excellence in Education Foundation E3 Foundation

990 • Fiscal year 2017 • EIN 20-2662628

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

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

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

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

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.

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

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

96th percentile

183%

Faster revenue growth than 96% of similar nonprofits.

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

Assets

Down

$168,773

Down $36,499 (-18%) from 2016

Net Assets

Up

$158,773

Up $97,197 (+158%) from 2016

Liabilities

Down

$10,000

Down $133,696 (-93%) from 2016

Revenue

Up

$179,860

Up $116,279 (+183%) from 2016

Expenses

Up

$82,663

Up $33,380 (+68%) from 2016

Net Income

Up

$97,197

Up $82,899 (+580%) from 2016

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

2017

Assets$168,773
Liabilities$10,000
Net Assets$158,773

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

2017

Revenue$179,860
Expenses$82,663
Net Income$97,197
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$207,405
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$204,032$168,773▼ $35,259
Pledges and Grants Receivable$1,240--
Total Assets$205,272$168,773▼ $36,499
Liabilities
Grants Payable$143,696$10,000▼ $133,696
Total Liabilities$143,696$10,000▼ $133,696
Net Assets / Fund Balance
Unrestricted Net Assets$61,576$158,773▲ $97,197
Total Net Assets Fund Balance$61,576$158,773▲ $97,197
Total Liabilities and Net Assets / Fund Balance$205,272$168,773▼ $36,499
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie HilbergPresident
Patty RobinVice President
Cathy GonzalezMember
Heidi SoehnelMember
Jeff SiposMember
Kathy SommerMember
Kim PollackMember
Lisa WhiteMember
Michele DiamondMember
Nick MelilloMember
Tina GilfryMember
Zen BooMember
Kathy MolnarSecretary
Tami SiposTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,900
Program Service Revenue
$128,770
Investment Income
$190
Other Revenue
$0
All Other Contributions
$22,774
Change in Net Assets
$97,197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,663
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$36,869--$36,869
Office Expenses-$5,637-$5,637
Other Expenses$5,373$10,468-$5,373
Insurance-$1,586-$1,586
Total Functional Expenses$64,972$17,691$0$82,663
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,545
Fundraising Gross Income$27,545
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$32,752$15,993$15,993$0
5k/fun Run$22,919$11,552$11,552$0
Total Events$55,671$27,545$27,545$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 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 2

Tami and jeff sipos are married

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
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Hilberg
Formed
2005
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
12
Employees
0
Volunteers
14

Preparer

Firm
Vavrinektrineday & Co Llp
Address
10681 FOOTHILL BLVD SUITE 300, RANCHO CUCAMONGA, CA 91730
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Independent contractors: program service expenses 36,869. Management and general expenses 0. Fundraising expenses 0. Total expenses 36,869.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt094690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt090978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0470691
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt071
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0521
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0156315
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99890
IRS990ScheduleA/PublicSupportPY170Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt0470691
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt089734
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt094690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt090978
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0470691
IRS990ScheduleA/TotalSupportAmt0471212
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt028126
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016759
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt011367
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027545
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K/FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027545
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015993
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011552
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAMI AND JEFF SIPOS ARE MARRIED
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 36,869. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,869.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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/InvolvedAmt05598
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt117132
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ETIWANDA SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ETIWANDA SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0205272
IRS990/TotalAssetsEOYAmt0168773
IRS990/TotalAssetsGrp/BOYAmt0205272
IRS990/TotalAssetsGrp/EOYAmt0168773
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt050900
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017691
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064972
IRS990/TotalFunctionalExpensesGrp/TotalAmt082663
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0143696
IRS990/TotalLiabilitiesEOYAmt010000
IRS990/TotalLiabilitiesGrp/BOYAmt0143696
IRS990/TotalLiabilitiesGrp/EOYAmt010000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt061576
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0158773
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064972
IRS990/TotalProgramServiceRevenueAmt0128770
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0190
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0128770
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179860
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0205272
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0168773
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt061576
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0158773
IRS990/UponRequestInd0X

Document Assets

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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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)3 • <$500k nonprofits