Civic Intelligence

Disney Elementary School Education Foundation

990 • Fiscal year 2014 • EIN 20-3046825

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 09, 2014

130 Marketplace 28594583

(925) 479-3900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$212,553

Up $38,078 (+22%) from 2013

Net Assets

Up

$212,553

Up $38,078 (+22%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$201,967

No earlier filing loaded for comparison.

Expenses

Up

$163,889

Up $1,843 (+1.1%) from 2013

Net Income

$38,078

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $144,631Liabilities 2012: $0Net Assets 2012: $144,6312012Assets 2013: $174,475Liabilities 2013: $0Net Assets 2013: $174,4752013Assets 2014: $212,553Liabilities 2014: $0Net Assets 2014: $212,5532014Assets 2015: $163,704Liabilities 2015: $0Net Assets 2015: $163,7042015Assets 2016: $149,224Liabilities 2016: $0Net Assets 2016: $149,2242016Assets 2017: $175,388Net Assets 2017: $175,3882017Assets 2018: $197,308Liabilities 2018: $0Net Assets 2018: $197,3082018Assets 2019: $214,173Liabilities 2019: $0Net Assets 2019: $214,1732019Assets 2020: $281,902Liabilities 2020: $0Net Assets 2020: $281,9022020Assets 2021: $287,552Net Assets 2021: $287,5522021Assets 2022: $340,174Liabilities 2022: $0Net Assets 2022: $340,1742022Assets 2023: $368,848Liabilities 2023: $0Net Assets 2023: $368,8482023Assets 2024: $392,597Liabilities 2024: $0Net Assets 2024: $392,5972024Assets 2025: $417,401Liabilities 2025: $0Net Assets 2025: $417,4012025

Highlighted filing

2014

Assets$212,553
Liabilities$0
Net Assets$212,553

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $239,3452012Expenses 2013: $162,0462013Revenue 2014: $201,967Expenses 2014: $163,889Net Income 2014: $38,0782014Revenue 2015: $176,395Expenses 2015: $225,312Net Income 2015: -$48,9172015Revenue 2016: $178,933Expenses 2016: $193,413Net Income 2016: -$14,4802016Revenue 2017: $177,793Expenses 2017: $150,399Net Income 2017: $27,3942017Revenue 2018: $176,954Expenses 2018: $155,034Net Income 2018: $21,9202018Revenue 2019: $201,106Expenses 2019: $184,241Net Income 2019: $16,8652019Revenue 2020: $196,960Expenses 2020: $129,231Net Income 2020: $67,7292020Revenue 2021: $143,794Expenses 2021: $138,144Net Income 2021: $5,6502021Revenue 2022: $171,907Expenses 2022: $119,285Net Income 2022: $52,6222022Revenue 2023: $190,367Expenses 2023: $161,693Net Income 2023: $28,6742023Revenue 2024: $197,528Expenses 2024: $173,779Net Income 2024: $23,7492024Revenue 2025: $205,460Expenses 2025: $180,656Net Income 2025: $24,8042025

Highlighted filing

2014

Revenue$201,967
Expenses$163,889
Net Income$38,078
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 9, 2014
Return Version
2013v3.1
Gross Receipts
$338,183
Mission and Program Overview

Mission

The organization's primary exempt purpose is to raise funds to help maintain and enhance the quality of education at Disney Elementary 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$104,412$142,447▲ $38,035
Savings and Temporary Cash Investments$70,063$70,106▲ $43
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$174,475$212,553▲ $38,078
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$174,475$212,553▲ $38,078
Total Net Assets Fund Balance$174,475$212,553▲ $38,078
Total Liabilities and Net Assets / Fund Balance$174,475$212,553▲ $38,078
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sarah EddingsPresident
Allison HansonExec VP
Marlene BlandFinancial Sect
Jenny KunzSecretary
Susan InnamorattiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$259,851
Program Service Revenue
$323
Investment Income
$44
Other Revenue
$-58,251
All Other Contributions
$94,376
Change in Net Assets
$38,078

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table458$102,444Fair Market Value (FMV)
Other Non Cash Contri Table10$4,870Fair Market Value (FMV)
Food Inventory51$1,445Fair Market Value (FMV)
Other Non Cash Contri Table9$954Fair Market Value (FMV)
Clothing and Household Goods-$681Fair Market Value (FMV)
Works of Art24$485Fair Market Value (FMV)
Books and Publications-$150Fair Market Value (FMV)
Total Noncash Contributions552$111,029-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,522
Other Expenses$18,367
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$145,522--$145,522
All Other Expenses$4,645$2,219-$6,864
Other Expenses$1,811$1,881-$1,811
Fees for Services Accounting-$600-$600
Insurance-$481-$481
Total Functional Expenses$158,708$5,181$0$163,889
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
68-0273221--Technology, Salaries$145,522
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$136,168
Fundraising Gross Income$76,285
Gaming Gross Income$1,680
Gaming Direct Expenses$48
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$230,269$73,971$119,448$-45,477
Event 2$9,177-$548-
Total Events$239,446$73,971$135,668$-61,697
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
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

No review was or will be conducted.

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

Copies of financial statements and tax returns are provided upon request.All of our organizing and governing documents, including our by-laws and conflict of interest policy, are available for public inspection in a binder at the school office. Our by-laws are posted on our website. Meeting minutes and financial statements are emailed to everyone who has asked to be included on our mailing list. Monthly financial statements are reviewed at our Board meetings, which are open to the public. Meeting minutes, tax returns, and other financial documents are also available upon request.

Filing and Contact Details

Filer

EIN
20-3046825
Phone
9254793900

Signing Officer

Name
Sarah Eddings
Title
President
Signed
2014-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Eddings
Formed
2005
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
60

Preparer

Preparer
Terri T Crinnion
Phone
9258285309
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4:

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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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0134
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0494
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00130
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99870
IRS990ScheduleA/PublicSupportTotal509Amt0843468
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0259851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0235335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0196778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060113
IRS990ScheduleA/Total509Grp/TotalAmt0843468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0259895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0235429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0196912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt091500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060226
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0843962
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0165475
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0156298
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09177
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0135668
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0666
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0230269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09177
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0239446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt073971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073971
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Auction Dinner Dance & Online Auction
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-61697
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04870
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04870
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0119996
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0119448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0548
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010136
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010136
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0145522
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Technology, Salaries
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10San Ramon Valley Unified Sch
IRS990ScheduleI/RecipientTable/RecipientEIN0680273221
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10699 Old Orchard
IRS990ScheduleI/RecipientTable/USAddress/City0Danville
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode094526
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/BooksAndPublicationsGrp/MethodOfDeterminingRevenuesTxt0fmv
IRS990ScheduleM/BooksAndPublicationsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/BooksAndPublicationsGrp/NoncashContributionsRptF990Amt0150
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0fmv
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt0681
IRS990ScheduleM/FoodInventoryGrp/ContributionCnt051
IRS990ScheduleM/FoodInventoryGrp/MethodOfDeterminingRevenuesTxt0fmv
IRS990ScheduleM/FoodInventoryGrp/NonCashCheckboxInd0X
IRS990ScheduleM/FoodInventoryGrp/NoncashContributionsRptF990Amt01445
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt09
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt1458
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt210
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Jewerly
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1Auction Package
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2Auction Prizes
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0fmv
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1fmv
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2fmv
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0954
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt1102444
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt24870
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990ScheduleM/WorksOfArtGrp/ContributionCnt024
IRS990ScheduleM/WorksOfArtGrp/MethodOfDeterminingRevenuesTxt0fmv
IRS990ScheduleM/WorksOfArtGrp/NonCashCheckboxInd0X
IRS990ScheduleM/WorksOfArtGrp/NoncashContributionsRptF990Amt0485
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Copies of financial statements and tax returns are provided upon request.All of our organizing and governing documents, including our by-laws and conflict of interest policy, are available for public inspection in a binder at the school office. Our by-laws are posted on our website. Meeting minutes and financial statements are emailed to everyone who has asked to be included on our mailing list. Monthly financial statements are reviewed at our Board meetings, which are open to the public. Meeting minutes, tax returns, and other financial documents are also available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$2.05$1.81$0.25
2024Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$1.98$1.74$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$1.90$1.62$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$1.72$1.19$0.53
2021Detailed filing. Detailed filing data is available for this year.$2.88$2.88$1.44$1.38$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$1.97$1.29$0.68
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.01$1.84$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$1.77$1.55$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.75$1.75$1.78$1.50$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.79$1.93$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.76$2.25$0.49
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$2.02$1.64$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$1.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$2.39