Civic Intelligence

Sundale Foundation for Students and Community Inc.

990 • Fiscal year 2017 • EIN 20-5291478

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

13990 Ave 240Tulare, CA 93274

(559) 688-0655

Siviq Scores

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

Liabilities / Assets

71st percentile

0.19x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.14x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

30th percentile

-3.3%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

3.2%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$556,321

Up $78,387 (+16%) from 2016

Net Assets

Down

$452,446

Down $23,999 (-5.0%) from 2016

Liabilities

Up

$103,875

Up $102,386 (+6876%) from 2016

Revenue

Up

$735,928

Up $22,962 (+3.2%) from 2016

Expenses

Up

$759,924

Up $132,586 (+21%) from 2016

Net Income

Down

-$23,996

Down $109,624 (-128%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $362,597Liabilities 2011: $0Net Assets 2011: $362,5972011Assets 2012: $431,984Liabilities 2012: $46Net Assets 2012: $431,9382012Assets 2013: $357,838Liabilities 2013: $5,248Net Assets 2013: $352,5902013Assets 2014: $397,055Liabilities 2014: $6,163Net Assets 2014: $390,8922014Assets 2015: $400,991Liabilities 2015: $10,174Net Assets 2015: $390,8172015Assets 2016: $477,934Liabilities 2016: $1,489Net Assets 2016: $476,4452016Assets 2017: $556,321Liabilities 2017: $103,875Net Assets 2017: $452,4462017Assets 2018: $614,585Liabilities 2018: $100,852Net Assets 2018: $513,7332018Assets 2019: $604,077Liabilities 2019: $103,654Net Assets 2019: $500,4232019Assets 2020: $852,079Liabilities 2020: $374,399Net Assets 2020: $477,6802020Assets 2021: $1,135,751Liabilities 2021: $417,732Net Assets 2021: $718,0192021Assets 2022: $1,150,941Liabilities 2022: $273,426Net Assets 2022: $877,5152022Assets 2023: $1,378,708Liabilities 2023: $272,008Net Assets 2023: $1,106,7002023Assets 2024: $1,777,270Liabilities 2024: $265,444Net Assets 2024: $1,511,8262024Assets 2025: $2,370,223Liabilities 2025: $257,843Net Assets 2025: $2,112,3802025

Highlighted filing

2017

Assets$556,321
Liabilities$103,875
Net Assets$452,446

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $568,713Expenses 2011: $469,680Net Income 2011: $99,0332011Revenue 2012: $533,171Expenses 2012: $463,830Net Income 2012: $69,3412012Expenses 2013: $508,4032013Revenue 2014: $516,893Expenses 2014: $478,591Net Income 2014: $38,3022014Revenue 2015: $572,858Expenses 2015: $572,933Net Income 2015: -$752015Revenue 2016: $712,966Expenses 2016: $627,338Net Income 2016: $85,6282016Revenue 2017: $735,928Expenses 2017: $759,924Net Income 2017: -$23,9962017Revenue 2018: $910,340Expenses 2018: $815,395Net Income 2018: $94,9452018Revenue 2019: $908,845Expenses 2019: $922,155Net Income 2019: -$13,3102019Revenue 2020: $834,684Expenses 2020: $740,427Net Income 2020: $94,2572020Revenue 2021: $1,135,746Expenses 2021: $1,012,407Net Income 2021: $123,3392021Revenue 2022: $1,112,161Expenses 2022: $952,665Net Income 2022: $159,4962022Revenue 2023: $1,451,114Expenses 2023: $1,221,929Net Income 2023: $229,1852023Revenue 2024: $1,916,610Expenses 2024: $1,511,484Net Income 2024: $405,1262024Revenue 2025: $2,289,798Expenses 2025: $1,689,244Net Income 2025: $600,5542025

Highlighted filing

2017

Revenue$735,928
Expenses$759,924
Net Income-$23,996
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$742,474
Mission and Program Overview

Mission

Foundation is a non-profit organization serving the students and community of sundale union elementary school. Organization encompasses the district's preschool, before and after school latchkey program and the school's sports complex.preschool is open to children ages 18 months thru school age and operates 246 days per year. Latchkey program is open 233 days per year and services students in grades kindergarten thru 8th grade for before and after school.during the year, the organization received employee retention credit funds under the cares act. The credit is reported as government grant revenue.

Foundation is a non-profit organization serving the students and community of sundale union elementary school. Organization encompasses the district's preschool, before and after school latchkey program and the school's sports complex.preschool is open to children ages 18 months thru school age and operates 246 days per year. Latchkey program is open 233 days per year and services students in grades kindergarten thru 8th grade for before and after school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$270,842$425,527▲ $154,685
Cash and Non-Interest-Bearing Accounts$91,281$78,170▼ $13,111
Savings and Temporary Cash Investments$115,811$52,624▼ $63,187
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$477,934$556,321▲ $78,387
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$103,875-
Accounts Payable and Accrued Expenses$1,492--
Total Liabilities$1,492$103,875▲ $102,383
Net Assets / Fund Balance
Unrestricted Net Assets$476,442$452,446▼ $23,996
Total Net Assets Fund Balance$476,442$452,446▼ $23,996
Total Liabilities and Net Assets / Fund Balance$477,934$556,321▲ $78,387

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$425,527$49,248$474,775
Compensation and Service Providers

Board Members and Trustees

NameTitle
Terry RufertPresident
Seth BrownVice President
Darin BawksBoard Member
Greg FernandesBoard Member
Will CushingBoard Member
Cindy GistSecretary
Johanna WeerheimTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,686
Program Service Revenue
$714,985
Investment Income
$57
Other Revenue
$3,200
All Other Contributions
$2,050
Change in Net Assets
$-23,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$575,009
Other Expenses$184,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$504,254--$504,254
Payroll Taxes$48,344--$48,344
All Other Expenses$25,556--$25,556
Insurance$25,153--$25,153
Other Employee Benefits$22,411--$22,411
Depreciation Depletion$12,497--$12,497
Other Expenses$11,448--$11,448
Office Expenses$4,983--$4,983
Fees for Services Accounting$2,615--$2,615
Conferences and Meetings$1,184--$1,184
Advertising$91--$91
Total Functional Expenses$759,924$0$0$759,924
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,546
Fundraising Gross Income$6,546
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
MISC FUNDRAISERS $5000 PER EVENT$16,862$6,546$6,546$0
Total Events$16,862$6,546$6,546-
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
No
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
No
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

Governing documents, policies, financial statements and other information are available upon written request.

Filing and Contact Details

Filer

Filer Name
Sundale Foundation for Students
EIN
20-5291478
Address
13990 AVE 240, TULARE, CA 93274

Signing Officer

Name
Johanna Weerheim
Title
Treasurer
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
25
Volunteers
20

Preparer

Firm
Adair & Evans An Accountancy Corporation
Address
111 E Kern, Tulare, CA 93274
Preparer
David T Eddy CPA
Phone
5596880655
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt048344
IRS990/PayrollTaxesGrp/TotalAmt048344
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BEFORE & AFTER SCHOOL PRG
IRS990/ProgramServiceRevenueGrp/Desc1ENRICHMENT CLASSES
IRS990/ProgramServiceRevenueGrp/Desc2PRESCHOOL PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0187113
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12435
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2525437
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0187113
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2525437
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0126563
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt055
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0182828
IRS990/PYProgramServiceRevenueAmt0586348
IRS990/PYRevenuesLessExpensesAmt085628
IRS990/PYSalariesCompEmpBnftPaidAmt0444510
IRS990/PYTotalExpensesAmt0627338
IRS990/PYTotalRevenueAmt0712966
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-23996
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt03200
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0735928
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0115811
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052624
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0425527
IRS990ScheduleD/BuildingsGrp/DepreciationAmt049248
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0474775
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0425527
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PAMPHLETS AND BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010316
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010316
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06546
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISC FUNDRAISERS $5000 PER EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06546
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06546
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06546
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND OTHER INFORMATION ARE AVAILABLE UPON WRITTEN REQUEST.
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
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0477934
IRS990/TotalAssetsEOYAmt0556321
IRS990/TotalAssetsGrp/BOYAmt0477934
IRS990/TotalAssetsGrp/EOYAmt0556321
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017686
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0759924
IRS990/TotalFunctionalExpensesGrp/TotalAmt0759924
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01492
IRS990/TotalLiabilitiesEOYAmt0103875
IRS990/TotalLiabilitiesGrp/BOYAmt01492
IRS990/TotalLiabilitiesGrp/EOYAmt0103875
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0476442
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0452446
IRS990/TotalProgramServiceExpensesAmt0759924
IRS990/TotalProgramServiceRevenueAmt0714985
IRS990/TotalRevenueGrp/ExclusionAmt03257
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0714985
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0735928
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0477934
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0556321
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0476442
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0452446
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHANNA WEERHEIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNDALE FOUNDATION FOR STUDENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND COMMUNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0SUND
ReturnHeader/Filer/EIN0205291478
ReturnHeader/Filer/USAddress/AddressLine1Txt013990 AVE 240

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.37$0.26$2.11$2.29$1.69$0.60
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.27$1.51$1.92$1.51$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.27$1.11$1.45$1.22$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.27$0.88$1.11$0.95$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.42$0.72$1.14$1.01$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.37$0.48$0.83$0.74$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.10$0.50$0.91$0.92$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.10$0.51$0.91$0.82$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.10$0.45$0.74$0.76$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.71$0.63$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.57$0.57$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.52$0.48$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.01$0.35$0.51
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.53$0.46$0.07
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$0.57$0.47$0.10