Civic Intelligence

Costa Education Fund

990PF • Fiscal year 2016 • EIN 23-7065764

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 23, 2017

Organization Profile
500 Minert RoadWalnut Creek, CA 94598

(209) 968-6132

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

177%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$250,639

Down $156,533 (-38%) from 2015

Net Assets

Down

$249,438

Down $156,280 (-39%) from 2015

Liabilities

Down

$1,201

Down $253 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin92nd percentile

Revenue

Up

$17,165

Up $10,975 (+177%) from 2015

Expenses

Down

$8,514

Down $27,457 (-76%) from 2015

Net Income

Up

$8,651

Up $38,432 (+129%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$600K$400K$200K$0Assets 2015: $407,172Liabilities 2015: $1,454Net Assets 2015: $405,7182015Assets 2016: $250,639Liabilities 2016: $1,201Net Assets 2016: $249,4382016Assets 2017: $57,070Liabilities 2017: $854Net Assets 2017: $56,2162017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$250,639
Liabilities$1,201
Net Assets$249,438
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$200K$0-$200KRevenue 2015: $6,190Expenses 2015: $35,971Net Income 2015: -$29,7812015Revenue 2016: $17,165Expenses 2016: $8,514Net Income 2016: $8,6512016Revenue 2017: $92,719Expenses 2017: $286,667Net Income 2017: -$193,9482017Revenue 2018: $6,786Expenses 2018: $35,112Net Income 2018: -$28,3262018

Highlighted filing

2016

Revenue$17,165
Expenses$8,514
Net Income$8,651
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 23, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN CHEDABoard President-$0--
TONY SIMEONETreasurer-$0--
DENNIS JONESAsst. Treasurer-$0--
JULIE WALTERSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Costa Education Fund
EIN
23-7065764
Phone
2099686132
Address
500 MINERT ROAD, WALNUT CREEK, CA 94598

Signing Officer

Name
Dennis Jones
Title
Treasurer
Phone
2099686132
Signed
2017-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Tys Llp
Address
3150 CROW CANYON PLACE SUITE 170, SAN RAMON, CA 94583
Preparer
Timothy Shortsleeve CPA
Phone
9254986200
Raw XML Appendix344 raw XML fields

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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2163734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INLAND LAND APPRECIATION FUND II LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SCHWAB INVESTMENT ACCOUNTS
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015468
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015468
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015468
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015811
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0343
IRS990PF/DistributableAmountGrp/TotalTaxAmt0343
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1500 MINERT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2500 MINERT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3500 MINERT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1WALNUT CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2WALNUT CREEK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2500 MINERT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3500 MINERT ROAD
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.059651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.008305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.023224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0316211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0490595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0334900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0316972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0481653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0484335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.189087
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENTS PROVIDE ADDITIONAL FUNDS WITH WHICH TO DONATE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02014
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TONY SIMEONE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALNUT CREEK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094598
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02099686132
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt011949
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011949
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMPUTER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0511
TaxesSchedule/TaxesDetail/Amt05003
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES & LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099686132
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COSTA EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0COST
ReturnHeader/Filer/EIN0237065764
ReturnHeader/Filer/PhoneNum02099686132
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 MINERT ROAD
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094598
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260618284
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TYS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03150 CROW CANYON PLACE SUITE 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09254986200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY SHORTSLEEVE CPA
ReturnHeader/ReturnTs02017-01-23T10:05:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,639
Liabilities
$1,201
Net assets
$249,438
Revenue
$17,165
Expenses
$8,514
Net income
$8,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.35$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$0.93$2.87$1.94
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.49$0.17$0.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.06$0.06$0.36$0.30