Civic Intelligence

Carlmont Academic Foundation

990 • Fiscal year 2016 • EIN 26-0325796

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

PO Box 104Belmont, CA 94002

(650) 595-0210

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.24x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.07x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

53rd percentile

3.9%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

88th percentile

45%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$154,653

Up $47,677 (+45%) from 2015

Net Assets

Up

$117,278

Up $21,711 (+23%) from 2015

Liabilities

Up

$37,375

Up $25,966 (+228%) from 2015

Revenue

Up

$551,461

Up $76,987 (+16%) from 2015

Expenses

Up

$529,751

Up $31,841 (+6.4%) from 2015

Net Income

Up

$21,710

Up $45,146 (+193%) from 2015

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 2014: $164,562Liabilities 2014: $45,559Net Assets 2014: $119,0032014Assets 2015: $106,976Liabilities 2015: $11,409Net Assets 2015: $95,5672015Assets 2016: $154,653Liabilities 2016: $37,375Net Assets 2016: $117,2782016Assets 2017: $129,652Liabilities 2017: $6,906Net Assets 2017: $122,7462017Assets 2018: $138,482Liabilities 2018: $6,333Net Assets 2018: $132,1492018Assets 2019: $874,520Liabilities 2019: $735,396Net Assets 2019: $139,1242019Assets 2020: $993,772Liabilities 2020: $829,586Net Assets 2020: $164,1862020Assets 2021: $1,027,834Liabilities 2021: $837,455Net Assets 2021: $190,3792021Assets 2022: $1,871,037Liabilities 2022: $1,058,119Net Assets 2022: $812,9182022Assets 2023: $1,968,151Liabilities 2023: $990,360Net Assets 2023: $977,7912023Assets 2024: $2,339,655Liabilities 2024: $1,128,524Net Assets 2024: $1,211,1312024

Highlighted filing

2016

Assets$154,653
Liabilities$37,375
Net Assets$117,278

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $411,756Expenses 2014: $440,278Net Income 2014: -$28,5222014Revenue 2015: $474,474Expenses 2015: $497,910Net Income 2015: -$23,4362015Revenue 2016: $551,461Expenses 2016: $529,751Net Income 2016: $21,7102016Revenue 2017: $570,520Expenses 2017: $565,052Net Income 2017: $5,4682017Revenue 2018: $697,515Expenses 2018: $688,112Net Income 2018: $9,4032018Revenue 2019: $833,553Expenses 2019: $826,578Net Income 2019: $6,9752019Revenue 2020: $936,922Expenses 2020: $911,860Net Income 2020: $25,0622020Revenue 2021: $952,274Expenses 2021: $925,586Net Income 2021: $26,6882021Revenue 2022: $1,763,973Expenses 2022: $1,102,207Net Income 2022: $661,7662022Revenue 2023: $1,168,161Expenses 2023: $1,044,726Net Income 2023: $123,4352023Revenue 2024: $1,367,617Expenses 2024: $1,220,518Net Income 2024: $147,0992024

Highlighted filing

2016

Revenue$551,461
Expenses$529,751
Net Income$21,710
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$571,838
Mission and Program Overview

Mission

The foundation funds projects that will enrich the educational environment at carlmont high school, located in belmont, california through the funding for essential educational programs that will have broad based, substantial and lasting impact.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$102,954$150,942▲ $47,988
Rtn Earn Endowment Incm Other Fnds$95,568$117,278▲ $21,710
Accounts Receivable$1,169$1,833▲ $664
Savings and Temporary Cash Investments$2,041$1,000▼ $1,041
Prepaid Expenses and Deferred Charges$812$878▲ $66
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-
Total Assets$106,976$154,653▲ $47,677
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$11,408$37,375▲ $25,967
Total Liabilities$11,408$37,375▲ $25,967
Net Assets / Fund Balance
Total Net Assets Fund Balance$95,568$117,278▲ $21,710
Total Liabilities and Net Assets / Fund Balance$106,976$154,653▲ $47,677
Compensation and Service Providers

Board Members and Trustees

NameTitle
April CarlsonPresident
Nicola WeiskopfVice President
Nancy JungSecretary
Claire SebtiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$509,828
Program Service Revenue
$0
Investment Income
$39
Other Revenue
$41,594
All Other Contributions
$509,828
Change in Net Assets
$21,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$506,577
Other Expenses$23,174
Total Fundraising Expense$21,050
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$504,577--$504,577
Information Technology--$4,772$4,772
Grants to Domestic Individuals$2,000--$2,000
Advertising--$1,784$1,784
Insurance-$1,656-$1,656
Other Expenses--$533$533
Fees for Services Other-$373-$373
Fees for Services Accounting-$95-$95
Total Functional Expenses$506,577$2,124$21,050$529,751
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carlmont High SchoolBelmont, CA-School programs, equip & supplies$496,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,971
Fundraising Direct Expenses$20,377
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Theater Productions & Fundraising$34,396$34,396$13,490$20,906
Bagpiper Bash$27,575$27,575$6,887$20,688
Total Events$61,971$61,971$20,377$41,594
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Carlmont Academic Foundation (CAF) was founded by volunteers who were committed to enriching the educational programs and services of Carlmont High School. Community members, generally parents of prior and current Carlmont students, who are interested in becoming part of CAF can come to the organization's meetings which are held on a regular basis or can contact any of the current CAF members for membership information. The meetings are publicized on CAF's website. CAF has an open membership and is comprised of volunteers who are motivated and interested in supporting the foundation's mission and vision for Carlmont High School.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The all-volunteer board is made up of parents of current and former students of Carlmont High School. Elections for the officers are held at the May meeting for two-year terms as described in the bylaws. All members who attend the meetings are eligible to vote in the elections. Members are recruited from incoming and current Carlmont parents. The officers are nominated from the membership.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Regular monthly meetings are publicized on the organization's website and the membership is open to any interested community members. The organization's board members solicit information and suggestions from school administrators,faculty and staff, to determine the financial needs for the school. The board develops a budget of the items which can be supported during that fiscal year period and submits that budget for a vote of approval by the board and the members at large. Any release of funds is approved by vote at regular meetings and depends on available funds. The Performing Arts Council is a separate committee in The Carlmont Academic Foundation that plans the fundraising, develops the annual budget and approves the expenditures specifically for the Performing Arts Center. The committee holds its own meetings and maintains the minutes and documentation of their actions.

Form 990, Part VI, Line 11B: Form 990 Review Process

Upon completion of the organization's tax returns, a copy of the tax returns, including Form 990, are distributed to the Board for their review and approval prior to filing with the Internal Revenue Service and other state government agencies.

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

Any individual seeking to obtain copies of the governing documents, policies and financial statements of Carlmont Academic Foundation can request the information by submitting a written request to the organization's mailing address at P.O. Box 104, Belmont, CA 94002

Filing and Contact Details

Filer

Filer Name
Carlmont Academic Foundation
EIN
26-0325796
Phone
6505950210
Address
PO Box 104, Belmont, CA 94002

Signing Officer

Name
Claire Sebti
Title
Treasurer
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
April Carlson
Formed
2007
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
36

Preparer

Firm
Anna Lippi CPA
Address
920 Sunset Drive, San Carlos, CA 94070
Preparer
Anna Lippi
Phone
6505925587
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 -

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

Other program services 4:

Raw XML AppendixShowing 400 of 438 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011408
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt037375
IRS990/AccountsReceivableGrp/BOYAmt01169
IRS990/AccountsReceivableGrp/EOYAmt01833
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Foundation funds projects that will enrich the educational environment at Carlmont High School, located in Belmont, California through the funding for essential educational programs that will have broad based, substantial and lasting impact.
IRS990/AdvertisingGrp/FundraisingAmt01784
IRS990/AdvertisingGrp/TotalAmt01784
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0509828
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Claire Sebti Treasurer
IRS990/BooksInCareOfDetail/PhoneNum06505950210
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 104
IRS990/BooksInCareOfDetail/USAddress/CityNm0Belmont
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094002
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0102954
IRS990/CashNonInterestBearingGrp/EOYAmt0150942
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0509828
IRS990/CYGrantsAndSimilarPaidAmt0506577
IRS990/CYInvestmentIncomeAmt039
IRS990/CYOtherExpensesAmt023174
IRS990/CYOtherRevenueAmt041594
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt021710
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0529751
IRS990/CYTotalFundraisingExpenseAmt021050
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0551461
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Foundation funds projects that will enrich the educational environment at Carlmont High School, located in Belmont, California through the funding for essential educational programs that will have broad based, substantial and lasting impact. For the 2015-2016 period, funding was provided to the Sequoia Union High School District for additional class sections, after-school tutoring, choir support, college & career counseling, cross departmental collaboration, and instructional supplies.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0496000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt095
IRS990/FeesForServicesAccountingGrp/TotalAmt095
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0373
IRS990/FeesForServicesOtherGrp/TotalAmt0373
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0April Carlson
IRS990/Form990PartVIISectionAGrp/PersonNm1Claire Sebti
IRS990/Form990PartVIISectionAGrp/PersonNm2Nancy Jung
IRS990/Form990PartVIISectionAGrp/PersonNm3Nicola Weiskopf
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt020377
IRS990/FundraisingGrossIncomeAmt061971
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0496000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0504577
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0504577
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0571838
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04772
IRS990/InformationTechnologyGrp/TotalAmt04772
IRS990/InsuranceGrp/ManagementAndGeneralAmt01656
IRS990/InsuranceGrp/TotalAmt01656
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt039
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Foundation funds projects that will enrich the educational environment at Carlmont High School, located in Belmont, California through the funding for essential educational programs that will have broad based, substantial and lasting impact.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt095568
IRS990/NetAssetsOrFundBalancesEOYAmt0117278
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt041594
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Bank Charges - Fundraising
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt011076
IRS990/OtherExpensesGrp/FundraisingAmt12885
IRS990/OtherExpensesGrp/FundraisingAmt2533
IRS990/OtherExpensesGrp/TotalAmt011076
IRS990/OtherExpensesGrp/TotalAmt12885
IRS990/OtherExpensesGrp/TotalAmt2533
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0812
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0878
IRS990/PrincipalOfficerNm0April Carlson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Carlmont Academic Foundation has provided funds to support its teachers and a variety of student programs, including AVID, Choir, PTSA grants and Sojourn to the Past.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07834
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07834
IRS990/ProgSrvcAccomActy3Grp/Desc0The Carlmont Academic Foundation recognizes the accomplishments of its students and provides a small number of scholarships each year. In the reporting period, the Foundation awarded four scholarships of $500 each.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0461671
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0477679
IRS990/PYInvestmentIncomeAmt060
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt020231
IRS990/PYOtherRevenueAmt033649
IRS990/PYRevenuesLessExpensesAmt0-2530
IRS990/PYTotalExpensesAmt0497910
IRS990/PYTotalRevenueAmt0495380
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt021710
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt095568
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0117278
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02041
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01000
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0509828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0479971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0411613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0344649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0189367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01935428
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0164
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0405
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt01935428
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0509828
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0479971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0411613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0344649
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0189367
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01935428
IRS990ScheduleA/TotalSupportAmt01935833
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020377
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Theater Productions & Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Bagpiper Bash
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034396
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034396
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061971
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041594
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020377
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013490
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06887
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0496000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0School programs, equip & supplies
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Carlmont High School
IRS990ScheduleI/RecipientTable/RecipientEIN0800366136
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01400 Alameda de las Pulgas
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Belmont
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094002
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER PROGRAM SERVICES 4:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Carlmont Academic Foundation (CAF) was founded by volunteers who were committed to enriching the educational programs and services of Carlmont High School. Community members, generally parents of prior and current Carlmont students, who are interested in becoming part of CAF can come to the organization's meetings which are held on a regular basis or can contact any of the current CAF members for membership information. The meetings are publicized on CAF's website. CAF has an open membership and is comprised of volunteers who are motivated and interested in supporting the foundation's mission and vision for Carlmont High School.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The all-volunteer board is made up of parents of current and former students of Carlmont High School. Elections for the officers are held at the May meeting for two-year terms as described in the bylaws. All members who attend the meetings are eligible to vote in the elections. Members are recruited from incoming and current Carlmont parents. The officers are nominated from the membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Regular monthly meetings are publicized on the organization's website and the membership is open to any interested community members. The organization's board members solicit information and suggestions from school administrators,faculty and staff, to determine the financial needs for the school. The board develops a budget of the items which can be supported during that fiscal year period and submits that budget for a vote of approval by the board and the members at large. Any release of funds is approved by vote at regular meetings and depends on available funds. The Performing Arts Council is a separate committee in The Carlmont Academic Foundation that plans the fundraising, develops the annual budget and approves the expenditures specifically for the Performing Arts Center. The committee holds its own meetings and maintains the minutes and documentation of their actions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Upon completion of the organization's tax returns, a copy of the tax returns, including Form 990, are distributed to the Board for their review and approval prior to filing with the Internal Revenue Service and other state government agencies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Any individual seeking to obtain copies of the governing documents, policies and financial statements of Carlmont Academic Foundation can request the information by submitting a written request to the organization's mailing address at P.O. Box 104, Belmont, CA 94002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0106976
IRS990/TotalAssetsEOYAmt0154653
IRS990/TotalAssetsGrp/BOYAmt0106976
IRS990/TotalAssetsGrp/EOYAmt0154653
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0509828
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021050
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02124
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0506577
IRS990/TotalFunctionalExpensesGrp/TotalAmt0529751
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011408
IRS990/TotalLiabilitiesEOYAmt037375
IRS990/TotalLiabilitiesGrp/BOYAmt011408
IRS990/TotalLiabilitiesGrp/EOYAmt037375
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095568
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0117278
IRS990/TotalOtherProgSrvcExpenseAmt0743
IRS990/TotalOtherProgSrvcGrantAmt0743
IRS990/TotalProgramServiceExpensesAmt0506577
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0551461
IRS990/TotalVolunteersCnt036
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0106976
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0154653
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings