Civic Intelligence

Menlo-Atherton High School Foundation

EIN 26-0820369 • 501(c)3 • Atherton, CA

Profile

Menlo-atherton high school foundation for the future unites current parents, grandparents, parents of graduates, alumni, community members, businesses and foundations to support excellence in education at menlo-atherton high school.

555 Middlefield RoadAtherton, CA 94027

www.mafoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

21st percentile

0.03x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Revenue Growth

32nd percentile

-0.9%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Assets

Up

$5,059,445

Up $524,336 (+12%) from 2024

Liabilities

Up

$69,737

Up $27,549 (+65%) from 2024

Net Assets

Up

$4,989,708

Up $496,787 (+11%) from 2024

Revenue

Down

$2,444,568

Down $9,710 (-0.4%) from 2024

Expenses

Up

$2,195,484

Up $57,428 (+2.7%) from 2024

Net Income

Down

$249,084

Down $67,138 (-21%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $948,468Liabilities 2011: $0Net Assets 2011: $948,4682011Assets 2012: $1,410,769Liabilities 2012: $0Net Assets 2012: $1,410,7692012Assets 2013: $1,374,416Liabilities 2013: $0Net Assets 2013: $1,374,4162013Assets 2014: $1,415,536Liabilities 2014: $0Net Assets 2014: $1,415,5362014Assets 2015: $1,572,970Liabilities 2015: $0Net Assets 2015: $1,572,9702015Assets 2017: $2,276,590Liabilities 2017: $864,759Net Assets 2017: $1,411,8312017Assets 2018: $1,615,252Liabilities 2018: $60,533Net Assets 2018: $1,554,7192018Assets 2019: $1,688,811Liabilities 2019: $77,279Net Assets 2019: $1,611,5322019Assets 2020: $1,888,946Liabilities 2020: $80,522Net Assets 2020: $1,808,4242020Assets 2021: $2,514,099Liabilities 2021: $8,398Net Assets 2021: $2,505,7012021Assets 2022: $3,012,969Liabilities 2022: $29,492Net Assets 2022: $2,983,4772022Assets 2023: $4,655,792Liabilities 2023: $809,392Net Assets 2023: $3,846,4002023Assets 2024: $4,535,109Liabilities 2024: $42,188Net Assets 2024: $4,492,9212024Assets 2025: $5,059,445Liabilities 2025: $69,737Net Assets 2025: $4,989,7082025

Highlighted filing

2025

Assets$5,059,445
Liabilities$69,737
Net Assets$4,989,708

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,737,8922011Expenses 2012: $1,689,9702012Expenses 2013: $2,259,1902013Revenue 2014: $2,328,400Expenses 2014: $2,287,280Net Income 2014: $41,1202014Revenue 2015: $2,471,028Expenses 2015: $2,252,937Net Income 2015: $218,0912015Revenue 2017: $2,361,877Expenses 2017: $2,494,745Net Income 2017: -$132,8682017Revenue 2018: $2,670,872Expenses 2018: $2,545,704Net Income 2018: $125,1682018Revenue 2019: $2,492,946Expenses 2019: $2,457,210Net Income 2019: $35,7362019Revenue 2020: $2,423,237Expenses 2020: $2,287,804Net Income 2020: $135,4332020Revenue 2021: $2,307,670Expenses 2021: $1,906,555Net Income 2021: $401,1152021Revenue 2022: $2,511,347Expenses 2022: $1,869,607Net Income 2022: $641,7402022Revenue 2023: $2,881,463Expenses 2023: $2,121,705Net Income 2023: $759,7582023Revenue 2024: $2,454,278Expenses 2024: $2,138,056Net Income 2024: $316,2222024Revenue 2025: $2,444,568Expenses 2025: $2,195,484Net Income 2025: $249,0842025

Highlighted filing

2025

Revenue$2,444,568
Expenses$2,195,484
Net Income$249,084

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.07$4.99$2.44$2.20$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.04$4.49$2.45$2.14$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.81$3.85$2.88$2.12$0.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.03$2.98$2.51$1.87$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.01$2.51$2.31$1.91$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.08$1.81$2.42$2.29$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.08$1.61$2.49$2.46$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.06$1.55$2.67$2.55$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.86$1.41$2.36$2.49$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$2.47$2.25$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$2.33$2.29$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$2.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$1.74
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jun 8, 2020
Return Version
2018v3.1
Gross Receipts
$3,059,906
Mission and Program Overview

Mission

Menlo-atherton high school foundation for the future unites current parents, grandparents, parents of graduates, alumni, community members, businesses and foundations to support excellence in education at menlo-atherton high school.

Raise funds to support excellence in education at menlo-atherton high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,046,578$1,091,902▲ $45,324
Savings and Temporary Cash Investments$440,744$422,361▼ $18,383
Cash and Non-Interest-Bearing Accounts$127,930$174,548▲ $46,618
Total Assets$1,615,252$1,688,811▲ $73,559
Liabilities
Other Liabilities$60,533$77,279▲ $16,746
Total Liabilities$60,533$77,279▲ $16,746
Net Assets / Fund Balance
Unrestricted Net Assets$994,556$1,052,898▲ $58,342
Permanently Rstr Net Assets$547,600$547,600→ $0
Temporarily Rstr Net Assets$12,563$11,034▼ $1,529
Total Net Assets Fund Balance$1,554,719$1,611,532▲ $56,813
Total Liabilities and Net Assets / Fund Balance$1,615,252$1,688,811▲ $73,559

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$18--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$797,600---$797,600
2017$525,000$272,600--$797,600
2016$584,706--$59,706$525,000
2015$582,371-▲ $6,732-$584,706
2014$591,454-▼ $2,038-$582,371
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cindy FolkerFormer Executive DirectorFT$139,108$139,108

Board Members and Trustees

NameTitle
Charlie RyanCo-president
David HenigCo-president
Linda McgeeverCo-vice President
Ashley HonerkampBoard Member
Betsy TripaldiBoard Member
Bob ArabianBoard Member
Bob BaxterBoard Member
Carolyn LynchBoard Member
Carolyn TomBoard Member
Craig FalkenhagenBoard Member
Dan SiegelBoard Member
Dana WeintraubBoard Member
David WeilBoard Member
Dimitra AndersonBoard Member
Doug MarksBoard Member
Elizabeth AndersenBoard Member
Gerard ZellBoard Member
Jennifer DurdenBoard Member
Jennifer JudasBoard Member
Jennifer MurrayBoard Member
Joyce ChoBoard Member
Julia MoliseBoard Member
Julie GoslerBoard Member
Julie QuinlanBoard Member
Karen ParkBoard Member
Kay Wang-xiBoard Member
Kristina SakamotoBoard Member
Laura PaulBoard Member
Laurie QuinnBoard Member
Meg Mcgraw-schererBoard Member
Monica CoronaBoard Member
Nami TurnerBoard Member
Paige WinikoffBoard Member
Patrick GordanBoard Member
Priti KhareBoard Member
Robert WendinBoard Member
Sara Eisner RichterBoard Member
Sara LeakeBoard Member
Sarah HaBoard Member
Shawneece StevensonBoard Member
Tracey RauenBoard Member
Tricia BarrBoard Member
Michelle De HaaffSecretary
Cristy BarnesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,460,964
Program Service Revenue
$0
Investment Income
$31,982
Other Revenue
$0
All Other Contributions
$2,419,814
Change in Net Assets
$35,736

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,492,946
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$68,696
Total Revenue per Audited Statements
$2,561,642
Total Revenue per Form 990
$2,492,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,232,109
Salaries, Compensation, and Employee Benefits$176,139
Total Fundraising Expense$92,233
Other Expenses$48,962
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,232,109--$2,232,109
Current Officers, Directors, Trustees, and Key Employees$45,874$30,582$76,456$152,912
Fees for Services Accounting-$16,000-$16,000
Payroll Taxes$3,668$2,445$6,114$12,227
Other Employee Benefits$3,300$2,200$5,500$11,000
Insurance$4,585--$4,585
Fees for Services Other-$1,611-$1,611
Office Expenses$611--$611
Other Expenses$274$5,380$4,163$274
Total Functional Expenses$2,300,259$64,718$92,233$2,457,210

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,504,829
Expenses per Audited Statements$2,457,210
Total Expenses per Form 990$2,457,210
Expenses Not Reported on Form 990$47,619
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sequoia Union High School DistrictRedwood City, CA501(c)(3)Reimbursement for Agreed Upon Staff Salaries and Other School Programs$2,232,109
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$47,619
Fundraising Gross Income$47,619
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Online Auction$88,769$47,619$47,619$0
Total Events$88,769$47,619$47,619$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Program Service Payable$77,279
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

The board of directors reviews the 990 by comparing it with its annual budget.

Form 990, Part VI, Section B, Line 12C

The organization regularly and consistently monitors and enforces compliance with its policy by holding regular board meetings.

Form 990, Part VI, Section B, Line 15

The governing board periodically reviews staff compensation and salaries.

Form 990, Part VI, Section C, Line 19

The governing board provides its governing documents, conflict of interest policy and financial statements to anyone requesting them. Furthermore, the california attorney general maintains a publicly viewable website with scanned copies of the organization's 990 information returns.

Filing and Contact Details

Filer

Filer Name
Menlo-atherton High School Foundation
EIN
26-0820369
Phone
6508621002
Address
555 MIDDLEFIELD ROAD, ATHERTON, CA 94027

Signing Officer

Name
Cristy Barnes
Title
Treasurer
Phone
6508621002
Signed
2020-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cristy Barnes
Formed
1992
Legal Domicile
CA
Voting Board Members
44
Independent Board Members
44
Employees
1
Volunteers
0

Preparer

Firm
Morton & Associates Inc
Address
2479 EAST BAYSHORE ROAD SUITE 285, PALO ALTO, CA 94303
Preparer
Jack Morton
Phone
6503236665
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

NET FUNDRAISING EXPENSES

PART XII, LINE 2D - OTHER ADJUSTMENTS:

FUNDRAISING EXPENSES

PART V, LINE 4:

The endowment is used to support general operations.

Raw XML AppendixShowing 400 of 715 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0RAISE FUNDS TO SUPPORT EXCELLENCE IN EDUCATION AT MENLO-ATHERTON HIGH SCHOOL.
IRS990/AllOtherContributionsAmt02419814
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06508621002
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 MIDDLEFIELD ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ATHERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094027
IRS990/BusinessRlnWithFamMemInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt076456
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt030582
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt045874
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0152912
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt041150
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02460964
IRS990/CYGrantsAndSimilarPaidAmt02232109
IRS990/CYInvestmentIncomeAmt031982
IRS990/CYOtherExpensesAmt048962
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IRS990/CYRevenuesLessExpensesAmt035736
IRS990/CYSalariesCompEmpBnftPaidAmt0176139
IRS990/CYTotalExpensesAmt02457210
IRS990/CYTotalFundraisingExpenseAmt092233
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02492946
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EXCELLENT TEACHERS, COLLEGE SUCCESS AND CAREER SUCESS: THE ORGANIZATION PROVIDES SMALLER CLASS SIZES, EXCELLENT COLLEGE AND CAREER PREPARATION AND INVESTS IN OUTSTANDING TEACHING THROUGH PROFESSIONAL DEVELOPMENT AND RECOGNITION.
IRS990/DescribedInSection501c3Ind01
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016000
IRS990/FeesForServicesAccountingGrp/TotalAmt016000
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