Civic Intelligence

Benjamin Franklin Elementary Foundation

990 • Fiscal year 2014 • EIN 27-1310472

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 23, 2015

1610 Lake Street91201

(818) 243-1809

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$66,092

Up $24,633 (+59%) from 2013

Net Assets

Up

$44,922

Up $15,970 (+55%) from 2013

Liabilities

Up

$21,170

Up $8,663 (+69%) from 2013

Revenue And Expenses

Revenue

Up

$260,496

Up $90,188 (+53%) from 2013

Expenses

Up

$244,526

Up $44,133 (+22%) from 2013

Net Income

Up

$15,970

Up $46,055 (+153%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $41,459Liabilities 2013: $12,507Net Assets 2013: $28,9522013Assets 2014: $66,092Liabilities 2014: $21,170Net Assets 2014: $44,9222014Assets 2015: $73,205Liabilities 2015: $1,778Net Assets 2015: $71,4272015Assets 2017: $127,372Liabilities 2017: $8,793Net Assets 2017: $118,5792017Assets 2018: $185,284Liabilities 2018: $4,053Net Assets 2018: $181,2312018Assets 2019: $202,747Liabilities 2019: $2,346Net Assets 2019: $200,4012019Assets 2021: $273,363Liabilities 2021: $2,441Net Assets 2021: $270,9222021Assets 2022: $257,325Liabilities 2022: $2,441Net Assets 2022: $254,8842022Assets 2023: $463,871Liabilities 2023: $0Net Assets 2023: $463,8712023Assets 2024: $459,183Liabilities 2024: $0Net Assets 2024: $459,1832024Assets 2025: $562,552Liabilities 2025: $0Net Assets 2025: $562,5522025

Highlighted filing

2014

Assets$66,092
Liabilities$21,170
Net Assets$44,922

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $170,308Expenses 2013: $200,393Net Income 2013: -$30,0852013Revenue 2014: $260,496Expenses 2014: $244,526Net Income 2014: $15,9702014Revenue 2015: $135,238Expenses 2015: $108,733Net Income 2015: $26,5052015Revenue 2017: $160,534Expenses 2017: $118,267Net Income 2017: $42,2672017Revenue 2018: $173,426Expenses 2018: $110,774Net Income 2018: $62,6522018Revenue 2019: $173,094Expenses 2019: $153,923Net Income 2019: $19,1712019Revenue 2021: $148,277Expenses 2021: $93,450Net Income 2021: $54,8272021Revenue 2022: $171,911Expenses 2022: $187,949Net Income 2022: -$16,0382022Revenue 2023: $279,413Expenses 2023: $70,426Net Income 2023: $208,9872023Revenue 2024: $207,921Expenses 2024: $210,174Net Income 2024: -$2,2532024Revenue 2025: $224,954Expenses 2025: $120,684Net Income 2025: $104,2702025

Highlighted filing

2014

Revenue$260,496
Expenses$244,526
Net Income$15,970
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 23, 2015
Return Version
2013v4.0
Gross Receipts
$279,410
Mission and Program Overview

Mission

To develop and implement fund raising support strategies for Benjamin Franklin Elementary School; provide an equitable system of distributing such funds and support all program, personnel and property needs of the school; and promote student recruitment and academic excellence at the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$41,459$65,660▲ $24,201
Rtn Earn Endowment Incm Other Fnds$28,952$44,922▲ $15,970
Savings and Temporary Cash Investments-$0-
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$41,459$66,092▲ $24,633
Other Assets Total-$432-
Liabilities
Other Liabilities$12,507$21,170▲ $8,663
Total Liabilities$12,507$21,170▲ $8,663
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,952$44,922▲ $15,970
Total Liabilities and Net Assets / Fund Balance$41,459$66,092▲ $24,633
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris MosesPresident
Alexi DrosuVice President
Hannah MaximovaVice President
Janet AtienzaVice President
Janet RasicVice President
Brenda GarciaBoard Member
Diana MathieuBoard Member
Heidi Marie PagliassottoBoard Member
Kim PernerBoard Member
Maureen CassidyBoard Member
Rai MooreBoard Member
Vickie Atikian-AvilesBoard Member
Michael SandlerDirector
David KrolSecretary
Susan RyanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,275
Program Service Revenue
$144,340
Investment Income
$15
Other Revenue
$113,866
All Other Contributions
$2,275
Change in Net Assets
$15,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,938
Salaries, Compensation, and Employee Benefits$71,414
Grants and Similar Amounts Paid$5,174
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,339--$66,339
Grants to Domestic Orgs$5,174--$5,174
Payroll Taxes$5,075--$5,075
All Other Expenses$1,597$331-$1,928
Other Expenses$8,349$841-$841
Fees for Services Accounting-$480-$480
Office Expenses-$73-$73
Total Functional Expenses$242,801$1,725$0$244,526
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$132,780
Fundraising Direct Expenses$18,914
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$45,450$45,450$8,074$37,376
Event 2$41,750$41,750-$41,750
Total Events$128,641$128,641$18,387$110,254
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long Term Liabilities$16,153
Current Liabilities$5,016
Rounding$1
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

No documents available to the public.

Filing and Contact Details

Filer

EIN
27-1310472
Phone
8182431809

Signing Officer

Name
Chris Moses
Title
President
Signed
2015-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Moses
Formed
2009
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
4
Volunteers
125

Preparer

Preparer
Stephen J Paquette
Phone
8188451964
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: Media Lab Assistant pays for teacher salary to provide formal curriculum-based media lab instruction for all 538 students. Students attend media center anywhere from 1/mo to 1/wk depending on the teacher's schedule. Stared in January 2013. OTHER PROGRAM SERVICES 5: Classroom Support provides an allowance of between $400-$600 for each of 23 classrooms and the front office for supplies, reaching a total of 538 students and 30 staff members. Also pays for foreign language intern program that brings teaching assistants into the immersion classrooms, reaching a total of 436 students. OTHER PROGRAM SERVICES 6: Campus Improvements provides an allowance for garden maintenance and planting and maintaining new trees on campus.

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IRS990/PayrollTaxesGrp/ProgramServicesAmt05075
IRS990/PayrollTaxesGrp/TotalAmt05075
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Chris Moses
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0144340
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0144340
IRS990/ProgSrvcAccomActy2Grp/Desc0Garden/Art Enrichment pays for teacher salary to provide formal curriculum-based art and environmental science instruction for all 538 students, M-F from 9 am - 12 noon. Students attend garden/art classes anywhere from 1/mo to 1/wk depending on the teacher's schedule.
IRS990/ProgSrvcAccomActy3Grp/Desc0Music Enrichment pays for teacher salary to provide formal curriculum-based music instruction for all 538 students. Students attend music classes anywhere from 1/mo to 1/wk depending on the teacher's schedule.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt015970
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0260496
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt028952
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt044922
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03718
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt03718
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01443
IRS990ScheduleA/Total509Grp/TotalAmt03718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01443
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03718
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05016
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116153
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Current Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Long Term Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Rounding
IRS990ScheduleD/TotalLiabilityAmt021170
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018387
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt041750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt041441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0128641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt041750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt041441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0128641
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Fall fund Drive
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0110254
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010313
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018387
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08074
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Media Lab Assistant pays for teacher salary to provide formal curriculum-based media lab instruction for all 538 students. Students attend media center anywhere from 1/mo to 1/wk depending on the teacher's schedule. Stared in January 2013. OTHER PROGRAM SERVICES 5: Classroom Support provides an allowance of between $400-$600 for each of 23 classrooms and the front office for supplies, reaching a total of 538 students and 30 staff members. Also pays for foreign language intern program that brings teaching assistants into the immersion classrooms, reaching a total of 436 students. OTHER PROGRAM SERVICES 6: Campus Improvements provides an allowance for garden maintenance and planting and maintaining new trees on campus.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
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
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt041459
IRS990/TotalAssetsEOYAmt066092
IRS990/TotalAssetsGrp/BOYAmt041459
IRS990/TotalAssetsGrp/EOYAmt066092
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02275
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01725
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0242801
IRS990/TotalFunctionalExpensesGrp/TotalAmt0244526
IRS990/TotalGrossUBIAmt00

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