Civic Intelligence

Knowledge Education for Your Success Inc

990 • Fiscal year 2014 • EIN 27-2536621

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

715 East Brier DriveSan Bernardino, CA 92408

(909) 890-0644

Siviq Scores

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

Liabilities / Assets

99th percentile

3.70x

Higher debt load relative to assets than 99% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.44x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

7th percentile

-40%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

96th percentile

$217,765

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

92nd percentile

64%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

230%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$76,881

Up $29,958 (+64%) from 2013

Net Assets

Down

-$207,783

Down $254,706 (-543%) from 2013

Liabilities

$284,664

No earlier filing loaded for comparison.

Revenue

Up

$641,099

Up $446,879 (+230%) from 2013

Expenses

Up

$895,805

Up $668,802 (+295%) from 2013

Net Income

Down

-$254,706

Down $221,923 (-677%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0MAssets 2011: $250,000Liabilities 2011: $84,069Net Assets 2011: $165,9312011Assets 2012: $94,723Liabilities 2012: $15,017Net Assets 2012: $79,7062012Assets 2013: $46,923Net Assets 2013: $46,9232013Assets 2014: $76,881Liabilities 2014: $284,664Net Assets 2014: -$207,7832014Assets 2015: $393,407Liabilities 2015: $620,504Net Assets 2015: -$227,0972015Assets 2017: $194,873Liabilities 2017: $484,403Net Assets 2017: -$289,5302017Assets 2018: $438,791Liabilities 2018: $705,869Net Assets 2018: -$267,0782018Assets 2019: $1,078,882Liabilities 2019: $1,342,901Net Assets 2019: -$264,0192019Assets 2020: $1,358,887Liabilities 2020: $1,639,009Net Assets 2020: -$280,1222020Assets 2024: $2,317,810Liabilities 2024: $3,377,123Net Assets 2024: -$1,059,3132024

Highlighted filing

2014

Assets$76,881
Liabilities$284,664
Net Assets-$207,783

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $38,4012011Revenue 2012: $0Expenses 2012: $86,225Net Income 2012: -$86,2252012Revenue 2013: $194,220Expenses 2013: $227,003Net Income 2013: -$32,7832013Revenue 2014: $641,099Expenses 2014: $895,805Net Income 2014: -$254,7062014Revenue 2015: $2,527,461Expenses 2015: $2,546,775Net Income 2015: -$19,3142015Revenue 2017: $3,769,843Expenses 2017: $3,851,118Net Income 2017: -$81,2752017Revenue 2018: $3,914,790Expenses 2018: $3,892,338Net Income 2018: $22,4522018Revenue 2019: $7,514,332Expenses 2019: $7,511,273Net Income 2019: $3,0592019Revenue 2020: $8,785,890Expenses 2020: $8,789,993Net Income 2020: -$4,1032020Revenue 2024: $11,681,519Expenses 2024: $10,915,613Net Income 2024: $765,9062024

Highlighted filing

2014

Revenue$641,099
Expenses$895,805
Net Income-$254,706
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$641,099
Mission and Program Overview

Mission

To empower low-income families in san bernardino county and unlock their potential for success.by connecting low-income families in need with high-quality services in the community, keys' goals are to: assist low-income families to achieve self-sufficiency, promote employment at a living wage, promote educational achievement, advancement and/or skill-development needed to access higher-paying jobs, and promote self-esteem and confidence among low-income families/individuals.

To empower low-income families in San Bernardino County and unlock their potential for success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$44,220$69,367▲ $25,147
Cash and Non-Interest-Bearing Accounts$2,082$5,281▲ $3,199
Prepaid Expenses and Deferred Charges$621$2,233▲ $1,612
Savings and Temporary Cash Investments-$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-
Total Assets$46,923$76,881▲ $29,958
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$236,695-
Other Liabilities-$28,206-
Accounts Payable and Accrued Expenses-$19,763-
Total Liabilities$0$284,664▲ $284,664
Net Assets / Fund Balance
Unrestricted Net Assets$46,923$-207,783▼ $254,706
Total Net Assets Fund Balance$46,923$-207,783▼ $254,706
Total Liabilities and Net Assets / Fund Balance$46,923$76,881▲ $29,958
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Maureen O'Keefe HodgeExecutive DirectorPT$37,238$37,238

Board Members and Trustees

NameTitle
Brian DistelbergPresident
Michael J GalloVice President
Froylana Heredia-MillerDirector
Marco GarciaDirector
Ron GriffinDirector
Sylvia MillerDirector
Tony MuellerDirector
Daniel NackermanSecy/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$632,141
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$8,958
Change in Net Assets
$-254,706

Audited Revenue Reconciliation

Revenue per Audited Statements
$641,099
Total Revenue per Audited Statements
$641,099
Total Revenue per Form 990
$641,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$543,199
Salaries, Compensation, and Employee Benefits$352,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$247,903$27,545-$275,448
Fees for Services Other$163,216$18,135-$181,351
Other Employee Benefits$35,928$3,992-$39,920
Current Officers, Directors, Trustees, and Key Employees$33,514$3,724-$37,238
Office Expenses$31,462$3,496-$34,958
Other Expenses$23,289$2,588-$25,877
Travel$13,888$1,543-$15,431
Insurance$7,554$839-$8,393
Fees for Services Legal$4,938$549-$5,487
Fees for Services Accounting$4,410$490-$4,900
Advertising$2,505$278-$2,783
Total Functional Expenses$806,224$89,581$0$895,805

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$895,805
Total Expenses per Audited Statements$895,805
Total Expenses per Form 990$895,805
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Other Liabilities$28,206
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
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, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each year the organization provides a copy of the Conflict of Interest Policy to their employees and officers. They must sign a statement verifying that they read and understand the policy.

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

Upon written request the organization will make available the governing documents, policies and/or financial statements.

Filing and Contact Details

Filer

Filer Name
Knowledge Education For Your
EIN
27-2536621
Phone
9098900644
Address
715 East Brier Drive, San Bernardino, CA 92408

Signing Officer

Name
Daniel Nackerman
Title
Secy/Treasurer
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Jones
Formed
2011
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
6
Employees
5

Preparer

Firm
Smith Marion & Company LLP
Address
1175 Idaho St Ste 202, Redlands, CA 92374
Preparer
Janet D Smith
Phone
9093072323
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Organization, Management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The organization files returns in the U.S. Federal jurisdiction and the State of California.

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IRS990/MissionDesc0To empower low-income families in San Bernardino County and unlock their potential for success. By connecting low-income families in need with high-quality services in the community, KEYS' goals are to: Assist low-income families to achieve self-sufficiency, promote employment at a living wage, promote educational achievement, advancement and/or skill-development needed to access higher-paying jobs, and promote self-esteem and confidence among low-income families/individuals.
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0275448
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0621
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02233
IRS990/PrincipalOfficerNm0Lisa Jones
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-254706
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0632141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0250000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01032141
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08958
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08958
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt01032141
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0632141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0250000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01032141
IRS990ScheduleA/TotalSupportAmt01041099
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
IRS990ScheduleD/ExpensesSubtotalAmt0895805
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028206
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Other Liabilities
IRS990ScheduleD/RevenueSubtotalAmt0641099
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Organization, Management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The organization files returns in the U.S. Federal jurisdiction and the State of California.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0895805
IRS990ScheduleD/TotalLiabilityAmt028206
IRS990ScheduleD/TotalRevenuePerForm990Amt0641099
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0641099
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0895805
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0217765
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Daniel Nackerman
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secy/Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0217765
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each year the organization provides a copy of the Conflict of Interest Policy to their employees and officers. They must sign a statement verifying that they read and understand the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon written request the organization will make available the governing documents, policies and/or financial statements.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HA of the County of San Bernardino
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956001632
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0Gov entity
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Assist low income families obtain housin
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0715 E Brier Drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Bernardino
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092408
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt046923
IRS990/TotalAssetsEOYAmt076881
IRS990/TotalAssetsGrp/BOYAmt046923
IRS990/TotalAssetsGrp/EOYAmt076881
IRS990/TotalCompGreaterThan150KInd0true

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