Civic Intelligence

Knowledge Education for Your Success Inc

990 • Fiscal year 2015 • EIN 27-2536621

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 27, 2016

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

97th percentile

1.58x

Higher debt load relative to assets than 97% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.25x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

37th percentile

-0.8%

Higher net margin than 37% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

99th percentile

412%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

294%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$393,407

Up $316,526 (+412%) from 2014

Net Assets

Down

-$227,097

Down $19,314 (-9.3%) from 2014

Liabilities

Up

$620,504

Up $335,840 (+118%) from 2014

Revenue

Up

$2,527,461

Up $1,886,362 (+294%) from 2014

Expenses

Up

$2,546,775

Up $1,650,970 (+184%) from 2014

Net Income

Up

-$19,314

Up $235,392 (+92%) from 2014

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

2015

Assets$393,407
Liabilities$620,504
Net Assets-$227,097

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

2015

Revenue$2,527,461
Expenses$2,546,775
Net Income-$19,314
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 27, 2016
Return Version
2015v2.1
Gross Receipts
$2,527,461
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 country 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

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$69,367$332,174▲ $262,807
Cash and Non-Interest-Bearing Accounts$5,281$37,193▲ $31,912
Prepaid Expenses and Deferred Charges$2,233$2,416▲ $183
Total Assets$76,881$393,407▲ $316,526
Other Assets Total$0$21,624▲ $21,624
Liabilities
Mortgage Notes Payable Secured by Investment Property$236,695$577,389▲ $340,694
Accounts Payable and Accrued Expenses$19,763$39,080▲ $19,317
Other Liabilities$28,206$4,035▼ $24,171
Total Liabilities$284,664$620,504▲ $335,840
Net Assets / Fund Balance
Unrestricted Net Assets$-207,783$-227,097▼ $19,314
Total Net Assets Fund Balance$-207,783$-227,097▼ $19,314
Total Liabilities and Net Assets / Fund Balance$76,881$393,407▲ $316,526

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$21,624--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian DiselbergChair
Michael J GalloVice-chair
Marco GarciaMember
Ron GriffinMember
Sylvia MillerMember
Maria RazoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,466,603
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$60,858
All Other Contributions
$28,330
Change in Net Assets
$-19,314

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,527,461
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,527,461
Total Revenue per Form 990
$2,527,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,811,394
Salaries, Compensation, and Employee Benefits$735,381
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$561,048$62,339-$623,387
Fees for Services Other$132,536$14,726-$147,262
Other Employee Benefits$100,795$11,199-$111,994
Office Expenses$53,760$5,973-$59,733
Travel$30,066$3,341-$33,407
Insurance$9,142$1,016-$10,158
Fees for Services Accounting$9,000$1,000-$10,000
Other Expenses$7,686$854-$8,540
Advertising$1,113$124-$1,237
Fees for Services Legal$964$107-$1,071
Total Functional Expenses$2,292,098$254,677$0$2,546,775

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,546,775
Total Expenses per Audited Statements$2,546,775
Total Expenses per Form 990$2,546,775
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$4,035
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 11

The 990 is reviewed by the Executive Director and the HACSB Finance Manager. It is compared to the Audited Report.

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

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, Section B, line 15

The organization uses compensation studies from comparable organizations to determine compensation.

Form 990, Part VI, Section C, line 19

The organization's governing documents, policies and financial statements are made available through the organization's website. Requests can be submitted there.

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
CPA Electronically Filed
Title
finance manager
Phone
9098900644
Signed
2016-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jesse Diaz
Formed
2011
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
29
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
400 CAPITOL MALL SUITE 1200, Sacramento, CA 95814
Preparer
Laura Wilder CPA
Phone
9164429100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Consulting: Program service expenses 132,536. Management and general expenses 14,726. Fundraising expenses 0. Total expenses 147,262.

Financial Statement Notes

Part X, Line 2:

These financial statements do not reflect a provision for income taxes and keys has no other tax positions which must be considered for disclosure. Income tax returns filed by keys are subject to examination by the irs for a period of three years. While no income tax returns are currently being examined by the irs, tax years since 2012 remain open. Keys' california income tax returns for the prior four periods remain subject to examination by the franchise tax board.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0250000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03498744
IRS990ScheduleA/TotalSupportAmt03568560
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/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02546775
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt021624
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0due from affiliates
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Other Liabilities
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02527461
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND KEYS HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY KEYS ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE IRS, TAX YEARS SINCE 2012 REMAIN OPEN. KEYS' CALIFORNIA INCOME TAX RETURNS FOR THE PRIOR FOUR PERIODS REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt021624
IRS990ScheduleD/TotalExpensesPerForm990Amt02546775
IRS990ScheduleD/TotalLiabilityAmt04035
IRS990ScheduleD/TotalRevenuePerForm990Amt02527461
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02527461
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02546775
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the Executive Director and the HACSB Finance Manager. It is compared to the Audited Report.
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/ExplanationTxt2The organization uses compensation studies from comparable organizations to determine compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. REQUESTS CAN BE SUBMITTED THERE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Consulting: Program service expenses 132,536. Management and general expenses 14,726. Fundraising expenses 0. Total expenses 147,262.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HA of the country 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/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt076881
IRS990/TotalAssetsEOYAmt0393407
IRS990/TotalAssetsGrp/BOYAmt076881
IRS990/TotalAssetsGrp/EOYAmt0393407
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02466603
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0254677
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02292098
IRS990/TotalFunctionalExpensesGrp/TotalAmt02546775
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0284664
IRS990/TotalLiabilitiesEOYAmt0620504
IRS990/TotalLiabilitiesGrp/BOYAmt0284664
IRS990/TotalLiabilitiesGrp/EOYAmt0620504
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-207783
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-227097
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02292098
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt060858
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02527461
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt076881
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0393407
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03341
IRS990/TravelGrp/ProgramServicesAmt030066
IRS990/TravelGrp/TotalAmt033407
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-207783
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-227097
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0715 East Brier Drive
IRS990/USAddress/CityNm0San Bernardino
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092408
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.hacsb.com
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CPA ELECTRONICALLY FILED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0finance manager
ReturnHeader/BusinessOfficerGrp/PhoneNum09098900644
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KNOWLEDGE EDUCATION FOR YOUR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUCCESS INc
ReturnHeader/Filer/BusinessNameControlTxt0KNOW
ReturnHeader/Filer/EIN0272536621
ReturnHeader/Filer/PhoneNum09098900644
ReturnHeader/Filer/USAddress/AddressLine1Txt0715 East Brier Drive
ReturnHeader/Filer/USAddress/CityNm0San Bernardino
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 CAPITOL MALL SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095814

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