Civic Intelligence

Mindful Schools

990 • Fiscal year 2020 • EIN 27-3261154

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

1260 45th StreetEmeryville, CA 94608

(510) 858-5350

Siviq Scores

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

Liabilities / Assets

96th percentile

1.45x

Higher debt load relative to assets than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.44x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$143,452

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

6th percentile

-16%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,033,906

Down $200,749 (-16%) from 2019

Net Assets

Down

-$460,565

Down $484,271 (-2043%) from 2019

Liabilities

Up

$1,494,471

Up $283,522 (+23%) from 2019

Revenue

Down

$3,432,767

Down $539,003 (-14%) from 2019

Expenses

Down

$3,917,038

Down $751,080 (-16%) from 2019

Net Income

Up

-$484,271

Up $212,077 (+30%) from 2019

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$0-$1.0M-$2.0MAssets 2011: $294,566Liabilities 2011: $1,513Net Assets 2011: $293,0532011Assets 2012: $491,206Liabilities 2012: $20,915Net Assets 2012: $470,2912012Assets 2013: $650,228Liabilities 2013: $287,572Net Assets 2013: $362,6562013Assets 2014: $1,304,655Liabilities 2014: $861,551Net Assets 2014: $443,1042014Assets 2015: $1,907,319Liabilities 2015: $1,164,239Net Assets 2015: $743,0802015Assets 2016: $2,453,871Liabilities 2016: $1,524,202Net Assets 2016: $929,6692016Assets 2017: $2,102,696Liabilities 2017: $1,109,665Net Assets 2017: $993,0312017Assets 2018: $1,850,142Liabilities 2018: $1,106,431Net Assets 2018: $743,7112018Assets 2019: $1,234,655Liabilities 2019: $1,210,949Net Assets 2019: $23,7062019Assets 2020: $1,033,906Liabilities 2020: $1,494,471Net Assets 2020: -$460,5652020Assets 2021: $1,424,415Liabilities 2021: $885,272Net Assets 2021: $539,1432021Assets 2022: $1,401,787Liabilities 2022: $872,535Net Assets 2022: $529,2522022Assets 2023: $647,654Liabilities 2023: $1,205,082Net Assets 2023: -$557,4282023Assets 2024: $295,526Liabilities 2024: $1,299,595Net Assets 2024: -$1,004,0692024Assets 2025: $0Liabilities 2025: $828,248Net Assets 2025: -$828,2482025

Highlighted filing

2020

Assets$1,033,906
Liabilities$1,494,471
Net Assets-$460,565

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $356,7852011Expenses 2012: $521,6832012Expenses 2013: $715,3482013Revenue 2014: $1,259,119Expenses 2014: $1,178,671Net Income 2014: $80,4482014Revenue 2015: $2,676,993Expenses 2015: $2,406,312Net Income 2015: $270,6812015Revenue 2016: $4,819,428Expenses 2016: $4,699,667Net Income 2016: $119,7612016Revenue 2017: $4,364,249Expenses 2017: $4,300,887Net Income 2017: $63,3622017Revenue 2018: $4,408,185Expenses 2018: $4,455,436Net Income 2018: -$47,2512018Revenue 2019: $3,971,770Expenses 2019: $4,668,118Net Income 2019: -$696,3482019Revenue 2020: $3,432,767Expenses 2020: $3,917,038Net Income 2020: -$484,2712020Revenue 2021: $3,936,324Expenses 2021: $2,913,987Net Income 2021: $1,022,3372021Revenue 2022: $1,939,197Expenses 2022: $2,572,019Net Income 2022: -$632,8222022Revenue 2023: $1,846,407Expenses 2023: $2,281,247Net Income 2023: -$434,8402023Revenue 2024: $1,409,113Expenses 2024: $1,855,754Net Income 2024: -$446,6412024Revenue 2025: $322,109Expenses 2025: $146,288Net Income 2025: $175,8212025

Highlighted filing

2020

Revenue$3,432,767
Expenses$3,917,038
Net Income-$484,271
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.0
Gross Receipts
$3,432,767
Mission and Program Overview

Mission

To integrate mindfulness into education by training the world's educators.

Mindful School's mission is to empower educators to spark change from the inside out by cultivating awareness, resilience, and compassionate action.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$665,714$458,777▼ $206,937
Accounts Receivable$380,233$294,368▼ $85,865
Savings and Temporary Cash Investments$23,864$203,361▲ $179,497
Prepaid Expenses and Deferred Charges$133,961$67,562▼ $66,399
Land, Buildings, and Equipment, Net$24,935$4,215▼ $20,720
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,234,655$1,033,906▼ $200,749
Other Assets Total$5,948$5,623▼ $325
Liabilities
Deferred Revenue$919,033$892,269▼ $26,764
Mortgage Notes Payable Secured by Investment Property-$364,635-
Accounts Payable and Accrued Expenses$291,916$237,567▼ $54,349
Total Liabilities$1,210,949$1,494,471▲ $283,522
Net Assets / Fund Balance
Net Assets With Donor Restrictions$90,291$7,645▼ $82,646
Net Assets Without Donor Restrictions$-66,585$-468,210▼ $401,625
Total Net Assets Fund Balance$23,706$-460,565▼ $484,271
Total Liabilities and Net Assets / Fund Balance$1,234,655$1,033,906▼ $200,749

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,215$241,350$245,565
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha BrownSr Director People & OpFT$122,480$20,972$143,452
Rebecca EngwerdaDirector of GrowthFT$117,931$20,419$138,350
Megan SweetSr Director Prgm ImpactFT$123,038$13,959$136,997
Nicole NaffaaDirector of GuidanceFT$105,688$14,133$119,821
Linda NewmanControllerFT$109,665$7,928$117,593
Robert ThomasFormer Exec DirectorFT$99,523$4,466$103,989
Seewan EngExec DirectorFT$68,295$678$68,973

Board Members and Trustees

NameTitle
Anu CairoBoard Chair
Anne RoiseVice-Chair
Denis UdallDirector
Richard ShankmanDirector
Spencer Sherman MBADirector
Dr Nicole ShechtmanSecretary
Daniel BowlingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$258,375
Program Service Revenue
$3,167,167
Investment Income
$7,225
Other Revenue
$0
All Other Contributions
$258,375
Change in Net Assets
$-484,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,393,826
Grants and Similar Amounts Paid$775,751
Other Expenses$747,461
Total Fundraising Expense$183,789
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,350,654$365,042$109,512$1,825,208
Grants to Domestic Individuals$775,751--$775,751
Other Employee Benefits$167,810$45,354$13,606$226,770
Payroll Taxes$128,782$34,806$10,442$174,030
Current Officers, Directors, Trustees, and Key Employees$124,185$33,564$10,069$167,818
Information Technology$81,736$22,091$6,627$110,454
Occupancy$56,549$15,283$4,585$76,417
Fees for Services Accounting$43,808$11,840$3,552$59,200
Other Expenses$40,357$10,907$3,272$54,536
Travel$18,152$4,906$1,472$24,530
Advertising$18,094$4,890$1,467$24,451
Depreciation Depletion$15,332$4,144$1,243$20,719
Fees for Services Legal$13,444$3,633$1,090$18,167
Insurance$7,754$2,096$629$10,479
Office Expenses$7,118$1,924$577$9,619
All Other Expenses$2,069$559$168$2,796
Total Functional Expenses$3,120,617$612,632$183,789$3,917,038
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's management and at least one member of the board of directors. This group of individuals then discusses the contents of the return with the outside tax professional. After a full review, the final version of the tax return is provided to all members of the organization's voting body before it is submitted (via e-file) to the department of the treasury.

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

Members of the board of directors review all potential conflicts of interest at least annually. The executive director and all board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Members of the board of directors review the compensation of all high-level personnel annually in accordance with irs rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with irs guidelines and the organization's policies and procedures.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation of other personnel and key employees is reviewed at least annually by members of management. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries and all related benefits. All decisions are then documented in personnel files.

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

ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE they are AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE FOR A PHYSICAL INSPECTION AT THE ORGANIZATION'S OFFICE IN BERKELEY, CALIFORNIA.

Filing and Contact Details

Filer

Filer Name
Mindful Schools
EIN
27-3261154
Phone
5108585350
Address
1260 45th Street, Emeryville, CA 94608

Signing Officer

Name
Seewan Eng
Title
Executive Director
Phone
5108585350
Signed
2021-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anu Cairo
Formed
2010
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
46

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Sr Dir People & Op
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Sr Dir Prgm Impact
IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir of Guidance
IRS990/Form990PartVIISectionAGrp/TitleTxt4Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt5Former Exec Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt6Exec Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990ScheduleA/PublicOrganization170Ind0X
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.83$0.83$0.32$0.15$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.30$1.30$1.00$1.41$1.86$0.45
2023Detailed filing. Detailed filing data is available for this year.$0.65$1.21$0.56$1.85$2.28$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.87$0.53$1.94$2.57$0.63
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.89$0.54$3.94$2.91$1.02
2020Detailed filing. Detailed filing data is available for this year.$1.03$1.49$0.46$3.43$3.92$0.48
2019Detailed filing. Detailed filing data is available for this year.$1.23$1.21$0.02$3.97$4.67$0.70
2018Detailed filing. Detailed filing data is available for this year.$1.85$1.11$0.74$4.41$4.46$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.10$1.11$0.99$4.36$4.30$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.45$1.52$0.93$4.82$4.70$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.91$1.16$0.74$2.68$2.41$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.86$0.44$1.26$1.18$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.29$0.36$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.02$0.47$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.36