Civic Intelligence

Glendora Education Foundation

990 • Fiscal year 2017 • EIN 30-0197953

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

146 N Glendora AveGlendora, CA 91741

(626) 963-1611

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

33rd percentile

-2.2%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

29th percentile

-2.9%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$332,634

Down $9,877 (-2.9%) from 2016

Net Assets

Down

$332,634

Down $9,877 (-2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$456,619

Down $76,504 (-14%) from 2016

Expenses

Down

$466,496

Down $125,593 (-21%) from 2016

Net Income

Up

-$9,877

Up $49,089 (+83%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $326,447Liabilities 2013: $2,551Net Assets 2013: $323,8962013Assets 2014: $304,591Liabilities 2014: $0Net Assets 2014: $304,5912014Assets 2015: $401,477Liabilities 2015: $0Net Assets 2015: $401,4772015Assets 2016: $342,511Liabilities 2016: $0Net Assets 2016: $342,5112016Assets 2017: $332,634Liabilities 2017: $0Net Assets 2017: $332,6342017Assets 2018: $258,065Liabilities 2018: $0Net Assets 2018: $258,0652018Assets 2019: $220,142Liabilities 2019: $0Net Assets 2019: $220,1422019Assets 2020: $235,841Liabilities 2020: $26,791Net Assets 2020: $209,0502020Assets 2021: $294,168Liabilities 2021: $23,091Net Assets 2021: $271,0772021Assets 2022: $515,362Liabilities 2022: $201Net Assets 2022: $515,1612022Assets 2023: $648,803Liabilities 2023: $1,008Net Assets 2023: $647,7952023Assets 2024: $740,652Liabilities 2024: $0Net Assets 2024: $740,6522024Assets 2025: $706,588Liabilities 2025: $0Net Assets 2025: $706,5882025

Highlighted filing

2017

Assets$332,634
Liabilities$0
Net Assets$332,634

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2013: $503,6112013Revenue 2014: $451,901Expenses 2014: $471,206Net Income 2014: -$19,3052014Revenue 2015: $622,639Expenses 2015: $525,753Net Income 2015: $96,8862015Revenue 2016: $533,123Expenses 2016: $592,089Net Income 2016: -$58,9662016Revenue 2017: $456,619Expenses 2017: $466,496Net Income 2017: -$9,8772017Revenue 2018: $469,287Expenses 2018: $543,856Net Income 2018: -$74,5692018Revenue 2019: $440,328Expenses 2019: $478,251Net Income 2019: -$37,9232019Revenue 2020: $360,048Expenses 2020: $371,140Net Income 2020: -$11,0922020Revenue 2021: $540,893Expenses 2021: $478,866Net Income 2021: $62,0272021Revenue 2022: $384,484Expenses 2022: $140,400Net Income 2022: $244,0842022Revenue 2023: $414,955Expenses 2023: $282,321Net Income 2023: $132,6342023Revenue 2024: $366,968Expenses 2024: $274,111Net Income 2024: $92,8572024Revenue 2025: $371,781Expenses 2025: $405,845Net Income 2025: -$34,0642025

Highlighted filing

2017

Revenue$456,619
Expenses$466,496
Net Income-$9,877
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$611,580
Mission and Program Overview

Mission

Educational support - provide supplemental funding for various programs in schools within the glendora unified school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$342,511$332,634▼ $9,877
Rtn Earn Endowment Incm Other Fnds$342,511$332,634▼ $9,877
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$342,511$332,634▼ $9,877
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$342,511$332,634▼ $9,877
Total Liabilities and Net Assets / Fund Balance$342,511$332,634▼ $9,877
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel BoyerCo-president
Elizabeth ReuterCo-president
Pam RichardsVice President
Brennan StewardDirector
Christy ThielDirector
Gino MunozDirector
Jeanne BeckmanDirector
Kevin HarasDirector
Kristyn FademDirector
Natalie Farrar-adamsDirector
Pam RyanDirector
Paul HerediaDirector
Rukshan FernandoDirector
Sapna SinghDirector
Stacy GatesDirector
Tanya SimsDirector
Melinda DilwiciusSecretary
Jennifer OsborneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$329,090
Program Service Revenue
$11,254
Investment Income
$104
Other Revenue
$116,171
All Other Contributions
$133,810
Change in Net Assets
$-9,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$360,283
Other Expenses$106,213
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$360,283--$360,283
All Other Expenses$9,934$1,646-$11,580
Other Expenses$4,356--$4,356
Insurance-$1,950-$1,950
Fees for Services Other-$75-$75
Total Functional Expenses$462,825$3,671$0$466,496
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$271,132
Fundraising Direct Expenses$154,961
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Food for Thought$279,736$246,061-$246,061
Giving Tuesday$77,675-$151-
Total Events$457,496$270,276$154,615$115,661
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
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

Filer Name
Glendora Education Foundation
EIN
30-0197953
Address
146 N GLENDORA AVE, GLENDORA, CA 91741

Signing Officer

Name
Daniel Boyer
Title
Co-president
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
0
Employees
0

Preparer

Firm
Davis & Deal CPAs
Address
211 S Glendora Ave Ste A, Glendora, CA 91741
Preparer
Robert E Davis
Phone
6269630297
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0104
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0EDUCATIONAL SUPPORT - PROVIDE SUPPLEMENTAL FUNDING FOR VARIOUS PROGRAMS IN SCHOOLS WITHIN THE GLENDORA UNIFIED SCHOOL DISTRICT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0342511
IRS990/NetAssetsOrFundBalancesEOYAmt0332634
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0116171
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICE FEES
IRS990/OtherExpensesGrp/Desc2GENERAL CAMPAIGN EXPENSES
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIPS
IRS990/OtherExpensesGrp/ProgramServicesAmt077304
IRS990/OtherExpensesGrp/ProgramServicesAmt15963
IRS990/OtherExpensesGrp/ProgramServicesAmt24985
IRS990/OtherExpensesGrp/ProgramServicesAmt34356
IRS990/OtherExpensesGrp/TotalAmt077304
IRS990/OtherExpensesGrp/TotalAmt15963
IRS990/OtherExpensesGrp/TotalAmt24985
IRS990/OtherExpensesGrp/TotalAmt34356
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER SCHOOL FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt011254
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011254
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0232684
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0400616
IRS990/PYInvestmentIncomeAmt0114
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0191473
IRS990/PYOtherRevenueAmt0274455
IRS990/PYProgramServiceRevenueAmt025870
IRS990/PYRevenuesLessExpensesAmt0-58966
IRS990/PYTotalExpensesAmt0592089
IRS990/PYTotalRevenueAmt0533123
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-9877
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0342511
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0332634
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PART II SEC C LINE 17a 10% FACR-AND-CIRCUMSTANCE TESTTHE ORGANIZATION HAS OVER 400 INDIVADUAL AND BUSINESS ORGANIZTIONS THAT CONTRIBUTE TO THE ORIGANIZATION ON A REGULAR BASIS. OF THIS DONOR BASE, THERE ARE FOUR VERY GENEROUS DONORS THAT ARE CLASSIFIED AS DISQUALIFIED PERSONS. IF ANY TWO OF THOSE WERE REMOVED FROM THE LIST, THE ORGANIZATION WOULD MEET THE PUBLIC SUPPORT TEST. NONE OF THESE INDIVIDUALS HAVE ANY DIRECT INFLUENCE ON THE ORGANIZATION'S DECISISON MAKING PROCESS. SINCE THE OVERALL SUPPORT IS PROVIDED BY A LARGE NUMBER OF DONORS, THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST AS A PUBLICALLY SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0329090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0232684
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0341032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0284424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0282799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01470029
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0364
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23270
IRS990ScheduleA/PublicSupportPY170Pct00.24460
IRS990ScheduleA/PublicSupportTotal170Amt0342191
IRS990ScheduleA/SubstantialContributorsTotAmt01127838
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0329090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0232684
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0341032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0284424
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0282799
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01470029
IRS990ScheduleA/TotalSupportAmt01470393
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

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