Civic Intelligence

The Brea Education Foundation

990EZ • Fiscal year 2020 • EIN 33-0221568

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

Organization ProfileN/A
One Civic Center Circle Level IiBrea, CA 92821

(714) 990-7800

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

26th percentile

-13%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

417%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$114,935

Down $18,035 (-14%) from 2019

Net Assets

Down

$114,935

Down $18,035 (-14%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$150,039

Up $121,001 (+417%) from 2019

Expenses

Up

$168,840

Up $31,786 (+23%) from 2019

Net Income

Up

-$18,801

Up $89,215 (+83%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$300K$200K$100K$0Assets 2012: $101,858Net Assets 2012: $101,8582012Assets 2018: $238,491Net Assets 2018: $238,4912018Assets 2019: $132,970Net Assets 2019: $132,9702019Assets 2020: $114,935Net Assets 2020: $114,9352020Assets 2021: $122,463Net Assets 2021: $122,4632021Assets 2022: $130,049Net Assets 2022: $130,0492022Assets 2023: $129,636Net Assets 2023: $129,6362023Assets 2024: $64,547Net Assets 2024: $64,5472024Assets 2025: $187,055Liabilities 2025: $0Net Assets 2025: $187,0552025

Highlighted filing

2020

Assets$114,935
Liabilities-
Net Assets$114,935
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $5,387Expenses 2012: $13,512Net Income 2012: -$8,1252012Revenue 2018: $156,937Expenses 2018: $14,964Net Income 2018: $141,9732018Revenue 2019: $29,038Expenses 2019: $137,054Net Income 2019: -$108,0162019Revenue 2020: $150,039Expenses 2020: $168,840Net Income 2020: -$18,8012020Revenue 2021: $110,243Expenses 2021: $104,009Net Income 2021: $6,2342021Revenue 2022: $120,282Expenses 2022: $105,328Net Income 2022: $14,9542022Revenue 2023: $120,885Expenses 2023: $121,317Net Income 2023: -$4322023Revenue 2024: $59,200Expenses 2024: $124,812Net Income 2024: -$65,6122024Revenue 2025: $191,672Expenses 2025: $69,908Net Income 2025: $121,7642025

Highlighted filing

2020

Revenue$150,039
Expenses$168,840
Net Income-$18,801
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$155,364
Mission and Program Overview

Mission

To provide supplemental support and supplies to the schools in the brea olinda unified school district.

Program Services

DescriptionGrantsExpenses
RAISED FUNDS THROUGH DIRECT MAILING TO SUPPORT THE SCHOOLS AND STUDENTS OF THE BREA OLINDA SCHOOL DISTRICT.$164,866$168,840
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RIC CLOUGHChairman-$0--
DIANA MALDONADOVice Chairma-$0--
ABHISHEK TIWARISecretary-$0--
ANDREW TODDTreasurer-$0--
LORI SHERMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Brea Education Foundation
EIN
33-0221568
Phone
7149907800
Address
ONE CIVIC CENTER CIRCLE LEVEL II, BREA, CA 92821

Signing Officer

Name
Andrew Todd
Title
Treasurer
Phone
7142572108
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Miller Giangrande Llp
Address
915 W IMPERIAL HWY STE 110, BREA, CA 92821
Preparer
Michael B Becher
Phone
7144942200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: brea olinda unified school district address: 1 civic center circle, level ii brea, ca 92821 cash contribution: 164,866”

Form 990-ez, Part I, Line 16

“Expenses administration 2,537 communication 1,261 website 176 total 3,974”

Form 990-ez, Part I, Line 20

“Unrealized gain on investment 766”

Form 990-ez, Part III

“To provide supplemental support and supplies to the schools in the brea olinda unified school district.”

Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0LORI SHERMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07149907800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE CIVIC CENTER CIRCLE LEVEL II
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0132970
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0114935
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0140431
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18801
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0132970
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0114935
IRS990EZ/FundraisingGrossIncomeAmt012981
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0164866
IRS990EZ/GrossReceiptsAmt0155364
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01952
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132970
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114935
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132970
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114935
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RIC CLOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA MALDONADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ABHISHEK TIWARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORI SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0766
IRS990EZ/OtherExpensesTotalAmt03974
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPLEMENTAL SUPPORT AND SUPPLIES TO THE SCHOOLS IN THE BREA OLINDA UNIFIED SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISED FUNDS THROUGH DIRECT MAILING TO SUPPORT THE SCHOOLS AND STUDENTS OF THE BREA OLINDA SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0164866
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0168840
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05325
IRS990EZ/SpecialEventsNetIncomeLossAmt07656
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0168840
IRS990EZ/TotalProgramServiceExpensesAmt0168840
IRS990EZ/TotalRevenueAmt0150039
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0140431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0136954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0298224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01952
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01179
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02222
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02380
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09757
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt091556
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01952
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01179
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02222
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02380
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09757
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97560
IRS990ScheduleA/PublicSupportPY509Pct00.96740
IRS990ScheduleA/PublicSupportTotal509Amt0389780
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0153412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040864
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0160008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014497
IRS990ScheduleA/Total509Grp/TotalAmt0389780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0155364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0161187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016877
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0399537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: BREA OLINDA UNIFIED SCHOOL DISTRICT ADDRESS: 1 CIVIC CENTER CIRCLE, LEVEL II BREA, CA 92821 CASH CONTRIBUTION: 164,866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATION 2,537 COMMUNICATION 1,261 WEBSITE 176 TOTAL 3,974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENT 766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SUPPLEMENTAL SUPPORT AND SUPPLIES TO THE SCHOOLS IN THE BREA OLINDA UNIFIED SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW TODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07142572108
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BREA
ReturnHeader/Filer/EIN0330221568
ReturnHeader/Filer/PhoneNum07149907800
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE CIVIC CENTER CIRCLE LEVEL II
ReturnHeader/Filer/USAddress/CityNm0BREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092821
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A898632B143ABBDEE9C6536CDC893BCAF20D6375
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DDC5B9C9A4F7806EDE871DFF5DD76197B0F9E2AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.78.99.197
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:03:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330098722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER GIANGRANDE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0915 W IMPERIAL HWY STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07144942200
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B BECHER
ReturnHeader/ReturnTs02020-11-09T16:03:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,935
Liabilities
-
Net assets
$114,935
Revenue
$150,039
Expenses
$168,840
Net income
-$18,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$1.92$0.70$1.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.65$0.59$1.25$0.66
2023Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.21$1.21$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.30$1.20$1.05$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.22$1.10$1.04$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.15$1.15$1.50$1.69$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$1.33$0.29$1.37$1.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$2.38$1.57$0.15$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$1.02$0.05$0.14$0.08