Civic Intelligence

The Brea Education Foundation

990EZ • Fiscal year 2021 • EIN 33-0221568

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

46th percentile

5.7%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

6.5%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-27%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$122,463

Up $7,528 (+6.5%) from 2020

Net Assets

Up

$122,463

Up $7,528 (+6.5%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$110,243

Down $39,796 (-27%) from 2020

Expenses

Down

$104,009

Down $64,831 (-38%) from 2020

Net Income

Up

$6,234

Up $25,035 (+133%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$122,463
Liabilities-
Net Assets$122,463

Operations Trend

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

2021

Revenue$110,243
Expenses$104,009
Net Income$6,234
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$132,770
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.$101,735$104,009
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RIC CLOUGHChairman-$0--
DIANA MALDONADOVice Chairma-$0--
ABHISHEK TIWARISecretary-$0--
ANDREW TODDTreasurer-$0--
LORI SHERMANBoard Member-$0--
CHRIS BECERRABoard Member-$0--
BRANDIE RUNNERBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$31,744$31,744$22,527$9,217
Total Events$31,744$31,744$22,527$9,217
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
2021-11-08
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: 101,735

Form 990-ez, Part I, Line 16

Expenses administration 1,803 communication 151 website 320 total 2,274

Form 990-ez, Part I, Line 20

Unrealized gain on investment 1,294

Form 990-ez, Part III

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

Raw XML Appendix187 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RIC CLOUGH
CompensationExplanation/CompensationExplanationGrp/PersonNm1DIANA MALDONADO
CompensationExplanation/CompensationExplanationGrp/PersonNm2ABHISHEK TIWARI
CompensationExplanation/CompensationExplanationGrp/PersonNm3ANDREW TODD
CompensationExplanation/CompensationExplanationGrp/PersonNm4LORI SHERMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5CHRIS BECERRA
CompensationExplanation/CompensationExplanationGrp/PersonNm6BRANDIE RUNNER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDREW TODD
IRS990EZ/BooksInCareOfDetail/PhoneNum07149907800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE CIVIC CENTER LEVEL II
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0114935
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IRS990EZ/ExcessOrDeficitForYearAmt06234
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RIC CLOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA MALDONADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ABHISHEK TIWARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORI SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS BECERRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRANDIE RUNNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01294
IRS990EZ/OtherExpensesTotalAmt02274
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/GrantsAndAllocationsAmt0101735
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0104009
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022527
IRS990EZ/SpecialEventsNetIncomeLossAmt09217
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104009
IRS990EZ/TotalProgramServiceExpensesAmt0104009
IRS990EZ/TotalRevenueAmt0110243
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt099061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0140431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0136954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0389495
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01966
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031744
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031285
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0116593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01952
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01179
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02222
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09343
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98190
IRS990ScheduleA/PublicSupportPY509Pct00.97560
IRS990ScheduleA/PublicSupportTotal509Amt0506088
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0130805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0153412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040864
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0160008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020999
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0132771
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0161187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023221
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0515431
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022527
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031744
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09217
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022527
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: BREA OLINDA UNIFIED SCHOOL DISTRICT ADDRESS: 1 CIVIC CENTER CIRCLE, LEVEL II BREA, CA 92821 CASH CONTRIBUTION: 101,735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATION 1,803 COMMUNICATION 151 WEBSITE 320 TOTAL 2,274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENT 1,294
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW TODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07142572108
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
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/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/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B BECHER
ReturnHeader/ReturnTs02021-11-08T13:10:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TODD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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