Civic Intelligence

The Brea Education Foundation

990EZ • Fiscal year 2022 • EIN 33-0221568

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

62nd percentile

12%

Higher net margin than 62% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

50th percentile

9.1%

Faster revenue growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$130,049

Up $7,586 (+6.2%) from 2021

Net Assets

Up

$130,049

Up $7,586 (+6.2%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$120,282

Up $10,039 (+9.1%) from 2021

Expenses

Up

$105,328

Up $1,319 (+1.3%) from 2021

Net Income

Up

$14,954

Up $8,720 (+140%) from 2021

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

2022

Assets$130,049
Liabilities-
Net Assets$130,049

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

2022

Revenue$120,282
Expenses$105,328
Net Income$14,954
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.0
Gross Receipts
$144,205
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.$101,020$101,020
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--
BRANDIE RUNNERBoard Member-$0--
SHRILEY LEEBoard Memebe-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,882$24,882$19,969$4,913
State of the Sc$13,390$13,390$3,954$9,436
Total Events$38,272$38,272$23,923$14,349
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
2022-11-09
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

CASH CONTRIBUTION: 7,000

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: 11,050 name: charitable ventures of orange count address: 1505 e 17th st ste 101 santa ana, ca 92705 cash contribution: 77,970

Form 990-ez, Part I, Line 16

Expenses insurance 1,712 administration 850 communication 164 website 297 total 3,023

Form 990-ez, Part I, Line 20

Unrealized loss on investment -7,368

Form 990-ez, Part III

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

Raw XML Appendix194 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMEBE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-7368
IRS990EZ/OtherExpensesTotalAmt03023
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0101020
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 7,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: BREA OLINDA UNIFIED SCHOOL DISTRICT ADDRESS: 1 CIVIC CENTER CIRCLE, LEVEL II BREA, CA 92821 CASH CONTRIBUTION: 11,050 NAME: CHARITABLE VENTURES OF ORANGE COUNT ADDRESS: 1505 E 17TH ST STE 101 SANTA ANA, CA 92705 CASH CONTRIBUTION: 77,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INSURANCE 1,712 ADMINISTRATION 850 COMMUNICATION 164 WEBSITE 297 TOTAL 3,023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSS ON INVESTMENT -7,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07142572108
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
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ReturnHeader/Filer/EIN0330221568
ReturnHeader/Filer/PhoneNum07149907800
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07144942200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B BECHER
ReturnHeader/ReturnTs02022-11-09T11:26:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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