Civic Intelligence

The Brea Education Foundation

990EZ • Fiscal year 2023 • EIN 33-0221568

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization ProfileN/A
PO Box 11058Brea, CA 92822

(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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

41st percentile

-0.4%

Higher net margin than 41% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

0.5%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$129,636

Down $413 (-0.3%) from 2022

Net Assets

Down

$129,636

Down $413 (-0.3%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Up

$120,885

Up $603 (+0.5%) from 2022

Expenses

Up

$121,317

Up $15,989 (+15%) from 2022

Net Income

Down

-$432

Down $15,386 (-103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$129,636
Liabilities-
Net Assets$129,636
Open 2023 Filing

Operations Trend

Revenue Growth45th 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

2023

Revenue$120,885
Expenses$121,317
Net Income-$432
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$130,136
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.$115,661$115,661
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RIC CLOUGHChairman-$0--
DIANA MALDONADOVice Chairma-$0--
ABHISHEK TIWARISecretary-$0--
ANDREW TODDTreasurer-$0--
SHIRLEY LEEBoard Member-$0--
BRANDIE RUNNERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Brea Education Foundation
EIN
33-0221568
Phone
7149907800
Address
PO BOX 11058, BREA, CA 92822

Signing Officer

Name
Andrew Todd
Title
Treasurer
Phone
7142572108
Signed
2023-11-14
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: 28,649 name: charitable ventures of orange count address: 1505 e 17th st ste 101 santa ana, ca 92705 cash contribution: 74,512”

Form 990-ez, Part I, Line 16

“Expenses insurance 876 administration 983 communication 53 campaign 2,144 website 315 total 4,371”

Form 990-ez, Part I, Line 20

“Unrealized gain on investment 18”

Form 990-ez, Part III

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

Raw XML Appendix177 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/AddressChangeInd0X
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/BOYAmt0130050
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0119015
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-432
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01285
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130050
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129636
IRS990EZ/FundraisingGrossIncomeAmt09853
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0115661
IRS990EZ/GrossReceiptsAmt0130136
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01268
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130050
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130050
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RIC CLOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA MALDONADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ABHISHEK TIWARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHIRLEY LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRANDIE RUNNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt018
IRS990EZ/OtherExpensesTotalAmt04371
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/GrantsAndAllocationsAmt0115661
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0115661
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09251
IRS990EZ/SpecialEventsNetIncomeLossAmt0602
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0121317
IRS990EZ/TotalProgramServiceExpensesAmt0115661
IRS990EZ/TotalRevenueAmt0120885
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0119015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0104129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt099061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0140431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0472215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01268
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01804
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01966
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01952
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02024
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038272
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0124135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01268
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01804
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01952
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09014
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98510
IRS990ScheduleA/PublicSupportPY509Pct00.98600
IRS990ScheduleA/PublicSupportTotal509Amt0596350
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0128868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0142401
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0153412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040864
IRS990ScheduleA/Total509Grp/TotalAmt0596350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0130136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0144205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0132771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0155364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042888
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0605364
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: BREA OLINDA UNIFIED SCHOOL DISTRICT ADDRESS: 1 CIVIC CENTER CIRCLE, LEVEL II BREA, CA 92821 CASH CONTRIBUTION: 28,649 NAME: CHARITABLE VENTURES OF ORANGE COUNT ADDRESS: 1505 E 17TH ST STE 101 SANTA ANA, CA 92705 CASH CONTRIBUTION: 74,512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 876 ADMINISTRATION 983 COMMUNICATION 53 CAMPAIGN 2,144 WEBSITE 315 TOTAL 4,371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENT 18
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW TODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07142572108
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BREA
ReturnHeader/Filer/EIN0330221568
ReturnHeader/Filer/PhoneNum07149907800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11058
ReturnHeader/Filer/USAddress/CityNm0BREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092822
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B BECHER
ReturnHeader/ReturnTs02023-11-14T22:45:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TODD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,636
Liabilities
-
Net assets
$129,636
Revenue
$120,885
Expenses
$121,317
Net income
-$432
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits