Civic Intelligence

Hemet Education Foundation

990 • Fiscal year 2022 • EIN 33-0416498

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

1791 West Acacia AvenueHemet, CA 92545

(951) 766-0272

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2022

Revenue Growth

54th percentile

12%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2022

Assets

Up

$588,138

Up $110,807 (+23%) from 2020

Net Assets

Up

$588,138

Up $110,807 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$56,051

Up $11,007 (+24%) from 2020

Expenses

Down

$27,586

Down $11,817 (-30%) from 2020

Net Income

Up

$28,465

Up $22,824 (+405%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $424,263Liabilities 2015: $0Net Assets 2015: $424,2632015Assets 2019: $471,690Liabilities 2019: $0Net Assets 2019: $471,6902019Assets 2020: $477,331Liabilities 2020: $0Net Assets 2020: $477,3312020Assets 2022: $588,138Liabilities 2022: $0Net Assets 2022: $588,1382022Assets 2023: $523,221Liabilities 2023: $0Net Assets 2023: $523,2212023Assets 2024: $578,813Liabilities 2024: $0Net Assets 2024: $578,8132024Assets 2025: $671,828Liabilities 2025: $0Net Assets 2025: $671,8282025

Highlighted filing

2022

Assets$588,138
Liabilities$0
Net Assets$588,138

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $17,947Expenses 2015: $33,903Net Income 2015: -$15,9562015Revenue 2019: $37,241Expenses 2019: $47,333Net Income 2019: -$10,0922019Revenue 2020: $45,044Expenses 2020: $39,403Net Income 2020: $5,6412020Revenue 2022: $56,051Expenses 2022: $27,586Net Income 2022: $28,4652022Revenue 2023: $38,518Expenses 2023: $38,778Net Income 2023: -$2602023Revenue 2024: $151,748Expenses 2024: $41,292Net Income 2024: $110,4562024Revenue 2025: $107,852Expenses 2025: $42,952Net Income 2025: $64,9002025

Highlighted filing

2022

Revenue$56,051
Expenses$27,586
Net Income$28,465
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$56,051
Mission and Program Overview

Mission

The hemet education foundation is dedicated to promoting excellence and innovation in education for the students of the hemet unified school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$559,673$588,138▲ $28,465
Investments Program Related$535,253$545,388▲ $10,135
Cash and Non-Interest-Bearing Accounts$24,420$42,750▲ $18,330
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$559,673$588,138▲ $28,465
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$559,673$588,138▲ $28,465
Total Liabilities and Net Assets / Fund Balance$559,673$588,138▲ $28,465

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$545,388--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$538,428$0▲ $30,900-$448,341
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ron BreyerCo-president
Sue BreyerCo-president
Alex BallardVice President
Jason ChrestBoard Member
Ross ValenzuelaBoard Member
Ted SmithBoard Member
William ValenzuelaBoard Member
Derek JindraCo-treasurer
Don DigbyCo-treasurer
Claire DoolittleSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$25,115
Program Service Revenue
$0
Investment Income
$30,936
Other Revenue
$0
All Other Contributions
$25,115
Change in Net Assets
$28,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,000
Other Expenses$6,586
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,000--$21,000
Fees for Services Other-$5,245-$5,245
Fees for Services Accounting-$795-$795
Fees for Service Investment Mgmnt Fees-$546-$546
Total Functional Expenses$21,000$6,586$0$27,586
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Two board members whom are ron breyer and sue breyer are married.

Form 990, Part VI, Section B, Line 11B

The organization's governing body reads, discusses and authorizes the form 990 before filing.

Form 990, Part VI, Section B, Line 12C

In the written conflict of interest policy it states in the organization's by-laws, article vii general provisions, section 7.01: self-dealing, lists that no member shall vote unless his or her interest is disclosed. Once it is disclosed, the issue is monitored by the board.

Form 990, Part VI, Section C, Line 18

The hef email address is on all communications the organization sends out, including their scholarship information, letterhead and on its website https://www.hemeteducationfoundation.com/. If the public wants to request a copy of the organization's irs form 1023 or its annual 990 filing, they can locate the organization online and complete the form with their request. The hef email address is monitored by the co-presidents; a phone number and mailing address is also available on the website.

Form 990, Part VI, Section C, Line 19

Hemet education foundation bylaws, article vii general provisions, section 7.01: self-dealing - "in the exercise of voting rights by members of the executive board, no individual shall vote on any issue, motion, or resolution which directly or indirectly inures to hisor her benefit financially, except that such individual my be counted in order to qualify a quorum and, except as the executive board my otherwise direct. May participate in the discussion of such an issue, motion, or resolution if he or she first discloses the nature of his or her interest, as provided in the california corporation code." the governing documents and conflict of interest policy are avaiable to the public upon request.

Filing and Contact Details

Filer

Filer Name
Hemet Education Foundation
EIN
33-0416498
Phone
9517660272
Address
1791 WEST ACACIA AVENUE, HEMET, CA 92545

Signing Officer

Name
Susan F Breyer
Title
Co-president
Phone
9517660272
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan F Breyer
Formed
1994
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Pehl Foutz Foutz & Teegarden Cpas Pc
Address
1045 EAST MORTON PLACE, HEMET, CA 92543
Preparer
Tim Young
Phone
9516583277
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Filing fees: program service expenses 0. Management and general expenses 25. Fundraising expenses 0. Total expenses 25. Bank service charges: program service expenses 0. Management and general expenses 23. Fundraising expenses 0. Total expenses 23. Philanthropic service fees: program service expenses 0. Management and general expenses 5,197. Fundraising expenses 0. Total expenses 5,197.

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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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AWARDED FOR ACADEMIC ACHIEVEMENT TO BE USED FOR COLLEGE EXPENSES.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE HEMET EDUCATION FOUNDATION BOARD VOTED OVER SIX YEARS AGO TO AWARD $5,000 SCHOLARSHIPS TO A GRADUATING SENIOR FROM EACH OF FIVE COMPREHENSIVE HIGH SCHOOLS, AND $500 SCHOLARSHIPS TO A QUALIFYING GRADUATING SENIOR AT EACH OF OUR ALTERNATIVE HIGH SCHOOLS. PRINCIPALS AT EACH OF THE HIGH SCHOOLS NOMINATES UP TO 3 SENIORS FOR THE SCHOLARSHIP AND SUBMITS THE STUDENT'S NAME, PERSONAL STATEMENT, AND TRANSCRIPT TO HEF ELECTRONICALLY (VICE PRESIDENT ALEX BALLARD HANDLES THIS CONTACT WITH PRINCIPALS). THE BOARD MAKES THE SELECTIONS AFTER REVIEWING THE STUDENT INFORMATION. AFTER THE RECIPIENTS ARE CHOSEN AND STUDENTS ARE NOTIFIED, THEY ARE INSTRUCTED TO HAVE THEIR FUTURE COLLEGE/UNIVERSITY SEND US PROOF OF ENROLLMENT FOR THE STUDENT. ONCE WE RECEIVE THIS INFORMATION FROM THE COLLEGE/UNIVERSITY, EITHER A CO-PRESIDENT OR A CO-TREASURER SEBDS THE CHECK DIRECTLY TO THE FINANCIAL AID OFFICETO BE DEPOSITED INTO THE STUDENT'S ACCOUNT. WRITTEN STATEMENTS ARE PERIODICALLY SENT TO HEF BOARD MEMBERS WITH ALL INFORMATION OUTLINED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO BOARD MEMBERS WHOM ARE RON BREYER AND SUE BREYER ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING BODY READS, DISCUSSES AND AUTHORIZES THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN THE WRITTEN CONFLICT OF INTEREST POLICY IT STATES IN THE ORGANIZATION'S BY-LAWS, ARTICLE VII GENERAL PROVISIONS, SECTION 7.01: SELF-DEALING, LISTS THAT NO MEMBER SHALL VOTE UNLESS HIS OR HER INTEREST IS DISCLOSED. ONCE IT IS DISCLOSED, THE ISSUE IS MONITORED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE HEF EMAIL ADDRESS IS ON ALL COMMUNICATIONS THE ORGANIZATION SENDS OUT, INCLUDING THEIR SCHOLARSHIP INFORMATION, LETTERHEAD AND ON ITS WEBSITE HTTPS://WWW.HEMETEDUCATIONFOUNDATION.COM/. IF THE PUBLIC WANTS TO REQUEST A COPY OF THE ORGANIZATION'S IRS FORM 1023 OR ITS ANNUAL 990 FILING, THEY CAN LOCATE THE ORGANIZATION ONLINE AND COMPLETE THE FORM WITH THEIR REQUEST. THE HEF EMAIL ADDRESS IS MONITORED BY THE CO-PRESIDENTS; A PHONE NUMBER AND MAILING ADDRESS IS ALSO AVAILABLE ON THE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HEMET EDUCATION FOUNDATION BYLAWS, ARTICLE VII GENERAL PROVISIONS, SECTION 7.01: SELF-DEALING - "IN THE EXERCISE OF VOTING RIGHTS BY MEMBERS OF THE EXECUTIVE BOARD, NO INDIVIDUAL SHALL VOTE ON ANY ISSUE, MOTION, OR RESOLUTION WHICH DIRECTLY OR INDIRECTLY INURES TO HISOR HER BENEFIT FINANCIALLY, EXCEPT THAT SUCH INDIVIDUAL MY BE COUNTED IN ORDER TO QUALIFY A QUORUM AND, EXCEPT AS THE EXECUTIVE BOARD MY OTHERWISE DIRECT. MAY PARTICIPATE IN THE DISCUSSION OF SUCH AN ISSUE, MOTION, OR RESOLUTION IF HE OR SHE FIRST DISCLOSES THE NATURE OF HIS OR HER INTEREST, AS PROVIDED IN THE CALIFORNIA CORPORATION CODE." THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAIABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FILING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23. PHILANTHROPIC SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,197. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,197.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0559673
IRS990/TotalAssetsEOYAmt0588138
IRS990/TotalAssetsGrp/BOYAmt0559673
IRS990/TotalAssetsGrp/EOYAmt0588138
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025115
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06586
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021000
IRS990/TotalFunctionalExpensesGrp/TotalAmt027586
IRS990/TotalGrossUBIAmt030936
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0559673
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0588138
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt021000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056051
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt030936
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0559673
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0588138
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0264 PIPE SPRINGS
IRS990/USAddress/CityNm0BEAUMONT
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0922237359
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.HEMETEDUCATIONFOUNDATION.COM/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN F BREYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09517660272
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEMET EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEME
ReturnHeader/Filer/EIN0330416498
ReturnHeader/Filer/PhoneNum09517660272
ReturnHeader/Filer/USAddress/AddressLine1Txt01791 WEST ACACIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0HEMET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092545
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953139683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEHL FOUTZ FOUTZ & TEEGARDEN CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01045 EAST MORTON PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HEMET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092543
ReturnHeader/PreparerPersonGrp/PhoneNum09516583277
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM YOUNG
ReturnHeader/ReturnTs02022-11-09T10:13:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BREYER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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