Civic Intelligence

Fullerton School District Educational Foundation

990EZ • Fiscal year 2012 • EIN 33-0755742

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 26, 2012

Organization ProfileN/A
PO Box 531792835
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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

62nd percentile

8.4%

Faster asset growth than 62% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

56th percentile

4.6%

Faster revenue growth than 56% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,379

Up $3,441 (+8.4%) from 2011

Net Assets

Up

$44,379

Up $3,441 (+8.4%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$25,620

Up $1,124 (+4.6%) from 2011

Expenses

Down

$22,179

Down $4,343 (-16%) from 2011

Net Income

Up

$3,441

Up $5,467 (+270%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2011: $40,938Net Assets 2011: $40,9382011Assets 2012: $44,379Net Assets 2012: $44,3792012Assets 2013: $49,072Net Assets 2013: $49,0722013Assets 2014: $44,815Net Assets 2014: $44,8152014Assets 2018: $168,159Liabilities 2018: $0Net Assets 2018: $168,1592018Assets 2019: $120,709Liabilities 2019: $0Net Assets 2019: $120,7092019Assets 2020: $143,585Liabilities 2020: $0Net Assets 2020: $143,5852020Assets 2021: $165,125Liabilities 2021: $0Net Assets 2021: $165,1252021Assets 2022: $170,221Liabilities 2022: $0Net Assets 2022: $170,2212022Assets 2023: $289,190Liabilities 2023: $0Net Assets 2023: $289,1902023Assets 2024: $223,779Liabilities 2024: $0Net Assets 2024: $223,7792024Assets 2025: $215,573Liabilities 2025: $0Net Assets 2025: $215,5732025

Highlighted filing

2012

Assets$44,379
Liabilities-
Net Assets$44,379
Open 2012 Filing

Operations Trend

Revenue Growth56th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $24,496Expenses 2011: $26,522Net Income 2011: -$2,0262011Revenue 2012: $25,620Expenses 2012: $22,179Net Income 2012: $3,4412012Revenue 2013: $24,258Expenses 2013: $19,565Net Income 2013: $4,6932013Revenue 2014: $18,109Expenses 2014: $22,366Net Income 2014: -$4,2572014Revenue 2018: $75,348Expenses 2018: $152,333Net Income 2018: -$76,9852018Revenue 2019: $87,967Expenses 2019: $135,105Net Income 2019: -$47,1382019Revenue 2020: $114,621Expenses 2020: $93,565Net Income 2020: $21,0562020Revenue 2021: $66,136Expenses 2021: $45,962Net Income 2021: $20,1742021Revenue 2022: $80,100Expenses 2022: $80,854Net Income 2022: -$7542022Revenue 2023: $207,874Expenses 2023: $88,073Net Income 2023: $119,8012023Revenue 2024: $147,673Expenses 2024: $210,740Net Income 2024: -$63,0672024Revenue 2025: $85,587Expenses 2025: $97,137Net Income 2025: -$11,5502025

Highlighted filing

2012

Revenue$25,620
Expenses$22,179
Net Income$3,441
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 26, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To support the students and activities of fullerton union school district.

Filing and Contact Details

Filer

EIN
33-0755742
Raw XML Appendix197 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/ContributionsGiftsGrantsEtc018342
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear03441
IRS990EZ/FeesAndOthPymtToIndContractors0540
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IRS990EZ/GrossReceipts029571
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IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY040938
IRS990EZ/NetAssetsOrFundBalancesBOY040938
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IRS990EZ/NetAssetsOrFundBalancesEOY044379
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10PO BOX 5317
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11PO BOX 5317
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12PO BOX 5317
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13PO BOX 5317
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0FULLERTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1FULLERTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2FULLERTON
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode092835
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode192835
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode292835
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode392835
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0KRISTIN MONTOYA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1FRAN STEINBERG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ANDY MONTOYA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3ROBERT JOHNSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal03509
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO SUPPORT THE STUDENTS AND ACTIVITIES OF FULLERTON UNION SCHOOL DISTRICT.
IRS990EZ/PrintingPublicationsPostage0100
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0COLLECTED FUNDS FROM VARIOUS BUSINESSES AND INDIVIDUALS AND CONTRIBUTED FUNDS TO THE FULLERTON SCHOOL DISTRICT.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations03403
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses018030
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SpecialEventsDirectExpenses03951
IRS990EZ/SpecialEventsNetIncomeLoss07214
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 5317
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0FULLERTON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092835
IRS990EZ/TheBooksAreInCareOf/NamePerson0EXECUTIVE DIRECTOR
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07144518666
IRS990EZ/TotalAssets/BOY040938
IRS990EZ/TotalAssets/EOY044379
IRS990EZ/TotalExpenses022179
IRS990EZ/TotalProgramServiceExpenses03403
IRS990EZ/TotalRevenue025620
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear018342
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year026596
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years09384
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years03944
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years05664
IRS990ScheduleA/GiftsGrantsContribReceived509/Total063930
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear064
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0544
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years068
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0581
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01383
IRS990ScheduleA/GrossInvestmentIncome509/Total02640
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear011165
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total011165
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear064
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0544
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years068
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0581
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01383
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total02640
IRS990ScheduleA/InvestmentIncomePercentage00.03400
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PriorYearSupportPercentage00.96020
IRS990ScheduleA/PriorYrInvestIncomePercentage00.03980
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.96600
IRS990ScheduleA/PublicSupportTotal509075095
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear029507
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year026596
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years09384
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years03944
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years05664
IRS990ScheduleA/Total509/Total075095
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear029571
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year027140
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years09452
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years04525
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years07047
IRS990ScheduleA/TotalSupportTotal/Total077735
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0PROGRAM EXPENSE $144
IRS990ScheduleO/GeneralExplanation/Explanation1SUPPLIES $312
IRS990ScheduleO/GeneralExplanation/Explanation2NICHOLIS JR. HIGH-ROTARY CONDU $1500
IRS990ScheduleO/GeneralExplanation/Explanation3BUS EXPENSE $1553
IRS990ScheduleO/GeneralExplanation/Explanation4| Donee's Name: FULLERTON SCHOOL DISTRICT | Donee's Address: 1401 W. VALENCIA FULLERTON, CA 92833 | Cash Amount Given: $18030
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference4Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0330755742
ReturnHeader/Filer/Name/BusinessNameLine10FULLERTON SCHOOL DISTRICT
ReturnHeader/Filer/Name/BusinessNameLine20EDUCATIONAL FOUNDATION
ReturnHeader/Filer/NameControl0FULL
ReturnHeader/Filer/Phone07144518666
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5317
ReturnHeader/Filer/USAddress/City0FULLERTON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092835
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-10-26
ReturnHeader/Officer/Name0FRAN STEINBERG
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Munson Cronick & Assoc LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102501 E Chapman 220
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Fullerton
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0928313132
ReturnHeader/Preparer/Name0Charles A Munson CPA
ReturnHeader/Preparer/Phone07144499909
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-26T13:06:30-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$44,379
Liabilities
-
Net assets
$44,379
Revenue
$25,620
Expenses
$22,179
Net income
$3,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$0.86$0.97$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.48$2.11$0.63
2023Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$2.08$0.88$1.20
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.80$0.81$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.66$0.46$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.15$0.94$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.88$1.35$0.47
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.75$1.52$0.77
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.18$0.22$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$0.24$0.20$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.26$0.22$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.24$0.27$0.02